Dycom Industries
405 hedge funds and large institutions have $6.65B invested in Dycom Industries in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 116 increasing their positions, 147 reducing their positions, and 29 closing their positions.
217% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 29
117% more funds holding in top 10
Funds holding in top 10: 6 → 13 (+7)
54% more capital invested
Capital invested by funds: $4.33B → $6.65B (+$2.32B)
29% more call options, than puts
Call options by funds: $61.8M | Put options by funds: $47.9M
17% more funds holding
Funds holding: 347 → 405 (+58)
3.91% less ownership
Funds ownership: 98.01% → 94.1% (-3.9%)
21% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 147
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$43.7M |
| 2 |
BlackRock
New York
|
+$30M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$27.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$23.5M |
| 5 |
PP
Peconic Partners
New York
|
+$20.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$80.7M |
| 2 |
Millennium Management
New York
|
-$76M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$44.6M |
| 4 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$33.6M |
| 5 |
AWAM
Appian Way Asset Management
New York
|
-$31.7M |
DY Hedge Fund Activity: Q2 2025 in Review
405 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Dycom Industries (DY) for Q2 2025, worth a combined $6.65B — up 54% from $4.33B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new DY positions and 29 closed out — a net gain of 63 holders — while 116 added to existing stakes and 147 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $43.7M. The largest seller was Point72 Asset Management, cutting an estimated $80.7M.
- 405 institutional investors held Dycom Industries (DY) as of Q2 2025, up from 347 in Q1 2025.
- Funds reported $6.65B of Dycom Industries stock for Q2 2025, up 54% quarter-over-quarter.
- 92 funds opened new Dycom Industries positions in Q2 2025 and 29 closed out, a net change of +63 holders.
- The largest Dycom Industries buyer in Q2 2025 was Fidelity Investments, an estimated $43.7M added.
- The largest Dycom Industries seller in Q2 2025 was Point72 Asset Management, an estimated $80.7M sold.
Based on aggregated 13F filings for Q2 2025.