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Bentley Systems

441 hedge funds and large institutions have $5.31B invested in Bentley Systems in 2026 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 166 increasing their positions, 159 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

458% more call options, than puts

Call options by funds: $11M | Put options by funds: $1.97M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

3.65% more ownership

Funds ownership: 48.24%51.88% (+3.6%)

4% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 159

1% less capital invested

Capital invested by funds: $5.39B → $5.31B (-$78.6M)

10% less funds holding

Funds holding: 489441 (-48)

34% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 118

Holders
441
Holders Change
-48
Holders Change %
-9.82%
% of All Funds
5.43%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
78
Increased
166
Reduced
159
Closed
118
Calls
$11M
Puts
$1.97M
Net Calls
+$9.05M
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
376
Larson Financial Group
Missouri
$6.99K -$4.55K -124 -38%
SAM
377
Smartleaf Asset Management
Massachusetts
$6.95K -$3.2K -87 -30%
FHC
378
First Horizon Corporation
Tennessee
$6.85K +$7.16K +195 New
BIA
379
Bell Investment Advisors
California
$6.25K +$5.47K +149 +514%
EWP
380
Elevation Wealth Partners
California
$6.04K +$6.32K +172 New
VCM
381
Versant Capital Management
Arizona
$5.2K +$4.41K +120 +429%
ZBNA
382
Zions Bancorporation, National Association
Utah
$4.99K +$5.22K +142 New
PTC
383
Private Trust Company
Ohio
$4.92K -$12.1K -329 -70%
BF
384
BOK Financial
Oklahoma
$4.78K +$5K +136 New
MAM
385
Marquette Asset Management
Minnesota
$4.67K +$1.36K +37 +39%
PWMG
386
Private Wealth Management Group
New Jersey
$4.57K -$514 -14 -10%
FMII
387
Farmers & Merchants Investments Inc
Nebraska
$4.39K +$184 +5 +4%
NSIM
388
North Star Investment Management
Illinois
$3.97K +$4.15K +113 New
AT
389
Arlington Trust
Alabama
$3.86K
CPG
390
Cornerstone Planning Group
New Jersey
$3.72K +$771 +21 +23%
FFO
391
Fortitude Family Office
Arizona
$3.48K +$2.57K +70 +241%
JWA
392
JFS Wealth Advisors
Pennsylvania
$3.09K +$698 +19 +28%
MCM
393
Manchester Capital Management
Vermont
$3.06K +$3.05K +83 +2,075%
CI
394
CX Institutional
Indiana
$3K +$404 +11 +13%
WWM
395
Wolff Wiese Magana
California
$2.95K -$1.58K -43 -34%
RF
396
Rossby Financial
Florida
$2.77K +$2.98K +81 New
MCM
397
MV Capital Management
Maryland
$2.63K +$1.84K +50 +200%
SS
398
Sunbelt Securities
Texas
$2.56K
SWM
399
SHP Wealth Management
Massachusetts
$2.18K +$2.28K +62 New
PWPS
400
Pinnacle Wealth Planning Services
Ohio
$2.11K +$294 +8 +15%