This table shows the aggregate assets and liabilities of hedge funds that file Form PF with the Securities and Exchange Commission. Unlike table B.101.f in the regular Financial Accounts publication, which reports assets and liabilities of domestic hedge funds only, this table presents data on all hedge funds that file Form PF, both domestic and foreign.

Graph and download economic data for Hedge Funds; Total Financial Assets, Level (BOGZ1FL624090005A) from 1945 to 2023 about Hedge Fund, financial, assets, and USA.

The US hedge fund market, a significant segment of the global alternative investment landscape, is projected to experience robust growth over the forecast period (2025-2033). With a 2025 market size estimated at $2.77 trillion (based on global data and US market dominance), a Compound Annual Growth Rate (CAGR) of 6.52% suggests a substantial expansion. This growth is driven by several factors, including increasing institutional investor participation seeking higher returns beyond traditional asset classes, the ongoing development of sophisticated investment strategies like quantitative and data-driven approaches, and a persistent need for diversification within investment portfolios. While regulatory scrutiny and economic uncertainty pose potential constraints, the adaptability of hedge fund managers and their capacity to navigate market volatility are expected to mitigate these risks. Specific strategies like equity, macro, and event-driven approaches continue to attract significant capital, alongside the rising prominence of more specialized niche strategies catering to unique market opportunities. The concentration of major players like Bridgewater Associates and Renaissance Technologies within the US contributes significantly to the market's strength and dynamism. The competitive landscape within the US hedge fund market remains fiercely contested. Established firms consistently refine their strategies and leverage technological advancements to maintain an edge, while emerging managers seek to differentiate themselves through innovative approaches. Geographic concentration, with a significant portion of the market residing in major financial hubs like New York and Connecticut, suggests opportunities for regional expansion and potential diversification into less saturated areas. The ongoing evolution of technology, particularly within artificial intelligence and machine learning, is expected to significantly impact investment strategies and operational efficiencies across the industry, driving further growth and innovation in the coming years. The overall outlook remains optimistic, with the US hedge fund market poised for considerable expansion fueled by evolving investor demands and the inherent resilience of alternative investment strategies. Recent developments include: January 2024: The Palm Beach Hedge Fund Association (PBHFA), the premier trade association for investors and financial professionals in South Florida, and Entoro, a leading boutique finance and investment banking group, announced a strategic partnership to improve deal distribution for hedge funds., October 2022: Divya Nettimi, a former Viking Global Investors portfolio manager who oversaw over USD 4 billion at the Greenwich, Connecticut-based hedge fund firm, became the first woman to launch a hedge fund that has committed more than USD 1 billion.. Key drivers for this market are: Positive Trends in Equity Market is Driving the Market. Potential restraints include: Positive Trends in Equity Market is Driving the Market. Notable trends are: Rise of the Crypto Hedge Funds in United States.

The hedge fund industry boomed in the 1990s, and the value of assets managed by hedge funds worldwide grew steadily until 2007. The value fell markedly the following year because of the financial crisis and did not recover until 2013. In 2023, the value of assets under management (AUM) of hedge funds reached over five trillion U.S. dollars. Which firms dominate the hedge fund industry? The biggest hedge funds in the market typically attain their size by combining exceptional results, a solid track record, and efficient risk management tactics. In 2023, Field Street Capital Management was the biggest hedge fund company, with nearly 298 billion U.S. dollars of assets under management. Some other prominent global hedge funds by AUM include Citadel, Bridgewater Associates, Mariner Investment Group LLC, etc. These industry giants often boast a diverse range of investment strategies and maintain a global presence, which allows them to capitalize on opportunities across diverse sectors and assets. Hedge Funds: What's changing? Hedge funds constantly tweak their investment strategies to keep up with market shifts. The cryptocurrency market introduces a novel asset class that is distinct from traditional financial markets. Therefore, the primary reason behind hedge funds investing in digital assets was to diversify their portfolios. The escalating interest in cryptocurrencies and blockchain technology prompted hedge funds to explore new prospects and risks associated with digital assets. In 2021, the average assets under management of crypto hedge funds more than doubled from the previous year, rising from 24 to 59 million U.S. dollars.

Graph and download economic data for Hedge Funds; Corporate Equities; Asset, Level (BOGZ1FL623064103A) from 1945 to 2023 about Hedge Fund, equity, corporate, assets, and USA.

It is estimated that 1.71 billion U.S. dollars will be spent on alternative data globally by buy-side firms in 2020. Alternative data is data used by investors to evaluate a company or investment outside of their traditional data sources, which include press releases, SEC filings, and financial statements. Some forms of alternative data include app usage, financial transactions, and geolocation data.

