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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
APFP
851
Action Point Financial Planning
Michigan
$31.1K +$30.8K +42 New
LS
852
Livforsakringsbolaget Skandia
Sweden
$30.3K -$147K -200 -83%
QT
853
Quantbot Technologies
New York
$29.6K +$28.6K +39 New
PTC
854
Private Trust Company
Ohio
$28K +$5.13K +7 +23%
AWM
855
Activest Wealth Management
Florida
$27.3K
MCM
856
MV Capital Management
Maryland
$25.8K
FMII
857
Farmers & Merchants Investments Inc
Nebraska
$24.2K -$1.47K -2 -6%
CIM
858
Contravisory Investment Management
Massachusetts
$23.5K -$733 -1 -3%
WG
859
Wellington Group
Indiana
$23.2K
SHIM
860
Stone House Investment Management
Pennsylvania
$22.7K
JWM
861
JPL Wealth Management
Colorado
$21.2K
SWP
862
Strategic Wealth Partners
Ohio
$19.7K +$5.13K +7 +37%
TFIPS
863
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18.9K +$18.3K +25 New
VR
864
Vision Retirement
New Jersey
$18.3K
RF
865
Robinswood Financial
Washington
$18.2K
FNWA
866
Financial Network Wealth Advisors
Utah
$17.4K -$2.93K -4 -15%
PWMG
867
Prestige Wealth Management Group
New Jersey
$16.7K
MAM
868
Meeder Asset Management
Ohio
$16.7K +$3.66K +5 +29%
BFS
869
Bare Financial Services
Pennsylvania
$15.9K +$7.33K +10 +91%
IWP
870
IAG Wealth Partners
Wisconsin
$15.2K
PWPS
871
Pinnacle Wealth Planning Services
Ohio
$15.2K
SL
872
Salomon & Ludwin
Virginia
$15.2K
RWM
873
Raffa Wealth Management
District of Columbia
$15.2K +$733 +1 +5%
FIM
874
FWL Investment Management
Texas
$14.4K +$7.33K +10 +111%
AW
875
Avion Wealth
Texas
$14K +$2.2K +3 +19%

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.