The cluster is entirely passive/index-driven, carrying minimal signal for active traders. Monitor for any active manager 13F filings in subsequent quarters for a more meaningful signal.
Executive Summary
Three major passive institutional investors — Vanguard, Fidelity, and Morgan Stanley — increased their BBAI positions in Q3 2025, adding a combined $45.1M in new holdings. The buying is concentrated among mega-passive funds, suggesting index rebalancing or systematic allocation rather than an active fundamental thesis.
Key Financial Metrics
Institutional Positions
Net institutional flow: $45.1M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Vanguard | ADD | +32.6% | $180.0M | $38.7M |
| Fidelity | ADD | +55.7% | $102.0K | $34.0K |
| Morgan Stanley | ADD | +61.2% | $18.0M | $6.4M |
Key Facts
- 3 institutional buyers added $45.1M in aggregate, with no sellers
- Vanguard added 6.79M shares (+32.6%), increasing its position from $141.3M to $180.0M
- Morgan Stanley added 1.05M shares (+61.2%), increasing from $11.6M to $18.0M
- Fidelity added 5.6K shares (+55.7%), increasing from $68K to $102K
- All three buyers are mega-passive/index funds — no active managers or hedge funds participated
Financial Impact
3 passive institutions accumulated $45.1M in new BBAI holdings during Q3 2025, with total holdings reaching $198.1M
Risk Factors
- Passive buying may reverse on next index rebalance date
- 13F data is 45+ days stale — positions may have already been adjusted
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-BBAI-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | 8-K | $2.37 | awaiting T+20 | — | — |
Aug 12, 2026 10w ago | Institutional Cluster | $3.26 $2.82 | ▼ −13.50% | ▼ −11.60% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $4.14 $3.32 | ▼ −19.81% | ▼ −21.70% | — |
May 8, 2026 24w ago | 144 | — | awaiting T+20 | — | — |
May 5, 2026 25w ago | 8-K | — | awaiting T+20 | — | — |
Apr 10, 2026 28w ago | DEFA14A | — | awaiting T+20 | — | — |
Mar 20, 2026 31w ago | DEFA14A | $3.68 $3.79 | ▲ +2.99% | ▼ −4.43% | — |
Mar 19, 2026 31w ago | DEFA14A | $3.58 $3.84 | ▲ +7.26% | ▼ −2.06% | — |
US Market Status
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