Builders FirstSource
BLDR
780 hedge funds and large institutions have $13.6B invested in Builders FirstSource in 2025 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 255 increasing their positions, 305 reducing their positions, and 97 closing their positions.
31% more capital inflows, than outflows
Capital inflows: $2.35B | Capital outflows: $1.8B
14% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 97
3.14% more ownership
Funds ownership: 98.23% → 101.37% (+3.1%)
0% more funds holding
Funds holding: 777 → 780 (+3)
5% less call options, than puts
Call options by funds: $208M | Put options by funds: $220M
16% less repeat investments, than reductions
Existing positions increased: 255 | Existing positions reduced: 305
19% less funds holding in top 10
Funds holding in top 10: 16 → 13 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$470M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$237M |
| 3 |
Sands Capital Management
Arlington,
Virginia
|
+$188M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$176M |
| 5 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
+$116M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$117M |
| 2 |
Coliseum Capital Management
Rowayton,
Connecticut
|
-$74.5M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$64.7M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$60.3M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$59M |
BLDR Hedge Fund Activity: Q3 2025 in Review
780 of the 7,658 institutional investors tracked by Wall St. Rank reported a position in Builders FirstSource (BLDR) for Q3 2025, worth a combined $13.6B — up 7.2% from $12.7B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new BLDR positions and 97 closed out — a net gain of 14 holders — while 255 added to existing stakes and 305 trimmed.
The largest buyer was Capital International Investors, opening a new position worth an estimated $470M. The largest seller was Diamond Hill Capital Management, cutting an estimated $117M.
- 780 institutional investors held Builders FirstSource (BLDR) as of Q3 2025, up from 777 in Q2 2025.
- Funds reported $13.6B of Builders FirstSource stock for Q3 2025, up 7.2% quarter-over-quarter.
- 111 funds opened new Builders FirstSource positions in Q3 2025 and 97 closed out, a net change of +14 holders.
- The largest Builders FirstSource buyer in Q3 2025 was Capital International Investors, an estimated $470M added.
- The largest Builders FirstSource seller in Q3 2025 was Diamond Hill Capital Management, an estimated $117M sold.
Based on aggregated 13F filings for Q3 2025.