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National Vision

264 hedge funds and large institutions have $2.64B invested in National Vision in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 94 increasing their positions, 89 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

391% more call options, than puts

Call options by funds: $23.5M | Put options by funds: $4.79M

66% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 32

35% more capital invested

Capital invested by funds: $1.95B → $2.64B (+$684M)

8% more funds holding

Funds holding: 245264 (+19)

6.86% more ownership

Funds ownership: 107.32%114.18% (+6.9%)

6% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 89

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
264
Holders Change
+19
Holders Change %
+7.76%
% of All Funds
3.47%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
94
Reduced
89
Closed
32
Calls
$23.5M
Puts
$4.79M
Net Calls
+$18.7M
Net Calls Change
-$55M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$336M -$7.76M -315,770 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$308M -$9.61M -391,408 -4%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$141M +$31.5M +1,280,783 +36%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$132M +$103M +4,194,614 +1,243%
American Century Companies
5
American Century Companies
Missouri
$128M +$22M +896,093 +26%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$96.2M +$10.7M +437,655 +15%
State Street
7
State Street
Massachusetts
$92.5M +$1.52M +61,982 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$83.9M -$1.14M -46,396 -2%
DCM
9
Driehaus Capital Management
Illinois
$65.9M +$31.1M +1,267,788 +128%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$56.5M +$177K +7,209 +0.4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$46.9M +$39.2M +1,596,128 +13,957%
EA
12
Emerald Advisers
Pennsylvania
$46.1M -$1.06M -42,965 -3%
Charles Schwab
13
Charles Schwab
California
$45.4M -$3.61M -146,807 -9%
GCM
14
Glenview Capital Management
New York
$40.2M +$13.9M +565,692 +70%
BCPEMI
15
Bain Capital Public Equity Management II
Massachusetts
$37.7M +$31.7M +1,291,626 New
Ameriprise
16
Ameriprise
Minnesota
$36.1M +$9.32M +379,334 +44%
Bank of America
17
Bank of America
North Carolina
$34.5M -$19.3M -784,711 -40%
AllianceBernstein
18
AllianceBernstein
Tennessee
$33.6M +$26.2M +1,064,645 +1,252%
Boston Partners
19
Boston Partners
Massachusetts
$32.7M -$358K -14,590 -1%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$31M -$651K -26,485 -2%
Northern Trust
21
Northern Trust
Illinois
$30.8M +$4.36M +177,677 +20%
Invesco
22
Invesco
Georgia
$29.8M +$11.6M +471,523 +86%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$29.7M -$25.3M -1,030,043 -50%
JAM
24
Jupiter Asset Management
United Kingdom
$28.5M +$23.5M +957,273 +4,727%
EMFAT
25
Emerald Mutual Fund Advisers Trust
Pennsylvania
$28.2M +$3.19M +129,907 +16%

EYE Hedge Fund Activity: Q3 2025 in Review

264 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in National Vision (EYE) for Q3 2025, worth a combined $2.64B — up 35% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new EYE positions and 32 closed out — a net gain of 21 holders — while 94 added to existing stakes and 89 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $103M. The largest seller was Burgundy Asset Management, cutting an estimated $55.4M.

  • 264 institutional investors held National Vision (EYE) as of Q3 2025, up from 245 in Q2 2025.
  • Funds reported $2.64B of National Vision stock for Q3 2025, up 35% quarter-over-quarter.
  • 53 funds opened new National Vision positions in Q3 2025 and 32 closed out, a net change of +21 holders.
  • The largest National Vision buyer in Q3 2025 was Wellington Management Group, an estimated $103M added.
  • The largest National Vision seller in Q3 2025 was Burgundy Asset Management, an estimated $55.4M sold.

Based on aggregated 13F filings for Q3 2025.