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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
BA
176
Bridgewater Advisors
New York
$236K +$301K +7,469 New
SO
177
STRS Ohio
Ohio
$220K
LPL Financial
178
LPL Financial
California
$219K +$245K +6,077 New
MA
179
Modus Advisors
Minnesota
$218K
MNBTD
180
Moody National Bank Trust Division
Texas
$206K +$5.79K +144 +3%
PWM
181
Prosperity Wealth Management
California
$200K +$223K +5,545 New
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$198K +$155K +3,856 +238%
PAS
183
Point72 Asia (Singapore)
Singapore
$189K +$211K +5,251 New
A
184
AlphaQuest
New York
$184K -$254K -6,313 -55%
IA
185
IFP Advisors
Florida
$122K +$18.1K +449 +15%
SOW
186
State of Wyoming
Wyoming
$107K -$70.4K -1,749 -37%
KBC Group
187
KBC Group
Belgium
$106K
PHK
188
Point72 Hong Kong
Hong Kong
$92.3K +$103K +2,559 New
SC
189
SouthState Corp
Florida
$83.2K +$92.7K +2,305 New
AB
190
Amalgamated Bank
New York
$82K +$322 +8 +0.4%
PA
191
Parallel Advisors
California
$79.6K +$1.13K +28 +1%
TRCT
192
Tower Research Capital (TRC)
New York
$59.6K +$40.5K +1,007 +156%
VCM
193
Versant Capital Management
Arizona
$53.8K +$60K +1,492 New
DekaBank Deutsche Girozentrale
194
DekaBank Deutsche Girozentrale
Germany
$48K
CCM
195
Coldstream Capital Management
Washington
$36.8K +$41K +1,019 New
CIAM
196
Caitong International Asset Management
Hong Kong
$35.7K +$39.8K +990 New
QL
197
Quarry LP
New York
$28.7K +$23.9K +595 +296%
AAM
198
Advisors Asset Management
Colorado
$27.3K -$10.2K -253 -25%
GI
199
GAMMA Investing
California
$26.6K +$20.8K +517 +236%
C
200
Covestor
United Kingdom
$25K -$8.49K -211 -23%

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.