HNI Corp
282 hedge funds and large institutions have $2B invested in HNI Corp in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 62 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 96
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7% less funds holding
Funds holding: 304 → 282 (-22)
18% less capital invested
Capital invested by funds: $2.45B → $2B (-$447M)
24% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 62
43.81% less ownership
Funds ownership: 127.09% → 83.28% (-44%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$196M |
| 2 |
BlackRock
New York
|
+$14.3M |
| 3 |
BCM
Brightlight Capital Management
Westport,
Connecticut
|
+$11.6M |
| 4 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$9.37M |
| 5 |
FSCM
Front Street Capital Management
Missoula,
Montana
|
+$8.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$39.8M |
| 2 |
D.E. Shaw & Co
New York
|
-$23.7M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$15.2M |
| 4 |
Goldman Sachs
New York
|
-$14.5M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$11.5M |
HNI Hedge Fund Activity: Q1 2026 in Review
282 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in HNI Corp (HNI) for Q1 2026, worth a combined $2B — down 18% from $2.45B a quarter earlier.
Sellers outnumbered buyers: 62 funds closed out of HNI and 47 opened new positions — a net loss of 15 holders — while 96 trimmed existing stakes and 106 added.
The largest buyer was Fidelity Investments, adding an estimated $196M. The largest seller was Fifth Third Bancorp, cutting an estimated $39.8M.
- 282 institutional investors held HNI Corp (HNI) as of Q1 2026, down from 304 in Q4 2025.
- Funds reported $2B of HNI Corp stock for Q1 2026, down 18% quarter-over-quarter.
- 47 funds opened new HNI Corp positions in Q1 2026 and 62 closed out, a net change of -15 holders.
- The largest HNI Corp buyer in Q1 2026 was Fidelity Investments, an estimated $196M added.
- The largest HNI Corp seller in Q1 2026 was Fifth Third Bancorp, an estimated $39.8M sold.
Based on aggregated 13F filings for Q1 2026.