Builders FirstSource
BLDR
786 hedge funds and large institutions have $13.7B invested in Builders FirstSource in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 299 increasing their positions, 295 reducing their positions, and 131 closing their positions.
23% more funds holding in top 10
Funds holding in top 10: 13 → 16 (+3)
1.82% more ownership
Funds ownership: 94.52% → 96.33% (+1.8%)
1% more repeat investments, than reductions
Existing positions increased: 299 | Existing positions reduced: 295
7% less call options, than puts
Call options by funds: $145M | Put options by funds: $157M
4% less funds holding
Funds holding: 820 → 786 (-34)
12% less capital invested
Capital invested by funds: $15.6B → $13.7B (-$1.88B)
17% less first-time investments, than exits
New positions opened: 109 | Existing positions closed: 131
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWA
Brave Warrior Advisors
New York
|
+$181M |
| 2 |
Sands Capital Management
Arlington,
Virginia
|
+$153M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$140M |
| 4 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$69.7M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$61.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$212M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$79.3M |
| 3 |
ACM
Anomaly Capital Management
New York
|
-$71.3M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$66.9M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$58.1M |
BLDR Hedge Fund Activity: Q1 2025 in Review
786 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Builders FirstSource (BLDR) for Q1 2025, worth a combined $13.7B — down 12% from $15.6B a quarter earlier.
Sellers outnumbered buyers: 131 funds closed out of BLDR and 109 opened new positions — a net loss of 22 holders — while 295 trimmed existing stakes and 299 added.
The largest buyer was Brave Warrior Advisors, opening a new position worth an estimated $181M. The largest seller was Pacer Advisors, cutting an estimated $212M.
- 786 institutional investors held Builders FirstSource (BLDR) as of Q1 2025, down from 820 in Q4 2024.
- Funds reported $13.7B of Builders FirstSource stock for Q1 2025, down 12% quarter-over-quarter.
- 109 funds opened new Builders FirstSource positions in Q1 2025 and 131 closed out, a net change of -22 holders.
- The largest Builders FirstSource buyer in Q1 2025 was Brave Warrior Advisors, an estimated $181M added.
- The largest Builders FirstSource seller in Q1 2025 was Pacer Advisors, an estimated $212M sold.
Based on aggregated 13F filings for Q1 2025.