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Braze
BRZE

232 hedge funds and large institutions have $2.13B invested in Braze in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 89 increasing their positions, 59 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

540.07% more ownership

Funds ownership: 73.13% → 613.19% (+540%)

101% more call options, than puts

Call options by funds: $28.7M | Put options by funds: $14.3M

51% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 59

27% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 48

5% more capital invested

Capital invested by funds: $2.02B → $2.13B (+$110M)

5% more funds holding

Funds holding: 220 → 232 (+12)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
232
Holders Change
+12
Holders Change %
+5.45%
% of All Funds
3.05%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
61
Increased
89
Reduced
59
Closed
48
Calls
$28.7M
Puts
$14.3M
Net Calls
+$14.4M
Net Calls Change
+$5.3M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$32.5M
2
UBS Group
UBS Group
Switzerland
+$29.3M
3
BMC
Battery Management Corp
Massachusetts
+$28.4M
4
Bank of America
Bank of America
North Carolina
+$27M
5
Millennium Management
Millennium Management
New York
+$23.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$75.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$31.4M
3
Citadel Advisors
Citadel Advisors
Florida
-$30.4M
4
CCM
Cadian Capital Management
New York
-$25.2M
5
IC
Iconiq Capital
California
-$21.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
201
IFP Advisors
Florida
$21.3K -$91.8K -3,237 -81%
BNP Paribas Asset Management
202
BNP Paribas Asset Management
France
$20K +$595 +21 +3%
Optiver Holding
203
Optiver Holding
Netherlands
$15.2K +$1.73K +61 +13%
EP
204
Essential Partners
California
$13.7K +$8.56K +302 +169%
T. Rowe Price Investment Management
205
T. Rowe Price Investment Management
Maryland
$13K +$12.8K +450 New
EWA
206
EverSource Wealth Advisors
Alabama
$12.9K +$992 +35 +8%
AWM
207
Activest Wealth Management
Florida
$10.6K +$4.88K +172 +86%
QCG
208
Quadrant Capital Group
Ohio
$5.72K +$5.7K +201 New
RA
209
Rise Advisors
New York
$5.63K – – –
SCM
210
Sterling Capital Management
North Carolina
$5.49K +$227 +8 +4%
AF
211
Allworth Financial
California
$4.92K +$4.62K +163 +1,630%
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.66K +$1.81K +64 +64%
PWMG
213
Private Wealth Management Group
New Jersey
$3.5K – – –
Osaic Holdings
214
Osaic Holdings
Arizona
$3.5K -$41.2K -1,452 -92%
AWM
215
Abound Wealth Management
Tennessee
$2.99K – – –
ASN
216
Advisory Services Network
Georgia
$2.96K +$2.95K +104 New
GWSG
217
GPS Wealth Strategies Group
Colorado
$2.84K – – –
GLF
218
Groupe la Francaise
France
$2.74K +$2.83K +100 New
RIL
219
Rothschild Investment LLC
Illinois
$1.56K +$709 +25 +83%
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$1.54K +$1.39K +49 +980%
SS
221
Sunbelt Securities
Texas
$1.51K +$1.5K +53 New
MAM
222
Marquette Asset Management
Minnesota
$1.28K +$1.28K +45 New
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$1.22K +$1.22K +43 New
SC
224
Swan Capital
Florida
$853 +$851 +30 New
SAM
225
Smartleaf Asset Management
Massachusetts
$644 +$425 +15 +300%
7 8
9
10 11

BRZE Hedge Fund Activity: Q3 2025 in Review

232 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Braze (BRZE) for Q3 2025, worth a combined $2.13B — up 5.5% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BRZE positions and 48 closed out — a net gain of 13 holders — while 89 added to existing stakes and 59 trimmed.

The largest buyer was Barclays, adding an estimated $32.5M. The largest seller was Morgan Stanley, cutting an estimated $75.6M.

  • 232 institutional investors held Braze (BRZE) as of Q3 2025, up from 220 in Q2 2025.
  • Funds reported $2.13B of Braze stock for Q3 2025, up 5.5% quarter-over-quarter.
  • 61 funds opened new Braze positions in Q3 2025 and 48 closed out, a net change of +13 holders.
  • The largest Braze buyer in Q3 2025 was Barclays, an estimated $32.5M added.
  • The largest Braze seller in Q3 2025 was Morgan Stanley, an estimated $75.6M sold.

Based on aggregated 13F filings for Q3 2025.