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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
HEIP
751
Hudson Edge Investment Partners
New Jersey
$242K +$1.47K +2 +0.6%
PA
752
Parallel Advisors
California
$239K +$8.06K +11 +4%
CA
753
COFG Advisors
Illinois
$238K
PCM
754
Polymer Capital Management
New York
$237K -$643K -877 -74%
DW
755
Dodds Wealth
Colorado
$236K +$229K +312 New
GWM
756
GK Wealth Management
Nevada
$235K +$227K +310 New
BAM
757
Belpointe Asset Management
Nevada
$233K -$5.13K -7 -2%
CAM
758
Claret Asset Management
Quebec, Canada
$232K -$119K -163 -35%
CCMI
759
Creative Capital Management Investments
California
$232K +$4.4K +6 +2%
PTP
760
Platform Technology Partners
New York
$230K +$2.93K +4 +1%
SAG
761
SageView Advisory Group
California
$230K +$2.2K +3 +1%
SAM
762
Smartleaf Asset Management
Massachusetts
$229K
AWA
763
Arkadios Wealth Advisors
Georgia
$228K +$221K +301 New
NW
764
NewEdge Wealth
Pennsylvania
$228K +$221K +301 New
HFAS
765
Hummer Financial Advisory Services
Illinois
$227K
AWM
766
Aureum Wealth Management
Florida
$227K
XF
767
XML Financial
Maryland
$227K
PAM
768
Paradigm Asset Management
New York
$227K +$220K +300 New
GT
769
Glenview Trust
Kentucky
$227K -$83.5K -114 -28%
BC
770
BDFS Capital
Delaware
$226K
WWM
771
Western Wealth Management
Colorado
$226K -$82.1K -112 -27%
KFAS
772
Keating Financial Advisory Services
Kansas
$225K -$121K -165 -36%
SAM
773
Strategy Asset Managers
California
$224K -$2.2K -3 -1%
SC
774
Sapient Capital
Indiana
$222K +$215K +293 New
WSFS
775
Wilmington Savings Fund Society
Delaware
$222K

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.