Broadwind, Inc.

BWEN • NASDAQ

Broadwind, Inc. is a industrial - machinery company in the industrials sector on NASDAQ, led by Eric B. Blashford, with a market cap of $75.6M. As of Q3 2025, 27% of shares are held by 44 institutional investors, with GRACE & WHITE INC /NY as the largest holder at 9.21%.

President and Chief Executive OfficerEric B. Blashford

Market Cap$75.6M

Industrial - Machinery

Industrials

Employees444.0

Websitebwen.com

Country

United States of America

Overview

Overview of institutional ownership in BWEN as of Q3 2025 with a market cap of $48.4M

All Institutions

Institutions: 44
Value Held: $12.9M
Shares Held: 6.1M
Avg Position: $292.9K
Median Position: $44.8K

Hedge Funds

Hedge Funds: 6
Value Held: $2.4M
Shares Held: 1.1M
Avg Position: $395.7K
Median Position: $262.3K

Ownership Breakdown

Institutional (non-HF)

21.73%

$10.5M

Hedge Funds

4.91%

$2.4M

Retail & Other

73.36%

$35.5M

Based on market cap of $48.4M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in BWEN as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
G GRACE & WHITE INC /NY RIA/Wealth	Marc Emil Ravitz President	$4.5M 0.93% of portfolio	9.21% 2.1M shares	Q3 2014 Held for 11y 2m	$481.2M
VANGUARD GROUP INC Institution	Salim Ramji CEO	$2.1M 0.00% of portfolio	4.37% 1.0M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
Quinn Opportunity Partners LLC Hedge Fund•Event Driven	Patrick Farley Quinn CCO	$1.1M 0.08% of portfolio	2.18% 502.0K shares	Q1 2021 Held for 4y 8m	$1.4B
B BlackRock, Inc. Institution	-	$768.9K 0.00% of portfolio	1.59% 366.2K shares	Q1 2017 Held for 8y 8m	$5.67T
AMH Equity Ltd Hedge Fund•Long/Short	Adam Michael Hutt President	$679.1K 0.86% of portfolio	1.40% 323.4K shares	Q1 2025 Held for 8 months	$78.8M
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$494.9K 0.00% of portfolio	1.02% 235.6K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$474.6K 0.00% of portfolio	0.98% 226.0K shares	Q2 2016 Held for 9y 5m	$466.32B
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	Gunjan Kedia CEO	$336.3K 0.00% of portfolio	0.69% 160.1K shares	Q3 2014 Held for 11y 2m	$84.3B
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	Peter Fitzhugh Brown CEO	$304.5K 0.00% of portfolio	0.63% 145.0K shares	≤ Q2 2013 Held for 12y 5m+	$75.8B
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	John Noland Ryan Montgomery CEO	$236.3K 0.01% of portfolio	0.49% 112.5K shares	Q4 2023 Held for 1y 11m	$4.7B

Net Capital Flow

Institutional buying and selling activity for BWEN in Q3 2025

Traded: +$80.9K
Buyers: 19
Sellers: 16
Total Bought: +$714.5K
Total Sold: −$633.6K
Avg Position: $268.5K

