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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
EI
176
Ethic Inc
New York
$266K -$36.4K -660 -11%
MFS
177
Mirabella Financial Services
United Kingdom
$264K +$282K +5,111 New
BT
178
Brandywine Trust
Delaware
$258K
ZF
179
Zhang Financial
Michigan
$258K
Pictet Asset Management
180
Pictet Asset Management
Switzerland
$258K +$50.9K +922 +23%
TWD
181
True Wealth Design
Ohio
$242K -$41.5K -751 -14%
Mercer Global Advisors
182
Mercer Global Advisors
Colorado
$240K +$257K +4,657 New
CCM
183
Coldstream Capital Management
Washington
$236K -$1.88K -34 -0.7%
MSRPS
184
Maryland State Retirement & Pension System
Maryland
$236K +$3.48K +63 +1%
DWP
185
Daymark Wealth Partners
Ohio
$234K -$14.4K -260 -5%
SEI Investments
186
SEI Investments
Pennsylvania
$224K -$1.58M -28,596 -87%
CIM
187
Contravisory Investment Management
Massachusetts
$221K -$9.05K -164 -4%
MIG
188
Mariner Investment Group
New York
$216K +$232K +4,196 New
ET
189
Entropy Technologies
New York
$216K +$231K +4,184 New
Amundi
190
Amundi
France
$215K -$106K -1,922 -32%
HWAM
191
Hennion & Walsh Asset Management
New Jersey
$213K +$228K +4,128 New
BAM
192
Belpointe Asset Management
Nevada
$213K -$5.58K -101 -2%
SC
193
Shuttleworth & Co
Ohio
$210K -$276 -5 -0.1%
RI
194
Rinkey Investments
California
$206K
KAS
195
Kestra Advisory Services
Texas
$151K +$162K +2,931 New
EB
196
Eastern Bank
Massachusetts
$151K
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$148K +$46.4K +841 +42%
AIP
198
Ameritas Investment Partners
Nebraska
$136K
TRCT
199
Tower Research Capital (TRC)
New York
$119K +$29.6K +536 +30%
AI
200
Amplify Investments
Illinois
$108K +$17.6K +318 +21%