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
S
176
SignatureFD
Georgia
$13.6K
AP
177
Atwood & Palmer
Missouri
$11.1K
UB
178
UMB Bank
Missouri
$10.4K
PTC
179
Private Trust Company
Ohio
$10.4K
PD
180
Point72 (DIFC)
United Arab Emirates
$9.99K
Optiver Holding
181
Optiver Holding
Netherlands
$9.93K
PHK
182
Point72 Hong Kong
Hong Kong
$8.91K
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$8K
GI
184
GAMMA Investing
California
$6.43K
PS
185
Principal Securities
Iowa
$6.35K
RA
186
Rise Advisors
New York
$5.73K
SCM
187
Sterling Capital Management
North Carolina
$4.8K
LFG
188
Larson Financial Group
Missouri
$4.46K
QCG
189
Quadrant Capital Group
Ohio
$4.2K
FDCDDQ
190
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.5K
AF
191
Allworth Financial
California
$3.08K
HFS
192
Hantz Financial Services
Michigan
$3K
GRP
193
Global Retirement Partners
California
$2.79K
HNB
194
Huntington National Bank
Ohio
$2.51K
AAP
195
Arax Advisory Partners
Colorado
$2.12K
PA
196
Parallel Advisors
California
$2.09K
FFA
197
Farther Finance Advisors
California
$1.86K
RIL
198
Rothschild Investment LLC
Illinois
$1.55K
SPIA
199
Steward Partners Investment Advisory
New York
$1.52K
WTC
200
WhitTier Trust Company
Nevada
$1.47K