Hong Kong SAR (China) HK Investment Fund: Gross Sales: Mixed Assets: North America data was reported at 1.440 USD bn in Jan 2025. This records an increase from the previous number of 1.142 USD bn for Dec 2024. Hong Kong SAR (China) HK Investment Fund: Gross Sales: Mixed Assets: North America data is updated monthly, averaging 924.698 USD mn from Jan 2023 (Median) to Jan 2025, with 25 observations. The data reached an all-time high of 1.440 USD bn in Jan 2025 and a record low of 694.980 USD mn in Apr 2023. Hong Kong SAR (China) HK Investment Fund: Gross Sales: Mixed Assets: North America data remains active status in CEIC and is reported by Hong Kong Investment Funds Association. The data is categorized under Global Database’s Hong Kong SAR (China) – Table HK.Z036: HK Investment Funds Association Statistics.

Hong Kong HK Investment Fund: Sale: Bond Funds: US data was reported at 34.640 USD mn in May 2018. This records a decrease from the previous number of 58.780 USD mn for Apr 2018. Hong Kong HK Investment Fund: Sale: Bond Funds: US data is updated monthly, averaging 30.690 USD mn from Jul 2006 (Median) to May 2018, with 143 observations. The data reached an all-time high of 602.900 USD mn in Apr 2012 and a record low of 2.060 USD mn in Dec 2013. Hong Kong HK Investment Fund: Sale: Bond Funds: US data remains active status in CEIC and is reported by Hong Kong Investment Funds Association. The data is categorized under Global Database’s Hong Kong – Table HK.Z038: HK Investment Funds Association Statistics.

Hong Kong HK Investment Fund: Redemption: EF: North America data was reported at 196.850 USD mn in Aug 2018. This records an increase from the previous number of 153.300 USD mn for Jul 2018. Hong Kong HK Investment Fund: Redemption: EF: North America data is updated monthly, averaging 22.320 USD mn from Jan 2005 (Median) to Aug 2018, with 164 observations. The data reached an all-time high of 277.200 USD mn in Apr 2015 and a record low of 1.680 USD mn in Feb 2009. Hong Kong HK Investment Fund: Redemption: EF: North America data remains active status in CEIC and is reported by Hong Kong Investment Funds Association. The data is categorized under Global Database’s Hong Kong – Table HK.Z038: HK Investment Funds Association Statistics.

Graph and download economic data for Hedge Funds; Other Loans; Asset, Level (BOGZ1FL623069003Q) from Q4 1945 to Q2 2024 about Hedge Fund, assets, loans, and USA.

United States Assets: Outs: FB: US Direct Investment Abroad data was reported at 931.911 USD bn in Mar 2018. This records a decrease from the previous number of 942.460 USD bn for Dec 2017. United States Assets: Outs: FB: US Direct Investment Abroad data is updated quarterly, averaging 29.671 USD bn from Dec 1951 (Median) to Mar 2018, with 266 observations. The data reached an all-time high of 942.460 USD bn in Dec 2017 and a record low of 0.412 USD bn in Mar 1952. United States Assets: Outs: FB: US Direct Investment Abroad data remains active status in CEIC and is reported by Federal Reserve Board. The data is categorized under Global Database’s USA – Table US.AB010: Funds by Sector: Flows and Outstanding: Domestic Financial Business.

Consumer Edge is a leader in alternative consumer data for public and private investors and corporate clients. CE Vision USA includes consumer transaction data on 100M+ credit and debit cards, including 35M+ with activity in the past 12 months and 14M+ active monthly users. Capturing online, offline, and 3rd-party consumer spending on public and private companies, data covers 12K+ merchants, 800+ parent companies, 80+ same store sales metrics, and deep demographic and geographic breakouts. Review data by ticker in our Investor Relations module. Brick & mortar and ecommerce direct-to-consumer sales are recorded on transaction date and purchase data is available for most companies as early as 6 days post-swipe.

Consumer Edge’s consumer transaction datasets offer insights into industries across consumer and discretionary spend such as: • Apparel, Accessories, & Footwear • Automotive • Beauty • Commercial – Hardlines • Convenience / Drug / Diet • Department Stores • Discount / Club • Education • Electronics / Software • Financial Services • Full-Service Restaurants • Grocery • Ground Transportation • Health Products & Services • Home & Garden • Insurance • Leisure & Recreation • Limited-Service Restaurants • Luxury • Miscellaneous Services • Online Retail – Broadlines • Other Specialty Retail • Pet Products & Services • Sporting Goods, Hobby, Toy & Game • Telecom & Media • Travel

Private equity and venture capital firms can leverage insights from CE’s synthetic data to assess investment opportunities, while consumer insights teams and retailers can gain visibility into transaction data’s potential for competitive analysis, shopper behavior, and market intelligence.

