Baldwin Insurance Group
BWIN
221 hedge funds and large institutions have $3.25B invested in Baldwin Insurance Group in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 85 increasing their positions, 63 reducing their positions, and 22 closing their positions.
2,183% more call options, than puts
Call options by funds: $2.94M | Put options by funds: $129K
73% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 22
35% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 63
23% more capital invested
Capital invested by funds: $2.63B → $3.25B (+$614M)
6% more funds holding
Funds holding: 208 → 221 (+13)
6.14% more ownership
Funds ownership: 100.42% → 106.57% (+6.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$50.4M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$26.7M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$26.2M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$20.1M |
| 5 |
Rockefeller Capital Management
New York
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$16.3M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$12.3M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$8.67M |
| 4 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$4.99M |
| 5 |
Bank of New York Mellon
New York
|
-$4.89M |
BWIN Hedge Fund Activity: Q1 2025 in Review
221 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q1 2025, worth a combined $3.25B — up 23% from $2.63B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new BWIN positions and 22 closed out — a net gain of 16 holders — while 85 added to existing stakes and 63 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $50.4M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $16.3M sold.
- 221 institutional investors held Baldwin Insurance Group (BWIN) as of Q1 2025, up from 208 in Q4 2024.
- Funds reported $3.25B of Baldwin Insurance Group stock for Q1 2025, up 23% quarter-over-quarter.
- 38 funds opened new Baldwin Insurance Group positions in Q1 2025 and 22 closed out, a net change of +16 holders.
- The largest Baldwin Insurance Group buyer in Q1 2025 was T. Rowe Price Investment Management, an estimated $50.4M added.
- The largest Baldwin Insurance Group seller in Q1 2025 was Balyasny Asset Management, an estimated $16.3M sold.
Based on aggregated 13F filings for Q1 2025.