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BigBear.ai

357 hedge funds and large institutions have $1.06B invested in BigBear.ai in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 153 increasing their positions, 58 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 58

96% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 49

32% more call options, than puts

Call options by funds: $164M | Put options by funds: $124M

13% more funds holding

Funds holding: 316357 (+41)

13% more capital invested

Capital invested by funds: $940M → $1.06B (+$118M)

5.95% more ownership

Funds ownership: 38.93%44.88% (+6%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
357
Holders Change
+41
Holders Change %
+12.97%
% of All Funds
4.34%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
96
Increased
153
Reduced
58
Closed
49
Calls
$164M
Puts
$124M
Net Calls
+$39.4M
Net Calls Change
+$9.89M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
Spire Wealth Management
Virginia
$3.78K
IRC
302
Investors Research Corp
Georgia
$3.66K
SWP
303
Strategic Wealth Partners
Ohio
$3.45K +$4.17K +639 New
AAG
304
Armstrong Advisory Group
Massachusetts
$3.08K
BTI
305
Blue Trust Inc
Georgia
$3.01K
VWM
306
Vermillion Wealth Management
Minnesota
$2.85K
MPWT
307
MassMutual Private Wealth & Trust
Connecticut
$2.7K
FC
308
Financial Consulate
Maryland
$2.7K +$3.27K +500 New
IPS
309
Investors Portfolio Services
Washington
$2.4K +$2.9K +444 New
BMC
310
Bear Mountain Capital
Washington
$2.31K +$170 +26 +7%
S
311
SignatureFD
Georgia
$2.18K +$1.53K +234 +138%
EWP
312
Elevation Wealth Partners
California
$2.16K
NFSG
313
Newbridge Financial Services Group
Florida
$2.16K +$2.61K +400 New
II
314
Inspire Investing
Idaho
$2.16K +$2.61K +400 New
TCM
315
Triumph Capital Management
Colorado
$2.12K +$2.57K +393 New
EWA
316
EverSource Wealth Advisors
Alabama
$2.04K -$2.13K -326 -46%
PWA
317
Physician Wealth Advisors
Utah
$1.82K
TPBG
318
Turning Point Benefit Group
Maryland
$1.62K
CFM
319
Cornerstone Financial Management
Massachusetts
$1.58K +$1.91K +292 New
GEA
320
Glen Eagle Advisors
New Jersey
$1.45K
PTC
321
Private Trust Company
Ohio
$1.35K +$1.63K +250 New
LI
322
LRI Investments
Florida
$1.34K +$810 +124 +100%
Federated Hermes
323
Federated Hermes
Pennsylvania
$1.24K +$1.5K +229 New
FDW
324
Fourth Dimension Wealth
Ohio
$1.19K +$1.31K +200 +1,000%
TWC
325
TD Waterhouse Canada
Ontario, Canada
$1.08K -$3.96K -606 -75%