Baldwin Insurance Group
BWIN
213 hedge funds and large institutions have $2.24B invested in Baldwin Insurance Group in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 75 reducing their positions, and 42 closing their positions.
1,040% more call options, than puts
Call options by funds: $4.5M | Put options by funds: $395K
2.37% more ownership
Funds ownership: 108.74% → 111.11% (+2.4%)
7% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 75
6% less funds holding
Funds holding: 226 → 213 (-13)
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 → $2.24B (-$1.05B)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$90.3M |
| 2 |
Bank of New York Mellon
New York
|
+$49.6M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$22.9M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$19.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$46.7M |
| 2 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$21.2M |
| 3 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$19.3M |
| 4 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$14.8M |
| 5 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$14.6M |
BWIN Hedge Fund Activity: Q3 2025 in Review
213 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Baldwin Insurance Group (BWIN) for Q3 2025, worth a combined $2.24B — down 32% from $3.29B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of BWIN and 31 opened new positions — a net loss of 11 holders — while 75 trimmed existing stakes and 70 added.
The largest buyer was Fidelity Investments, adding an estimated $90.3M. The largest seller was Loomis, Sayles & Company, exiting entirely with an estimated $46.7M sold.
- 213 institutional investors held Baldwin Insurance Group (BWIN) as of Q3 2025, down from 226 in Q2 2025.
- Funds reported $2.24B of Baldwin Insurance Group stock for Q3 2025, down 32% quarter-over-quarter.
- 31 funds opened new Baldwin Insurance Group positions in Q3 2025 and 42 closed out, a net change of -11 holders.
- The largest Baldwin Insurance Group buyer in Q3 2025 was Fidelity Investments, an estimated $90.3M added.
- The largest Baldwin Insurance Group seller in Q3 2025 was Loomis, Sayles & Company, an estimated $46.7M sold.
Based on aggregated 13F filings for Q3 2025.