Builders FirstSource
BLDR
670 hedge funds and large institutions have $9.63B invested in Builders FirstSource in 2026 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 239 increasing their positions, 261 reducing their positions, and 148 closing their positions.
71% more call options, than puts
Call options by funds: $200M | Put options by funds: $117M
10% more capital invested
Capital invested by funds: $8.74B → $9.63B (+$894M)
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
4.16% more ownership
Funds ownership: 95.95% → 100.12% (+4.2%)
8% less repeat investments, than reductions
Existing positions increased: 239 | Existing positions reduced: 261
7% less funds holding
Funds holding: 724 → 670 (-54)
32% less first-time investments, than exits
New positions opened: 100 | Existing positions closed: 148
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pictet Asset Management
Carouge,
Switzerland
|
+$193M |
| 2 |
DCP
D1 Capital Partners
New York
|
+$131M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$77M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$59.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$54.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$126M |
| 2 |
BlackRock
New York
|
-$74.1M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$62.4M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$50.8M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$45.7M |
BLDR Hedge Fund Activity: Q2 2026 in Review
670 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Builders FirstSource (BLDR) for Q2 2026, worth a combined $9.63B — up 10% from $8.74B a quarter earlier.
Sellers outnumbered buyers: 148 funds closed out of BLDR and 100 opened new positions — a net loss of 48 holders — while 261 trimmed existing stakes and 239 added.
The largest buyer was Pictet Asset Management, adding an estimated $193M. The largest seller was Boston Partners, cutting an estimated $126M.
- 670 institutional investors held Builders FirstSource (BLDR) as of Q2 2026, down from 724 in Q1 2026.
- Funds reported $9.63B of Builders FirstSource stock for Q2 2026, up 10% quarter-over-quarter.
- 100 funds opened new Builders FirstSource positions in Q2 2026 and 148 closed out, a net change of -48 holders.
- The largest Builders FirstSource buyer in Q2 2026 was Pictet Asset Management, an estimated $193M added.
- The largest Builders FirstSource seller in Q2 2026 was Boston Partners, an estimated $126M sold.
Based on aggregated 13F filings for Q2 2026.