Beazer Homes USA
BZH
195 hedge funds and large institutions have $622M invested in Beazer Homes USA in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 64 reducing their positions, and 27 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 64
4% more capital invested
Capital invested by funds: $597M → $622M (+$25.3M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 27
2% less funds holding
Funds holding: 198 → 195 (-3)
2.77% less ownership
Funds ownership: 88.07% → 85.3% (-2.8%)
40% less call options, than puts
Call options by funds: $9.58M | Put options by funds: $15.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$8.34M |
| 2 |
Morgan Stanley
New York
|
+$8.34M |
| 3 |
JP Morgan Chase
New York
|
+$5.26M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$2.59M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$25.3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.91M |
| 3 |
Goldman Sachs
New York
|
-$4.45M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.41M |
| 5 |
Barclays
London,
United Kingdom
|
-$3.66M |
BZH Hedge Fund Activity: Q3 2025 in Review
195 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in Beazer Homes USA (BZH) for Q3 2025, worth a combined $622M — up 4.2% from $597M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of BZH and 25 opened new positions — a net loss of 2 holders — while 64 trimmed existing stakes and 71 added.
The largest buyer was Millennium Management, adding an estimated $8.34M. The largest seller was Boston Partners, exiting entirely with an estimated $25.3M sold.
- 195 institutional investors held Beazer Homes USA (BZH) as of Q3 2025, down from 198 in Q2 2025.
- Funds reported $622M of Beazer Homes USA stock for Q3 2025, up 4.2% quarter-over-quarter.
- 25 funds opened new Beazer Homes USA positions in Q3 2025 and 27 closed out, a net change of -2 holders.
- The largest Beazer Homes USA buyer in Q3 2025 was Millennium Management, an estimated $8.34M added.
- The largest Beazer Homes USA seller in Q3 2025 was Boston Partners, an estimated $25.3M sold.
Based on aggregated 13F filings for Q3 2025.