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Macy's
M

476 hedge funds and large institutions have $4.58B invested in Macy's in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 168 increasing their positions, 157 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.39% more ownership

Funds ownership: 88.65% → 95.04% (+6.4%)

7% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 157

5% less funds holding

Funds holding: 499 → 476 (-23)

12% less capital invested

Capital invested by funds: $5.2B → $4.58B (-$612M)

17% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 78

19% less call options, than puts

Call options by funds: $89.4M | Put options by funds: $110M

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
476
Holders Change
-23
Holders Change %
-4.61%
% of All Funds
5.86%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
65
Increased
168
Reduced
157
Closed
78
Calls
$89.4M
Puts
$110M
Net Calls
-$20.5M
Net Calls Change
+$83.3M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$121M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$61.5M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$60.8M
4
SG Americas Securities
SG Americas Securities
New York
+$57.6M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$53.6M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$111M
2
Citadel Advisors
Citadel Advisors
Florida
-$64.2M
3
Marshall Wace
Marshall Wace
United Kingdom
-$63.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$55.1M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$25.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
451
Boreal Capital Management
Florida
$658 – – –
TCM
452
Tradewinds Capital Management
Washington
$652 – – –
SS
453
Sunbelt Securities
Texas
$633 – – –
OA
454
Operose Advisors
Wisconsin
$561 +$627 +31 New
TPWA
455
Twin Peaks Wealth Advisors
California
$561 +$627 +31 New
ZBNA
456
Zions Bancorporation, National Association
Utah
$561 +$627 +31 New
WWM
457
Wolff Wiese Magana
California
$545 – – –
MCM
458
MV Capital Management
Maryland
$543 – – –
HIA
459
HFM Investment Advisors
New Jersey
$543 +$81 +4 +15%
T
460
Tidemark
California
$525 – – –
PWA
461
Physician Wealth Advisors
Utah
$507 – – –
BFS
462
Bare Financial Services
Pennsylvania
$398 -$1.7K -84 -79%
TCM
463
Triumph Capital Management
Colorado
$366 – – –
SC
464
SouthState Corp
Florida
$362 – – –
VWA
465
Valued Wealth Advisors
Utah
$326 – – –
FFA
466
Frazier Financial Advisors
Ohio
$308 +$344 +17 New
FHC
467
First Horizon Corporation
Tennessee
$289 – – –
VWM
468
Vermillion Wealth Management
Minnesota
$235 +$263 +13 New
CCA
469
Cygnus Capital Advisors
Georgia
$213 -$328K -16,200 -58%
IA
470
IFS Advisors
Kansas
$180 – – –
APW
471
Aventura Private Wealth
Florida
$109 – – –
DF
472
Dunhill Financial
United Kingdom
$75 – – –
DRP
473
Decker Retirement Planning
Utah
$72 -$2.4M -118,793 -100%
AGWCA
474
Annis Gardner Whiting Capital Advisors
Florida
$37 +$40 +2 New
MG
475
Mather Group
Illinois
$37 +$40 +2 New
17 18
19
20 21

M Hedge Fund Activity: Q1 2026 in Review

476 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Macy's (M) for Q1 2026, worth a combined $4.58B — down 12% from $5.2B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of M and 65 opened new positions — a net loss of 13 holders — while 157 trimmed existing stakes and 168 added.

The largest buyer was Charles Schwab, adding an estimated $121M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $111M sold.

  • 476 institutional investors held Macy's (M) as of Q1 2026, down from 499 in Q4 2025.
  • Funds reported $4.58B of Macy's stock for Q1 2026, down 12% quarter-over-quarter.
  • 65 funds opened new Macy's positions in Q1 2026 and 78 closed out, a net change of -13 holders.
  • The largest Macy's buyer in Q1 2026 was Charles Schwab, an estimated $121M added.
  • The largest Macy's seller in Q1 2026 was Schroder Investment Management Group, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2026.