Aptus Capital Advisors, LLC has opened a new $7.8M position in $BALT, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 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 149 institutional investors add shares of $BALT stock to their portfolio, and 79 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
- OSAIC HOLDINGS, INC. added 877,657 shares (+60.4%) to their portfolio in Q3 2025, for an estimated $28,804,702
- ENVESTNET ASSET MANAGEMENT INC removed 710,859 shares (-38.9%) from their portfolio in Q4 2025, for an estimated $23,820,885
- C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS removed 700,888 shares (-81.6%) from their portfolio in Q4 2025, for an estimated $23,486,756
- FOUNDATIONS INVESTMENT ADVISORS, LLC added 691,493 shares (+129.2%) to their portfolio in Q4 2025, for an estimated $23,171,930
- RAYMOND JAMES FINANCIAL INC added 413,938 shares (+24.5%) to their portfolio in Q3 2025, for an estimated $13,585,445
- NEWEDGE ADVISORS, LLC added 315,155 shares (+324.2%) to their portfolio in Q3 2025, for an estimated $10,343,387
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 $BALT ticker page for more data.
