BWIN

Baldwin Insurance Group

222 hedge funds and large institutions have $3.29B invested in Baldwin Insurance Group in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 92 increasing their positions, 68 reducing their positions, and 26 closing their positions.

Holders
222
Holders Change
+3
Holders Change %
+1.37%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
92
Reduced
68
Closed
26
Calls
$2.66M
Puts
$42K
Net Calls
+$2.62M
Net Calls Change
-$200K
Name Market Value Shares Shares
Change
Shares
Change %
EWP
176
Elevation Wealth Partners
California
$50K 1,167 +172 +17%
ACM
177
Aquatic Capital Management
Illinois
$41.7K 975 -26,157 -96%
TWC
178
TD Waterhouse Canada
Ontario, Canada
$34.9K 841
CA
179
Clearstead Advisors
Ohio
$33.8K 790 +790 New
CIBC Private Wealth Group
180
CIBC Private Wealth Group
Georgia
$33.5K 783
BNP Paribas Asset Management
181
BNP Paribas Asset Management
France
$32K 752 +752 New
MIM
182
MTM Investment Management
South Carolina
$30K 700 +700 New
Osaic Holdings
183
Osaic Holdings
Arizona
$29.4K 682 -1,674 -71%
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$28.2K 659 -191 -22%
AP
185
Atwood & Palmer
Missouri
$23.9K 559 -21 -4%
A
186
AlphaQuest
New York
$23.9K 559 +559 New
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$21.4K 500
UB
188
UMB Bank
Missouri
$15.8K 370
BIG
189
Brooklyn Investment Group
New York
$15.5K 361 +315 +685%
GI
190
GAMMA Investing
California
$13.1K 305 -102 -25%
JSAM
191
J. Safra Asset Management
New York
$12.6K 296 -133 -31%
EWA
192
EverSource Wealth Advisors
Alabama
$11.5K 269 +185 +220%
Optiver Holding
193
Optiver Holding
Netherlands
$10.9K 254 +1 +0.4%
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$10K 242 -43 -15%
PS
195
Principal Securities
Iowa
$9.25K 216 +128 +145%
RA
196
Rise Advisors
New York
$8.69K 203
PTC
197
Private Trust Company
Ohio
$7.49K 175
SCM
198
Sterling Capital Management
North Carolina
$7.28K 170 +99 +139%
KIM
199
Kestra Investment Management
Texas
$6.39K 146 +73 +100%
Group One Trading
200
Group One Trading
Illinois
$6.38K 149 -159 -52%