ASSETMARK, INC has added 3,007,608 shares of $BWZ to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $BWZ.
$BWZ Hedge Fund Activity
We have seen 35 institutional investors add shares of $BWZ stock to their portfolio, and 13 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ASSETMARK, INC added 3,007,608 shares (+3037987.9%) to their portfolio in Q2 2025, for an estimated $84,423,556
- ALMANACK INVESTMENT PARTNERS, LLC. added 459,289 shares (+inf%) to their portfolio in Q2 2025, for an estimated $12,892,242
- AVALON CAPITAL MANAGEMENT added 216,859 shares (+inf%) to their portfolio in Q1 2025, for an estimated $5,694,717
- CHECCHI CAPITAL ADVISERS, LLC removed 124,781 shares (-17.9%) from their portfolio in Q2 2025, for an estimated $3,502,602
- JANE STREET GROUP, LLC removed 111,582 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $2,930,143
- ENVESTNET ASSET MANAGEMENT INC added 108,392 shares (+33.2%) to their portfolio in Q2 2025, for an estimated $3,042,563
- QUANTINNO CAPITAL MANAGEMENT LP added 99,925 shares (+inf%) to their portfolio in Q1 2025, for an estimated $2,624,030
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
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 $BWZ ticker page for more data.
