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BJ's Wholesale Club Holdings, Inc.

BJ Consumer Staples
$95.99 +$1.68 (1.78%)
Market Cap: $12.45 B
Gurus Holding
6
Popularity Rank
#1484
% of Shares Held
0.41%
Net Activity (Q4 2025)
-$28.59 M

Guru Ownership Trend

Guru Analysis for BJ's Wholesale Club Holdings, Inc. (BJ)

BJ's Wholesale Club Holdings, Inc. (BJ), a key player in the Consumer Staples sector, continues to attract institutional attention.

As of Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $50.51 M.

Top institutional holders include Cliff Asness and Renaissance Technologies.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $28.59 M net outflow during the quarter.

Recent activity highlights Lee Ainslie who opened a new position. Conversely, Joel Greenblatt reduced exposure by 71.4%.

Key Holders

Top 5 by Value

$21.11 M
$5.44 M
$2.41 M
$569,290

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$8.6 M
Total Buy Value
New Buys 1
Additions 2
-$37.2 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
3

FAQs for BJ's Wholesale Club Holdings, Inc. (BJ)

Major holders include Cliff Asness ($21.11 M), Renaissance Technologies ($17.43 M), Ray Dalio ($5.44 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 526,187 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $28.59 M, with 3 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited BJ. The total reported sell value was $37.2 M.

Yes, 1 managers opened new positions in BJ, and 2 increased their existing holdings. The total reported buy value was $8.6 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.01% Add 41.5% 234,997 $21.11 M Q4 2025
0.03% Reduce -65.5% 193,600 $17.43 M Q4 2025
0.02% Reduce -6.2% 60,401 $5.44 M Q4 2025
0.03% New Buy 26,740 $2.41 M Q4 2025
0.00% Add 1.6% 6,323 $569,290 Q4 2025
0.00% Reduce -71.4% 4,126 $371,464 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form