We are live on ! Find out more

241 hedge funds and large institutions have $2.55B invested in Braze in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 98 increasing their positions, 58 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $36.4M | Put options by funds: $18.2M

69% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 58

50% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 36

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more funds holding

Funds holding: 223241 (+18)

1.54% more ownership

Funds ownership: 80.14%81.68% (+1.5%)

13% less capital invested

Capital invested by funds: $2.94B → $2.55B (-$385M)

Holders
241
Holders Change
+18
Holders Change %
+8.07%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
54
Increased
98
Reduced
58
Closed
36
Calls
$36.4M
Puts
$18.2M
Net Calls
+$18.2M
Net Calls Change
-$9.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
226
Brown Brothers Harriman & Co
New York
$2.53K
SCM
227
Sterling Capital Management
North Carolina
$2.49K +$80 +2 +3%
AF
228
Allworth Financial
California
$2.49K +$3.1K +77 +1,540%
MG
229
Mather Group
Illinois
$2.42K -$563 -14 -17%
WTC
230
WhitTier Trust Company
Nevada
$2.2K +$443 +11 +22%
CA
231
Continuum Advisory
Idaho
$2.06K +$684 +17 +43%
CA
232
CoreCap Advisors
Michigan
$1.88K -$12.7K -316 -86%
RWML
233
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.66K
FFA
234
Farther Finance Advisors
California
$1.64K
PPC
235
Park Place Capital
Alabama
$1.12K +$1.25K +31 New
SAM
236
Smartleaf Asset Management
Massachusetts
$975 -$1.09K -27 -51%
AAP
237
Arax Advisory Partners
Colorado
$975 +$1.09K +27 New
BIA
238
Bell Investment Advisors
California
$830 -$845 -21 -48%
SC
239
Stephens Consulting
Michigan
$722 +$805 +20 New
WCM
240
WealthTrak Capital Management
Virginia
$361 +$402 +10 New
TCM
241
TD Capital Management
Tennessee
$325 +$362 +9 New
OCM
242
Oribel Capital Management
New York
-$13.1M -313,000 Closed
SSA
243
Schonfeld Strategic Advisors
New York
-$12.6M -300,000 Closed
Balyasny Asset Management
244
Balyasny Asset Management
Illinois
-$10.3M -245,269 Closed
LP
245
LMR Partners
United Kingdom
-$9.26M -221,064 Closed
TD Asset Management
246
TD Asset Management
Ontario, Canada
-$8.78M -209,538 Closed
Neuberger Berman Group
247
Neuberger Berman Group
New York
-$6.89M -164,439 Closed
Squarepoint
248
Squarepoint
New York
-$4.31M -102,900 Closed
Acadian Asset Management
249
Acadian Asset Management
Massachusetts
-$3.27M -78,109 Closed
BFM
250
Boothbay Fund Management
New York
-$2.48M -59,251 Closed

BRZE Hedge Fund Activity: Q1 2025 in Review

241 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Braze (BRZE) for Q1 2025, worth a combined $2.55B — down 13% from $2.94B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new BRZE positions and 36 closed out — a net gain of 18 holders — while 98 added to existing stakes and 58 trimmed.

The largest buyer was Westfield Capital Management, opening a new position worth an estimated $60.9M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $106M.

  • 241 institutional investors held Braze (BRZE) as of Q1 2025, up from 223 in Q4 2024.
  • Funds reported $2.55B of Braze stock for Q1 2025, down 13% quarter-over-quarter.
  • 54 funds opened new Braze positions in Q1 2025 and 36 closed out, a net change of +18 holders.
  • The largest Braze buyer in Q1 2025 was Westfield Capital Management, an estimated $60.9M added.
  • The largest Braze seller in Q1 2025 was T. Rowe Price Investment Management, an estimated $106M sold.

Based on aggregated 13F filings for Q1 2025.