224 hedge funds and large institutions have $2.7B invested in Braze in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 91 increasing their positions, 60 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
-8
Holders Change %
-3.45%
% of All Funds
3.25%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
46
Increased
91
Reduced
60
Closed
49
Calls
$31.3M
Puts
$14.5M
Net Calls
+$16.9M
Net Calls Change
+$7.14M
Name Holding Trade Value Shares
Change
Shares
Change %
NA
201
NewEdge Advisors
Louisiana
$3.81K -$2.66K -60 -41%
MA
202
MCF Advisors
Kentucky
$3.77K
LC
203
Lindbrook Capital
California
$3.68K -$532 -12 -13%
PWMG
204
Private Wealth Management Group
New Jersey
$3.01K +$1.68K +38 +127%
MIM
205
Macroview Investment Management
Maryland
$2.44K -$6.25K -141 -72%
WTC
206
WhitTier Trust Company
Nevada
$2.21K +$2.21K +50 New
VNA
207
Valley National Advisers
Pennsylvania
$2K -$545 -15 -21%
FFA
208
Farther Finance Advisors
California
$1.93K
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$1.86K +$1.86K +42 New
SIC
210
SJS Investment Consulting
Ohio
$1.64K +$1.64K +37 New
GI
211
GAMMA Investing
California
$1.51K +$842 +19 +127%
BIA
212
Bell Investment Advisors
California
$1.46K
PHK
213
Point72 Hong Kong
Hong Kong
$1.27K -$17.7K -404 -93%
PS
214
Principal Securities
Iowa
$1.06K +$89 +2 +9%
CT
215
Colonial Trust
South Carolina
$1.01K +$1.01K +20 New
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$1K -$1.23K -16 -55%
AW
217
Avion Wealth
Texas
$1K +$1K +10 New
PPC
218
Park Place Capital
Alabama
$930
CA
219
Continuum Advisory
Idaho
$868 +$868 +21 New
JWM
220
Janiczek Wealth Management
Colorado
$532
AF
221
Allworth Financial
California
$532 +$532 +12 New
BCH
222
Berkshire Capital Holdings
California
$443
RIL
223
Rothschild Investment LLC
Illinois
$222 +$222 +5 New
S
224
SignatureFD
Georgia
$177 -$2.52K -57 -93%
1832 Asset Management
225
1832 Asset Management
Ontario, Canada
-$81.1M -1,527,100 Closed