BWIN

Baldwin Insurance Group

212 hedge funds and large institutions have $2.23B invested in Baldwin Insurance Group in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 70 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:

26% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 42

32% less capital invested

Capital invested by funds: $3.29B → $2.23B (-$1.05B)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
212
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
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$14.1K
S
177
SignatureFD
Georgia
$13.6K
AP
178
Atwood & Palmer
Missouri
$11.1K
UB
179
UMB Bank
Missouri
$10.4K
PTC
180
Private Trust Company
Ohio
$10.4K
PD
181
Point72 (DIFC)
United Arab Emirates
$9.99K
Optiver Holding
182
Optiver Holding
Netherlands
$9.93K
PHK
183
Point72 Hong Kong
Hong Kong
$8.91K
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$8K
GI
185
GAMMA Investing
California
$6.43K
PS
186
Principal Securities
Iowa
$6.35K
RA
187
Rise Advisors
New York
$5.73K
SCM
188
Sterling Capital Management
North Carolina
$4.8K
LFG
189
Larson Financial Group
Missouri
$4.46K
QCG
190
Quadrant Capital Group
Ohio
$4.2K
FDCDDQ
191
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.5K
AF
192
Allworth Financial
California
$3.08K
HFS
193
Hantz Financial Services
Michigan
$3K
GRP
194
Global Retirement Partners
California
$2.79K
HNB
195
Huntington National Bank
Ohio
$2.51K
AAP
196
Arax Advisory Partners
Colorado
$2.12K
PA
197
Parallel Advisors
California
$2.09K
FFA
198
Farther Finance Advisors
California
$1.86K
RIL
199
Rothschild Investment LLC
Illinois
$1.55K
CIA
200
Cape Investment Advisory
Georgia
$1.55K