We are live on ! Find out more

333 hedge funds and large institutions have $3.05B invested in AZZ Inc in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 99 increasing their positions, 105 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 18

164% more call options, than puts

Call options by funds: $2.07M | Put options by funds: $786K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

28% more funds holding

Funds holding: 261333 (+72)

13% more capital invested

Capital invested by funds: $2.69B → $3.05B (+$361M)

6% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 105

1.92% less ownership

Funds ownership: 95.18%93.26% (-1.9%)

Holders
333
Holders Change
+72
Holders Change %
+27.59%
% of All Funds
4.37%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
91
Increased
99
Reduced
105
Closed
18
Calls
$2.07M
Puts
$786K
Net Calls
+$1.29M
Net Calls Change
-$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
301
CBIZ Investment Advisory Services
Ohio
$7.86K +$7.99K +72 New
BFS
302
Bare Financial Services
Pennsylvania
$6.66K +$1.33K +12 +24%
ASN
303
Advisory Services Network
Georgia
$6.33K +$6.44K +58 New
CPG
304
Cornerstone Planning Group
New Jersey
$6.25K +$6.99K +63 New
RIL
305
Rothschild Investment LLC
Illinois
$5.46K -$1.11K -10 -17%
BI
306
Binnacle Investments
Iowa
$5.02K +$5.11K +46 New
VWWMG
307
Vermillion & White Wealth Management Group
Pennsylvania
$4.8K
PS
308
Principal Securities
Iowa
$3.27K +$2.33K +21 +233%
Optiver Holding
309
Optiver Holding
Netherlands
$3.27K +$3.33K +30 New
WANY
310
Wealthspire Advisors (New York)
New York
$3.17K +$3.22K +29 New
TC
311
Truvestments Capital
Florida
$3.06K
LI
312
LRI Investments
Florida
$2.86K +$2.88K +26 New
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$2.4K
EWM
314
Evermay Wealth Management
Virginia
$2.3K
MLA
315
MB, Levis & Associates
Pennsylvania
$2.18K +$2.22K +20 New
FMII
316
Farmers & Merchants Investments Inc
Nebraska
$1.85K
RFP
317
Root Financial Partners
California
$1.85K +$1.89K +17 New
LFG
318
Larson Financial Group
Missouri
$1.53K -$444 -4 -22%
SIC
319
SJS Investment Consulting
Ohio
$1.31K +$111 +1 +9%
AF
320
Allworth Financial
California
$874 +$333 +3 +60%
IA
321
IFP Advisors
Florida
$873 +$888 +8 New
SS
322
SBI Securities
Japan
$873 +$888 +8 New
BGAI
323
Bruce G. Allen Investments
Colorado
$655
TPCW
324
TD Private Client Wealth
New York
$655 +$666 +6 New
CT
325
Clearstead Trust
Maine
$546