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BorgWarner

670 hedge funds and large institutions have $9.74B invested in BorgWarner in 2025 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 226 increasing their positions, 243 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

506% more call options, than puts

Call options by funds: $68.1M | Put options by funds: $11.2M

69% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 65

5% more funds holding

Funds holding: 641670 (+29)

2.72% more ownership

Funds ownership: 98.28%101% (+2.7%)

4% more capital invested

Capital invested by funds: $9.36B → $9.74B (+$382M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

7% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 243

Holders
670
Holders Change
+29
Holders Change %
+4.52%
% of All Funds
8.15%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
110
Increased
226
Reduced
243
Closed
65
Calls
$68.1M
Puts
$11.2M
Net Calls
+$56.8M
Net Calls Change
+$4.04M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
326
Logan Capital Management
Pennsylvania
$815K
MO
327
McMillan Office
Michigan
$811K +$788K +18,000 New
Truist Financial
328
Truist Financial
North Carolina
$795K +$35.9K +820 +5%
ECM
329
Evergreen Capital Management
Washington
$794K -$71.5K -1,633 -8%
IAA
330
Independent Advisor Alliance
North Carolina
$789K +$110K +2,521 +17%
ACA
331
Atlas Capital Advisors
Wyoming
$780K +$758K +17,317 New
PA
332
Pinnacle Associates
New York
$780K +$216K +4,936 +40%
TA
333
Tectonic Advisors
Texas
$773K +$41.7K +952 +6%
FM
334
Family Management
New York
$762K +$741K +16,917 New
EWA
335
EP Wealth Advisors
California
$737K +$717K +16,360 New
BTI
336
Blue Trust Inc
Georgia
$737K -$57.3K -1,308 -7%
CIA
337
Caerus Investment Advisors
Texas
$736K +$36.3K +829 +5%
VT
338
Vise Technologies
New York
$730K +$211K +4,825 +42%
CPIG
339
Chicago Partners Investment Group
Illinois
$724K +$17K +388 +3%
SLAM
340
Swiss Life Asset Management
$719K +$264K +6,034 +61%
SAM
341
Securian Asset Management
Minnesota
$702K +$683K +15,590 New
MM
342
MQS Management
New York
$687K +$668K +15,247 New
IA
343
IFP Advisors
Florida
$675K +$30.1K +688 +5%
HWM
344
HB Wealth Management
Georgia
$673K +$15.7K +358 +2%
B
345
Bailard
California
$667K
CIM
346
Cambria Investment Management
California
$664K -$11.8M -270,350 -95%
EPW
347
Evolve Private Wealth
California
$661K +$642K +14,668 New
WF
348
WinCap Financial
Massachusetts
$659K -$1.49K -34 -0.2%
IWC
349
Integrated Wealth Concepts
Massachusetts
$655K -$298K -6,795 -32%
PI
350
PineBridge Investments
New York
$651K +$633K +14,445 New