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AeroVironment

602 hedge funds and large institutions have $7.91B invested in AeroVironment in 2025 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 231 increasing their positions, 162 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 162

33% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 94

12% more call options, than puts

Call options by funds: $371M | Put options by funds: $332M

4% more funds holding

Funds holding: 581602 (+21)

2.84% more ownership

Funds ownership: 62.49%65.33% (+2.8%)

20% less capital invested

Capital invested by funds: $9.82B → $7.91B (-$1.92B)

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
602
Holders Change
+21
Holders Change %
+3.61%
% of All Funds
7.33%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
125
Increased
231
Reduced
162
Closed
94
Calls
$371M
Puts
$332M
Net Calls
+$39.2M
Net Calls Change
+$92.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$515K +$26.1K +83 +4%
PWG
327
Portside Wealth Group
Utah
$515K +$5.34K +17 +0.8%
BCM
328
Brookstone Capital Management
Illinois
$512K +$215K +685 +48%
LTAS
329
Linden Thomas Advisory Services
North Carolina
$505K +$1.26K +4 +0.2%
CMF
330
Counterpoint Mutual Funds
California
$504K +$655K +2,085 New
QCM
331
Quantinno Capital Management
New York
$502K +$147K +467 +29%
KPWS
332
Kestra Private Wealth Services
Texas
$501K +$185K +590 +40%
KBC Group
333
KBC Group
Belgium
$501K +$311K +988 +108%
WQ
334
Wealth Quarterback
New Jersey
$496K -$19.8K -63 -3%
WA
335
Waverly Advisors
Alabama
$488K +$79.2K +252 +14%
ECM
336
Evergreen Capital Management
Washington
$488K -$107K -341 -14%
Squarepoint
337
Squarepoint
New York
$487K +$633K +2,015 New
ACS
338
Archford Capital Strategies
Illinois
$485K +$630K +2,005 New
MIH
339
Meitav Investment House
Israel
$484K +$220K +700 +54%
AFM
340
Abbot Financial Management
Massachusetts
$484K +$629K +2,000 New
Federated Hermes
341
Federated Hermes
Pennsylvania
$483K -$109K -346 -15%
YMRC
342
Yorktown Management & Research Company
Virginia
$482K
PHS
343
Pekin Hardy Strauss
Illinois
$480K -$91.2K -290 -13%
WAP
344
Wealthcare Advisory Partners
Pennsylvania
$478K -$62.9K -200 -9%
AWM
345
Angeles Wealth Management
California
$463K -$104K -330 -15%
GS
346
GTS Securities
New York
$463K +$240K +764 +66%
MCP
347
Militia Capital Partners
Nevada
$459K +$257K +818 +76%
CC
348
Chicago Capital
Illinois
$452K +$588K +1,870 New
FFM
349
Forum Financial Management
Illinois
$441K +$313K +995 +120%
TRCT
350
Tower Research Capital (TRC)
New York
$437K -$187K -596 -25%