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Honeywell

2,682 hedge funds and large institutions have $150B invested in Honeywell in 2025 Q4 according to their latest regulatory filings, with 297 funds opening new positions, 482 increasing their positions, 1,897 reducing their positions, and 200 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $1.89B | Put options by funds: $976M

49% more first-time investments, than exits

New positions opened: 297 | Existing positions closed: 200

46% more capital invested

Capital invested by funds: $103B → $150B (+$46.9B)

4.54% more ownership

Funds ownership: 81.7%86.24% (+4.5%)

1% more funds holding

Funds holding: 2,6432,682 (+39)

19% less funds holding in top 10

Funds holding in top 10: 3226 (-6)

75% less repeat investments, than reductions

Existing positions increased: 482 | Existing positions reduced: 1,897

Holders
2,682
Holders Change
+39
Holders Change %
+1.48%
% of All Funds
32.64%
Holding in Top 10
26
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.75%
% of All Funds
0.32%
New
297
Increased
482
Reduced
1,897
Closed
200
Calls
$1.89B
Puts
$976M
Net Calls
+$911M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
ZI
2026
ZEGA Investments
Florida
$328K -$24.6K -126 -7%
OFS
2027
OneAscent Financial Services
Alabama
$328K +$1.76K +9 +0.5%
SFG
2028
Shum Financial Group
California
$328K -$20K -102 -6%
GFG
2029
Goldstone Financial Group
Illinois
$328K -$18.2K -93 -5%
FS
2030
Ferguson Shapiro
Georgia
$326K -$20K -102 -6%
CPSAC
2031
Chas P. Smith & Associates (CPS)
Florida
$326K +$127K +647 +63%
TWM
2032
Trueblood Wealth Management
Ohio
$325K -$33.1K -169 -9%
SDAM
2033
Shulman DeMeo Asset Management
New York
$325K -$151K -770 -32%
EFG
2034
Ethos Financial Group
Pennsylvania
$323K -$349K -1,782 -52%
LIA
2035
LBMC Investment Advisors
Tennessee
$323K -$104K -533 -24%
GSC
2036
Ground Swell Capital
South Carolina
$323K +$324K +1,654 New
CIG
2037
Cullen Investment Group
Louisiana
$323K -$25.4K -130 -8%
CFG
2038
Carr Financial Group
Massachusetts
$321K -$16.2K -83 -5%
RFM
2039
Royal Fund Management
Florida
$320K +$321K +1,639 New
WAG
2040
Winthrop Advisory Group
Massachusetts
$319K -$18K -92 -5%
CST
2041
Charles Schwab Trust
Nevada
$319K -$37.8K -193 -11%
BCM
2042
Boltwood Capital Management
California
$318K -$361K -1,845 -53%
SS
2043
SBI Securities
Japan
$318K +$39.7K +203 +14%
SAM
2044
Sagewood Asset Management
New York
$317K +$318K +1,625 New
CAM
2045
Concorde Asset Management
Michigan
$316K -$19.8K -101 -6%
SIM
2046
Sentry Investment Management
Wisconsin
$316K -$19.4K -99 -6%
NRG
2047
Nemes Rush Group
Michigan
$315K -$69.8K -357 -18%
ACM
2048
Adalta Capital Management
New York
$314K -$19.2K -98 -6%
APW
2049
Acima Private Wealth
Virginia
$314K -$19.2K -98 -6%
AW
2050
Alteri Wealth
California
$314K -$12.3K -63 -4%