We are live on ! Find out more
BWA icon

BorgWarner

569 hedge funds and large institutions have $6.39B invested in BorgWarner in 2025 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 204 increasing their positions, 224 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

0.78% more ownership

Funds ownership: 100.4%101.18% (+0.78%)

9% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 224

8% less capital invested

Capital invested by funds: $6.98B → $6.39B (-$591M)

10% less funds holding

Funds holding: 630569 (-61)

33% less call options, than puts

Call options by funds: $24.6M | Put options by funds: $36.8M

40% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 134

Holders
569
Holders Change
-61
Holders Change %
-9.68%
% of All Funds
7.63%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
80
Increased
204
Reduced
224
Closed
134
Calls
$24.6M
Puts
$36.8M
Net Calls
-$12.2M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
501
SouthState Corp
Florida
$2.41K +$2.55K +84 New
CFD
502
Creative Financial Designs
Indiana
$2.38K +$2.52K +83 New
RJA
503
Ross\Johnson & Associates
Minnesota
$2.38K +$2.52K +83 New
SFA
504
Semmax Financial Advisors
North Carolina
$2.37K +$30 +1 +1%
AAP
505
Arax Advisory Partners
Colorado
$2.36K +$1.55K +51 +165%
BF
506
BOK Financial
Oklahoma
$2.35K -$2.06K -68 -45%
AA
507
Ancora Advisors
Ohio
$2.35K
SO
508
Sierra Ocean
California
$2.26K -$5.25K -173 -69%
PWMG
509
Prestige Wealth Management Group
New Jersey
$2.18K
RTL
510
Red Tortoise LLC
Georgia
$2.03K +$2.15K +71 New
SWIM
511
Smallwood Wealth Investment Management
New Jersey
$2.02K +$2.12K +70 New
W
512
WealthCollab
Washington
$2.01K
HNW
513
High Note Wealth
Minnesota
$1.95K -$1.09K -36 -35%
HIA
514
Harbor Investment Advisory
Maryland
$1.89K
CIAM
515
Caitong International Asset Management
Hong Kong
$1.8K +$1K +33 +110%
TWD
516
True Wealth Design
Ohio
$1.72K -$30.1K -991 -94%
A
517
AlphaQuest
New York
$1.72K +$1.82K +60 New
GBT
518
Grove Bank & Trust
Florida
$1.69K
DF
519
Dunhill Financial
United Kingdom
$1.61K -$212 -7 -11%
PWMG
520
Private Wealth Management Group
New Jersey
$1.46K -$5.67K -187 -79%
KFI
521
Key Financial Inc
Pennsylvania
$1.43K
PG
522
Proffitt & Goodson
Tennessee
$1.35K
MAS
523
MPWM Advisory Solutions
Georgia
$1.35K
AA
524
Addison Advisors
Vermont
$1.32K -$11.2K -369 -89%
DPW
525
DiNuzzo Private Wealth
Pennsylvania
$1.18K -$61 -2 -5%

BWA Hedge Fund Activity: Q1 2025 in Review

569 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q1 2025, worth a combined $6.39B — down 8.5% from $6.98B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of BWA and 80 opened new positions — a net loss of 54 holders — while 224 trimmed existing stakes and 204 added.

The largest buyer was BlackRock, adding an estimated $534M. The largest seller was Invesco, cutting an estimated $165M.

  • 569 institutional investors held BorgWarner (BWA) as of Q1 2025, down from 630 in Q4 2024.
  • Funds reported $6.39B of BorgWarner stock for Q1 2025, down 8.5% quarter-over-quarter.
  • 80 funds opened new BorgWarner positions in Q1 2025 and 134 closed out, a net change of -54 holders.
  • The largest BorgWarner buyer in Q1 2025 was BlackRock, an estimated $534M added.
  • The largest BorgWarner seller in Q1 2025 was Invesco, an estimated $165M sold.

Based on aggregated 13F filings for Q1 2025.