We are live on ! Find out more
BSY icon

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
SO
401
Sierra Ocean
California
$2.15K +$2.24K +46 New
CAL
402
Capital Advisors Ltd
Ohio
$2K
HWM
403
Hemington Wealth Management
Virginia
$2K +$49 +1 +2%
SOW
404
State of Wyoming
Wyoming
$1.96K -$4.39K -90 -68%
LFG
405
Larson Financial Group
Missouri
$1.96K +$488 +10 +31%
GWM
406
Geneos Wealth Management
Colorado
$1.92K +$1.17K +24 +141%
CFD
407
Creative Financial Designs
Indiana
$1.82K +$1.9K +39 New
Q1WB
408
Quest 10 Wealth Builders
Virginia
$1.73K +$1.8K +37 New
TAM
409
Tucker Asset Management
Colorado
$1.68K
TWC
410
TD Waterhouse Canada
Ontario, Canada
$1.64K -$374K -7,670 -100%
FNWA
411
Financial Network Wealth Advisors
Utah
$1.64K -$15.3K -313 -90%
WTA
412
Washington Trust Advisors
Massachusetts
$1.57K
DPW
413
DiNuzzo Private Wealth
Pennsylvania
$1.4K +$49 +1 +3%
BIA
414
Bell Investment Advisors
California
$1.35K
SS
415
SBI Securities
Japan
$1.12K +$1.17K +24 New
PA
416
Pineridge Advisors
Missouri
$1.07K +$1.12K +23 New
VCM
417
Versant Capital Management
Arizona
$1.03K
Lazard Asset Management
418
Lazard Asset Management
New York
$1K -$22.8K -468 -93%
Bessemer Group
419
Bessemer Group
New Jersey
$1K +$634 +13 +130%
SIC
420
Salem Investment Counselors
North Carolina
$981
T
421
Transce3nd
Texas
$841 +$878 +18 New
SIC
422
SJS Investment Consulting
Ohio
$748 -$146 -3 -16%
QC
423
Quent Capital
New York
$701 +$98 +2 +15%
TWD
424
True Wealth Design
Ohio
$654 +$49 +1 +8%
BWL
425
Bogart Wealth LLC
Virginia
$607 +$634 +13 New

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.