Acuity Brands
AYI
616 hedge funds and large institutions have $10.5B invested in Acuity Brands in 2025 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 203 increasing their positions, 192 reducing their positions, and 43 closing their positions.
991% more call options, than puts
Call options by funds: $17.3M | Put options by funds: $1.58M
149% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 43
8% more funds holding
Funds holding: 569 → 616 (+47)
6% more capital invested
Capital invested by funds: $9.94B → $10.5B (+$569M)
6% more repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 192
0.88% more ownership
Funds ownership: 94.21% → 95.1% (+0.88%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
+$78.6M |
| 2 |
1SP
140 Summer Partners
New York
|
+$64.5M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$49.5M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$48.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$46.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$198M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$73.4M |
| 3 |
JP Morgan Chase
New York
|
-$40M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$38.9M |
| 5 |
Millennium Management
New York
|
-$30.1M |
AYI Hedge Fund Activity: Q4 2025 in Review
616 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Acuity Brands (AYI) for Q4 2025, worth a combined $10.5B — up 5.7% from $9.94B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new AYI positions and 43 closed out — a net gain of 64 holders — while 203 added to existing stakes and 192 trimmed.
The largest buyer was Adage Capital Partners, opening a new position worth an estimated $78.6M. The largest seller was Durable Capital Partners, cutting an estimated $198M.
- 616 institutional investors held Acuity Brands (AYI) as of Q4 2025, up from 569 in Q3 2025.
- Funds reported $10.5B of Acuity Brands stock for Q4 2025, up 5.7% quarter-over-quarter.
- 107 funds opened new Acuity Brands positions in Q4 2025 and 43 closed out, a net change of +64 holders.
- The largest Acuity Brands buyer in Q4 2025 was Adage Capital Partners, an estimated $78.6M added.
- The largest Acuity Brands seller in Q4 2025 was Durable Capital Partners, an estimated $198M sold.
Based on aggregated 13F filings for Q4 2025.