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223 hedge funds and large institutions have $2.16B invested in Braze in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 103 increasing their positions, 61 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 61

58% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $7.03M

6% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 34

0% more funds holding

Funds holding: 223223 (0)

5.6% less ownership

Funds ownership: 86.51%80.91% (-5.6%)

17% less capital invested

Capital invested by funds: $2.6B → $2.16B (-$445M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
223
Holders Change
Holders Change %
0%
% of All Funds
3.2%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
36
Increased
103
Reduced
61
Closed
34
Calls
$11.1M
Puts
$7.03M
Net Calls
+$4.1M
Net Calls Change
-$4M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
201
Huntington National Bank
Ohio
$3.07K +$790 +20 +27%
SAM
202
Smartleaf Asset Management
Massachusetts
$3.02K +$2.37K +60 +194%
WWM
203
Wolff Wiese Magana
California
$2.72K +$3.32K +84 New
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$2.2K +$2.33K +59 +656%
PS
205
Principal Securities
Iowa
$2.13K +$1.34K +34 +106%
SCM
206
Sterling Capital Management
North Carolina
$2.13K +$2.61K +66 New
MIM
207
Macroview Investment Management
Maryland
$1.78K
RIL
208
Rothschild Investment LLC
Illinois
$1.78K +$1.38K +35 +175%
MG
209
Mather Group
Illinois
$1.68K +$2.05K +52 New
WTC
210
WhitTier Trust Company
Nevada
$1.62K
CA
211
Continuum Advisory
Idaho
$1.46K +$750 +19 +90%
FFA
212
Farther Finance Advisors
California
$1.46K
BIA
213
Bell Investment Advisors
California
$1.07K
PWMG
214
Private Wealth Management Group
New Jersey
$971 +$1.19K +30 New
SC
215
Swan Capital
Florida
$970 +$1.19K +30 New
S
216
SignatureFD
Georgia
$744 -$3.55K -90 -80%
PPC
217
Park Place Capital
Alabama
$679
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$614 -$2.21K -56 -75%
QCG
219
Quadrant Capital Group
Ohio
$518 +$118 +3 +23%
CPA
220
Capital Performance Advisors
California
$485 +$592 +15 New
EWA
221
EverSource Wealth Advisors
Alabama
$356 +$434 +11 New
ACM
222
Aster Capital Management
United Arab Emirates
$291 +$355 +9 New
AF
223
Allworth Financial
California
$195 +$79 +2 +50%
Alyeska Investment Group
224
Alyeska Investment Group
Illinois
-$11.6M -298,730 Closed
Allspring Global Investments
225
Allspring Global Investments
North Carolina
-$8.67M -223,292 Closed

BRZE Hedge Fund Activity: Q3 2024 in Review

223 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Braze (BRZE) for Q3 2024, worth a combined $2.16B — down 17% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BRZE positions and 34 closed out — a net gain of 2 holders — while 103 added to existing stakes and 61 trimmed.

The largest buyer was BlackRock, adding an estimated $54.3M. The largest seller was Iconiq Capital, cutting an estimated $201M.

  • 223 institutional investors held Braze (BRZE) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $2.16B of Braze stock for Q3 2024, down 17% quarter-over-quarter.
  • 36 funds opened new Braze positions in Q3 2024 and 34 closed out, a net change of +2 holders.
  • The largest Braze buyer in Q3 2024 was BlackRock, an estimated $54.3M added.
  • The largest Braze seller in Q3 2024 was Iconiq Capital, an estimated $201M sold.

Based on aggregated 13F filings for Q3 2024.