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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
RF
876
Rossby Financial
Florida
$13.6K +$4.4K +6 +50%
C
877
Covestor
United Kingdom
$13K -$9.53K -13 -45%
EC
878
Elequin Capital
New York
$12.9K +$5.13K +7 +70%
IAS
879
IMA Advisory Services
Colorado
$12.1K +$11.7K +16 New
RFS
880
Richardson Financial Services
Massachusetts
$12.1K -$733 -1 -6%
CT
881
Clearstead Trust
Maine
$11.4K
LI
882
LRI Investments
Florida
$11.4K +$2.2K +3 +25%
CIA
883
Cape Investment Advisory
Georgia
$10.6K +$10.3K +14 New
RS
884
Rakuten Securities
Japan
$9.09K +$5.86K +8 +200%
BWA
885
Basecamp Wealth Advisors
Washington
$8.34K +$5.86K +8 +267%
SGFG
886
Silver Grove Financial Group
New York
$8.34K +$8.06K +11 New
SWM
887
SHP Wealth Management
Massachusetts
$7.68K +$5.13K +7 +233%
DPW
888
DiNuzzo Private Wealth
Pennsylvania
$7.58K
DF
889
Dunhill Financial
United Kingdom
$7.41K
ACM
890
Accent Capital Management
Ohio
$6.82K +$1.47K +2 +29%
HFS
891
Hughes Financial Services
Virginia
$6.82K +$2.2K +3 +50%
CH
892
Cromwell Holdings
Wyoming
$6.06K +$2.93K +4 +100%
HIA
893
HFM Investment Advisors
New Jersey
$6.06K +$3.66K +5 +167%
BHWM
894
Bay Harbor Wealth Management
Maryland
$6.06K
MSFP
895
Mark Sheptoff Financial Planning
Connecticut
$6.06K
RCM
896
Richardson Capital Management
Wisconsin
$6.06K
MAM
897
Marquette Asset Management
Minnesota
$5.3K
VNA
898
Valley National Advisers
Pennsylvania
$5.3K
RWM
899
Rialto Wealth Management
New York
$4.55K -$733 -1 -14%
MIM
900
MTM Investment Management
South Carolina
$4.55K

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.