Bridgewater Associates, LP

All 13F Filings

Location
Westport, CT
Most recent 13F
Q4 2025
Holdings value ($000)
27,421,614
Description
Westport Connecticut based planning integrated investment advisor with a partnership structure and a cycle aware and portfolio focused investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and active stewardship and governance oversight for private client and family mandates. Implementation focuses on stability, transparency, and repeatable investment decision routines through capital preservation orientation and portfolio discipline.
Founded
1975
Chairman
CEO
Nir Bar Dea
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/13/2026 1,040 27,421,614 13F-HR Bridgewater Associates, LP
Q3 2025 11/13/2025 1,014 25,527,677 13F-HR Bridgewater Associates, LP
Q2 2025 8/13/2025 585 24,791,713 13F-HR Bridgewater Associates, LP
Q1 2025 5/14/2025 664 21,554,170 13F-HR Bridgewater Associates, LP
Q4 2024 2/13/2025 691 21,811,060 13F-HR Bridgewater Associates, LP
Q3 2024 11/13/2024 773 17,658,795 13F-HR Bridgewater Associates, LP
Q2 2024 8/14/2024 877 19,152,850 13F-HR Bridgewater Associates, LP
Q1 2024 5/14/2024 677 19,775,432 13F-HR Bridgewater Associates, LP
Q4 2023 2/14/2024 742 17,864,337 13F-HR Bridgewater Associates, LP
Q3 2023 11/13/2023 740 16,545,394 13F-HR Bridgewater Associates, LP
Q2 2023 8/11/2023 696 16,193,417 13F-HR Bridgewater Associates, LP
Q1 2023 5/12/2023 710 16,388,146 13F-HR Bridgewater Associates, LP
Q4 2022 2/13/2023 820 18,319,725 13F-HR Bridgewater Associates, LP
Q3 2022 11/10/2022 866 19,754,887 13F-HR Bridgewater Associates, LP
Q2 2022 8/11/2022 985 23,598,118 13F-HR Bridgewater Associates, LP
Q1 2022 5/13/2022 968 24,807,125 13F-HR Bridgewater Associates, LP
Q4 2021 2/14/2022 731 17,202,270 13F-HR Bridgewater Associates, LP
Q3 2021 11/12/2021 683 18,264,176 13F-HR Bridgewater Associates, LP
Q2 2021 8/13/2021 704 15,587,735 13F-HR Bridgewater Associates, LP
Q1 2021 5/14/2021 455 11,339,600 13F-HR Bridgewater Associates, LP
Q4 2020 2/12/2021 525 11,554,660 13F-HR Bridgewater Associates, LP
Q3 2020 11/13/2020 430 8,314,872 13F-HR Bridgewater Associates, LP
Q2 2020 8/12/2020 383 5,961,121 13F-HR Bridgewater Associates, LP
Q1 2020 5/14/2020 399 5,039,633 13F-HR Bridgewater Associates, LP
Q4 2019 2/13/2020 471 9,794,186 13F-HR Bridgewater Associates, LP
Q1 2014 5/14/2014 339 12,222,542 13F-HR Bridgewater Associates, LP
Q4 2013 2/12/2014 293 12,464,151 13F-HR Bridgewater Associates, LP
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 23.91 M 87.2% 1.671 M 0 1.671 M
ETFs 3.506 M 12.8% 225.1 K 0 225.1 K
Other 2.285 K 0.0% 0 2.367 K -2.367 K
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Fund Snapshot

Q4 2025
Latest filed
2/13/2026
Total value ($000)
27,421,614
Holdings
1040
QoQ value change ($000)
1,893,937 (7.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.