Dycom Industries
347 hedge funds and large institutions have $4.33B invested in Dycom Industries in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 109 increasing their positions, 135 reducing their positions, and 50 closing their positions.
6% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 50
0.36% more ownership
Funds ownership: 97.64% → 98.01% (+0.36%)
0% more funds holding
Funds holding: 346 → 347 (+1)
13% less call options, than puts
Call options by funds: $16.7M | Put options by funds: $19.1M
13% less capital invested
Capital invested by funds: $4.96B → $4.33B (-$631M)
19% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 135
45% less funds holding in top 10
Funds holding in top 10: 11 → 6 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$52.7M |
| 2 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$47.8M |
| 3 |
FGP
Freestone Grove Partners
San Francisco,
California
|
+$42.7M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$39.7M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$24.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$80.6M |
| 2 |
BlackRock
New York
|
-$59.4M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$52.6M |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$37.8M |
| 5 |
Goldman Sachs
New York
|
-$34.1M |
DY Hedge Fund Activity: Q1 2025 in Review
347 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Dycom Industries (DY) for Q1 2025, worth a combined $4.33B — down 13% from $4.96B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new DY positions and 50 closed out — a net gain of 3 holders — while 109 added to existing stakes and 135 trimmed.
The largest buyer was Assenagon Asset Management, adding an estimated $52.7M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $80.6M sold.
- 347 institutional investors held Dycom Industries (DY) as of Q1 2025, up from 346 in Q4 2024.
- Funds reported $4.33B of Dycom Industries stock for Q1 2025, down 13% quarter-over-quarter.
- 53 funds opened new Dycom Industries positions in Q1 2025 and 50 closed out, a net change of +3 holders.
- The largest Dycom Industries buyer in Q1 2025 was Assenagon Asset Management, an estimated $52.7M added.
- The largest Dycom Industries seller in Q1 2025 was Alyeska Investment Group, an estimated $80.6M sold.
Based on aggregated 13F filings for Q1 2025.