Dycom Industries
497 hedge funds and large institutions have $9.39B invested in Dycom Industries in 2025 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 147 increasing their positions, 150 reducing their positions, and 44 closing their positions.
205% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 44
167% more call options, than puts
Call options by funds: $56.2M | Put options by funds: $21M
20% more funds holding
Funds holding: 414 → 497 (+83)
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
13% more capital invested
Capital invested by funds: $8.33B → $9.39B (+$1.06B)
2% less repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 150
2.7% less ownership
Funds ownership: 98.63% → 95.93% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
+$126M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$76.2M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$75.5M |
| 4 |
Jane Street
New York
|
+$63.8M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$34.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$247M |
| 2 |
Millennium Management
New York
|
-$111M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$91.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$85.7M |
| 5 |
BCM
Bornite Capital Management
New York
|
-$43.8M |
DY Hedge Fund Activity: Q4 2025 in Review
497 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Dycom Industries (DY) for Q4 2025, worth a combined $9.39B — up 13% from $8.33B a quarter earlier.
Buyers outnumbered sellers: 134 funds opened new DY positions and 44 closed out — a net gain of 90 holders — while 147 added to existing stakes and 150 trimmed.
The largest buyer was Nordea Investment Management, adding an estimated $126M. The largest seller was BlackRock, cutting an estimated $247M.
- 497 institutional investors held Dycom Industries (DY) as of Q4 2025, up from 414 in Q3 2025.
- Funds reported $9.39B of Dycom Industries stock for Q4 2025, up 13% quarter-over-quarter.
- 134 funds opened new Dycom Industries positions in Q4 2025 and 44 closed out, a net change of +90 holders.
- The largest Dycom Industries buyer in Q4 2025 was Nordea Investment Management, an estimated $126M added.
- The largest Dycom Industries seller in Q4 2025 was BlackRock, an estimated $247M sold.
Based on aggregated 13F filings for Q4 2025.