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
AP
176
Atwood & Palmer
Missouri
$11.1K
UB
177
UMB Bank
Missouri
$10.4K
PTC
178
Private Trust Company
Ohio
$10.4K
PD
179
Point72 (DIFC)
United Arab Emirates
$9.99K
Optiver Holding
180
Optiver Holding
Netherlands
$9.93K
PHK
181
Point72 Hong Kong
Hong Kong
$8.91K
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$8K
GI
183
GAMMA Investing
California
$6.43K
PS
184
Principal Securities
Iowa
$6.35K
RA
185
Rise Advisors
New York
$5.73K
SCM
186
Sterling Capital Management
North Carolina
$4.8K
LFG
187
Larson Financial Group
Missouri
$4.46K
QCG
188
Quadrant Capital Group
Ohio
$4.2K
FDCDDQ
189
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.5K
HFS
190
Hantz Financial Services
Michigan
$3K
GRP
191
Global Retirement Partners
California
$2.79K
HNB
192
Huntington National Bank
Ohio
$2.51K
AAP
193
Arax Advisory Partners
Colorado
$2.12K
PA
194
Parallel Advisors
California
$2.09K
FFA
195
Farther Finance Advisors
California
$1.86K
RIL
196
Rothschild Investment LLC
Illinois
$1.55K
SPIA
197
Steward Partners Investment Advisory
New York
$1.52K
WTC
198
WhitTier Trust Company
Nevada
$1.47K
JSAM
199
J. Safra Asset Management
New York
$1.47K
EWA
200
EverSource Wealth Advisors
Alabama
$1.19K