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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
PWA
601
Provenance Wealth Advisors
Florida
$3.02K
CI
602
CX Institutional
Indiana
$3K
TCM
603
TD Capital Management
Tennessee
$2.91K
MFT
604
Moisand Fitzgerald Tamayo
Florida
$2.7K
HHGA
605
Halbert Hargrove Global Advisors
California
$2.48K
DPW
606
DiNuzzo Private Wealth
Pennsylvania
$2.48K
CH
607
Cromwell Holdings
Wyoming
$2.16K
BLC
608
Brown, Lisle/Cummings
Rhode Island
$1.99K
BGAI
609
Bruce G. Allen Investments
Colorado
$1.94K
LWMI
610
Legacy Wealth Management (Idaho)
Idaho
$1.73K
LIS
611
Legacy Investment Solutions
Idaho
$1.73K
AIC
612
Archer Investment Corporation
Indiana
$1.73K
KG
613
Kilter Group
New York
$1.4K
GEA
614
Glen Eagle Advisors
New Jersey
$1.19K
W
615
WealthCollab
Washington
$1.08K
RWM
616
Rialto Wealth Management
New York
$1.08K
SO
617
Sierra Ocean
California
$1.08K
VWA
618
Valued Wealth Advisors
Utah
$971
SC
619
Stephens Consulting
Michigan
$971
HIA
620
HFM Investment Advisors
New Jersey
$970
BHWM
621
Bay Harbor Wealth Management
Maryland
$754
HFS
622
Hughes Financial Services
Virginia
$652
PWA
623
Principia Wealth Advisory
Texas
$647
BHWM
624
Beaird Harris Wealth Management
Texas
$647
CFO
625
CVA Family Office
Colorado
$539