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Curtiss-Wright

943 hedge funds and large institutions have $23.9B invested in Curtiss-Wright in 2026 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 352 increasing their positions, 319 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 70

14% more capital invested

Capital invested by funds: $20.9B → $23.9B (+$2.98B)

10% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 319

4% more funds holding

Funds holding: 905943 (+38)

2.03% more ownership

Funds ownership: 83.53%85.56% (+2%)

24% less call options, than puts

Call options by funds: $59.6M | Put options by funds: $78.9M

44% less funds holding in top 10

Funds holding in top 10: 169 (-7)

Holders
943
Holders Change
+38
Holders Change %
+4.2%
% of All Funds
11.39%
Holding in Top 10
9
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-43.75%
% of All Funds
0.11%
New
122
Increased
352
Reduced
319
Closed
70
Calls
$59.6M
Puts
$78.9M
Net Calls
-$19.3M
Net Calls Change
-$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NL
651
NKCFO LLC
Illinois
$379K
CC
652
Chicago Capital
Illinois
$379K
Empower Advisory Group
653
Empower Advisory Group
Colorado
$379K +$366K +500 New
AWA
654
Argos Wealth Advisors
California
$375K +$6.6K +9 +2%
SFS
655
Sowell Financial Services
Arkansas
$372K -$112K -153 -24%
GWM
656
Greenline Wealth Management
Florida
$371K +$90.1K +123 +34%
BFS
657
Bradley Foster & Sargent
Connecticut
$369K +$94.5K +129 +36%
SL
658
Sentinus LLC
Illinois
$366K -$4.4K -6 -1%
DWT
659
Dorsey & Whitney Trust
South Dakota
$365K -$14.7K -20 -4%
AL
660
Aspiriant LLC
California
$364K +$83.5K +114 +31%
BAMG
661
Brand Asset Management Group
Missouri
$364K -$1.47K -2 -0.4%
AC
662
AlphaCore Capital
California
$363K +$106K +144 +43%
FCFC
663
First Commonwealth Financial Corp
Pennsylvania
$362K -$2.2K -3 -0.6%
BFM
664
Boothbay Fund Management
New York
$358K -$240K -327 -41%
EA
665
Ellsworth Advisors
Ohio
$357K +$348K +475 New
MWA
666
Muirfield Wealth Advisors
North Carolina
$352K
FCP
667
Fidelis Capital Partners
Florida
$352K -$733 -1 -0.2%
SCP
668
Sivia Capital Partners
California
$346K
VWM
669
Venturi Wealth Management
Texas
$343K +$17.6K +24 +6%
PE
670
PCM Encore
Colorado
$343K +$733 +1 +0.2%
MIM
671
Marco Investment Management
Georgia
$341K
CS
672
Cannell & Spears
New York
$336K
AFP
673
Ausdal Financial Partners
Iowa
$333K -$35.9K -49 -10%
JCIA
674
Jackson Creek Investment Advisors
Colorado
$333K -$22K -30 -6%
EFS
675
Essex Financial Services
Connecticut
$332K +$12.5K +17 +4%

CW Hedge Fund Activity: Q2 2026 in Review

943 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q2 2026, worth a combined $23.9B — up 14% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new CW positions and 70 closed out — a net gain of 52 holders — while 352 added to existing stakes and 319 trimmed.

The largest buyer was Invesco, adding an estimated $173M. The largest seller was Geode Capital Management, cutting an estimated $144M.

  • 943 institutional investors held Curtiss-Wright (CW) as of Q2 2026, up from 905 in Q1 2026.
  • Funds reported $23.9B of Curtiss-Wright stock for Q2 2026, up 14% quarter-over-quarter.
  • 122 funds opened new Curtiss-Wright positions in Q2 2026 and 70 closed out, a net change of +52 holders.
  • The largest Curtiss-Wright buyer in Q2 2026 was Invesco, an estimated $173M added.
  • The largest Curtiss-Wright seller in Q2 2026 was Geode Capital Management, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2026.