Blue Bird Corp
BLBD
267 hedge funds and large institutions have $1.6B invested in Blue Bird Corp in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 111 increasing their positions, 84 reducing their positions, and 29 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 84
14% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 29
7% more call options, than puts
Call options by funds: $3.81M | Put options by funds: $3.57M
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.26% less ownership
Funds ownership: 107.84% → 107.58% (-0.26%)
1% less funds holding
Funds holding: 269 → 267 (-2)
18% less capital invested
Capital invested by funds: $1.97B → $1.6B (-$362M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$24.7M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$23.9M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$12.3M |
| 4 |
BlackRock
New York
|
+$9.69M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$8.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$45.1M |
| 2 |
JP Morgan Chase
New York
|
-$40M |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$21.1M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$18.3M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$13.4M |
BLBD Hedge Fund Activity: Q4 2025 in Review
267 of the 8,263 institutional investors tracked by Wall St. Rank reported a position in Blue Bird Corp (BLBD) for Q4 2025, worth a combined $1.6B — down 18% from $1.97B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new BLBD positions and 29 closed out — a net gain of 4 holders — while 111 added to existing stakes and 84 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $24.7M. The largest seller was Fidelity Investments, cutting an estimated $45.1M.
- 267 institutional investors held Blue Bird Corp (BLBD) as of Q4 2025, down from 269 in Q3 2025.
- Funds reported $1.6B of Blue Bird Corp stock for Q4 2025, down 18% quarter-over-quarter.
- 33 funds opened new Blue Bird Corp positions in Q4 2025 and 29 closed out, a net change of +4 holders.
- The largest Blue Bird Corp buyer in Q4 2025 was Goldman Sachs, an estimated $24.7M added.
- The largest Blue Bird Corp seller in Q4 2025 was Fidelity Investments, an estimated $45.1M sold.
Based on aggregated 13F filings for Q4 2025.