BWIN

Baldwin Insurance Group

208 hedge funds and large institutions have $2.25B invested in Baldwin Insurance Group in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 73 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

24% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 42

32% less capital invested

Capital invested by funds: $3.29B → $2.25B (-$1.04B)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
208
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.5M
Puts
$395K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
126
Advisory Services Network
Georgia
$407K
VOYA Investment Management
127
VOYA Investment Management
Georgia
$359K
Citigroup
128
Citigroup
New York
$357K
FNBOO
129
First National Bank of Omaha
Nebraska
$356K
EMPI
130
Elo Mutual Pension Insurance
Finland
$346K
ProShare Advisors
131
ProShare Advisors
Maryland
$339K
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$319K
NA
133
NewEdge Advisors
Louisiana
$312K
QT
134
Quantbot Technologies
New York
$286K
Lido Advisors
135
Lido Advisors
California
$285K
QPWM
136
Quadrant Private Wealth Management
Pennsylvania
$276K
US Bancorp
137
US Bancorp
Minnesota
$272K
SC
138
SummitTX Capital
Texas
$268K
Pictet Asset Management
139
Pictet Asset Management
Switzerland
$264K
Teacher Retirement System of Texas
140
Teacher Retirement System of Texas
Texas
$260K
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$259K
Prudential Financial
142
Prudential Financial
New Jersey
$256K
YC
143
Yarbrough Capital
Tennessee
$248K
QCM
144
Quantinno Capital Management
New York
$242K
Luther King Capital Management (LKCM)
145
Luther King Capital Management (LKCM)
Texas
$241K
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$241K
Public Employees Retirement Association of Colorado
147
Public Employees Retirement Association of Colorado
Colorado
$238K
OAM
148
Oppenheimer Asset Management
New York
$238K
SDWMA
149
Schneider Downs Wealth Management Advisors
Pennsylvania
$231K
Victory Capital Management
150
Victory Capital Management
Texas
$230K