Baron Partners Fund-InstBPTIX

13F holders, Q3 2024 (September 30)
1holders −1
0new positions
1sold out
$174.58avg. 13F price*

At the end of Q3 2024, 1 institutions reported holding Baron Partners Fund-Inst (BPTIX) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holder was Mfa Wealth Advisors, LLC ($19K).

Company
Baron Partners Fund-Inst
CUSIP
06828M405
Latest filing quarter
Q1 2026

History

Number of 13F holders

012 Q2 2024: 2Q2 2024Q3 2024: 1Q3 2024Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions0$0
Exits1$187K

All 13F filers, Q2 2024 → Q3 2024: 1,205 shares sold, net −1,205 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Mfa Wealth Advisors, LLC 0.00% No change 109 $19K

"% of holder's portfolio" is BPTIX's weight in each manager's 13F, not the share of Baron Partners Fund-Inst the manager owns.