We are live on ! Find out more
CW icon

Curtiss-Wright

905 hedge funds and large institutions have $20.9B invested in Curtiss-Wright in 2026 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 336 increasing their positions, 276 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 73

100% more funds holding in top 10

Funds holding in top 10: 816 (+8)

24% more capital invested

Capital invested by funds: $16.9B → $20.9B (+$4.03B)

22% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 276

8% more funds holding

Funds holding: 838905 (+67)

0.72% less ownership

Funds ownership: 84.25%83.53% (-0.72%)

4% less call options, than puts

Call options by funds: $83.2M | Put options by funds: $87M

Holders
905
Holders Change
+67
Holders Change %
+8%
% of All Funds
11.07%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.2%
New
157
Increased
336
Reduced
276
Closed
73
Calls
$83.2M
Puts
$87M
Net Calls
-$3.75M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RF
851
Rossby Financial
Florida
$8.36K +$2.66K +4 +50%
LI
852
LRI Investments
Florida
$8.17K +$7.98K +12 New
BFS
853
Bare Financial Services
Pennsylvania
$7.49K +$665 +1 +10%
DPW
854
DiNuzzo Private Wealth
Pennsylvania
$6.81K
EC
855
Elequin Capital
New York
$6.81K +$6.65K +10 New
DF
856
Dunhill Financial
United Kingdom
$6.66K +$5.32K +8 +800%
FIM
857
FWL Investment Management
Texas
$6.13K
CBT
858
Crews Bank & Trust
Florida
$6.13K +$5.99K +9 New
MSFP
859
Mark Sheptoff Financial Planning
Connecticut
$5.83K
RCM
860
Richardson Capital Management
Wisconsin
$5.45K +$5.32K +8 New
BHWM
861
Bay Harbor Wealth Management
Maryland
$5.45K +$2K +3 +60%
ACM
862
Accent Capital Management
Ohio
$4.77K
RWM
863
Rialto Wealth Management
New York
$4.77K +$1.33K +2 +40%
MAM
864
Marquette Asset Management
Minnesota
$4.77K +$2K +3 +75%
CT
865
Colonial Trust
South Carolina
$4.09K
LWMI
866
Legacy Wealth Management (Idaho)
Idaho
$4.09K
MIM
867
MTM Investment Management
South Carolina
$4.09K
HFS
868
Hughes Financial Services
Virginia
$4.09K +$1.33K +2 +50%
WA
869
Whipplewood Advisors
Colorado
$4.09K +$3.99K +6 New
PSFG
870
Park Square Financial Group
Georgia
$4.09K -$21.9K -33 -85%
ACA
871
Atlas Capital Advisors
Wyoming
$4.09K
VNA
872
Valley National Advisers
Pennsylvania
$4K
NSIM
873
North Star Investment Management
Illinois
$3.41K -$665 -1 -17%
AA
874
Addison Advisors
Vermont
$3.41K
VWA
875
Valued Wealth Advisors
Utah
$2.74K

CW Hedge Fund Activity: Q1 2026 in Review

905 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q1 2026, worth a combined $20.9B — up 24% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new CW positions and 73 closed out — a net gain of 84 holders — while 336 added to existing stakes and 276 trimmed.

The largest buyer was BlackRock, adding an estimated $246M. The largest seller was Corient Private Wealth, cutting an estimated $257M.

  • 905 institutional investors held Curtiss-Wright (CW) as of Q1 2026, up from 838 in Q4 2025.
  • Funds reported $20.9B of Curtiss-Wright stock for Q1 2026, up 24% quarter-over-quarter.
  • 157 funds opened new Curtiss-Wright positions in Q1 2026 and 73 closed out, a net change of +84 holders.
  • The largest Curtiss-Wright buyer in Q1 2026 was BlackRock, an estimated $246M added.
  • The largest Curtiss-Wright seller in Q1 2026 was Corient Private Wealth, an estimated $257M sold.

Based on aggregated 13F filings for Q1 2026.