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Bentley Systems

477 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, 155 increasing their positions, 171 reducing their positions, and 74 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: 155 | 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
477
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
FFM
526
Forum Financial Management
Illinois
GPW
527
Genesis Private Wealth
Virginia
Brown Advisory
528
Brown Advisory
Maryland
VWM
529
Venturi Wealth Management
Texas
PS
530
Principal Securities
Iowa
ASN
531
Advisory Services Network
Georgia
CFD
532
Creative Financial Designs
Indiana
GFWA
533
Grey Fox Wealth Advisors
Delaware
SWM
534
Spire Wealth Management
Virginia
EDRH
535
Edmond de Rothschild Holding
Switzerland
EB
536
Eastern Bank
Massachusetts
PAM
537
Palisade Asset Management
Minnesota
ABWM
538
Alpine Bank Wealth Management
Colorado
WANY
539
Wealthspire Advisors (New York)
New York
BF
540
BOK Financial
Oklahoma
CTC
541
Central Trust Company
Missouri
ADL
542
Asset Dedication LLC
California
Lazard Asset Management
543
Lazard Asset Management
New York
FHC
544
First Horizon Corporation
Tennessee
CCM
545
Cloud Capital Management
Washington
Q1WB
546
Quest 10 Wealth Builders
Virginia
EWP
547
Elevation Wealth Partners
California
AW
548
Avion Wealth
Texas
SHIM
549
Stone House Investment Management
Pennsylvania
AWM
550
Activest Wealth Management
Florida