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BJs Wholesale Club

640 hedge funds and large institutions have $14.6B invested in BJs Wholesale Club in 2025 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 248 increasing their positions, 225 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less ownership

Funds ownership:

6% less capital invested

Capital invested by funds: $15.6B → $14.6B (-$986M)

17% less call options, than puts

Call options by funds: $170M | Put options by funds: $206M

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
640
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$170M
Puts
$206M
Net Calls
Net Calls Change

Top Sellers

1 -$520M
2 -$115M
3 -$97.7M
4
Morgan Stanley
Morgan Stanley
New York
-$52.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$46.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
451
Greenleaf Trust
Michigan
$266K
IAIM
452
International Assets Investment Management
Florida
$265K
FFM
453
Forum Financial Management
Illinois
$262K
HWM
454
HB Wealth Management
Georgia
$261K
CL
455
Choreo LLC
Illinois
$260K
FFA
456
Florida Financial Advisors
Florida
$259K
LWAM
457
Legacy Wealth Asset Management
Minnesota
$258K
SWP
458
Significant Wealth Partners
Illinois
$254K
S
459
SignatureFD
Georgia
$254K
GSEP
460
Golden State Equity Partners
California
$253K
Kovitz Investment Group Partners
461
Kovitz Investment Group Partners
Illinois
$252K
NA
462
Navellier & Associates
Nevada
$248K
Brown Advisory
463
Brown Advisory
Maryland
$248K
MFC
464
Morris Financial Concepts
South Carolina
$247K
SI
465
Stephens Inc
Arkansas
$245K
ECM
466
Evergreen Capital Management
Washington
$242K
MIA
467
MeadowBrook Investment Advisors
Michigan
$241K
UFF
468
USA Financial Formulas
Michigan
$238K
Northwestern Mutual Wealth Management
469
Northwestern Mutual Wealth Management
Wisconsin
$237K
BPW
470
Bingham Private Wealth
California
$237K
AIM
471
Anchor Investment Management
South Carolina
$236K
FT
472
Fiduciary Trust
Massachusetts
$230K
SPC
473
Sigma Planning Corp
Michigan
$226K
LAM
474
L2 Asset Management
Massachusetts
$226K
CAM
475
Claret Asset Management
Quebec, Canada
$219K