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Bentley Systems

428 hedge funds and large institutions have $4.84B invested in Bentley Systems in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 158 increasing their positions, 162 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
5.82%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
63
Increased
158
Reduced
162
Closed
56
Calls
$10.3M
Puts
$1.3M
Net Calls
+$9.04M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
401
JFS Wealth Advisors
Pennsylvania
$2.28K -$1.26K -32 -36%
QCG
402
Quadrant Capital Group
Ohio
$2.24K +$2.01K +51 +850%
AWM
403
Activest Wealth Management
Florida
$1.97K +$1.97K +50 New
LC
404
Lindbrook Capital
California
$1.57K -$4.25K -108 -73%
VCM
405
Versant Capital Management
Arizona
$1.57K +$708 +18 +82%
WTA
406
Washington Trust Advisors
Massachusetts
$1.47K +$120 +3 +9%
WCM
407
WealthTrak Capital Management
Virginia
$1.18K +$984 +25 +500%
BIA
408
Bell Investment Advisors
California
$1.14K
CAL
409
Capital Advisors Ltd
Ohio
$1K
SS
410
SBI Securities
Japan
$984 +$39 +1 +4%
DPW
411
DiNuzzo Private Wealth
Pennsylvania
$905 -$275 -7 -23%
SIC
412
Salem Investment Counselors
North Carolina
$827
TWC
413
TD Waterhouse Canada
Ontario, Canada
$770 -$648 -16 -46%
TWD
414
True Wealth Design
Ohio
$748 +$197 +5 +36%
SIC
415
SJS Investment Consulting
Ohio
$551 -$79 -2 -13%
KIM
416
Kestra Investment Management
Texas
$551 +$551 +14 New
BWL
417
Bogart Wealth LLC
Virginia
$511
BFS
418
Bare Financial Services
Pennsylvania
$511 +$511 +13 New
HFS
419
Hughes Financial Services
Virginia
$486 +$486 +12 New
FGAM
420
Financial Gravity Asset Management
Texas
$433 +$433 +11 New
PWA
421
Principia Wealth Advisory
Texas
$379 +$168 +4 +80%
NA
422
NewEdge Advisors
Louisiana
$236 -$70.6K -1,794 -100%
MCM
423
Manchester Capital Management
Vermont
$197
BHWM
424
Bay Harbor Wealth Management
Maryland
$196 +$196 +5 New
MG
425
Mather Group
Illinois
$157 -$3.02K -77 -95%