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Bentley Systems

434 hedge funds and large institutions have $5.66B invested in Bentley Systems in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 128 increasing their positions, 176 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,835% more call options, than puts

Call options by funds: $28.1M | Put options by funds: $570K

56% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 50

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

5% more funds holding

Funds holding: 412434 (+22)

0.19% less ownership

Funds ownership: 41.87%41.68% (-0.19%)

8% less capital invested

Capital invested by funds: $6.17B → $5.66B (-$516M)

27% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 176

Holders
434
Holders Change
+22
Holders Change %
+5.34%
% of All Funds
5.72%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
78
Increased
128
Reduced
176
Closed
50
Calls
$28.1M
Puts
$570K
Net Calls
+$27.6M
Net Calls Change
+$2.67M
Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
376
Edmond de Rothschild Holding
Switzerland
$10.6K -$62.7K -1,286 -85%
HC
377
Hurley Capital
New York
$9.93K +$10.3K +211 New
WA
378
WPG Advisers
Maryland
$9.81K +$10.2K +210 New
SAM
379
Smartleaf Asset Management
Massachusetts
$9.75K -$2.88K -59 -22%
SC
380
SouthState Corp
Florida
$9.71K +$10.1K +208 New
PMFA
381
Plante Moran Financial Advisors
Michigan
$8.97K +$9.37K +192 New
AF
382
Advisornet Financial
Minnesota
$8.59K -$2.15K -44 -19%
PPC
383
Park Place Capital
Alabama
$8.55K -$9.71K -199 -52%
MPWT
384
MassMutual Private Wealth & Trust
Connecticut
$8.31K +$2.19K +45 +34%
EC
385
Elequin Capital
New York
$7.52K -$3.71K -76 -32%
Twin Tree Management
386
Twin Tree Management
Texas
$7.47K +$7.8K +160 New
ETS
387
ESL Trust Services
New York
$7.33K
MCM
388
MAI Capital Management
Ohio
$7.33K +$7.66K +157 New
LC
389
Lindbrook Capital
California
$6.91K -$2.83K -58 -28%
CFO
390
CVA Family Office
Colorado
$5.04K +$1.02K +21 +24%
PFBT
391
Parkside Financial Bank & Trust
Missouri
$4.72K +$2.34K +48 +91%
JWA
392
JFS Wealth Advisors
Pennsylvania
$4.2K
GM
393
GeoWealth Management
Illinois
$4.06K +$4.24K +87 New
MG
394
Mather Group
Illinois
$3.78K +$2.98K +61 +305%
CA
395
CoreCap Advisors
Michigan
$3.78K +$3.95K +81 New
FFO
396
Fortitude Family Office
Arizona
$3.64K -$1.95K -40 -34%
SS
397
Sunbelt Securities
Texas
$3.47K
PWMG
398
Private Wealth Management Group
New Jersey
$3.08K +$1.32K +27 +69%
FWM
399
FLP Wealth Management
Arkansas
$2.52K +$2.63K +54 New
UB
400
UMB Bank
Missouri
$2.38K

BSY Hedge Fund Activity: Q4 2024 in Review

434 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bentley Systems (BSY) for Q4 2024, worth a combined $5.66B — down 8.4% from $6.17B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new BSY positions and 50 closed out — a net gain of 28 holders — while 128 added to existing stakes and 176 trimmed.

The largest buyer was Swedbank, adding an estimated $91.4M. The largest seller was Artisan Partners, exiting entirely with an estimated $190M sold.

  • 434 institutional investors held Bentley Systems (BSY) as of Q4 2024, up from 412 in Q3 2024.
  • Funds reported $5.66B of Bentley Systems stock for Q4 2024, down 8.4% quarter-over-quarter.
  • 78 funds opened new Bentley Systems positions in Q4 2024 and 50 closed out, a net change of +28 holders.
  • The largest Bentley Systems buyer in Q4 2024 was Swedbank, an estimated $91.4M added.
  • The largest Bentley Systems seller in Q4 2024 was Artisan Partners, an estimated $190M sold.

Based on aggregated 13F filings for Q4 2024.