National Vision
232 hedge funds and large institutions have $1.89B invested in National Vision in 2026 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 83 increasing their positions, 76 reducing their positions, and 65 closing their positions.
891% more call options, than puts
Call options by funds: $10.3M | Put options by funds: $1.04M
4.3% more ownership
Funds ownership: 119.99% → 124.3% (+4.3%)
9% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 76
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
10% less funds holding
Funds holding: 257 → 232 (-25)
23% less capital invested
Capital invested by funds: $2.47B → $1.89B (-$574M)
31% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECM
Engine Capital Management
New York
|
+$71.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$60.8M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$44.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$37.7M |
| 5 |
GCM
Glenview Capital Management
New York
|
+$31.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$89.9M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$49.2M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$28.5M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$26.5M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$22.9M |
EYE Hedge Fund Activity: Q2 2026 in Review
232 institutional investors reported a position in National Vision (EYE) for Q2 2026, worth a combined $1.89B — down 23% from $2.47B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of EYE and 45 opened new positions — a net loss of 20 holders — while 76 trimmed existing stakes and 83 added.
The largest buyer was Engine Capital Management, adding an estimated $71.6M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $89.9M sold.
- 232 institutional investors held National Vision (EYE) as of Q2 2026, down from 257 in Q1 2026.
- Funds reported $1.89B of National Vision stock for Q2 2026, down 23% quarter-over-quarter.
- 45 funds opened new National Vision positions in Q2 2026 and 65 closed out, a net change of -20 holders.
- The largest National Vision buyer in Q2 2026 was Engine Capital Management, an estimated $71.6M added.
- The largest National Vision seller in Q2 2026 was Driehaus Capital Management, an estimated $89.9M sold.
Based on aggregated 13F filings for Q2 2026.