Casey's General Stores
CASY
865 hedge funds and large institutions have $17.9B invested in Casey's General Stores in 2025 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 307 increasing their positions, 292 reducing their positions, and 67 closing their positions.
93% more first-time investments, than exits
New positions opened: 129 | Existing positions closed: 67
6% more funds holding
Funds holding: 814 → 865 (+51)
5% more repeat investments, than reductions
Existing positions increased: 307 | Existing positions reduced: 292
0.93% more ownership
Funds ownership: 86.33% → 87.27% (+0.93%)
1% less capital invested
Capital invested by funds: $18.1B → $17.9B (-$256M)
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
52% less call options, than puts
Call options by funds: $38.3M | Put options by funds: $79.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$171M |
| 2 |
Goldman Sachs
New York
|
+$165M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$145M |
| 4 |
Holocene Advisors
New York
|
+$116M |
| 5 |
BlackRock
New York
|
+$104M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$157M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$117M |
| 3 |
Vontobel Holding
Zurich,
Switzerland
|
-$107M |
| 4 |
Squarepoint
New York
|
-$78.8M |
| 5 |
Barclays
London,
United Kingdom
|
-$68.1M |
CASY Hedge Fund Activity: Q4 2025 in Review
865 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in Casey's General Stores (CASY) for Q4 2025, worth a combined $17.9B — down 1.4% from $18.1B a quarter earlier.
Buyers outnumbered sellers: 129 funds opened new CASY positions and 67 closed out — a net gain of 62 holders — while 307 added to existing stakes and 292 trimmed.
The largest buyer was Franklin Resources, adding an estimated $171M. The largest seller was Macquarie Group, exiting entirely with an estimated $157M sold.
- 865 institutional investors held Casey's General Stores (CASY) as of Q4 2025, up from 814 in Q3 2025.
- Funds reported $17.9B of Casey's General Stores stock for Q4 2025, down 1.4% quarter-over-quarter.
- 129 funds opened new Casey's General Stores positions in Q4 2025 and 67 closed out, a net change of +62 holders.
- The largest Casey's General Stores buyer in Q4 2025 was Franklin Resources, an estimated $171M added.
- The largest Casey's General Stores seller in Q4 2025 was Macquarie Group, an estimated $157M sold.
Based on aggregated 13F filings for Q4 2025.