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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
NFSG
376
Newbridge Financial Services Group
Florida
$468K +$178K +4,073 +65%
AC
377
AXQ Capital
New Jersey
$467K +$454K +10,372 New
EP
378
Essential Partners
California
$463K +$84.2K +1,922 +23%
VI
379
Versor Investments
New York
$460K +$447K +10,200 New
MSRPS
380
Maryland State Retirement & Pension System
Maryland
$459K -$1.36M -31,109 -75%
PWM
381
Perigon Wealth Management
California
$457K -$16.5K -376 -4%
NA
382
NewEdge Advisors
Louisiana
$454K -$1.58M -36,135 -78%
PMG
383
Private Management Group
California
$451K
CAM
384
Cresset Asset Management
Illinois
$449K +$15.7K +359 +4%
M&T Bank
385
M&T Bank
New York
$436K +$112K +2,554 +36%
KCP
386
Kera Capital Partners
California
$423K -$5.74K -131 -1%
FFM
387
Forum Financial Management
Illinois
$421K +$131 +3 +0%
AWA
388
Arkadios Wealth Advisors
Georgia
$416K -$29.1K -664 -7%
WWC
389
Waypoint Wealth Counsel
Georgia
$412K -$61.6K -1,406 -13%
RF
390
RHS Financial
California
$401K +$120K +2,739 +45%
RIL
391
Rothschild Investment LLC
Illinois
$399K -$107K -2,452 -22%
GC
392
Guggenheim Capital
Illinois
$399K -$5.52K -126 -1%
Capstone Investment Advisors
393
Capstone Investment Advisors
New York
$398K -$22.2K -507 -5%
WA
394
Waverly Advisors
Alabama
$397K +$7.01K +160 +2%
PPW
395
Parcion Private Wealth
Washington
$397K +$93.1K +2,125 +32%
CRC
396
Curi RMB Capital
Illinois
$394K +$383K +8,738 New
AFG
397
Atomi Financial Group
New York
$389K +$41K +937 +12%
MWM
398
Moran Wealth Management
Florida
$387K -$175K -3,998 -32%
ProShare Advisors
399
ProShare Advisors
Maryland
$387K +$376K +8,579 New
FWIA
400
Fort Washington Investment Advisors
Ohio
$382K -$8.67K -198 -2%