Arcosa
314 hedge funds and large institutions have $3.55B invested in Arcosa in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 94 increasing their positions, 110 reducing their positions, and 59 closing their positions.
86% more call options, than puts
Call options by funds: $2.27M | Put options by funds: $1.23M
1.75% more ownership
Funds ownership: 92.58% → 94.34% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
5% less funds holding
Funds holding: 329 → 314 (-15)
15% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 110
19% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 59
19% less capital invested
Capital invested by funds: $4.37B → $3.55B (-$820M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$83M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$64.5M |
| 3 |
Verition Fund Management
Greenwich,
Connecticut
|
+$35.8M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$26.7M |
| 5 |
Squarepoint
New York
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$27.8M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$19.9M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$16.5M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$16M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$15M |
ACA Hedge Fund Activity: Q1 2025 in Review
314 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Arcosa (ACA) for Q1 2025, worth a combined $3.55B — down 19% from $4.37B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of ACA and 48 opened new positions — a net loss of 11 holders — while 110 trimmed existing stakes and 94 added.
The largest buyer was Macquarie Group, adding an estimated $83M. The largest seller was BlackRock, cutting an estimated $27.8M.
- 314 institutional investors held Arcosa (ACA) as of Q1 2025, down from 329 in Q4 2024.
- Funds reported $3.55B of Arcosa stock for Q1 2025, down 19% quarter-over-quarter.
- 48 funds opened new Arcosa positions in Q1 2025 and 59 closed out, a net change of -11 holders.
- The largest Arcosa buyer in Q1 2025 was Macquarie Group, an estimated $83M added.
- The largest Arcosa seller in Q1 2025 was BlackRock, an estimated $27.8M sold.
Based on aggregated 13F filings for Q1 2025.