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
Creative Planning
151
Creative Planning
Kansas
$224K
CBU
152
CIBC Bancorp USA
Illinois
$211K
P
153
Pitcairn
Pennsylvania
$202K
HWA
154
HHM Wealth Advisors
Tennessee
$177K
CTC
155
Cetera Trust Company
Minnesota
$170K
AIP
156
Ameritas Investment Partners
Nebraska
$166K
TRCT
157
Tower Research Capital (TRC)
New York
$88.9K
AB
158
Amalgamated Bank
New York
$65K
Osaic Holdings
159
Osaic Holdings
Arizona
$55.9K
A
160
AlphaQuest
New York
$55.1K
CIAM
161
Caitong International Asset Management
Hong Kong
$39.4K
Jones Financial Companies
162
Jones Financial Companies
Missouri
$37.2K
Simplex Trading
163
Simplex Trading
Illinois
$35K
EWP
164
Elevation Wealth Partners
California
$32.9K
BNP Paribas Asset Management
165
BNP Paribas Asset Management
France
$23K
TWC
166
TD Waterhouse Canada
Ontario, Canada
$22.8K
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$20.5K
MIM
168
MTM Investment Management
South Carolina
$19.7K
PAS
169
Point72 Asia (Singapore)
Singapore
$18.8K
CA
170
Clearstead Advisors
Ohio
$18.6K
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$18.6K
FHC
172
First Horizon Corporation
Tennessee
$15K
ACM
173
Aster Capital Management
United Arab Emirates
$14.6K
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$14.1K
S
175
SignatureFD
Georgia
$13.6K