858 + Investors. Track Smart Money conviction in BBY. See who's accumulating, reducing, or initiating positions.
Based on 863 hedge funds · latest filing: 2026 Q1 · updated quarterly
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.
In 2026 Q1, 470 hedge funds were net buyers of BBY (110 opened a new position, 360 added to an existing one), while 448 reduced or exited (307 trimmed, 141 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 48% of total institutional value in BBY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -31 funds (more exits than new entries). Total institutional holders: 863.
Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.
Signal Freshness measures how much BBY has moved relative to its sector benchmark (XLY) since the 2026 Q1 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.
BBY outperformed XLY by +5.0% since March 31, 2026.
Since the filing became public, BBY outperformed XLY by +28.0% .
Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →
Many quality funds hold this stock, but top-tier positions remain relatively small.
Track Smart Money conviction in BBY. See who's accumulating, reducing, or initiating positions.
| Metric | All 13F Filers (2026 Q1) | Prior (2025 Q4) | Change |
|---|---|---|---|
| Funds Holding | 858 | 894 | -4.03% |
| 13F Shares | 201M | 210M | -4.49% |
| Total Value | $12.51B | $14.02B | -10.79% |
| New Positions | 109 | 160 | -51 |
| Increased Positions | 344 | 357 | -13 |
| Closed Positions | 145 | 114 | +31 |
| Reduced Positions | 298 | 267 | +31 |
| Total Calls | 20 | 23 | -13.04% |
| Total Puts | 25 | 26 | -3.85% |
| PUT/CALL Ratio | 1.25 | 1.13 | Bearish |
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Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BBY. Verified SEC 13F-HR filings.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BBY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
Slight buying edge — 51% buying: Last quarter: 470 funds bought or added vs 448 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.
Elite ownership — 48% AUM from top-100 funds: 60 of 852 holders are among the 100 largest funds by AUM, controlling 48% 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.
65% of holders stayed for 2+ years: 558 out of 863 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.
As of today, BBY has moved +29.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.9% for the XLY sector ETF — an outperformance of +28.0%. Since the quarter end (March 31, 2026), BBY has gained +13.9% vs +8.9% for XLY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.
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.