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Brunswick
BC

Overview Fund Activity

388 hedge funds and large institutions have $3.81B invested in Brunswick in 2025 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 169 increasing their positions, 103 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
74
Increased
169
Reduced
103
Closed
67
Calls
$19.7M
Puts
$23.9M
Net Calls
-$4.23M
Net Calls Change
-$1.9M

Top Buyers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$74.2M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$34.7M
3
Franklin Resources
Franklin Resources
California
+$20.9M
4
Citadel Advisors
Citadel Advisors
Florida
+$20M
5
Morgan Stanley
Morgan Stanley
New York
+$18.7M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$55M
2
VBA
Van Berkom & Associates
Quebec, Canada
-$53.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$36.2M
4
UBS AM
UBS AM
Illinois
-$25.1M
5
Marshall Wace
Marshall Wace
United Kingdom
-$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
351
Rothschild Investment LLC
Illinois
$2.98K +$2.1K +38 +238%
FMII
352
Farmers & Merchants Investments Inc
Nebraska
$2.93K +$331 +6 +13%
SPIA
353
Steward Partners Investment Advisory
New York
$2.87K -$2.21K -40 -43%
GRP
354
Global Retirement Partners
California
$2.87K +$2.87K +52 New
HNW
355
High Note Wealth
Minnesota
$2.82K -$10.4K -189 -79%
BBHC
356
Brown Brothers Harriman & Co
New York
$2.27K – – –
MCM
357
MV Capital Management
Maryland
$2.27K +$1.05K +19 +86%
WA
358
Whipplewood Advisors
Colorado
$1.88K -$773 -14 -29%
WT
359
Whittier Trust
California
$1.88K – – –
PWA
360
Principia Wealth Advisory
Texas
$1.82K +$1.33K +24 +267%
HFS
361
Hughes Financial Services
Virginia
$1.81K +$1.81K +31 New
BFS
362
Bare Financial Services
Pennsylvania
$1.77K +$1.77K +32 New
KIM
363
Kestra Investment Management
Texas
$1.71K +$1.71K +31 New
MCM
364
Manchester Capital Management
Vermont
$1.66K -$940 -17 -36%
FFO
365
Fortitude Family Office
Arizona
$1.55K +$1.55K +28 New
IWM
366
IMG Wealth Management
Florida
$1.44K – – –
KG
367
Kilter Group
New York
$1.38K +$1.38K +25 New
PWA
368
Physician Wealth Advisors
Utah
$1.33K +$1.33K +24 New
STB
369
S&T Bank
Pennsylvania
$1.27K +$1.27K +23 New
CPG
370
Cornerstone Planning Group
New Jersey
$1.26K -$7.07K -118 -85%
RWM
371
Rialto Wealth Management
New York
$1.16K -$111 -2 -9%
CTB
372
Country Trust Bank
Illinois
$1.11K +$1.11K +20 New
CH
373
Cromwell Holdings
Wyoming
$608 +$608 +11 New
AAS
374
Ameritas Advisory Services
Nebraska
$608 +$608 +11 New
T
375
Transce3nd
Texas
$552 – – –
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15
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