Installed Building Products
426 hedge funds and large institutions have $6.82B invested in Installed Building Products in 2025 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 127 increasing their positions, 147 reducing their positions, and 38 closing their positions.
182% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 38
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
32% more capital invested
Capital invested by funds: $5.18B → $6.82B (+$1.64B)
18% more funds holding
Funds holding: 361 → 426 (+65)
2.87% less ownership
Funds ownership: 103.99% → 101.11% (-2.9%)
14% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 147
76% less call options, than puts
Call options by funds: $6.32M | Put options by funds: $26.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$410M |
| 2 |
Morgan Stanley
New York
|
+$64.5M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$61.7M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$57.9M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$54.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$171M |
| 2 |
EC
Eminence Capital
New York
|
-$170M |
| 3 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$112M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$99.5M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$73.5M |
IBP Hedge Fund Activity: Q3 2025 in Review
426 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Installed Building Products (IBP) for Q3 2025, worth a combined $6.82B — up 32% from $5.18B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new IBP positions and 38 closed out — a net gain of 69 holders — while 127 added to existing stakes and 147 trimmed.
The largest buyer was Kayne Anderson Rudnick Investment Management, opening a new position worth an estimated $410M. The largest seller was Fidelity Investments, cutting an estimated $171M.
- 426 institutional investors held Installed Building Products (IBP) as of Q3 2025, up from 361 in Q2 2025.
- Funds reported $6.82B of Installed Building Products stock for Q3 2025, up 32% quarter-over-quarter.
- 107 funds opened new Installed Building Products positions in Q3 2025 and 38 closed out, a net change of +69 holders.
- The largest Installed Building Products buyer in Q3 2025 was Kayne Anderson Rudnick Investment Management, an estimated $410M added.
- The largest Installed Building Products seller in Q3 2025 was Fidelity Investments, an estimated $171M sold.
Based on aggregated 13F filings for Q3 2025.