Barnes & Noble Education
BNED
88 hedge funds and large institutions have $274M invested in Barnes & Noble Education in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 13 closing their positions.
131% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 13
107% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 14
36% more call options, than puts
Call options by funds: $787K | Put options by funds: $578K
25% more capital invested
Capital invested by funds: $219M → $274M (+$54.5M)
24% more funds holding
Funds holding: 71 → 88 (+17)
6.96% more ownership
Funds ownership: 61.35% → 68.32% (+7%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$8.55M |
| 2 |
JP Morgan Chase
New York
|
+$4.21M |
| 3 |
Morgan Stanley
New York
|
+$3.37M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$2.37M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
CenterBook Partners
Greenwich,
Connecticut
|
-$3.63M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.6M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$1.59M |
| 4 |
GRIM
Greenhaven Road Investment Management
Greenwich,
Connecticut
|
-$907K |
| 5 |
Man Group
London,
United Kingdom
|
-$596K |
BNED Hedge Fund Activity: Q2 2025 in Review
88 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Barnes & Noble Education (BNED) for Q2 2025, worth a combined $274M — up 25% from $219M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new BNED positions and 13 closed out — a net gain of 17 holders — while 29 added to existing stakes and 14 trimmed.
The largest buyer was BlackRock, adding an estimated $8.55M. The largest seller was CenterBook Partners, exiting entirely with an estimated $3.63M sold.
- 88 institutional investors held Barnes & Noble Education (BNED) as of Q2 2025, up from 71 in Q1 2025.
- Funds reported $274M of Barnes & Noble Education stock for Q2 2025, up 25% quarter-over-quarter.
- 30 funds opened new Barnes & Noble Education positions in Q2 2025 and 13 closed out, a net change of +17 holders.
- The largest Barnes & Noble Education buyer in Q2 2025 was BlackRock, an estimated $8.55M added.
- The largest Barnes & Noble Education seller in Q2 2025 was CenterBook Partners, an estimated $3.63M sold.
Based on aggregated 13F filings for Q2 2025.