Sterling Infrastructure
STRL
883 hedge funds and large institutions have $22B invested in Sterling Infrastructure in 2026 Q2 according to their latest regulatory filings, with 238 funds opening new positions, 212 increasing their positions, 372 reducing their positions, and 49 closing their positions.
386% more first-time investments, than exits
New positions opened: 238 | Existing positions closed: 49
92% more capital invested
Capital invested by funds: $11.4B → $22B (+$10.6B)
31% more funds holding in top 10
Funds holding in top 10: 16 → 21 (+5)
25% more funds holding
Funds holding: 706 → 883 (+177)
5% less call options, than puts
Call options by funds: $421M | Put options by funds: $443M
5.86% less ownership
Funds ownership: 91.53% → 85.67% (-5.9%)
43% less repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 372
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$529M |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$428M |
| 3 |
Jennison Associates
New York
|
+$258M |
| 4 |
Millennium Management
New York
|
+$189M |
| 5 |
HF
HRT Financial
New York
|
+$128M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$527M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$287M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$246M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$218M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$210M |
STRL Hedge Fund Activity: Q2 2026 in Review
883 of the 8,316 institutional investors tracked by Wall St. Rank reported a position in Sterling Infrastructure (STRL) for Q2 2026, worth a combined $22B — up 92% from $11.4B a quarter earlier.
Buyers outnumbered sellers: 238 funds opened new STRL positions and 49 closed out — a net gain of 189 holders — while 212 added to existing stakes and 372 trimmed.
The largest buyer was Jane Street, adding an estimated $529M. The largest seller was BlackRock, cutting an estimated $527M.
- 883 institutional investors held Sterling Infrastructure (STRL) as of Q2 2026, up from 706 in Q1 2026.
- Funds reported $22B of Sterling Infrastructure stock for Q2 2026, up 92% quarter-over-quarter.
- 238 funds opened new Sterling Infrastructure positions in Q2 2026 and 49 closed out, a net change of +189 holders.
- The largest Sterling Infrastructure buyer in Q2 2026 was Jane Street, an estimated $529M added.
- The largest Sterling Infrastructure seller in Q2 2026 was BlackRock, an estimated $527M sold.
Based on aggregated 13F filings for Q2 2026.