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BigBear.ai

324 hedge funds and large institutions have $653M invested in BigBear.ai in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 116 increasing their positions, 93 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

29% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 77

38% less capital invested

Capital invested by funds: $1.06B → $653M (-$405M)

Holders
324
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$39.6M
Puts
$49M
Net Calls
Net Calls Change

Top Buyers

1 +$8.79M
2 +$7.79M
3 +$7.56M
4
HF
HRT Financial
New York
+$5.46M
5
VA
Vident Advisory
Georgia
+$5.16M

Top Sellers

1 -$17.7M
2 -$13.3M
3 -$10.1M
4
Morgan Stanley
Morgan Stanley
New York
-$8.58M
5
Goldman Sachs
Goldman Sachs
New York
-$7.51M
Name Holding Trade Value Shares
Change
Change in
Stake
FLP
276
Financial Life Planners
Arizona
$2.88K
GEA
277
Glen Eagle Advisors
New Jersey
$2.75K
DWM
278
Dogwood Wealth Management
Kansas
$2.62K
EWA
279
EverSource Wealth Advisors
Alabama
$2.54K
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
SWP
284
Strategic Wealth Partners
Ohio
$2.2K
NFSG
285
Newbridge Financial Services Group
Florida
$2.11K
BTI
286
Blue Trust Inc
Georgia
$1.96K
IPS
287
Investors Portfolio Services
Washington
$1.92K
FC
288
Financial Consulate
Maryland
$1.76K
MPWT
289
MassMutual Private Wealth & Trust
Connecticut
$1.76K
PTC
290
Private Trust Company
Ohio
$1.76K
BMC
291
Bear Mountain Capital
Washington
$1.58K
EWP
292
Elevation Wealth Partners
California
$1.41K
BOJHT
293
Bank of Jackson Hole Trust
Wyoming
$1.24K
PWA
294
Physician Wealth Advisors
Utah
$1.19K
RFP
295
Root Financial Partners
California
$1.17K
CFM
296
Cornerstone Financial Management
Massachusetts
$1.03K
VWM
297
Vermillion Wealth Management
Minnesota
$880
LI
298
LRI Investments
Florida
$873
GI
299
GAMMA Investing
California
$841
FDW
300
Fourth Dimension Wealth
Ohio
$774