See Which Recent 13F Filers Hold BF

At Holdings Channel, we have reviewed the latest batch of the 53 most recent 13F filings for the 09/30/2026 reporting period, and noticed that BF (Symbol: BF) was held by 37 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.

Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.

Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in BF positions, for this latest batch of 13F filers:

FundNew Position?Change In Share CountChange In Market Value ($ in 1000's)
CMG Global Holdings LLC NEW +18,564+$1,929
AAFMAA Wealth Management & Trust LLC NEW +11,355+$1,180
August Group Capital Ltd NEW +5,374+$558
TCP Asset Management LLC NEW +4,188+$437
Cannon Advisors Inc. NEW +11,696+$1,313
Lotus Asset Management LLC NEW +2,236+$232
Heck Capital Advisors LLC NEW +13,671+$1,421
15 Wealth Advisors LLC NEW +9,310+$968
Capital Investment Counsel LLC NEW +85,860+$8,923
Integris Wealth Management LLC NEW +3,091+$321
ELCO Management Co. LLC NEW +4,333+$450
Advisory Solutions Group LLC NEW +21,727+$2,258
Capital Advantage Inc. NEW +5,804+$603
Powers Advisory Group LLC NEW +29,380+$3,053
Innovative Wealth Building LLC NEW +2,148+$223
Farmers & Merchants Trust Co of Chambersburg PA NEW +46,765+$4,860
Discipline Wealth Solutions LLC NEW +2,382+$248
Beacon Financial Strategies CORP NEW +270+$28
World Equity Group Inc. NEW +9,979+$1,037
Moody Lynn Lieberson & Walker LLC NEW +13,934+$1,448
Essential Partners LLC Existing +2,104+$176
Sendero Wealth Management LLC NEW +9,000+$935
Spirit of America Management Corp NY NEW +27,502+$2,858
Heritage Oak Wealth Advisors LLC NEW +1,083,126+$112,558
Jamison Private Wealth Management Inc. NEW +80,168+$8,331
Banque de Luxembourg S.A. NEW +5,712+$594
Catherine Avery Investment Management LLC NEW +82+$9
TriaGen Wealth Management LLC NEW +3,472+$361
A. D. Beadell Investment Counsel Inc. NEW +3,000+$311
Realta Investment Advisors NEW +5,861+$609
Fairfield Financial Advisors LTD NEW +48,707+$5,062
Consilium Wealth Advisory LLC NEW +22,210+$2,308
Investment Planning Advisors Inc. NEW +10,760+$1,118
Adirondack Trust Co. NEW +18,158+$1,887
Lodestone Wealth Management LLC NEW +7,217+$750
Three Magnolias Financial Advisors LLC NEW +5,216+$542
N10 Wealth LLC NEW +2,074+$216
Aggregate Change: +1,636,436+$170,115

In terms of shares owned, we count 1 of the above funds having increased existing BF positions from 06/30/2026 to 09/30/2026, with 36 new positions.

Looking beyond these particular funds in this one batch of most recent filers, we tallied up the BF share count in the aggregate among all of the funds which held BF at the 09/30/2026 reporting period (out of the we looked at in total). We then compared that number to the sum total of BF shares those same funds held back at the 06/30/2026 period, to see how the aggregate share count held by hedge funds has moved for BF. We found that between these two periods, the share count held steady at shares.

We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like BF (Symbol: BF).

10 S&P 500 Components Hedge Funds Are Buying »

Further BF Research:

BNK Invest
BNK Invest Inc. provides investment services and information. BNK Invest owns and operates a market news family of websites including DividendChannel, ETFChannel, StockOptionsChannel, and others, which make up an investor community featuring stock message boards, ratings, research, and strategies. BNK Invest caters to investing firms and individual investors internationally.
Institutional Holders of BF.B BF Options Chain Utilities Stocks Hedge Funds Are Selling More articles by this source

Latest Articles

Data is currently not available