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GMS

GMS Inc

Delisted

GMS was delisted on the 3rd of September, 2025.

313 hedge funds and large institutions have $4.09B invested in GMS Inc in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 84 increasing their positions, 116 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

91% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 46

39% more capital invested

Capital invested by funds: $2.94B → $4.09B (+$1.15B)

15% more funds holding

Funds holding: 272313 (+41)

2% less call options, than puts

Call options by funds: $71.8M | Put options by funds: $73M

5.92% less ownership

Funds ownership: 104.82%98.9% (-5.9%)

28% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 116

Holders
313
Holders Change
+41
Holders Change %
+15.07%
% of All Funds
4.12%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
88
Increased
84
Reduced
116
Closed
46
Calls
$71.8M
Puts
$73M
Net Calls
-$1.22M
Net Calls Change
-$3.12M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$616M -$11.8M -152,991 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$461M -$28.5M -368,187 -8%
CCM
3
Coliseum Capital Management
Connecticut
$416M +$30M +387,663 +11%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$375M -$179M -2,313,336 -40%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$217M -$12.6M -162,603 -8%
State Street
6
State Street
Massachusetts
$161M +$421K +5,439 +0.4%
American Century Companies
7
American Century Companies
Missouri
$146M -$24.5M -316,779 -19%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$98.1M +$203K +2,630 +0.3%
HI
9
HBK Investments
Texas
$76.6M +$54.5M +704,721 New
WHG
10
Westwood Holdings Group
Texas
$71.8M -$21.1M -273,180 -29%
RP
11
Reinhart Partners
Wisconsin
$70M +$543K +7,021 +1%
Charles Schwab
12
Charles Schwab
California
$68.8M +$716K +9,254 +1%
LSV Asset Management
13
LSV Asset Management
Illinois
$67.4M -$3.77M -48,700 -7%
Morgan Stanley
14
Morgan Stanley
New York
$65M +$13.7M +176,823 +42%
SC
15
Sculptor Capital
New York
$54.4M +$38.7M +500,000 New
RRAM
16
River Road Asset Management
Kentucky
$53.2M -$26.9M -347,769 -42%
Northern Trust
17
Northern Trust
Illinois
$47.2M -$8.03M -103,833 -19%
PCM
18
Pentwater Capital Management
Florida
$43.5M +$30.9M +400,000 New
Neuberger Berman Group
19
Neuberger Berman Group
New York
$31M +$22.1M +285,265 New
GL
20
Governors Lane
New York
$30.6M +$21.8M +281,233 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$27.4M -$524K -6,771 -3%
Pacer Advisors
22
Pacer Advisors
Pennsylvania
$27M -$7.63M -98,570 -28%
Toronto Dominion Bank
23
Toronto Dominion Bank
Ontario, Canada
$26.1M +$18.5M +239,601 New
Federated Hermes
24
Federated Hermes
Pennsylvania
$24.4M -$24.4M -315,238 -58%
AAM
25
Alpine Associates Management
Florida
$23.9M +$17M +220,000 New

GMS Hedge Fund Activity: Q2 2025 in Review

313 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in GMS Inc (GMS) for Q2 2025, worth a combined $4.09B — up 39% from $2.94B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new GMS positions and 46 closed out — a net gain of 42 holders — while 84 added to existing stakes and 116 trimmed.

The largest buyer was HBK Investments, opening a new position worth an estimated $54.5M. The largest seller was Fidelity Investments, cutting an estimated $179M.

  • 313 institutional investors held GMS Inc (GMS) as of Q2 2025, up from 272 in Q1 2025.
  • Funds reported $4.09B of GMS Inc stock for Q2 2025, up 39% quarter-over-quarter.
  • 88 funds opened new GMS Inc positions in Q2 2025 and 46 closed out, a net change of +42 holders.
  • The largest GMS Inc buyer in Q2 2025 was HBK Investments, an estimated $54.5M added.
  • The largest GMS Inc seller in Q2 2025 was Fidelity Investments, an estimated $179M sold.

Based on aggregated 13F filings for Q2 2025.