Argan
497 hedge funds and large institutions have $7.51B invested in Argan in 2026 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 145 increasing their positions, 167 reducing their positions, and 68 closing their positions.
106% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 68
100% more funds holding in top 10
Funds holding in top 10: 5 → 10 (+5)
88% more capital invested
Capital invested by funds: $3.99B → $7.51B (+$3.52B)
15% more funds holding
Funds holding: 434 → 497 (+63)
7.31% more ownership
Funds ownership: 91.71% → 99.01% (+7.3%)
13% less repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 167
36% less call options, than puts
Call options by funds: $192M | Put options by funds: $302M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$385M |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$160M |
| 3 |
State Street
Boston,
Massachusetts
|
+$83.9M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$78.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$69.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
-$82.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$45.3M |
| 3 |
FACM
Forest Avenue Capital Management
Miami,
Florida
|
-$45.2M |
| 4 |
VARA
Value Aligned Research Advisors
Princeton,
New Jersey
|
-$40.4M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$36.7M |
AGX Hedge Fund Activity: Q1 2026 in Review
497 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in Argan (AGX) for Q1 2026, worth a combined $7.51B — up 88% from $3.99B a quarter earlier.
Buyers outnumbered sellers: 140 funds opened new AGX positions and 68 closed out — a net gain of 72 holders — while 145 added to existing stakes and 167 trimmed.
The largest buyer was BlackRock, adding an estimated $385M. The largest seller was WCM Investment Management, cutting an estimated $82.8M.
- 497 institutional investors held Argan (AGX) as of Q1 2026, up from 434 in Q4 2025.
- Funds reported $7.51B of Argan stock for Q1 2026, up 88% quarter-over-quarter.
- 140 funds opened new Argan positions in Q1 2026 and 68 closed out, a net change of +72 holders.
- The largest Argan buyer in Q1 2026 was BlackRock, an estimated $385M added.
- The largest Argan seller in Q1 2026 was WCM Investment Management, an estimated $82.8M sold.
Based on aggregated 13F filings for Q1 2026.