Builders FirstSource
BLDR
775 hedge funds and large institutions have $12.7B invested in Builders FirstSource in 2025 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 285 increasing their positions, 287 reducing their positions, and 121 closing their positions.
1.9% more ownership
Funds ownership: 96.33% → 98.23% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 16 → 16 (0)
1% less repeat investments, than reductions
Existing positions increased: 285 | Existing positions reduced: 287
2% less first-time investments, than exits
New positions opened: 118 | Existing positions closed: 121
7% less call options, than puts
Call options by funds: $205M | Put options by funds: $220M
7% less capital inflows, than outflows
Capital inflows: $1.44B | Capital outflows: $1.55B
2% less funds holding
Funds holding: 787 → 775 (-12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$104M |
| 2 |
BWA
Brave Warrior Advisors
New York
|
+$67.6M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$56.3M |
| 4 |
Morgan Stanley
New York
|
+$56M |
| 5 |
Janus Henderson Group
London,
|
+$51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$184M |
| 2 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$114M |
| 3 |
BlackRock
New York
|
-$114M |
| 4 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$100M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$93.3M |
BLDR Hedge Fund Activity: Q2 2025 in Review
775 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in Builders FirstSource (BLDR) for Q2 2025, worth a combined $12.7B — down 7.3% from $13.7B a quarter earlier.
Sellers outnumbered buyers: 121 funds closed out of BLDR and 118 opened new positions — a net loss of 3 holders — while 287 trimmed existing stakes and 285 added.
The largest buyer was Fidelity Investments, adding an estimated $104M. The largest seller was DZ Bank, cutting an estimated $184M.
- 775 institutional investors held Builders FirstSource (BLDR) as of Q2 2025, down from 787 in Q1 2025.
- Funds reported $12.7B of Builders FirstSource stock for Q2 2025, down 7.3% quarter-over-quarter.
- 118 funds opened new Builders FirstSource positions in Q2 2025 and 121 closed out, a net change of -3 holders.
- The largest Builders FirstSource buyer in Q2 2025 was Fidelity Investments, an estimated $104M added.
- The largest Builders FirstSource seller in Q2 2025 was DZ Bank, an estimated $184M sold.
Based on aggregated 13F filings for Q2 2025.