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BJs Wholesale Club

566 hedge funds and large institutions have $12.2B invested in BJs Wholesale Club in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 213 increasing their positions, 189 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 50

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

25% more call options, than puts

Call options by funds: $150M | Put options by funds: $120M

13% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 189

9% more capital invested

Capital invested by funds: $11.2B → $12.2B (+$1.05B)

9% more funds holding

Funds holding: 519566 (+47)

1.52% more ownership

Funds ownership: 101.96%103.48% (+1.5%)

Holders
566
Holders Change
+47
Holders Change %
+9.06%
% of All Funds
7.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
103
Increased
213
Reduced
189
Closed
50
Calls
$150M
Puts
$120M
Net Calls
+$30.1M
Net Calls Change
-$45.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
526
Clearstead Trust
Maine
$4.56K
BOJHT
527
Bank of Jackson Hole Trust
Wyoming
$4.56K +$4.61K +51 New
MCM
528
MV Capital Management
Maryland
$4.47K
WT
529
Washington Trust
Rhode Island
$4.38K +$4.43K +49 New
AF
530
Advisornet Financial
Minnesota
$3.22K +$362 +4 +13%
BFPW
531
BOK Financial Private Wealth
Colorado
$3.13K
HFS
532
HBC Financial Services
Washington
$3K
CA
533
Continuum Advisory
Idaho
$2.86K +$1.36K +15 +88%
1IA
534
1620 Investment Advisors
Massachusetts
$2.68K +$2.71K +30 New
SS
535
SBI Securities
Japan
$2.59K +$2.62K +29 New
PWA
536
Provenance Wealth Advisors
Florida
$2.5K
TCM
537
TD Capital Management
Tennessee
$2.41K +$2.44K +27 New
MFT
538
Moisand Fitzgerald Tamayo
Florida
$2.23K
HHGA
539
Halbert Hargrove Global Advisors
California
$2.06K +$2.08K +23 New
FNWA
540
Financial Network Wealth Advisors
Utah
$1.88K
DPW
541
DiNuzzo Private Wealth
Pennsylvania
$1.79K
LIS
542
Legacy Investment Solutions
Idaho
$1.78K
LWMI
543
Legacy Wealth Management (Idaho)
Idaho
$1.78K
BGAI
544
Bruce G. Allen Investments
Colorado
$1.61K
CAS
545
Coppell Advisory Solutions
Texas
$1.52K +$904 +10 +143%
GEA
546
Glen Eagle Advisors
New Jersey
$983
BC
547
Bayforest Capital
United Kingdom
$983 +$994 +11 New
SO
548
Sierra Ocean
California
$894 +$904 +10 New
W
549
WealthCollab
Washington
$894 +$904 +10 New
BF
550
BOK Financial
Oklahoma
$869 +$814 +9 New

BJ Hedge Fund Activity: Q4 2024 in Review

566 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q4 2024, worth a combined $12.2B — up 9.4% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new BJ positions and 50 closed out — a net gain of 53 holders — while 213 added to existing stakes and 189 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $120M. The largest seller was Victory Capital Management, cutting an estimated $104M.

  • 566 institutional investors held BJs Wholesale Club (BJ) as of Q4 2024, up from 519 in Q3 2024.
  • Funds reported $12.2B of BJs Wholesale Club stock for Q4 2024, up 9.4% quarter-over-quarter.
  • 103 funds opened new BJs Wholesale Club positions in Q4 2024 and 50 closed out, a net change of +53 holders.
  • The largest BJs Wholesale Club buyer in Q4 2024 was AllianceBernstein, an estimated $120M added.
  • The largest BJs Wholesale Club seller in Q4 2024 was Victory Capital Management, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2024.