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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
HP
351
Havemeyer Place
Connecticut
$647K +$628K +14,348 New
Jones Financial Companies
352
Jones Financial Companies
Missouri
$643K -$38K -867 -6%
GM
353
GeoWealth Management
Illinois
$639K -$898K -20,510 -59%
VEA
354
Virtus ETF Advisers
New York
$635K +$527K +12,041 +587%
Lido Advisors
355
Lido Advisors
California
$612K +$22.3K +508 +4%
TAM
356
Trillium Asset Management
Massachusetts
$590K -$74.9K -1,711 -12%
JTWM
357
Jackson Thornton Wealth Management
Alabama
$585K -$30.4K -693 -5%
BEAM
358
Baker Ellis Asset Management
Washington
$576K
CTA
359
Chesley Taft & Associates
Illinois
$563K +$95K +2,168 +21%
MCM
360
MAI Capital Management
Ohio
$544K -$13.8K -316 -3%
PFS
361
Prospera Financial Services
Texas
$537K -$139K -3,184 -21%
Verition Fund Management
362
Verition Fund Management
Connecticut
$530K -$1.94M -44,279 -79%
CIBC World Market
363
CIBC World Market
Ontario, Canada
$520K -$5.61K -128 -1%
DTL
364
Dynamic Technology Lab
Singapore
$515K +$155K +3,541 +45%
IPW
365
Impact Partnership Wealth
Georgia
$512K +$498K +11,362 New
URS
366
Utah Retirement Systems
Utah
$507K -$19.4K -444 -4%
Envestnet Portfolio Solutions
367
Envestnet Portfolio Solutions
Illinois
$501K +$7.71K +176 +2%
WA
368
Waddell & Associates
Tennessee
$500K +$140K +3,202 +41%
AWM
369
AE Wealth Management
Kansas
$495K -$17.8M -405,623 -97%
Mitsubishi UFJ Asset Management
370
Mitsubishi UFJ Asset Management
Japan
$495K -$148K -3,386 -24%
EWA
371
EverSource Wealth Advisors
Alabama
$492K +$58.8K +1,343 +14%
GCP
372
GSA Capital Partners
United Kingdom
$488K +$226K +5,155 +91%
UCFA
373
United Capital Financial Advisors
Texas
$485K -$88.8K -2,027 -16%
PFG
374
PAX Financial Group
Texas
$485K -$89.7K -2,048 -16%
MWM
375
Manske Wealth Management
Texas
$477K -$14.4K -328 -3%