Braze
BRZE
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.
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: 5 → 6 (+1)
8% more funds holding
Funds holding: 223 → 241 (+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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Westfield Capital Management
Boston,
Massachusetts
|
+$60.9M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$56.9M |
| 3 |
CCM
Cadian Capital Management
New York
|
+$35.5M |
| 4 |
SP
ShawSpring Partners
Boston,
Massachusetts
|
+$35.1M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$32.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$106M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$45M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$21.1M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$18.6M |
| 5 |
BlackRock
New York
|
-$17.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
276
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.09K | -26 | Closed |
|
|
RTC
277
Riverview Trust Company
Vancouver,
Washington
| – | -$670 | -16 | 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.