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316 hedge funds and large institutions have $3.04B invested in AZZ Inc in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 125 increasing their positions, 96 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $1.1M | Put options by funds: $686K

30% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 96

0.97% more ownership

Funds ownership: 93.26%94.23% (+0.97%)

1% less capital invested

Capital invested by funds: $3.05B → $3.04B (-$17.7M)

5% less funds holding

Funds holding: 333316 (-17)

13% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 56

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
316
Holders Change
-17
Holders Change %
-5.11%
% of All Funds
3.84%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
49
Increased
125
Reduced
96
Closed
56
Calls
$1.1M
Puts
$686K
Net Calls
+$418K
Net Calls Change
-$869K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$322K +$59.2K +571 +23%
SCA
202
Snowden Capital Advisors
New York
$314K +$304K +2,933 New
Baird Financial Group
203
Baird Financial Group
Wisconsin
$311K
VI
204
Vestcor Inc
New Brunswick, Canada
$310K +$195K +1,885 +187%
WFS
205
Widmann Financial Services
Maryland
$307K +$297K +2,868 New
TCG
206
Transcendent Capital Group
Oklahoma
$302K -$330K -3,182 -53%
JF
207
Jump Financial
Illinois
$297K +$287K +2,769 New
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$296K +$68K +656 +31%
Lazard Asset Management
209
Lazard Asset Management
New York
$294K +$89.9K +867 +46%
BC
210
Burney Company
Virginia
$294K +$54.4K +525 +24%
A
211
AlphaQuest
New York
$287K -$702K -6,775 -72%
Lido Advisors
212
Lido Advisors
California
$286K +$7.98K +77 +3%
CIM
213
Contravisory Investment Management
Massachusetts
$281K -$10.2K -98 -4%
Public Employees Retirement Association of Colorado
214
Public Employees Retirement Association of Colorado
Colorado
$280K
EC
215
EntryPoint Capital
New York
$276K
Commonwealth Equity Services
216
Commonwealth Equity Services
Massachusetts
$276K +$31.4K +303 +13%
QCM
217
QRG Capital Management
Illinois
$273K +$26.1K +252 +11%
AIP
218
Ameritas Investment Partners
Nebraska
$266K
X
219
Xponance
Pennsylvania
$252K +$1.97K +19 +0.8%
TVPW
220
Third View Private Wealth
Connecticut
$238K +$230K +2,220 New
Ensign Peak Advisors
221
Ensign Peak Advisors
Utah
$234K -$446K -4,300 -66%
GCM
222
Gallacher Capital Management
Colorado
$221K -$181K -1,749 -46%
Osaic Holdings
223
Osaic Holdings
Arizona
$220K +$128K +1,234 +150%
OHIS
224
Oak Harvest Investment Services
Texas
$217K -$49.2K -475 -19%
CWM
225
CIBC World Markets
New York
$211K +$204K +1,965 New