Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Best Buy Inc (BBY)

862 + Investors. Track Smart Money conviction in BBY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — BBY

Based on 876 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BBY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
876 hedge funds hold BBY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+65 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

475 buying461 selling
Last quarter: 475 funds bought or added vs 461 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+27 vs last Q)

new funds entering per quarter
Funds opening a new BBY position: 145 → 161 → 111 → 138. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 18% medium ■ 18% new
566 out of 876 hedge funds have held BBY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

125 → 145 → 161 → 111 → 138 new funds/Q
New funds entering each quarter: 145 → 161 → 111 → 138. BBY is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 69% veterans vs 19% newcomers

■ 69% veterans ■ 11% 1-2yr ■ 19% new
Entry-cohort mix of 915 holders: 635 (69%) are 2+ year veterans, 102 entered 1–2 years ago, and 178 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
65 of 867 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in BBY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BBY

In 2026 Q2, 475 hedge funds were net buyers of BBY (138 opened a new position, 337 added to an existing one), while 461 reduced or exited (333 trimmed, 128 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 66% of total institutional value in BBY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 876.

Hedge Fund Ownership: BBY

How many hedge funds hold BBY — quarterly history vs. share price
Quarterly hedge fund ownership of BBY vs. share price

Market Analysis: BBY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BBY

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Best Buy Inc (BBY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BBY has moved relative to its sector benchmark (XLY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 79d ago
BBY
+22.9%
XLY
-6.1%

BBY outperformed XLY by +29.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 34d ago
BBY
+7.9%
XLY
-6.8%

Since the filing became public, BBY outperformed XLY by +14.7% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 2 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: BBY
862 + Investors

Track Smart Money conviction in BBY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 862 866 -0.46%
13F Shares 205M 204M 0.73%
Total Value $15.13B $12.71B 19.04%
New Positions 136 111 +25
Increased Positions 329 348 -19
Closed Positions 131 140 -9
Reduced Positions 320 300 +20
Total Calls 24 20 20.0%
Total Puts 24 25 -4.0%
PUT/CALL Ratio 1.0 1.25 Neutral

Statistics: BBY

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Short % of Float --

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Institutional Holders (2026 Q2)

862 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BBY. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BBY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Catherine Avery Investment Management LLC 3.07% 92,755 $7.0M
2 Cambridge Financial Group, Inc. 3.05% 115,630 $8.8M
3 Rock Point Advisors, LLC 1.95% 105,004 $8.0M
4 Wealth Advisors of Tampa Bay, LLC 1.73% 74,582 $5.7M
5 Gilman Hill Asset Management, LLC 1.46% 141,093 $10.7M
6 William Allan Corp 1.43% 38,524 $2.9M
7 Slagle Financial, LLC 1.36% 59,759 $4.5M
8 Comprehensive Financial Consultants Institutional, Inc. 1.29% 64,351 $4.9M
9 Shariaportfolio, INC. 1.19% 44,455 $3.4M
10 Conning INC. 1.14% 499,997 $37.9M
11 Interval Partners, LP 1.11% 565,370 $42.9M
12 Affinity Investment Advisors, LLC 1.06% 27,434 $2.1M
13 Carolina Wealth Advisors, LLC 1.05% 35,422 $2.7M
14 Cantor Fitzgerald Investment Advisors L.P. 1.02% 198,331 $15.0M
15 Distillate Capital Partners LLC 0.91% 231,001 $17.5M
16 Wbi Investments, LLC 0.91% 48,341 $3.7M
17 Weaver C. Barksdale & Associates, Inc. 0.89% 13,142 $997K
18 Night Squared LP 0.87% 106,893 $8.1M
19 Shellback Capital, LP 0.85% 127,500 $9.7M
20 L2 Asset Management, LLC 0.80% 102,104 $7.7M
21 Trust Investment Advisors 0.80% 21,946 $1.7M
22 Mork Capital Management, LLC 0.79% 16,220 $1.2M
23 Clark Estates Inc/Ny 0.76% 43,700 $3.3M
24 Edmp, INC. 0.75% 12,230 $928K
25 Millington Securities, LLC 0.73% 40,959 $2.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Best Buy Inc (BBY)

What does the Smart Money Trend signal show for BBY?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BBY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BBY?

Slight buying edge — 51% buying: Last quarter: 475 funds bought or added vs 461 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BBY holders?

Elite ownership — 66% AUM from top-100 funds: 65 of 867 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in BBY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BBY?

65% of holders stayed for 2+ years: 566 out of 876 hedge funds have held BBY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Best Buy Inc (BBY) following the 2026 Q2 hedge fund 13F filings?

As of today, BBY has moved +7.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to -6.8% for the XLY sector ETF — an outperformance of +14.7%. Since the quarter end (June 30, 2026), BBY has gained +22.9% vs -6.1% for XLY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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