Beazer Homes USA
BZH
198 hedge funds and large institutions have $597M invested in Beazer Homes USA in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 59 reducing their positions, and 31 closing their positions.
134% more call options, than puts
Call options by funds: $27.6M | Put options by funds: $11.8M
20% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 59
13% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 31
10% more capital invested
Capital invested by funds: $542M → $597M (+$54.8M)
2.76% more ownership
Funds ownership: 85.31% → 88.07% (+2.8%)
1% more funds holding
Funds holding: 196 → 198 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Lakewood Capital Management
New York
|
+$14.6M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.33M |
| 3 |
Goldman Sachs
New York
|
+$2.63M |
| 4 |
CA
CSM Advisors
Warrendale,
Pennsylvania
|
+$2.33M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$2.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$6.37M |
| 2 |
Morgan Stanley
New York
|
-$3.33M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$2.86M |
| 4 |
Two Sigma Advisers
New York
|
-$2.5M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$2.08M |
BZH Hedge Fund Activity: Q2 2025 in Review
198 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Beazer Homes USA (BZH) for Q2 2025, worth a combined $597M — up 10% from $542M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new BZH positions and 31 closed out — a net gain of 4 holders — while 71 added to existing stakes and 59 trimmed.
The largest buyer was Lakewood Capital Management, opening a new position worth an estimated $14.6M. The largest seller was Marshall Wace, cutting an estimated $6.37M.
- 198 institutional investors held Beazer Homes USA (BZH) as of Q2 2025, up from 196 in Q1 2025.
- Funds reported $597M of Beazer Homes USA stock for Q2 2025, up 10% quarter-over-quarter.
- 35 funds opened new Beazer Homes USA positions in Q2 2025 and 31 closed out, a net change of +4 holders.
- The largest Beazer Homes USA buyer in Q2 2025 was Lakewood Capital Management, an estimated $14.6M added.
- The largest Beazer Homes USA seller in Q2 2025 was Marshall Wace, an estimated $6.37M sold.
Based on aggregated 13F filings for Q2 2025.