James Hardie Industries
JHX
279 hedge funds and large institutions have $3.88B invested in James Hardie Industries in 2025 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 68 increasing their positions, 53 reducing their positions, and 58 closing their positions.
692% more call options, than puts
Call options by funds: $91.1M | Put options by funds: $11.5M
150% more first-time investments, than exits
New positions opened: 145 | Existing positions closed: 58
45% more funds holding
Funds holding: 193 → 279 (+86)
38% more capital invested
Capital invested by funds: $2.81B → $3.88B (+$1.07B)
28% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 53
22.67% more ownership
Funds ownership: 24.27% → 46.95% (+23%)
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$876M |
| 2 |
DCP
D1 Capital Partners
New York
|
+$455M |
| 3 |
JP Morgan Chase
New York
|
+$177M |
| 4 |
LPC
Long Pond Capital
New York
|
+$174M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$137M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$84.4M |
| 2 |
EC
Eminence Capital
New York
|
-$83.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$66.4M |
| 4 |
Goldman Sachs
New York
|
-$65.6M |
| 5 |
Morgan Stanley
New York
|
-$48.4M |
JHX Hedge Fund Activity: Q3 2025 in Review
279 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q3 2025, worth a combined $3.88B — up 38% from $2.81B a quarter earlier.
Buyers outnumbered sellers: 145 funds opened new JHX positions and 58 closed out — a net gain of 87 holders — while 68 added to existing stakes and 53 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $876M. The largest seller was Balyasny Asset Management, cutting an estimated $84.4M.
- 279 institutional investors held James Hardie Industries (JHX) as of Q3 2025, up from 193 in Q2 2025.
- Funds reported $3.88B of James Hardie Industries stock for Q3 2025, up 38% quarter-over-quarter.
- 145 funds opened new James Hardie Industries positions in Q3 2025 and 58 closed out, a net change of +87 holders.
- The largest James Hardie Industries buyer in Q3 2025 was Wellington Management Group, an estimated $876M added.
- The largest James Hardie Industries seller in Q3 2025 was Balyasny Asset Management, an estimated $84.4M sold.
Based on aggregated 13F filings for Q3 2025.