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222 hedge funds and large institutions have $2.94B invested in Braze in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 73 increasing their positions, 73 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more call options, than puts

Call options by funds: $36M | Put options by funds: $8.54M

36% more capital invested

Capital invested by funds: $2.16B → $2.94B (+$779M)

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

0% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 73

0% less funds holding

Funds holding: 223222 (-1)

0.78% less ownership

Funds ownership: 80.91%80.14% (-0.78%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
222
Holders Change
-1
Holders Change %
-0.45%
% of All Funds
2.92%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
49
Increased
73
Reduced
73
Closed
48
Calls
$36M
Puts
$8.54M
Net Calls
+$27.5M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
201
Larson Financial Group
Missouri
$5.44K +$4.72K +130 New
BIG
202
Brooklyn Investment Group
New York
$5.15K +$4.46K +123 New
AWM
203
Abound Wealth Management
Tennessee
$4.4K
FDCDDQ
204
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.19K
PS
205
Principal Securities
Iowa
$3.56K +$689 +19 +29%
MG
206
Mather Group
Illinois
$3.39K +$1.05K +29 +56%
RIL
207
Rothschild Investment LLC
Illinois
$3.14K +$726 +20 +36%
BBHC
208
Brown Brothers Harriman & Co
New York
$2.93K +$2.54K +70 New
SCM
209
Sterling Capital Management
North Carolina
$2.81K +$36 +1 +2%
Russell Investments Group
210
Russell Investments Group
United Kingdom
$2.43K -$784K -21,619 -100%
TWD
211
True Wealth Design
Ohio
$2.26K +$1.96K +54 New
SAM
212
Smartleaf Asset Management
Massachusetts
$2.24K -$1.38K -38 -42%
WTC
213
WhitTier Trust Company
Nevada
$2.09K
FFA
214
Farther Finance Advisors
California
$1.89K
BIA
215
Bell Investment Advisors
California
$1.84K +$399 +11 +33%
CA
216
Continuum Advisory
Idaho
$1.68K
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$1.47K +$581 +16 +84%
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$1.09K +$943 +26 New
QCG
219
Quadrant Capital Group
Ohio
$671
RTC
220
Riverview Trust Company
Washington
$670 +$581 +16 New
AF
221
Allworth Financial
California
$223 -$36 -1 -17%
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$84 -$2.4K -66 -97%
WCM Investment Management
223
WCM Investment Management
California
-$13.2M -398,022 Closed
GIP
224
Granite Investment Partners
California
-$10M -309,730 Closed
MGP
225
M&G plc
United Kingdom
-$8.41M -262,963 Closed

BRZE Hedge Fund Activity: Q4 2024 in Review

222 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Braze (BRZE) for Q4 2024, worth a combined $2.94B — up 36% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BRZE positions and 48 closed out — a net gain of 1 holder — while 73 added to existing stakes and 73 trimmed.

The largest buyer was ShawSpring Partners, opening a new position worth an estimated $54.4M. The largest seller was Battery Management Corp, cutting an estimated $111M.

  • 222 institutional investors held Braze (BRZE) as of Q4 2024, down from 223 in Q3 2024.
  • Funds reported $2.94B of Braze stock for Q4 2024, up 36% quarter-over-quarter.
  • 49 funds opened new Braze positions in Q4 2024 and 48 closed out, a net change of +1 holder.
  • The largest Braze buyer in Q4 2024 was ShawSpring Partners, an estimated $54.4M added.
  • The largest Braze seller in Q4 2024 was Battery Management Corp, an estimated $111M sold.

Based on aggregated 13F filings for Q4 2024.