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Commercial Metals

402 hedge funds and large institutions have $5.06B invested in Commercial Metals in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 153 increasing their positions, 144 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

48% more call options, than puts

Call options by funds: $41.4M | Put options by funds: $28M

43% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 35

6% more capital invested

Capital invested by funds: $4.79B → $5.06B (+$269M)

3% more funds holding

Funds holding: 391402 (+11)

6% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 144

0.28% more ownership

Funds ownership: 92.09%92.36% (+0.28%)

Holders
402
Holders Change
+11
Holders Change %
+2.81%
% of All Funds
5.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
153
Reduced
144
Closed
35
Calls
$41.4M
Puts
$28M
Net Calls
+$13.4M
Net Calls Change
-$8.48M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$708M -$9.93M -214,293 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$569M -$15.9M -343,064 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$324M -$7.43M -160,352 -2%
State Street
4
State Street
Massachusetts
$300M +$3.32M +71,703 +1%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$209M +$5.17M +111,680 +3%
Boston Partners
6
Boston Partners
Massachusetts
$175M -$1.42M -30,606 -0.8%
Franklin Resources
7
Franklin Resources
California
$156M +$13.4M +290,256 +10%
Victory Capital Management
8
Victory Capital Management
Texas
$156M +$4.5M +97,095 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$144M +$161K +3,466 +0.1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$132M -$17.7M -381,929 -12%
Citadel Advisors
11
Citadel Advisors
Florida
$106M +$54.8M +1,184,105 +122%
American Century Companies
12
American Century Companies
Missouri
$83.7M +$5.76M +124,397 +8%
Northern Trust
13
Northern Trust
Illinois
$78.9M -$4.26M -92,017 -5%
Invesco
14
Invesco
Georgia
$77.5M +$771K +16,641 +1%
Charles Schwab
15
Charles Schwab
California
$73.5M +$1.72M +37,041 +3%
Principal Financial Group
16
Principal Financial Group
Iowa
$70.6M -$6.66M -143,890 -9%
Norges Bank
17
Norges Bank
Norway
$70.4M -$745K -16,092 -1%
TSW
18
Thompson Siegel & Walmsley
Virginia
$66.1M -$6.76M -145,939 -10%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$59.8M +$8.84M +190,927 +18%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$55M +$425K +9,183 +0.8%
UBS Group
21
UBS Group
Switzerland
$52.5M -$3.93M -84,763 -7%
Morgan Stanley
22
Morgan Stanley
New York
$52.4M +$1.95M +42,194 +4%
Goldman Sachs
23
Goldman Sachs
New York
$44.2M -$5.98M -129,189 -12%
JP Morgan Chase
24
JP Morgan Chase
New York
$40.1M -$13.6M -292,701 -26%
AQR Capital Management
25
AQR Capital Management
Connecticut
$40.1M +$10.1M +217,246 +36%

CMC Hedge Fund Activity: Q2 2025 in Review

402 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Commercial Metals (CMC) for Q2 2025, worth a combined $5.06B — up 5.6% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new CMC positions and 35 closed out — a net gain of 15 holders — while 153 added to existing stakes and 144 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $54.8M. The largest seller was Pacer Advisors, exiting entirely with an estimated $34.9M sold.

  • 402 institutional investors held Commercial Metals (CMC) as of Q2 2025, up from 391 in Q1 2025.
  • Funds reported $5.06B of Commercial Metals stock for Q2 2025, up 5.6% quarter-over-quarter.
  • 50 funds opened new Commercial Metals positions in Q2 2025 and 35 closed out, a net change of +15 holders.
  • The largest Commercial Metals buyer in Q2 2025 was Citadel Advisors, an estimated $54.8M added.
  • The largest Commercial Metals seller in Q2 2025 was Pacer Advisors, an estimated $34.9M sold.

Based on aggregated 13F filings for Q2 2025.