Barnes & Noble Education
BNED
71 hedge funds and large institutions have $219M invested in Barnes & Noble Education in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 18 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 15
17% more capital invested
Capital invested by funds: $187M → $219M (+$32.7M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.2% less ownership
Funds ownership: 61.55% → 61.35% (-0.2%)
4% less funds holding
Funds holding: 74 → 71 (-3)
11% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 18
41% less call options, than puts
Call options by funds: $491K | Put options by funds: $831K
Top Buyers
Top Sellers
| 1 |
KLP
Kent Lake PR
Anasco,
Puerto Rico
|
-$5.02M |
| 2 |
Renaissance Technologies
New York
|
-$1.98M |
| 3 |
AE
AMH Equity
Great Neck,
New York
|
-$803K |
| 4 |
AAP
Ardsley Advisory Partners
Stamford,
Connecticut
|
-$803K |
| 5 |
CCM
Corsair Capital Management
New York
|
-$527K |
BNED Hedge Fund Activity: Q1 2025 in Review
71 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Barnes & Noble Education (BNED) for Q1 2025, worth a combined $219M — up 17% from $187M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of BNED and 16 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 26 added.
The largest buyer was Kanen Wealth Management, adding an estimated $7.48M. The largest seller was Kent Lake PR, exiting entirely with an estimated $5.02M sold.
- 71 institutional investors held Barnes & Noble Education (BNED) as of Q1 2025, down from 74 in Q4 2024.
- Funds reported $219M of Barnes & Noble Education stock for Q1 2025, up 17% quarter-over-quarter.
- 16 funds opened new Barnes & Noble Education positions in Q1 2025 and 18 closed out, a net change of -2 holders.
- The largest Barnes & Noble Education buyer in Q1 2025 was Kanen Wealth Management, an estimated $7.48M added.
- The largest Barnes & Noble Education seller in Q1 2025 was Kent Lake PR, an estimated $5.02M sold.
Based on aggregated 13F filings for Q1 2025.