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Badger Meter
BMI

535 hedge funds and large institutions have $6.92B invested in Badger Meter in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 178 increasing their positions, 193 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $8.77M | Put options by funds: $4.24M

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

96% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 45

30% more capital invested

Capital invested by funds: $5.33B → $6.92B (+$1.59B)

8% more funds holding

Funds holding: 496 → 535 (+39)

0.72% more ownership

Funds ownership: 95.31% → 96.03% (+0.72%)

8% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 193

Holders
535
Holders Change
+39
Holders Change %
+7.86%
% of All Funds
7.04%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
88
Increased
178
Reduced
193
Closed
45
Calls
$8.77M
Puts
$4.24M
Net Calls
+$4.53M
Net Calls Change
+$4.12M

Top Buyers

Rank Fund Capital Flow
1
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$60.9M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$40.4M
3
Bank of America
Bank of America
North Carolina
+$40.3M
4
Invesco
Invesco
Georgia
+$38.8M
5
Aberdeen Group
Aberdeen Group
United Kingdom
+$25.7M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$38M
2
JP Morgan Chase
JP Morgan Chase
New York
-$30M
3
Squarepoint
Squarepoint
New York
-$25.4M
4
Goldman Sachs
Goldman Sachs
New York
-$24.7M
5
N
Nuveen
North Carolina
-$23.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
501
True Wealth Design
Ohio
$3.67K +$2.72K +12 +400%
CT
502
Clearstead Trust
Maine
$3.67K +$3.4K +15 New
TCM
503
TD Capital Management
Tennessee
$3.2K – – –
AssetMark Inc
504
AssetMark Inc
California
$3.18K +$2.49K +11 +550%
MAS
505
MPWM Advisory Solutions
Georgia
$2.94K – – –
WTC
506
WhitTier Trust Company
Nevada
$2.94K – – –
OLVIG
507
Oliver Lagore Vanvalin Investment Group
Michigan
$2.85K +$3.4K +15 New
PSFG
508
Park Square Financial Group
Georgia
$2.45K – – –
AGWCA
509
Annis Gardner Whiting Capital Advisors
Florida
$2.45K +$2.27K +10 New
CFD
510
Creative Financial Designs
Indiana
$2.21K +$906 +4 +80%
TPCW
511
TD Private Client Wealth
New York
$2.17K – – –
TIM
512
Thompson Investment Management
Wisconsin
$1.88K +$227 +1 +14%
CFFP
513
Center for Financial Planning
Michigan
$1.72K – – –
DPW
514
DiNuzzo Private Wealth
Pennsylvania
$1.47K – – –
FFO
515
Fortitude Family Office
Arizona
$1.47K +$1.36K +6 New
CAWM
516
Capital A Wealth Management
Pennsylvania
$1.24K +$1.81K +8 New
AP
517
Aspect Partners
Virginia
$1.23K -$680 -3 -38%
WWM
518
Wolff Wiese Magana
California
$1.23K – – –
TIM
519
Tortoise Investment Management
New York
$1.23K +$1.13K +5 New
Twin Tree Management
520
Twin Tree Management
Texas
$980 -$2.7M -11,917 -100%
SC
521
Stephens Consulting
Michigan
$735 -$1.59K -7 -70%
SIC
522
SJS Investment Consulting
Ohio
$735 -$453 -2 -40%
CWP
523
Concord Wealth Partners
Virginia
$735 +$680 +3 New
PEAK6
524
PEAK6
Illinois
$730 +$680 +3 New
AWM
525
Abound Wealth Management
Tennessee
$490 – – –
19 20
21
22 23

BMI Hedge Fund Activity: Q2 2025 in Review

535 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q2 2025, worth a combined $6.92B — up 30% from $5.33B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new BMI positions and 45 closed out — a net gain of 43 holders — while 178 added to existing stakes and 193 trimmed.

The largest buyer was Westfield Capital Management, adding an estimated $60.9M. The largest seller was UBS AM, cutting an estimated $38M.

  • 535 institutional investors held Badger Meter (BMI) as of Q2 2025, up from 496 in Q1 2025.
  • Funds reported $6.92B of Badger Meter stock for Q2 2025, up 30% quarter-over-quarter.
  • 88 funds opened new Badger Meter positions in Q2 2025 and 45 closed out, a net change of +43 holders.
  • The largest Badger Meter buyer in Q2 2025 was Westfield Capital Management, an estimated $60.9M added.
  • The largest Badger Meter seller in Q2 2025 was UBS AM, an estimated $38M sold.

Based on aggregated 13F filings for Q2 2025.