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Baxter International

729 hedge funds and large institutions have $11.5B invested in Baxter International in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 249 increasing their positions, 271 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.73% more ownership

Funds ownership: 96.92%98.65% (+1.7%)

8% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 271

5% less funds holding

Funds holding: 771729 (-42)

24% less capital invested

Capital invested by funds: $15.1B → $11.5B (-$3.56B)

25% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 115

31% less call options, than puts

Call options by funds: $59.7M | Put options by funds: $86.9M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
729
Holders Change
-42
Holders Change %
-5.45%
% of All Funds
9.57%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
86
Increased
249
Reduced
271
Closed
115
Calls
$59.7M
Puts
$86.9M
Net Calls
-$27.2M
Net Calls Change
-$95.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
701
Cornerstone Planning Group
New Jersey
$536 -$152 -6 -18%
DPW
702
DiNuzzo Private Wealth
Pennsylvania
$519 -$735 -29 -58%
PWA
703
Principia Wealth Advisory
Texas
$501 -$76 -3 -12%
GSWM
704
Golden State Wealth Management
California
$490
PWA
705
Physician Wealth Advisors
Utah
$479 +$25 +1 +5%
WWA
706
Wealth Watch Advisors
Colorado
$478 +$533 +21 New
RJA
707
Ross\Johnson & Associates
Minnesota
$455
SFCL
708
Strengthening Families & Communities LLC
Massachusetts
$433 +$482 +19 New
TWD
709
True Wealth Design
Ohio
$388 -$380 -15 -47%
BWL
710
Bogart Wealth LLC
Virginia
$387 -$76 -3 -15%
CIAS
711
CBIZ Investment Advisory Services
Ohio
$367
AGWCA
712
Annis Gardner Whiting Capital Advisors
Florida
$353 -$4.74K -187 -93%
CT
713
Coastline Trust
Rhode Island
$342 -$254 -10 -40%
WA
714
WestEnd Advisors
North Carolina
$342 -$178 -7 -32%
KG
715
Kilter Group
New York
$342 +$127 +5 +50%
RWS
716
Retirement Wealth Solutions
Wisconsin
$342 +$380 +15 New
GWSG
717
GPS Wealth Strategies Group
Colorado
$319
WPA
718
Wealth Preservation Advisors
Tennessee
$296
BHWM
719
Bay Harbor Wealth Management
Maryland
$252 -$304 -12 -52%
DF
720
Dunhill Financial
United Kingdom
$244 -$127 -5 -31%
NL
721
NVWM LLC
Pennsylvania
$228 +$127 +5 +100%
WOC
722
West Oak Capital
California
$171
HIA
723
HFM Investment Advisors
New Jersey
$159 -$304 -12 -63%
TPBG
724
Turning Point Benefit Group
Maryland
$140 +$152 +6 New
CAC
725
Core Alternative Capital
Georgia
$137 -$152 -6 -50%