CE Vision Benefits • Discover new competitors • Compare sales, average ticket & transactions across competition • Evaluate demographic and geographic drivers of growth • Assess customer loyalty • Explore granularity by geos • Benchmark market share vs. competition • Analyze business performance with advanced cross-cut queries

Private equity, venture capital, hedge funds, asset managers, and corporate clients use Consumer Edge data for:

Private Equity & Venture Capital Use Cases • Deal Sourcing • Live Diligences • Portfolio Monitoring

Corporate Strategy Use Cases • Ecommerce vs. brick & mortar trends • Real estate opportunities • Economic spending shifts

Marketing & Consumer Insights • Total addressable market view • Competitive threats & opportunities • Cross-shopping trends for new partnerships • Demo and geo growth drivers • Customer loyalty & retention

Investor Relations • Shareholder perspective on brand vs. competition • Real-time market intelligence • M&A opportunities

United States Assets: Flow: PDI: saar: US Direct Investment Abroad data was reported at -9.232 USD bn in Mar 2018. This records a decrease from the previous number of 19.219 USD bn for Dec 2017. United States Assets: Flow: PDI: saar: US Direct Investment Abroad data is updated quarterly, averaging 0.295 USD bn from Dec 1951 (Median) to Mar 2018, with 266 observations. The data reached an all-time high of 54.735 USD bn in Dec 2008 and a record low of -55.091 USD bn in Jun 2016. United States Assets: Flow: PDI: saar: US Direct Investment Abroad data remains active status in CEIC and is reported by Federal Reserve Board. The data is categorized under Global Database’s USA – Table US.AB012: Funds by Sector: Flows and Outstanding: Private Depository Corporations.

Graph and download economic data for 7) How Has the Intensity of Efforts by Hedge Funds to Negotiate More-Favorable Price and Nonprice Terms Changed over the Past Three Months?| Answer Type: Decreased Considerably (ALLQ07DCNR) from Q3 2011 to Q4 2024 about Hedge Fund, change, 3-month, price, and USA.

United States Assets: Flow: FC: saar: Misc: Investment in Foreign Banking Office data was reported at 43.784 USD bn in Mar 2018. This records an increase from the previous number of -7.148 USD bn for Dec 2017. United States Assets: Flow: FC: saar: Misc: Investment in Foreign Banking Office data is updated quarterly, averaging 0.000 USD bn from Dec 1951 (Median) to Mar 2018, with 266 observations. The data reached an all-time high of 336.096 USD bn in Dec 2008 and a record low of -179.508 USD bn in Jun 2009. United States Assets: Flow: FC: saar: Misc: Investment in Foreign Banking Office data remains active status in CEIC and is reported by Federal Reserve Board. The data is categorized under Global Database’s USA – Table US.AB032: Funds by Sector: Flows and Outstanding: Funding Corporations.

Graph and download economic data for Hedge Funds; Corporate and Foreign Bonds; Asset (Market Value), Market Value Levels (BOGZ1LM623063003Q) from Q4 1945 to Q2 2024 about Hedge Fund, market value, foreign, bonds, corporate, assets, and USA.

Key information about United States Market Capitalization: % of GDP

• United States Market Capitalization accounted for 155.0 % of its Nominal GDP in Dec 2022, compared with a percentage of 205.0 % in the previous year
• US Market Capitalization: % Nominal GDP is updated yearly, available from Dec 1975 to Dec 2022
• The data reached an all-time high of 205.0 % in Dec 2021 and a record low of 36.7 % in Dec 1978

Graph and download economic data for Hedge Funds; Total Financial Liabilities, Level (BOGZ1FL624190005Q) from Q4 1945 to Q2 2024 about Hedge Fund, liabilities, financial, and USA.

United States BoP: sa: FA: Assets: PI: Equity & Investment Fund Shares data was reported at 242.518 USD bn in Mar 2018. This records an increase from the previous number of -39.233 USD bn for Dec 2017. United States BoP: sa: FA: Assets: PI: Equity & Investment Fund Shares data is updated quarterly, averaging 22.259 USD bn from Mar 1999 (Median) to Mar 2018, with 77 observations. The data reached an all-time high of 242.518 USD bn in Mar 2018 and a record low of -69.820 USD bn in Dec 2016. United States BoP: sa: FA: Assets: PI: Equity & Investment Fund Shares data remains active status in CEIC and is reported by Bureau of Economic Analysis. The data is categorized under Global Database’s USA – Table US.JB003: Balance of Payments: BPM6: Seasonally Adjusted.

Graph and download economic data for 8) Considering the Entire Range of Transactions Facilitated by Your Institution for Such Clients, How Has the Use of Financial Leverage by Hedge Funds Changed over the Past Three Months?| Answer Type: Decreased Somewhat (ALLQ08DSNR) from Q3 2011 to Q4 2024 about Hedge Fund, change, transactions, 3-month, financial, and USA.