Broadstone Net Lease
331 hedge funds and large institutions have $2.8B invested in Broadstone Net Lease in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 117 increasing their positions, 121 reducing their positions, and 31 closing their positions.
237% more call options, than puts
Call options by funds: $4.37M | Put options by funds: $1.29M
39% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 31
10% more capital invested
Capital invested by funds: $2.54B → $2.8B (+$257M)
3% more funds holding
Funds holding: 321 → 331 (+10)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.89% less ownership
Funds ownership: 83.56% → 82.67% (-0.89%)
3% less repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 121
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
+$36.6M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$22M |
| 3 |
BlackRock
New York
|
+$21.2M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$19.8M |
| 5 |
ACM
AEW Capital Management
Boston,
Massachusetts
|
+$19.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$71.2M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$13M |
| 3 |
Goldman Sachs
New York
|
-$12M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$6.47M |
| 5 |
MPM
Meritage Portfolio Management
Overland Park,
Kansas
|
-$6.34M |
BNL Hedge Fund Activity: Q3 2025 in Review
331 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in Broadstone Net Lease (BNL) for Q3 2025, worth a combined $2.8B — up 10% from $2.54B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new BNL positions and 31 closed out — a net gain of 12 holders — while 117 added to existing stakes and 121 trimmed.
The largest buyer was Hudson Bay Capital Management, opening a new position worth an estimated $36.6M. The largest seller was Balyasny Asset Management, cutting an estimated $71.2M.
- 331 institutional investors held Broadstone Net Lease (BNL) as of Q3 2025, up from 321 in Q2 2025.
- Funds reported $2.8B of Broadstone Net Lease stock for Q3 2025, up 10% quarter-over-quarter.
- 43 funds opened new Broadstone Net Lease positions in Q3 2025 and 31 closed out, a net change of +12 holders.
- The largest Broadstone Net Lease buyer in Q3 2025 was Hudson Bay Capital Management, an estimated $36.6M added.
- The largest Broadstone Net Lease seller in Q3 2025 was Balyasny Asset Management, an estimated $71.2M sold.
Based on aggregated 13F filings for Q3 2025.