Knife River
387 hedge funds and large institutions have $4.45B invested in Knife River in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 127 increasing their positions, 108 reducing their positions, and 43 closing their positions.
28% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 43
22% more capital invested
Capital invested by funds: $3.63B → $4.45B (+$814M)
18% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 108
5% more ownership
Funds ownership: 91.13% → 96.13% (+5%)
1% more funds holding
Funds holding: 382 → 387 (+5)
7% less call options, than puts
Call options by funds: $2.5M | Put options by funds: $2.69M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$175M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$131M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$46.9M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$43.5M |
| 5 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$41.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Voss Capital
Houston,
Texas
|
-$50M |
| 2 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
-$49.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$23.5M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$15.3M |
KNF Hedge Fund Activity: Q1 2026 in Review
387 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Knife River (KNF) for Q1 2026, worth a combined $4.45B — up 22% from $3.63B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new KNF positions and 43 closed out — a net gain of 12 holders — while 127 added to existing stakes and 108 trimmed.
The largest buyer was UBS Group, adding an estimated $175M. The largest seller was Voss Capital, exiting entirely with an estimated $50M sold.
- 387 institutional investors held Knife River (KNF) as of Q1 2026, up from 382 in Q4 2025.
- Funds reported $4.45B of Knife River stock for Q1 2026, up 22% quarter-over-quarter.
- 55 funds opened new Knife River positions in Q1 2026 and 43 closed out, a net change of +12 holders.
- The largest Knife River buyer in Q1 2026 was UBS Group, an estimated $175M added.
- The largest Knife River seller in Q1 2026 was Voss Capital, an estimated $50M sold.
Based on aggregated 13F filings for Q1 2026.