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Broadwind

49 hedge funds and large institutions have $19.6M invested in Broadwind in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

22,000% more call options, than puts

Call options by funds: $221K | Put options by funds: $1K

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

52% more capital invested

Capital invested by funds: $12.9M → $19.6M (+$6.69M)

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

11% more funds holding

Funds holding: 4449 (+5)

3.19% more ownership

Funds ownership: 26.64%29.82% (+3.2%)

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
17
Reduced
12
Closed
5
Calls
$221K
Puts
$1K
Net Calls
+$220K
Net Calls Change
+$163K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$102K +$13.8K +5,268 +17%
GCP
27
GSA Capital Partners
United Kingdom
$96K -$29.9K -11,387 -25%
LPL Financial
28
LPL Financial
California
$89.5K +$31.8K +12,102 +62%
Northern Trust
29
Northern Trust
Illinois
$82.3K -$1.18K -449 -2%
LCM
30
Legato Capital Management
California
$63.1K
MFG
31
Macco Financial Group
Wisconsin
$59.4K +$55.1K +21,000 New
AG
32
Algert Global
California
$58K +$54.2K +20,640 New
OSAM
33
O'Shaughnessy Asset Management
Connecticut
$45.4K -$7.57K -2,885 -15%
AF
34
Alerus Financial
North Dakota
$37.5K
RWM
35
Ritholtz Wealth Management
New York
$36.4K -$6.3K -2,402 -16%
NA
36
NewEdge Advisors
Louisiana
$34.5K
JIR
37
James Investment Research
Ohio
$34.2K
Acadian Asset Management
38
Acadian Asset Management
Massachusetts
$33K -$8.62K -3,284 -22%
UBS Group
39
UBS Group
Switzerland
$32.3K +$30K +11,420 +163,143%
PI
40
PFG Investments
New York
$28.3K
Citigroup
41
Citigroup
New York
$16.7K +$15.5K +5,898 New
Osaic Holdings
42
Osaic Holdings
Arizona
$9.03K -$19.4K -7,410 -70%
TRCT
43
Tower Research Capital (TRC)
New York
$4.54K -$1.46K -556 -26%
SS
44
SBI Securities
Japan
$940 -$2.12K -808 -71%
Simplex Trading
45
Simplex Trading
Illinois
$444 -$5.83K -2,223 -93%
Bank of America
46
Bank of America
North Carolina
$354 +$8 +3 +2%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$104 +$97 +37 New
FHA
48
Flagship Harbor Advisors
Massachusetts
$85 +$79 +30 New
Morgan Stanley
49
Morgan Stanley
New York
$28
ASN
50
Advisory Services Network
Georgia
-$42.9K -20,416 Closed

BWEN Hedge Fund Activity: Q4 2025 in Review

49 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q4 2025, worth a combined $19.6M — up 52% from $12.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BWEN positions and 5 closed out — a net gain of 6 holders — while 17 added to existing stakes and 12 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $738K. The largest seller was Grace & White Inc, cutting an estimated $241K.

  • 49 institutional investors held Broadwind (BWEN) as of Q4 2025, up from 44 in Q3 2025.
  • Funds reported $19.6M of Broadwind stock for Q4 2025, up 52% quarter-over-quarter.
  • 11 funds opened new Broadwind positions in Q4 2025 and 5 closed out, a net change of +6 holders.
  • The largest Broadwind buyer in Q4 2025 was Marshall Wace, an estimated $738K added.
  • The largest Broadwind seller in Q4 2025 was Grace & White Inc, an estimated $241K sold.

Based on aggregated 13F filings for Q4 2025.