BWIN

Baldwin Insurance Group

210 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, 69 increasing their positions, 74 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
210
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
IA
158
IFP Advisors
Florida
$83.7K
AB
159
Amalgamated Bank
New York
$65K
Osaic Holdings
160
Osaic Holdings
Arizona
$55.9K
A
161
AlphaQuest
New York
$55.1K
CIAM
162
Caitong International Asset Management
Hong Kong
$39.4K
Jones Financial Companies
163
Jones Financial Companies
Missouri
$37.2K
Simplex Trading
164
Simplex Trading
Illinois
$35K
EWP
165
Elevation Wealth Partners
California
$32.9K
BNP Paribas Asset Management
166
BNP Paribas Asset Management
France
$23K
TWC
167
TD Waterhouse Canada
Ontario, Canada
$22.8K
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$20.5K
MIM
169
MTM Investment Management
South Carolina
$19.7K
PAS
170
Point72 Asia (Singapore)
Singapore
$18.8K
CA
171
Clearstead Advisors
Ohio
$18.6K
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$18.6K
FHC
173
First Horizon Corporation
Tennessee
$15K
ACM
174
Aster Capital Management
United Arab Emirates
$14.6K
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$14.1K