Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BJS WHSL CLUB HLDGS INC (BJ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — BJ

Based on 593 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BJ 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 (96% of max)

96% of all-time peak
593 hedge funds hold BJ 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 — +10% more funds vs a year ago

fund count last 6Q
+53 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

310 buying295 selling
Last quarter: 310 funds bought or added vs 295 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 (+19 vs last Q)

new funds entering per quarter
Funds opening a new BJ position: 122 → 93 → 78 → 97. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 23% medium ■ 18% new
349 out of 593 hedge funds have held BJ 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

96 → 122 → 93 → 78 → 97 new funds/Q
New funds entering each quarter: 122 → 93 → 78 → 97. BJ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 12% 1-2yr ■ 25% new
Of 625 current holders: 396 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
49 of 593 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in BJ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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.

Hedge Fund Ownership: BJ

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

Market Analysis: BJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BJ

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

33 top-rated funds 0 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: BJ
2026 Q1 Stats Unlock in 19 days 625 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 625 600 4.17%
13F Shares 142M 141M 0.68%
Total Value $12.74B $13.11B -2.82%
New Positions 100 79 +21
Increased Positions 244 253 -9
Closed Positions 76 127 -51
Reduced Positions 266 273 -7
Total Calls 16 17 -5.88%
Total Puts 17 17 -
PUT/CALL Ratio 1.06 1.0 Neutral

Statistics: BJ

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

625 + investors

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

Top 25 institutional holders of BJ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Walter Public Investments Inc. 4.25% 180,431 $17.8M
2 River Road Asset Management, LLC 3.91% 3,503,473 $344.8M
3 Cox Capital Mgt LLC 1.77% 27,075 $2.7M
4 TILIA FIDUCIARY PARTNERS, INC. 1.55% 28,679 $2.8M
5 VISTA INVESTMENT PARTNERS LLC 1.31% 50,358 $5.0M
6 VISTA INVESTMENT PARTNERS II, LLC 1.24% 28,055 $2.8M
7 TEALWOOD ASSET MANAGEMENT INC 1.22% 27,318 $3K
8 Bell Asset Management Ltd 0.99% 34,346 $3.4M
9 Cutter & CO Brokerage, Inc. 0.98% 36,210 $4.1M
10 Foster Victor Wealth Advisors, LLC 0.94% 179,405 $16.5M
11 KIRR MARBACH & CO LLC /IN/ 0.92% 51,055 $5.0M
12 Boston Trust Walden Corp 0.74% 912,392 $89.8M
13 AVITY INVESTMENT MANAGEMENT INC. 0.59% 82,342 $8.1M
14 Athena Wealth Management, LLC 0.33% 3,781 $340K
15 HENNESSY ADVISORS INC 0.26% 73,800 $7.3M
16 CONGRESS ASSET MANAGEMENT CO 0.26% 369,110 $36.3M
17 Patten Group, Inc. 0.22% 13,087 $1.3M
18 BXM Wealth LLC 0.21% 2,750 $271K
19 Ridgewood Investments LLC 0.20% 5,032 $495K
20 Covea Finance 0.18% 52,636 $5.2M
21 Fortis Capital Advisors, LLC 0.18% 13,891 $1.4M
22 Colonial River Investments, LLC 0.17% 4,918 $484K
23 DIVERSIFIED MANAGEMENT INC 0.16% 9,212 $907K
24 SageGuard Financial Group, LLC 0.15% 10,098 $994K
25 MeadowBrook Investment Advisors LLC 0.14% 1,625 $160K
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 — BJS WHSL CLUB HLDGS INC (BJ)

What does the Smart Money Trend signal show for BJ?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BJ 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 BJ?

Slight buying edge — 51% buying: Last quarter: 310 funds bought or added vs 295 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 BJ holders?

Elite ownership — 60% AUM from top-100 funds: 49 of 593 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in BJ. 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 BJ?

59% of holders stayed for 2+ years: 349 out of 593 hedge funds have held BJ 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.

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.