BlueLinx
BXC
135 hedge funds and large institutions have $484M invested in BlueLinx in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 29 closing their positions.
99% more call options, than puts
Call options by funds: $5.13M | Put options by funds: $2.58M
2.62% more ownership
Funds ownership: 97.57% → 100.19% (+2.6%)
6% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 48
7% less funds holding
Funds holding: 145 → 135 (-10)
14% less capital invested
Capital invested by funds: $563M → $484M (-$78.6M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
34% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Towle & Co
Denver,
Colorado
|
+$5.75M |
| 2 |
BlackRock
New York
|
+$5.11M |
| 3 |
GJL
Gendell Jeffrey L
|
+$3.85M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$3.51M |
| 5 |
Walleye Capital
New York
|
+$3.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Catawba River Capital
Lake Wylie,
South Carolina
|
-$7.43M |
| 2 |
MVP
Medina Value Partners
Los Angeles,
California
|
-$4.83M |
| 3 |
VC
Voss Capital
Houston,
Texas
|
-$4.38M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$3.3M |
| 5 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
-$1.97M |
BXC Hedge Fund Activity: Q4 2025 in Review
135 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in BlueLinx (BXC) for Q4 2025, worth a combined $484M — down 14% from $563M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of BXC and 19 opened new positions — a net loss of 10 holders — while 48 trimmed existing stakes and 51 added.
The largest buyer was Towle & Co, adding an estimated $5.75M. The largest seller was Catawba River Capital, exiting entirely with an estimated $7.43M sold.
- 135 institutional investors held BlueLinx (BXC) as of Q4 2025, down from 145 in Q3 2025.
- Funds reported $484M of BlueLinx stock for Q4 2025, down 14% quarter-over-quarter.
- 19 funds opened new BlueLinx positions in Q4 2025 and 29 closed out, a net change of -10 holders.
- The largest BlueLinx buyer in Q4 2025 was Towle & Co, an estimated $5.75M added.
- The largest BlueLinx seller in Q4 2025 was Catawba River Capital, an estimated $7.43M sold.
Based on aggregated 13F filings for Q4 2025.