We are live on ! Find out more

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
Russell Investments Group
201
Russell Investments Group
United Kingdom
$23.9K +$24.3K +604 +1,041%
FHA
202
First Horizon Advisors
Tennessee
$20.1K
Nisa Investment Advisors
203
Nisa Investment Advisors
Missouri
$19.3K -$7.48K -186 -26%
SS
204
SBI Securities
Japan
$18.1K -$25.4K -631 -56%
Skandinaviska Enskilda Banken (SEB)
205
Skandinaviska Enskilda Banken (SEB)
Sweden
$17.7K
Jones Financial Companies
206
Jones Financial Companies
Missouri
$16.7K
TWD
207
True Wealth Design
Ohio
$15.2K +$14.7K +366 +678%
CA
208
Clearstead Advisors
Ohio
$14.7K +$3.98K +99 +32%
Optiver Holding
209
Optiver Holding
Netherlands
$12.7K +$14.2K +353 New
MPWT
210
MassMutual Private Wealth & Trust
Connecticut
$11K +$10.8K +269 +769%
SFGP
211
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$10.8K
HNB
212
Huntington National Bank
Ohio
$10.8K +$12K +298 New
SSG
213
Summit Securities Group
New York
$7.72K +$8.61K +214 New
RA
214
Rise Advisors
New York
$7.14K +$7.97K +198 New
S
215
SignatureFD
Georgia
$7.11K +$2.58K +64 +48%
EWA
216
EverSource Wealth Advisors
Alabama
$6.31K -$30.7K -764 -81%
Osaic Holdings
217
Osaic Holdings
Arizona
$6.17K -$15.1K -376 -69%
RIL
218
Rothschild Investment LLC
Illinois
$5.77K +$3.42K +85 +113%
LC
219
Lindbrook Capital
California
$4.18K -$1.61K -40 -26%
LFG
220
Larson Financial Group
Missouri
$4K -$764 -19 -15%
AWM
221
Abound Wealth Management
Tennessee
$3.79K
FDCDDQ
222
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.61K
SPIA
223
Steward Partners Investment Advisory
New York
$3.61K +$4.02K +100 New
PS
224
Principal Securities
Iowa
$3.56K
QCG
225
Quadrant Capital Group
Ohio
$3.39K +$3.14K +78 +488%

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.