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Armstrong World Industries

418 hedge funds and large institutions have $7.1B invested in Armstrong World Industries in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 152 increasing their positions, 162 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

831% more call options, than puts

Call options by funds: $42.3M | Put options by funds: $4.55M

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

74% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 31

15% more capital invested

Capital invested by funds: $6.18B → $7.1B (+$919M)

5% more funds holding

Funds holding: 398418 (+20)

0.45% less ownership

Funds ownership: 100.9%100.45% (-0.45%)

6% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 162

Holders
418
Holders Change
+20
Holders Change %
+5.03%
% of All Funds
5.5%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
54
Increased
152
Reduced
162
Closed
31
Calls
$42.3M
Puts
$4.55M
Net Calls
+$37.8M
Net Calls Change
+$31.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$850M -$16.2M -109,307 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$740M -$7.37M -49,635 -1%
Capital International Investors
3
Capital International Investors
California
$395M +$7.19M +48,400 +2%
LCOV
4
London Company of Virginia
Virginia
$374M -$62.1M -418,100 -15%
State Street
5
State Street
Massachusetts
$225M -$9.36M -63,053 -4%
BAM
6
Burgundy Asset Management
Ontario, Canada
$215M +$5.65M +38,082 +3%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$214M -$3.11M -20,929 -2%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$193M -$75.3M -507,080 -30%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$163M -$4.47M -30,097 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$153M +$1.1M +7,378 +0.8%
AllianceBernstein
11
AllianceBernstein
Tennessee
$150M -$15.7M -106,015 -10%
YAM
12
Yacktman Asset Management
Texas
$140M -$1.33M -8,954 -1%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$139M -$6.48M -43,636 -5%
TAM
14
Timucuan Asset Management
Florida
$136M -$2.91M -19,588 -2%
Adage Capital Partners
15
Adage Capital Partners
Massachusetts
$120M +$60M +404,000 +121%
Invesco
16
Invesco
Georgia
$111M +$271K +1,823 +0.3%
Citadel Advisors
17
Citadel Advisors
Florida
$105M +$51.8M +348,933 +117%
GCM
18
Gates Capital Management
New York
$90.9M
VBA
19
Van Berkom & Associates
Quebec, Canada
$89.9M -$8.21M -55,279 -9%
AQR Capital Management
20
AQR Capital Management
Connecticut
$88.2M +$43.8M +294,646 +119%
Bank of America
21
Bank of America
North Carolina
$85.1M -$22.8M -153,322 -23%
Norges Bank
22
Norges Bank
Norway
$84.4M -$10.9M -73,102 -12%
Alyeska Investment Group
23
Alyeska Investment Group
Illinois
$80.2M -$13.3M -89,403 -15%
UBS AM
24
UBS AM
Illinois
$77.4M +$5.3M +35,682 +8%
Charles Schwab
25
Charles Schwab
California
$70.2M -$2.4M -16,133 -4%

AWI Hedge Fund Activity: Q2 2025 in Review

418 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Armstrong World Industries (AWI) for Q2 2025, worth a combined $7.1B — up 15% from $6.18B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AWI positions and 31 closed out — a net gain of 23 holders — while 152 added to existing stakes and 162 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $60M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $75.3M.

  • 418 institutional investors held Armstrong World Industries (AWI) as of Q2 2025, up from 398 in Q1 2025.
  • Funds reported $7.1B of Armstrong World Industries stock for Q2 2025, up 15% quarter-over-quarter.
  • 54 funds opened new Armstrong World Industries positions in Q2 2025 and 31 closed out, a net change of +23 holders.
  • The largest Armstrong World Industries buyer in Q2 2025 was Adage Capital Partners, an estimated $60M added.
  • The largest Armstrong World Industries seller in Q2 2025 was Fuller & Thaler Asset Management, an estimated $75.3M sold.

Based on aggregated 13F filings for Q2 2025.