219 hedge funds and large institutions have $2.02B invested in Braze in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 93 increasing their positions, 64 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

8% less funds holding

Funds holding: 239219 (-20)

20% less capital invested

Capital invested by funds: $2.52B → $2.02B (-$500M)

28% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 61

Holders
219
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.2M
Puts
$8.09M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
201
Private Wealth Management Group
New Jersey
$3.46K
AWM
202
Abound Wealth Management
Tennessee
$2.95K
FDCDDQ
203
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.81K
GWSG
204
GPS Wealth Strategies Group
Colorado
$2.81K
VCM
205
Versant Capital Management
Arizona
$2.05K
FFO
206
Fortitude Family Office
Arizona
$1.88K
KG
207
Kilter Group
New York
$1.49K
S
208
SignatureFD
Georgia
$1.49K
LFG
209
Larson Financial Group
Missouri
$1.24K
TWD
210
True Wealth Design
Ohio
$1.1K
CFB
211
Cullen/Frost Bankers
Texas
$899
BFS
212
Bare Financial Services
Pennsylvania
$871
RIL
213
Rothschild Investment LLC
Illinois
$843
AAP
214
Arax Advisory Partners
Colorado
$759
AF
215
Allworth Financial
California
$281
MCM
216
MAI Capital Management
Ohio
$253
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$141
FFA
218
Farther Finance Advisors
California
$141
SAM
219
Smartleaf Asset Management
Massachusetts
$133
Fiera Capital (Canada)
220
Fiera Capital (Canada)
Quebec, Canada
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
221
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
JF
222
Jump Financial
Illinois
CSS
223
Cubist Systematic Strategies
Connecticut
EP
224
Edgestream Partners
New Jersey
TI
225
Trexquant Investment
Connecticut