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BORR

Borr Drilling
BORR

189 hedge funds and large institutions have $465M invested in Borr Drilling in 2026 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 57 increasing their positions, 68 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 32

1% more funds holding

Funds holding: 188 → 189 (+1)

0.53% more ownership

Funds ownership: 35.1% → 35.63% (+0.53%)

0% less call options, than puts

Call options by funds: $4.06M | Put options by funds: $4.06M

16% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 68

27% less capital invested

Capital invested by funds: $633M → $465M (-$168M)

Holders
189
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
57
Reduced
68
Closed
32
Calls
$4.06M
Puts
$4.06M
Net Calls
-$1K
Net Calls Change
-$996K

Top Buyers

Rank Fund Capital Flow
1
SAMU
SONA Asset Management (US)
New York
+$32.7M
2
SG Americas Securities
SG Americas Securities
New York
+$14.2M
3
UBS Group
UBS Group
Switzerland
+$10.8M
4
Barclays
Barclays
United Kingdom
+$7.42M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$5.44M

Top Sellers

Rank Fund Capital Flow
1
Nuveen
Nuveen
North Carolina
-$17.3M
2
HF
HRT Financial
New York
-$16.1M
3
Morgan Stanley
Morgan Stanley
New York
-$13.5M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$11.6M
5
BlackRock
BlackRock
New York
-$10.5M

BORR Hedge Fund Activity: Q2 2026 in Review

189 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Borr Drilling (BORR) for Q2 2026, worth a combined $465M — down 27% from $633M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BORR positions and 32 closed out — a net gain of 4 holders — while 57 added to existing stakes and 68 trimmed.

The largest buyer was SONA Asset Management (US), opening a new position worth an estimated $32.7M. The largest seller was Nuveen, cutting an estimated $17.3M.

  • 189 institutional investors held Borr Drilling (BORR) as of Q2 2026, up from 188 in Q1 2026.
  • Funds reported $465M of Borr Drilling stock for Q2 2026, down 27% quarter-over-quarter.
  • 36 funds opened new Borr Drilling positions in Q2 2026 and 32 closed out, a net change of +4 holders.
  • The largest Borr Drilling buyer in Q2 2026 was SONA Asset Management (US), an estimated $32.7M added.
  • The largest Borr Drilling seller in Q2 2026 was Nuveen, an estimated $17.3M sold.

Based on aggregated 13F filings for Q2 2026.