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Bentley Systems

479 hedge funds and large institutions have $5.36B invested in Bentley Systems in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 156 increasing their positions, 171 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

9% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 171

22% less capital invested

Capital invested by funds: $6.91B → $5.36B (-$1.55B)

100% less funds holding in top 10

Funds holding in top 10: 40 (-4)

Holders
479
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$31.1M
Puts
$22.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
526
Spirepoint Private Client
Florida
RWM
527
Revisor Wealth Management
Ohio
FFM
528
Forum Financial Management
Illinois
GPW
529
Genesis Private Wealth
Virginia
Brown Advisory
530
Brown Advisory
Maryland
VWM
531
Venturi Wealth Management
Texas
PS
532
Principal Securities
Iowa
ASN
533
Advisory Services Network
Georgia
CFD
534
Creative Financial Designs
Indiana
GFWA
535
Grey Fox Wealth Advisors
Delaware
SWM
536
Spire Wealth Management
Virginia
EDRH
537
Edmond de Rothschild Holding
Switzerland
EB
538
Eastern Bank
Massachusetts
PAM
539
Palisade Asset Management
Minnesota
ABWM
540
Alpine Bank Wealth Management
Colorado
WANY
541
Wealthspire Advisors (New York)
New York
BF
542
BOK Financial
Oklahoma
CTC
543
Central Trust Company
Missouri
ADL
544
Asset Dedication LLC
California
Lazard Asset Management
545
Lazard Asset Management
New York
CFS
546
Compass Financial Services
Iowa
FHC
547
First Horizon Corporation
Tennessee
CCM
548
Cloud Capital Management
Washington
Q1WB
549
Quest 10 Wealth Builders
Virginia
EWP
550
Elevation Wealth Partners
California