Bally's
BALY
56 hedge funds and large institutions have $615M invested in Bally's in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 10 closing their positions.
164% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 11
46% more capital invested
Capital invested by funds: $421M → $615M (+$193M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.5% less ownership
Funds ownership: 77.18% → 75.69% (-1.5%)
3% less funds holding
Funds holding: 58 → 56 (-2)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Whitefort Capital Management
New York
|
+$9.45M |
| 2 |
SC
Sessa Capital
New York
|
+$5.75M |
| 3 |
BlackRock
New York
|
+$1.5M |
| 4 |
State Street
Boston,
Massachusetts
|
+$470K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$372K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG
Standard General
New York
|
-$14.4M |
| 2 |
JP Morgan Chase
New York
|
-$12.3M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$564K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$410K |
| 5 |
CA
Crossingbridge Advisors
Pleasantville,
New York
|
-$389K |
BALY Hedge Fund Activity: Q4 2025 in Review
56 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Bally's (BALY) for Q4 2025, worth a combined $615M — up 46% from $421M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of BALY and 8 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 29 added.
The largest buyer was Whitefort Capital Management, adding an estimated $9.45M. The largest seller was Standard General, cutting an estimated $14.4M.
- 56 institutional investors held Bally's (BALY) as of Q4 2025, down from 58 in Q3 2025.
- Funds reported $615M of Bally's stock for Q4 2025, up 46% quarter-over-quarter.
- 8 funds opened new Bally's positions in Q4 2025 and 10 closed out, a net change of -2 holders.
- The largest Bally's buyer in Q4 2025 was Whitefort Capital Management, an estimated $9.45M added.
- The largest Bally's seller in Q4 2025 was Standard General, an estimated $14.4M sold.
Based on aggregated 13F filings for Q4 2025.