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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
BlackRock
1
BlackRock
New York
$264M -$1.13M -20,540 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$191M -$3.13M -56,733 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$83.5M -$4.13M -74,744 -4%
State Street
4
State Street
Massachusetts
$61.8M -$878K -15,907 -1%
American Century Companies
5
American Century Companies
Missouri
$42M -$10.8M -195,040 -19%
NAMI
6
Nomura Asset Management International
Pennsylvania
$39.8M +$42.6M +771,557 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$39.6M +$262K +4,745 +0.6%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$26.5M +$1.77M +32,095 +7%
Morgan Stanley
9
Morgan Stanley
New York
$26M -$1.19M -21,607 -4%
Charles Schwab
10
Charles Schwab
California
$23.3M -$2.1M -38,115 -8%
Fisher Asset Management
11
Fisher Asset Management
Washington
$22.5M +$5.14M +93,140 +27%
Capital International Investors
12
Capital International Investors
California
$21.5M
Prudential Financial
13
Prudential Financial
New Jersey
$21.1M -$4.25M -76,989 -16%
WAG
14
Windsor Advisory Group
Ohio
$19.2M +$4.32M +78,197 +27%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$18.2M -$2.59M -46,937 -12%
Northern Trust
16
Northern Trust
Illinois
$17.3M -$1.16M -20,990 -6%
Ameriprise
17
Ameriprise
Minnesota
$15.1M -$352K -6,369 -2%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$13.9M +$8.44M +152,884 +132%
Invesco
19
Invesco
Georgia
$13.4M -$705K -12,780 -5%
Goldman Sachs
20
Goldman Sachs
New York
$10.9M +$302K +5,467 +3%
KeyBank National Association
21
KeyBank National Association
Ohio
$10.7M +$11.5M +208,433 New
LSV Asset Management
22
LSV Asset Management
Illinois
$10.7M +$11.4M +207,182 New
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$9.57M -$607K -11,002 -6%
Bank of America
24
Bank of America
North Carolina
$9.54M +$919K +16,656 +10%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$7.81M +$3.97M +71,838 +90%