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Curtiss-Wright
CW

Overview Fund Activity

733 hedge funds and large institutions have $15.3B invested in Curtiss-Wright in 2025 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 232 increasing their positions, 259 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+92
Holders Change %
+14.35%
% of All Funds
9.83%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
150
Increased
232
Reduced
259
Closed
46
Calls
$87.1M
Puts
$15M
Net Calls
+$72.1M
Net Calls Change
+$52.9M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$271M
2
Millennium Management
Millennium Management
New York
$163M
3
Victory Capital Management
Victory Capital Management
Texas
$84.4M
4
Jane Street
Jane Street
New York
$61.4M
5
AQR Capital Management
AQR Capital Management
Connecticut
$189M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$122M
2
Invesco
Invesco
Georgia
$562M
3
William Blair Investment Management
William Blair Investment Management
Illinois
$177M
4
State Street
State Street
Massachusetts
$694M
5
BlackRock
BlackRock
New York
$1.94B
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
676
IAG Wealth Partners
Wisconsin
$9.77K – – –
AP
677
Aspect Partners
Virginia
$9.28K +$9.28K +19 New
CIA
678
Cape Investment Advisory
Georgia
$8.79K +$5.86K +12 +200%
RS
679
Rakuten Securities
Japan
$8.31K +$2.93K +6 +55%
DWM
680
Dogwood Wealth Management
Kansas
$8.18K +$8.18K +17 New
FIM
681
FWL Investment Management
Texas
$7.82K +$7.82K +16 New
AAS
682
Ameritas Advisory Services
Nebraska
$7.33K +$7.33K +15 New
AW
683
Avion Wealth
Texas
$7K +$3.5K +8 +100%
CT
684
Clearstead Trust
Maine
$6.84K +$6.84K +14 New
FFO
685
Fortitude Family Office
Arizona
$6.35K +$6.35K +13 New
CT
686
Colonial Trust
South Carolina
$5.86K – – –
BFS
687
Bare Financial Services
Pennsylvania
$5.37K +$3.91K +8 +267%
DPW
688
DiNuzzo Private Wealth
Pennsylvania
$4.89K -$489 -1 -9%
WB
689
Webster Bank
Connecticut
$4.89K +$4.89K +10 New
BC
690
Bayforest Capital
United Kingdom
$4.89K +$4.89K +10 New
NC
691
NewSquare Capital
Pennsylvania
$4.4K +$1.95K +4 +80%
RIL
692
Rothschild Investment LLC
Illinois
$3.91K +$2.44K +5 +167%
MSFP
693
Mark Sheptoff Financial Planning
Connecticut
$3.91K +$3.91K +8 New
WA
694
Whipplewood Advisors
Colorado
$3.42K -$45.4K -93 -93%
RAM
695
Riggs Asset Management
Pennsylvania
$3.42K +$1.95K +4 +133%
VNA
696
Valley National Advisers
Pennsylvania
$3K – – –
LWMI
697
Legacy Wealth Management (Idaho)
Idaho
$2.93K – – –
LIS
698
Legacy Investment Solutions
Idaho
$2.93K +$2.93K +6 New
KWM
699
Kiker Wealth Management
Georgia
$2.93K – – –
AT
700
Arlington Trust
Alabama
$2.93K +$2.93K +6 New
26 27
28
29 30