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Broadwind

41 hedge funds and large institutions have $11.2M invested in Broadwind in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

34% more capital invested

Capital invested by funds: $8.32M → $11.2M (+$2.85M)

11% more funds holding

Funds holding: 3741 (+4)

1.45% more ownership

Funds ownership: 25.72%27.17% (+1.5%)

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWI
1
Grace & White Inc
New York
$3.85M
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.96M +$191K +112,994 +12%
QOP
3
Quinn Opportunity Partners
Virginia
$909K +$6.75K +4,000 +0.8%
BlackRock
4
BlackRock
New York
$658K -$288 -171 -0%
AE
5
AMH Equity
New York
$585K +$303K +179,382 +125%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$426K -$8.42K -4,993 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$391K
US Bancorp
8
US Bancorp
Minnesota
$290K
BCM
9
Bridgeway Capital Management
Texas
$185K +$8.27K +4,903 +5%
EF
10
Empowered Funds
Pennsylvania
$176K +$8.27K +4,903 +5%
EIM
11
Essex Investment Management
Massachusetts
$172K +$57.4K +34,006 +56%
PCM
12
Perritt Capital Management
Illinois
$163K -$50.6K -30,000 -25%
State Street
13
State Street
Massachusetts
$135K
Renaissance Technologies
14
Renaissance Technologies
New York
$118K +$7.09K +4,200 +7%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$110K +$5.15K +3,051 +5%
Goldman Sachs
16
Goldman Sachs
New York
$110K +$73.5K +43,587 +254%
OSAM
17
O'Shaughnessy Asset Management
Connecticut
$101K -$6.45K -3,821 -6%
GCP
18
GSA Capital Partners
United Kingdom
$85K -$36.9K -21,872 -32%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$82K
UBS Group
20
UBS Group
Switzerland
$78.1K +$72.8K +43,148 +4,314,800%
Northern Trust
21
Northern Trust
Illinois
$66.5K
LPL Financial
22
LPL Financial
California
$56.2K -$12.5K -7,393 -19%
Mariner
23
Mariner
Kansas
$55.8K +$1.44K +852 +3%
RWM
24
Ritholtz Wealth Management
New York
$53.8K +$4.28K +2,539 +9%
ASN
25
Advisory Services Network
Georgia
$52.9K +$34.4K +20,416 New

BWEN Hedge Fund Activity: Q2 2025 in Review

41 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q2 2025, worth a combined $11.2M — up 34% from $8.32M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BWEN positions and 3 closed out — a net gain of 4 holders — while 14 added to existing stakes and 10 trimmed.

The largest buyer was AMH Equity, adding an estimated $303K. The largest seller was Squarepoint, exiting entirely with an estimated $76.8K sold.

  • 41 institutional investors held Broadwind (BWEN) as of Q2 2025, up from 37 in Q1 2025.
  • Funds reported $11.2M of Broadwind stock for Q2 2025, up 34% quarter-over-quarter.
  • 7 funds opened new Broadwind positions in Q2 2025 and 3 closed out, a net change of +4 holders.
  • The largest Broadwind buyer in Q2 2025 was AMH Equity, an estimated $303K added.
  • The largest Broadwind seller in Q2 2025 was Squarepoint, an estimated $76.8K sold.

Based on aggregated 13F filings for Q2 2025.