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JELD-WEN Holding

173 hedge funds and large institutions have $310M invested in JELD-WEN Holding in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 45 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $601K | Put options by funds: $245K

67% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 45

6% less funds holding

Funds holding: 185173 (-12)

7.52% less ownership

Funds ownership: 100.25%92.73% (-7.5%)

24% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 42

39% less capital invested

Capital invested by funds: $511M → $310M (-$200M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
173
Holders Change
-12
Holders Change %
-6.49%
% of All Funds
2.28%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
75
Reduced
45
Closed
42
Calls
$601K
Puts
$245K
Net Calls
+$356K
Net Calls Change
-$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
151
Essential Partners
California
$3.48K +$3.96K +889 New
FFO
152
Fortitude Family Office
Arizona
$3.46K +$3.94K +883 New
EWA
153
EverSource Wealth Advisors
Alabama
$3K +$2.14K +481 +169%
GI
154
GAMMA Investing
California
$2.65K -$7.96K -1,787 -73%
LI
155
LRI Investments
Florida
$2.41K
HCA
156
Harbor Capital Advisors
Illinois
$2K +$40 +9 +1%
PA
157
Parallel Advisors
California
$1.95K +$1.56K +350 +236%
HNB
158
Huntington National Bank
Ohio
$1.74K +$1.66K +373 +533%
S
159
SignatureFD
Georgia
$1.63K -$3.21K -720 -63%
IA
160
IFP Advisors
Florida
$1.57K +$1.78K +400 New
PWA
161
Physician Wealth Advisors
Utah
$1.07K +$1.22K +274 New
DB
162
Danske Bank
Denmark
$784
MCM
163
MAI Capital Management
Ohio
$628 +$713 +160 New
W
164
WealthCollab
Washington
$396
MPWT
165
MassMutual Private Wealth & Trust
Connecticut
$306 +$348 +78 New
FFA
166
Farther Finance Advisors
California
$216 -$138 -31 -36%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$208 +$236 +53 New
TC
168
Truvestments Capital
Florida
$196
RIL
169
Rothschild Investment LLC
Illinois
$137 -$357 -80 -70%
CA
170
Clearstead Advisors
Ohio
$48 +$53 +12 New
SS
171
SBI Securities
Japan
$31 +$9 +2 +33%
GRP
172
Global Retirement Partners
California
$24 +$27 +6 New
Pzena Investment Management
173
Pzena Investment Management
New York
-$61.6M -10,311,305 Closed
OGC
174
One68 Global Capital
New York
-$4.18M -699,719 Closed
HAI
175
Hennessy Advisors Inc
California
-$2.56M -428,300 Closed

JELD Hedge Fund Activity: Q2 2025 in Review

173 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q2 2025, worth a combined $310M — down 39% from $511M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of JELD and 32 opened new positions — a net loss of 10 holders — while 45 trimmed existing stakes and 75 added.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $6.81M. The largest seller was Pzena Investment Management, exiting entirely with an estimated $61.6M sold.

  • 173 institutional investors held JELD-WEN Holding (JELD) as of Q2 2025, down from 185 in Q1 2025.
  • Funds reported $310M of JELD-WEN Holding stock for Q2 2025, down 39% quarter-over-quarter.
  • 32 funds opened new JELD-WEN Holding positions in Q2 2025 and 42 closed out, a net change of -10 holders.
  • The largest JELD-WEN Holding buyer in Q2 2025 was Jacobs Levy Equity Management, an estimated $6.81M added.
  • The largest JELD-WEN Holding seller in Q2 2025 was Pzena Investment Management, an estimated $61.6M sold.

Based on aggregated 13F filings for Q2 2025.