American Eagle Outfitters
382 hedge funds and large institutions have $4.2B invested in American Eagle Outfitters in 2025 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 119 increasing their positions, 132 reducing their positions, and 39 closing their positions.
141% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 39
47% more capital invested
Capital invested by funds: $2.85B → $4.2B (+$1.35B)
14% more funds holding
Funds holding: 334 → 382 (+48)
11% more call options, than puts
Call options by funds: $249M | Put options by funds: $224M
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
10% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 132
4.54% less ownership
Funds ownership: 98.45% → 93.91% (-4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$62.4M |
| 2 |
WP
Woodline Partners
San Francisco,
California
|
+$55.7M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$30.7M |
| 4 |
Jane Street
New York
|
+$30.1M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$28.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$201M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$68.7M |
| 3 |
Morgan Stanley
New York
|
-$50.6M |
| 4 |
TI
Trexquant Investment
Stamford,
Connecticut
|
-$27.4M |
| 5 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$26.1M |
AEO Hedge Fund Activity: Q4 2025 in Review
382 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in American Eagle Outfitters (AEO) for Q4 2025, worth a combined $4.2B — up 47% from $2.85B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new AEO positions and 39 closed out — a net gain of 55 holders — while 119 added to existing stakes and 132 trimmed.
The largest buyer was D.E. Shaw & Co, adding an estimated $62.4M. The largest seller was Fidelity Investments, cutting an estimated $201M.
- 382 institutional investors held American Eagle Outfitters (AEO) as of Q4 2025, up from 334 in Q3 2025.
- Funds reported $4.2B of American Eagle Outfitters stock for Q4 2025, up 47% quarter-over-quarter.
- 94 funds opened new American Eagle Outfitters positions in Q4 2025 and 39 closed out, a net change of +55 holders.
- The largest American Eagle Outfitters buyer in Q4 2025 was D.E. Shaw & Co, an estimated $62.4M added.
- The largest American Eagle Outfitters seller in Q4 2025 was Fidelity Investments, an estimated $201M sold.
Based on aggregated 13F filings for Q4 2025.