Who Owns STONE RIDGE TR (LDDR)?Hedge Fund & Institutional Holders
$82.04+0.13 (+0.16%)BATS
Institutional Holders
9
as of Q4 2025
Total Institutional Value
$999000871114571.0T
% of Float Held
—
QoQ Change in Holders
+7 / -0
Price History
LDDR — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| BARRETT & COMPANY, INC. | New Position | +12K | +$999.0M |
| Stone Ridge Holdings Group LP | New Position | +104K | +$8.7M |
| CWM, LLC | New Position | +17K | +$1.5M |
| JANE STREET GROUP, LLC | New Position | +20K | +$1.0M |
| WFA of San Diego, LLC | New Position | +338 | +$28K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New Position | +7K | +$0 |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +5K | +$0 |
LDDR — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | Decreased | -19K | -$2.2B |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BARRETT & COMPANY, INC. | 11,895 | $999.0M | 0.33% | Share |
| 2 | Stone Ridge Holdings Group LP | 103,635 | $8.7M | 0.64% | Share |
| 3 | CWM, LLC | 17,328 | $1.5M | 0.00% | Share |
| 4 | JANE STREET GROUP, LLC | 20,339 | $1.0M | 0.00% | Share |
| 5 | WFA of San Diego, LLC | 338 | $28K | 0.02% | Share |
| 6 | CAPTRUST FINANCIAL ADVISORS | 6,722 | $0 | 0.00% | Share |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 4,593 | $0 | 0.00% | Share |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,671 | $0 | 0.00% | Share |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,857 | $0 | 0.00% | Share |
LDDR Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 8 | $1.0B | +7 |
| Q3 2025 | 1 | $2.2B | -6 |
| Q2 2025 | 7 | $244.5B | +3 |
| Q1 2025 | 4 | $745.9M | — |
As of Q4 2025, 9 institutional investors hold LDDR (STONE RIDGE TR). The largest holder is BARRETT & COMPANY, INC. with $999.0M in shares. This quarter, 7 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own LDDR?
As of Q4 2025, 9 institutional investors report holding LDDR (STONE RIDGE TR) in their 13F filings.
Who is the largest institutional holder of LDDR?
The largest institutional holder of LDDR is BARRETT & COMPANY, INC. with $999.0M in shares.
Is institutional ownership of LDDR increasing or decreasing?
This quarter, 7 institutions opened new positions in LDDR and 0 closed their positions.