Arcosa
365 hedge funds and large institutions have $4.82B invested in Arcosa in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 116 increasing their positions, 119 reducing their positions, and 51 closing their positions.
531% more call options, than puts
Call options by funds: $3.02M | Put options by funds: $478K
20% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 51
16% more capital invested
Capital invested by funds: $4.14B → $4.82B (+$673M)
2.22% more ownership
Funds ownership: 90.17% → 92.39% (+2.2%)
0% more funds holding
Funds holding: 364 → 365 (+1)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 119
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$71.7M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$34.5M |
| 3 |
BlackRock
New York
|
+$10.9M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$8.19M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$8.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$102M |
| 2 |
JP Morgan Chase
New York
|
-$15.4M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$12M |
| 4 |
Neuberger Berman Group
New York
|
-$11.6M |
| 5 |
Squarepoint
New York
|
-$11.4M |
ACA Hedge Fund Activity: Q4 2025 in Review
365 institutional investors reported a position in Arcosa (ACA) for Q4 2025, worth a combined $4.82B — up 16% from $4.14B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new ACA positions and 51 closed out — a net gain of 10 holders — while 116 added to existing stakes and 119 trimmed.
The largest buyer was Franklin Resources, adding an estimated $71.7M. The largest seller was Macquarie Group, exiting entirely with an estimated $102M sold.
- 365 institutional investors held Arcosa (ACA) as of Q4 2025, up from 364 in Q3 2025.
- Funds reported $4.82B of Arcosa stock for Q4 2025, up 16% quarter-over-quarter.
- 61 funds opened new Arcosa positions in Q4 2025 and 51 closed out, a net change of +10 holders.
- The largest Arcosa buyer in Q4 2025 was Franklin Resources, an estimated $71.7M added.
- The largest Arcosa seller in Q4 2025 was Macquarie Group, an estimated $102M sold.
Based on aggregated 13F filings for Q4 2025.