Biggest Buyers

Institution	Net Bought	Current Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$172.3K +82.1K shares	$220.2K 104.8K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$167.2K +79.6K shares	$304.5K 145.0K shares
PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL RIA/Wealth	+$111.3K +53.0K shares	$111.3K 53.0K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$59.5K +28.4K shares	$187.7K 89.4K shares
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	+$31.7K +15.1K shares	$31.7K 15.1K shares
V Virtu Financial LLC Institution	+$31.3K +14.9K shares	$31.3K 14.9K shares
X XTX Topco Ltd Institution	+$29.9K +14.2K shares	$58.6K 27.9K shares
J JANE STREET GROUP, LLC Institution	+$28.2K +13.4K shares	$28.2K 13.4K shares
Empowered Funds, LLC ETF Provider	+$21.6K +10.3K shares	$225.8K 107.5K shares
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	+$21.6K +10.3K shares	$236.3K 112.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
PERRITT CAPITAL MANAGEMENT INC Long Only Manager	−$162.9K −90.0K shares	Sold Off 0 shares
VANGUARD GROUP INC Institution	−$158.0K −75.2K shares	$2.1M 1.0M shares
R ROYAL BANK OF CANADA Institution	−$82.2K −45.4K shares	Sold Off 0 shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager	−$77.9K −37.1K shares	$39.7K 18.9K shares
Comprehensive Portfolio Management, LLC RIA/Wealth	−$30.4K −14.5K shares	$32.1K 15.3K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$30.3K −16.7K shares	Sold Off 0 shares
L LPL Financial LLC Institution	−$24.2K −11.5K shares	$41.0K 19.5K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$15.2K −8.4K shares	Sold Off 0 shares
NORTHERN TRUST CORP Institution	−$15.1K −7.2K shares	$62.0K 29.5K shares
CORSAIR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$13.2K −6.3K shares	$21.0K 10.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BWEN in Q3 2025

New Positions: 1
New Value: $111.3K
Exited Positions: 4
Exited Value: $290.5K

New Positions

Institution	Position Value
PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL RIA/Wealth	$111.3K 53.0K shares

Exited Positions

Institution	Previous Position
PERRITT CAPITAL MANAGEMENT INC Long Only Manager	$162.9K 90.0K shares
R ROYAL BANK OF CANADA Institution	$82.2K 45.4K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$30.3K 16.7K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$15.2K 8.4K shares

Options Activity

Institutions with the largest Call and Put options positions in BWEN as of Q3 2025

Call Positions: 1
Call Value: $27.1K
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$27.1K 129.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with BWEN as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
G GRACE & WHITE INC /NY RIA/Wealth	Marc Emil Ravitz President	0.93% $4.5M	9.21% 2.1M shares	Q3 2014 Held for 11y 2m	$481.2M
AMH Equity Ltd Hedge Fund•Long/Short	Adam Michael Hutt President	0.86% $679.1K	1.40% 323.4K shares	Q1 2025 Held for 8 months	$78.8M
Quinn Opportunity Partners LLC Hedge Fund•Event Driven	Patrick Farley Quinn CCO	0.08% $1.1M	2.18% 502.0K shares	Q1 2021 Held for 4y 8m	$1.4B
ESSEX INVESTMENT MANAGEMENT CO LLC Long Only Manager	Nancy Beth Prial CEO	0.03% $199.1K	0.41% 94.8K shares	Q2 2019 Held for 6y 5m	$652.5M
PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL RIA/Wealth	Adam Savitz Strauss CEO	0.01% $111.3K	0.23% 53.0K shares	Q3 2025 Held for 2 months	$986.9M
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	David Khabie-Zeitoune CEO	0.01% $94.9K	0.20% 45.2K shares	Q3 2023 Held for 2y 2m	$1.1B
Legato Capital Management LLC Fund of Funds	Victor Louis Hymes CEO	0.01% $46.8K	0.10% 22.3K shares	Q4 2022 Held for 2y 11m	$915.6M
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	John Noland Ryan Montgomery CEO	0.01% $236.3K	0.49% 112.5K shares	Q4 2023 Held for 1y 11m	$4.7B
CORSAIR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	Jeffrey Archer Zelin COO	0.00% $21.0K	0.04% 10.0K shares	Q2 2025 Held for 5 months	$563.1M
X XTX Topco Ltd Institution	-	0.00% $58.6K	0.12% 27.9K shares	Q2 2025 Held for 5 months	$1.9B

Hedge Fund Spotlight

Discover hedge funds investing in BWEN

GSA CAPITAL PARTNERS LLP

Hedge Fund • Quant

Portfolio ManagerDavid Khabie-Zeitoune

Portfolio Value: $1.1B
Positions: 1,504
Last Reported: Q3 2025

Sector Allocation

Position in Broadwind, Inc.

Market Value: $94.9K
Shares Held: 45.2K
Portfolio Weight: 0.01%
Owned Since: 2023-Q3

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