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Worthington Enterprises

285 hedge funds and large institutions have $1.29B invested in Worthington Enterprises in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 97 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

795% more call options, than puts

Call options by funds: $7.2M | Put options by funds: $804K

7% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 41

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less funds holding

Funds holding: 286285 (-1)

1.44% less ownership

Funds ownership: 51.95%50.51% (-1.4%)

10% less capital invested

Capital invested by funds: $1.44B → $1.29B (-$149M)

11% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 97

Holders
285
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
3.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
44
Increased
86
Reduced
97
Closed
41
Calls
$7.2M
Puts
$804K
Net Calls
+$6.39M
Net Calls Change
-$5.27M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
251
Essential Partners
California
$5.52K +$2.92K +53 +98%
DB
252
Danske Bank
Denmark
$5.16K
MPWT
253
MassMutual Private Wealth & Trust
Connecticut
$5.16K
DT
254
DV Trading
Illinois
$5.16K +$5.52K +100 New
AAP
255
Arax Advisory Partners
Colorado
$4.31K -$49.7K -901 -91%
VCM
256
Versant Capital Management
Arizona
$3.87K -$1.77K -32 -30%
SIS
257
Sound Income Strategies
Florida
$3.48K +$3.59K +65 New
PFBT
258
Parkside Financial Bank & Trust
Missouri
$3.46K +$1.66K +30 +81%
IA
259
IFP Advisors
Florida
$2.79K +$2.43K +44 +440%
QL
260
Quarry LP
New York
$2.63K -$46.4K -840 -94%
JWA
261
JFS Wealth Advisors
Pennsylvania
$2.58K +$552 +10 +25%
HNW
262
High Note Wealth
Minnesota
$1.86K -$1.49K -27 -43%
TCM
263
TD Capital Management
Tennessee
$1.77K
PMAM
264
Picton Mahoney Asset Management
Ontario, Canada
$1.29K
PWA
265
Physician Wealth Advisors
Utah
$1.08K
KFAS
266
Keating Financial Advisory Services
Kansas
$980 +$1.05K +19 New
SIC
267
SJS Investment Consulting
Ohio
$826 +$552 +10 +167%
GRP
268
Global Retirement Partners
California
$774
FMII
269
Farmers & Merchants Investments Inc
Nebraska
$722
AssetMark Inc
270
AssetMark Inc
California
$567
FFO
271
Fortitude Family Office
Arizona
$516 -$386 -7 -41%
MCA
272
McGuire Capital Advisors
Oklahoma
$464 +$497 +9 New
FHA
273
Flagship Harbor Advisors
Massachusetts
$414 +$442 +8 New
DPW
274
DiNuzzo Private Wealth
Pennsylvania
$413
CA
275
Clearstead Advisors
Ohio
$361 -$2.92K -53 -88%