Acuity Brands
AYI
552 hedge funds and large institutions have $8.66B invested in Acuity Brands in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 176 increasing their positions, 219 reducing their positions, and 59 closing their positions.
142% more call options, than puts
Call options by funds: $29.6M | Put options by funds: $12.2M
20% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 59
1% more funds holding
Funds holding: 546 → 552 (+6)
3.19% less ownership
Funds ownership: 97.94% → 94.75% (-3.2%)
20% less repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 219
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
31% less capital inflows, than outflows
Capital inflows: $747M | Capital outflows: $1.08B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$104M |
| 2 |
Millennium Management
New York
|
+$72.5M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
+$64.2M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$58.1M |
| 5 |
Durable Capital Partners
Bethesda,
Maryland
|
+$39.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$150M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$92.9M |
| 3 |
BlackRock
New York
|
-$79.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$74.7M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$73.5M |
AYI Hedge Fund Activity: Q2 2025 in Review
552 of the 7,630 institutional investors tracked by Wall St. Rank reported a position in Acuity Brands (AYI) for Q2 2025, worth a combined $8.66B — up 8.5% from $7.98B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new AYI positions and 59 closed out — a net gain of 12 holders — while 176 added to existing stakes and 219 trimmed.
The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $104M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $150M.
- 552 institutional investors held Acuity Brands (AYI) as of Q2 2025, up from 546 in Q1 2025.
- Funds reported $8.66B of Acuity Brands stock for Q2 2025, up 8.5% quarter-over-quarter.
- 71 funds opened new Acuity Brands positions in Q2 2025 and 59 closed out, a net change of +12 holders.
- The largest Acuity Brands buyer in Q2 2025 was Balyasny Asset Management, an estimated $104M added.
- The largest Acuity Brands seller in Q2 2025 was Fuller & Thaler Asset Management, an estimated $150M sold.
Based on aggregated 13F filings for Q2 2025.