CONFLUENCE INVESTMENT MANAGEMENT LLC has added 549,686 shares of $IWD to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $IWD.
$IWD Hedge Fund Activity
We have seen 644 institutional investors add shares of $IWD stock to their portfolio, and 683 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GOLDMAN SACHS GROUP INC removed 4,154,169 shares (-26.8%) from their portfolio in Q3 2025, for an estimated $845,747,266
- PRUDENTIAL FINANCIAL INC added 1,162,986 shares (+43.9%) to their portfolio in Q3 2025, for an estimated $236,772,319
- FMR LLC added 1,018,449 shares (+11.5%) to their portfolio in Q3 2025, for an estimated $207,346,031
- MORGAN STANLEY added 703,830 shares (+2.0%) to their portfolio in Q3 2025, for an estimated $143,292,749
- CONFLUENCE INVESTMENT MANAGEMENT LLC added 549,686 shares (+2904.9%) to their portfolio in Q4 2025, for an estimated $115,620,953
- JONES FINANCIAL COMPANIES LLLP removed 549,165 shares (-27.0%) from their portfolio in Q3 2025, for an estimated $111,804,502
- BAIRD FINANCIAL GROUP, INC. added 343,503 shares (+6.5%) to their portfolio in Q3 2025, for an estimated $69,933,775
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $IWD ticker page for more data.
