We are live on ! Find out more
BWEN icon

Broadwind

37 hedge funds and large institutions have $8.32M invested in Broadwind in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

1.18% more ownership

Funds ownership: 24.54%25.72% (+1.2%)

10% less funds holding

Funds holding: 4137 (-4)

18% less capital invested

Capital invested by funds: $10.2M → $8.32M (-$1.87M)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
37
Holders Change
-4
Holders Change %
-9.76%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
8
Closed
7
Calls
$39K
Puts
Net Calls
+$39K
Net Calls Change
+$8K
Name Holding Trade Value Shares
Change
Change in
Stake
GWI
1
Grace & White Inc
New York
$3.08M +$242K +144,988 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.4M
QOP
3
Quinn Opportunity Partners
Virginia
$722K +$9.05K +5,410 +1%
BlackRock
4
BlackRock
New York
$528K -$1.53K -918 -0.3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$349K +$12.9K +7,713 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$313K -$63.3K -37,865 -15%
US Bancorp
7
US Bancorp
Minnesota
$232K +$28.4K +16,998 +12%
AE
8
AMH Equity
New York
$209K +$241K +144,000 New
PCM
9
Perritt Capital Management
Illinois
$174K +$24.1K +14,410 +14%
BCM
10
Bridgeway Capital Management
Texas
$141K +$11.6K +6,931 +8%
EF
11
Empowered Funds
Pennsylvania
$134K +$11.6K +6,931 +8%
State Street
12
State Street
Massachusetts
$108K
GCP
13
GSA Capital Partners
United Kingdom
$100K +$115K +68,856 New
Renaissance Technologies
14
Renaissance Technologies
New York
$88.7K -$80.4K -48,100 -44%
EIM
15
Essex Investment Management
Massachusetts
$88.1K
OSAM
16
O'Shaughnessy Asset Management
Connecticut
$86.8K -$15.3K -9,161 -13%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$84.1K +$65.9K +39,405 +212%
Squarepoint
18
Squarepoint
New York
$76.8K +$20.8K +12,458 +31%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$66K
LPL Financial
20
LPL Financial
California
$55.7K -$8.7K -5,200 -12%
Northern Trust
21
Northern Trust
Illinois
$53.3K
Mariner
22
Mariner
Kansas
$43.5K
RWM
23
Ritholtz Wealth Management
New York
$39.4K -$6.95K -4,155 -13%
Goldman Sachs
24
Goldman Sachs
New York
$24.8K +$28.6K +17,131 New
LCM
25
Legato Capital Management
California
$21.5K

BWEN Hedge Fund Activity: Q1 2025 in Review

37 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q1 2025, worth a combined $8.32M — down 18% from $10.2M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BWEN and 3 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 14 added.

The largest buyer was Grace & White Inc, adding an estimated $242K. The largest seller was Renaissance Technologies, cutting an estimated $80.4K.

  • 37 institutional investors held Broadwind (BWEN) as of Q1 2025, down from 41 in Q4 2024.
  • Funds reported $8.32M of Broadwind stock for Q1 2025, down 18% quarter-over-quarter.
  • 3 funds opened new Broadwind positions in Q1 2025 and 7 closed out, a net change of -4 holders.
  • The largest Broadwind buyer in Q1 2025 was Grace & White Inc, an estimated $242K added.
  • The largest Broadwind seller in Q1 2025 was Renaissance Technologies, an estimated $80.4K sold.

Based on aggregated 13F filings for Q1 2025.