Latest Bridgewater Advisors Inc. Stock Portfolio
Bridgewater Advisors Inc. Performance:
2025 Q3: 2.47%YTD: 6.11%2024: 5.75%
Performance for 2025 Q3 is 2.47%, and YTD is 6.11%, and 2024 is 5.75%.
About Bridgewater Advisors Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Bridgewater Advisors Inc. reported an equity portfolio of $1.4 Billions as of 30 Sep, 2025.
The top stock holdings of Bridgewater Advisors Inc. are BBAX, AEMB, AEMB. The fund has invested 6.3% of it's portfolio in J P MORGAN EXCHANGE TRADED F and 5.5% of portfolio in AMERICAN CENTY ETF TR.
The fund managers got completely rid off MR COOPER GROUP INC (COOP), UNUM GROUP (UNM) and DUOLINGO INC (DUOL) stocks. They significantly reduced their stock positions in AMERICAN INTL GROUP INC (AIG), VANGUARD SPECIALIZED FUNDS (VIG) and T-MOBILE US INC (TMUS). Bridgewater Advisors Inc. opened new stock positions in J P MORGAN EXCHANGE TRADED F, ROCKET COS INC (RKT) and ENTERPRISE PRODS PARTNERS L (EPD). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), HDFC BANK LTD (HDB) and HENRY JACK & ASSOC INC (JKHY).
The top stock holdings of Bridgewater Advisors Inc. are BBAX, AEMB, AEMB. The fund has invested 6.3% of it's portfolio in J P MORGAN EXCHANGE TRADED F and 5.5% of portfolio in AMERICAN CENTY ETF TR.
The fund managers got completely rid off MR COOPER GROUP INC (COOP), UNUM GROUP (UNM) and DUOLINGO INC (DUOL) stocks. They significantly reduced their stock positions in AMERICAN INTL GROUP INC (AIG), VANGUARD SPECIALIZED FUNDS (VIG) and T-MOBILE US INC (TMUS). Bridgewater Advisors Inc. opened new stock positions in J P MORGAN EXCHANGE TRADED F, ROCKET COS INC (RKT) and ENTERPRISE PRODS PARTNERS L (EPD). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), HDFC BANK LTD (HDB) and HENRY JACK & ASSOC INC (JKHY).
Bridgewater Advisors Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Bridgewater Advisors Inc. made a return of 2.47% in the last quarter. In trailing 12 months, it's portfolio return was 6.48%.
New Buys
| Ticker | $ Bought |
|---|---|
| j p morgan exchange traded f | 53,477,500 |
| vanguard ny tax free fds | 8,884,930 |
| rocket cos inc | 3,868,330 |
| vanguard calif tax free fds | 799,152 |
| enterprise prods partners l | 729,189 |
| seagate technology hldngs pl | 368,013 |
| electronic arts inc | 322,211 |
| vanguard bd index fds | 291,084 |
New stocks bought by Bridgewater Advisors Inc.
Additions
| Ticker | % Inc. |
|---|---|
| j p morgan exchange traded f | 203 |
| hdfc bank ltd | 103 |
| henry jack & assoc inc | 29.11 |
| dimensional etf trust | 27.9 |
| vanguard intl equity index f | 23.87 |
| devon energy corp new | 23.8 |
| american centy etf tr | 21.02 |
| bhp group ltd | 19.12 |
Additions to existing portfolio by Bridgewater Advisors Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| american intl group inc | -64.77 |
| vanguard specialized funds | -54.44 |
| t-mobile us inc | -48.54 |
| crowdstrike hldgs inc | -41.87 |
| spdr dow jones indl average | -39.12 |
| salesforce inc | -36.67 |
| starbucks corp | -34.77 |
| palantir technologies inc | -33.56 |
Bridgewater Advisors Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| mr cooper group inc | -4,078,040 |
| unum group | -1,378,980 |
| braze inc | -217,677 |
| chipotle mexican grill inc | -258,647 |
| pgim etf tr | -231,467 |
| altria group inc | -203,873 |
| sysco corp | -222,442 |
| microchip technology inc. | -206,951 |
Bridgewater Advisors Inc. got rid off the above stocks
Sector Distribution
Bridgewater Advisors Inc. has about 67.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 67.8 |
| Technology | 11.5 |
| Financial Services | 5.1 |
| Communication Services | 4.3 |
| Consumer Cyclical | 3.6 |
| Healthcare | 2.2 |
| Industrials | 2.1 |
| Consumer Defensive | 1.1 |
Market Cap. Distribution
Bridgewater Advisors Inc. has about 30.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 67.8 |
| MEGA-CAP | 18.8 |
| LARGE-CAP | 12 |
| MID-CAP | 1.2 |
Stocks belong to which Index?
About 29.8% of the stocks held by Bridgewater Advisors Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 69.5 |
| S&P 500 | 29.8 |
Bridgewater Advisors Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Bridgewater Advisors Inc.
Bridgewater Advisors Inc. has 434 stocks in it's portfolio. About 41.8% of the portfolio is in top 10 stocks. META proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Bridgewater Advisors Inc. last quarter.
Last Reported on: 10 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.62 | 193,436 | 52,183,200 | reduced | -0.6 | ||
| AAXJ | ishares tr | 0.15 | 39,348 | 2,120,860 | reduced | -0.24 | ||
| AAXJ | ishares tr | 0.04 | 4,538 | 575,444 | added | 0.31 | ||
| AAXJ | ishares tr | 0.02 | 2,519 | 351,005 | reduced | -1.14 | ||
| ABBV | abbvie inc | 0.16 | 10,245 | 2,244,000 | added | 2.00 | ||
| ABC | cencora inc | 0.02 | 1,306 | 312,688 | added | 10.3 | ||
| ABT | abbott labs | 0.11 | 12,340 | 1,541,880 | reduced | -1.71 | ||
| ACN | accenture plc ireland | 0.03 | 1,988 | 479,784 | reduced | -17.82 | ||
| ACWV | ishares inc | 0.06 | 17,821 | 837,231 | added | 0.77 | ||
| ACWV | ishares inc | 0.06 | 14,330 | 791,303 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.07 | 2,948 | 964,901 | added | 3.11 | ||
| ADC | agree rlty corp | 0.02 | 3,280 | 237,866 | new | |||
| ADI | analog devices inc | 0.03 | 1,723 | 401,175 | added | 1.41 | ||
| ADP | automatic data processing in | 0.05 | 3,099 | 782,064 | reduced | -6.15 | ||
| ADSK | autodesk inc | 0.03 | 1,650 | 476,539 | added | 5.3 | ||
| AEMB | american centy etf tr | 5.51 | 1,100,650 | 79,445,000 | added | 2.43 | ||
| AEMB | american centy etf tr | 4.88 | 647,503 | 70,415,900 | added | 8.58 | ||
| AEMB | american centy etf tr | 2.63 | 480,389 | 37,888,300 | added | 8.68 | ||
| AEMB | american centy etf tr | 0.47 | 88,528 | 6,796,290 | reduced | -4.35 | ||
| AEMB | american centy etf tr | 0.07 | 12,935 | 954,864 | added | 21.02 | ||