AXXCESS WEALTH MANAGEMENT, LLC has added 274,003 shares of $BALT to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $BALT.
$BALT Hedge Fund Activity
We have seen 166 institutional investors add shares of $BALT stock to their portfolio, and 90 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 4,017,200 shares (+46021.3%) to their portfolio in Q4 2025, for an estimated $134,616,372
- ENVESTNET ASSET MANAGEMENT INC removed 710,859 shares (-38.9%) from their portfolio in Q4 2025, for an estimated $23,820,885
- FOUNDATIONS INVESTMENT ADVISORS, LLC added 691,493 shares (+129.2%) to their portfolio in Q4 2025, for an estimated $23,171,930
- LEE JOHNSON CAPITAL MANAGEMENT, LLC added 580,979 shares (+70.7%) to their portfolio in Q1 2026, for an estimated $19,442,462
- PTM WEALTH MANAGEMENT, LLC added 425,699 shares (+117.8%) to their portfolio in Q1 2026, for an estimated $14,246,017
- CPC ADVISORS, LLC removed 384,454 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $12,865,753
- CORECAP ADVISORS, LLC added 290,922 shares (+218.9%) to their portfolio in Q1 2026, for an estimated $9,735,704
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $BALT ticker page for more data.
