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AZEK

The AZEK Co

Delisted

AZEK was delisted on the 30th of June, 2025.

383 hedge funds and large institutions have $7.34B invested in The AZEK Co in 2025 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 123 increasing their positions, 123 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more funds holding in top 10

Funds holding in top 10: 18 (+7)

245% more call options, than puts

Call options by funds: $46.9M | Put options by funds: $13.6M

85% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 53

12% more funds holding

Funds holding: 341383 (+42)

7% more capital invested

Capital invested by funds: $6.87B → $7.34B (+$468M)

3.21% more ownership

Funds ownership: 101.27%104.48% (+3.2%)

0% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 123

Holders
383
Holders Change
+42
Holders Change %
+12.32%
% of All Funds
5.14%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.11%
New
98
Increased
123
Reduced
123
Closed
53
Calls
$46.9M
Puts
$13.6M
Net Calls
+$33.3M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
201
Quantbot Technologies
New York
$1.05M +$1.01M +21,389 New
DWM
202
Diversify Wealth Management
Utah
$998K +$246K +5,195 +35%
OTL
203
Oak Thistle LLC
New York
$982K +$952K +20,094 New
AWAU
204
Alliance Wealth Advisors (Utah)
Utah
$959K +$22.1K +467 +2%
Mariner
205
Mariner
Kansas
$954K +$13.1K +276 +1%
Creative Planning
206
Creative Planning
Kansas
$877K +$487K +10,277 +134%
MCM
207
MAI Capital Management
Ohio
$871K -$23.1K -488 -3%
BCI
208
Brinker Capital Investments
Pennsylvania
$864K +$51.6K +1,089 +7%
OPS
209
Orion Portfolio Solutions
Nebraska
$864K +$51.6K +1,089 +7%
X
210
Xponance
Pennsylvania
$835K +$51.7K +1,091 +7%
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$831K +$11.2K +236 +1%
HSBC Holdings
212
HSBC Holdings
United Kingdom
$826K -$525K -11,095 -40%
FDCDDQ
213
Federation des caisses Desjardins du Quebec
Quebec, Canada
$815K +$790K +16,679 New
Blackstone Inc
214
Blackstone Inc
New York
$807K +$781K +16,498 New
VA
215
Valmark Advisers
Ohio
$795K +$771K +16,270 New
Belvedere Trading
216
Belvedere Trading
Illinois
$793K +$769K +16,228 New
PW
217
Paladin Wealth
Minnesota
$761K +$87.7K +1,852 +13%
Stifel Financial
218
Stifel Financial
Missouri
$731K -$34.5K -728 -5%
NYLIM
219
New York Life Investment Management
New York
$730K +$1.04K +22 +0.1%
Osaic Holdings
220
Osaic Holdings
Arizona
$723K +$510K +10,775 +268%
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$706K +$362K +7,643 +112%
DAM
222
DLD Asset Management
New York
$705K +$683K +14,420 New
SF
223
Synovus Financial
Georgia
$688K +$134K +2,823 +25%
Truist Financial
224
Truist Financial
North Carolina
$685K -$128K -2,693 -16%
Wealth Enhancement Advisory Services
225
Wealth Enhancement Advisory Services
Minnesota
$673K +$201K +4,246 +45%

AZEK Hedge Fund Activity: Q1 2025 in Review

383 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in The AZEK Co (AZEK) for Q1 2025, worth a combined $7.34B — up 6.8% from $6.87B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new AZEK positions and 53 closed out — a net gain of 45 holders — while 123 added to existing stakes and 123 trimmed.

The largest buyer was Davidson Kempner Capital Management, opening a new position worth an estimated $257M. The largest seller was BlackRock, cutting an estimated $359M.

  • 383 institutional investors held The AZEK Co (AZEK) as of Q1 2025, up from 341 in Q4 2024.
  • Funds reported $7.34B of The AZEK Co stock for Q1 2025, up 6.8% quarter-over-quarter.
  • 98 funds opened new The AZEK Co positions in Q1 2025 and 53 closed out, a net change of +45 holders.
  • The largest The AZEK Co buyer in Q1 2025 was Davidson Kempner Capital Management, an estimated $257M added.
  • The largest The AZEK Co seller in Q1 2025 was BlackRock, an estimated $359M sold.

Based on aggregated 13F filings for Q1 2025.