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BigBear.ai

324 hedge funds and large institutions have $654M invested in BigBear.ai in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 116 increasing their positions, 94 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 94

5.89% less ownership

Funds ownership: 44.88%38.99% (-5.9%)

9% less funds holding

Funds holding: 357324 (-33)

19% less call options, than puts

Call options by funds: $39.6M | Put options by funds: $49M

30% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 77

38% less capital invested

Capital invested by funds: $1.06B → $654M (-$404M)

Holders
324
Holders Change
-33
Holders Change %
-9.24%
% of All Funds
3.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
54
Increased
116
Reduced
94
Closed
77
Calls
$39.6M
Puts
$49M
Net Calls
-$9.38M
Net Calls Change
-$48.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FLP
276
Financial Life Planners
Arizona
$2.88K +$3.8K +819 New
GEA
277
Glen Eagle Advisors
New Jersey
$2.75K +$2.38K +513 +191%
DWM
278
Dogwood Wealth Management
Kansas
$2.62K
EWA
279
EverSource Wealth Advisors
Alabama
$2.54K +$1.6K +344 +91%
LWMI
280
Legacy Wealth Management (Idaho)
Idaho
$2.54K
SWM
281
Spire Wealth Management
Virginia
$2.46K
IRC
282
Investors Research Corp
Georgia
$2.39K
RIL
283
Rothschild Investment LLC
Illinois
$2.29K -$362 -78 -11%
SWP
284
Strategic Wealth Partners
Ohio
$2.2K -$70 -15 -2%
NFSG
285
Newbridge Financial Services Group
Florida
$2.11K +$929 +200 +50%
BTI
286
Blue Trust Inc
Georgia
$1.96K
IPS
287
Investors Portfolio Services
Washington
$1.92K +$469 +101 +23%
FC
288
Financial Consulate
Maryland
$1.76K
MPWT
289
MassMutual Private Wealth & Trust
Connecticut
$1.76K
PTC
290
Private Trust Company
Ohio
$1.76K +$1.16K +250 +100%
BMC
291
Bear Mountain Capital
Washington
$1.58K +$167 +36 +10%
EWP
292
Elevation Wealth Partners
California
$1.41K
BOJHT
293
Bank of Jackson Hole Trust
Wyoming
$1.24K -$4.57K -983 -74%
PWA
294
Physician Wealth Advisors
Utah
$1.19K
RFP
295
Root Financial Partners
California
$1.17K -$23.5K -5,050 -94%
CFM
296
Cornerstone Financial Management
Massachusetts
$1.03K
VWM
297
Vermillion Wealth Management
Minnesota
$880 -$1.29K -278 -53%
LI
298
LRI Investments
Florida
$873
GI
299
GAMMA Investing
California
$841 -$9.23K -1,988 -89%
FDW
300
Fourth Dimension Wealth
Ohio
$774