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Worthington Steel

217 hedge funds and large institutions have $801M invested in Worthington Steel in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

25% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 59

7% more capital invested

Capital invested by funds: $746M → $801M (+$55M)

4% more funds holding

Funds holding: 209217 (+8)

2.56% more ownership

Funds ownership: 49.23%51.8% (+2.6%)

91% less call options, than puts

Call options by funds: $283K | Put options by funds: $3.12M

Holders
217
Holders Change
+8
Holders Change %
+3.83%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
74
Reduced
59
Closed
17
Calls
$283K
Puts
$3.12M
Net Calls
-$2.84M
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$58K +$16.6K +520 +37%
CT
152
Caldwell Trust
Florida
$53.2K
Public Employees Retirement Association of Colorado
153
Public Employees Retirement Association of Colorado
Colorado
$52K
GI
154
GAMMA Investing
California
$43.8K +$7.05K +221 +18%
MCM
155
MAI Capital Management
Ohio
$42.7K +$12.8K +400 +40%
QCG
156
Quadrant Capital Group
Ohio
$41.5K +$43.6K +1,367 New
CYG
157
Clean Yield Group
Vermont
$36.5K
RDFA
158
Ritter Daniher Financial Advisory
Ohio
$34.9K
SPIA
159
Steward Partners Investment Advisory
New York
$32.8K
Jones Financial Companies
160
Jones Financial Companies
Missouri
$32.4K +$64 +2 +0.2%
KFI
161
Key Financial Inc
Pennsylvania
$31.3K
BCWM
162
Bartlett & Co Wealth Management
Ohio
$30.8K
AIM
163
Anchor Investment Management
South Carolina
$30.4K
HNB
164
Huntington National Bank
Ohio
$25.2K
Federated Hermes
165
Federated Hermes
Pennsylvania
$23.4K +$13.3K +416 +118%
GWM
166
Geneos Wealth Management
Colorado
$22.8K +$7.98K +250 +50%
AAS
167
Ameritas Advisory Services
Nebraska
$22K -$4.02K -126 -15%
GF
168
GGM Financials
Ohio
$21.2K +$22.3K +699 New
WTC
169
WhitTier Trust Company
Nevada
$19K
AAP
170
Arax Advisory Partners
Colorado
$18.9K +$18.8K +588 +1,729%
HI
171
Harbour Investments
Wisconsin
$18.6K +$32 +1 +0.2%
HFS
172
Hantz Financial Services
Michigan
$18K +$2.04K +64 +12%
CA
173
CoreCap Advisors
Michigan
$17.4K
EWA
174
EverSource Wealth Advisors
Alabama
$17.3K +$319 +10 +2%
TIM
175
Tortoise Investment Management
New York
$15.2K

WS Hedge Fund Activity: Q3 2025 in Review

217 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Worthington Steel (WS) for Q3 2025, worth a combined $801M — up 7.4% from $746M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WS positions and 17 closed out — a net gain of 10 holders — while 74 added to existing stakes and 59 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $27.1M. The largest seller was Vanguard Group, cutting an estimated $13.6M.

  • 217 institutional investors held Worthington Steel (WS) as of Q3 2025, up from 209 in Q2 2025.
  • Funds reported $801M of Worthington Steel stock for Q3 2025, up 7.4% quarter-over-quarter.
  • 27 funds opened new Worthington Steel positions in Q3 2025 and 17 closed out, a net change of +10 holders.
  • The largest Worthington Steel buyer in Q3 2025 was AllianceBernstein, an estimated $27.1M added.
  • The largest Worthington Steel seller in Q3 2025 was Vanguard Group, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2025.