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Worthington Steel

209 hedge funds and large institutions have $746M invested in Worthington Steel in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 56 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 56

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

18% more capital invested

Capital invested by funds: $630M → $746M (+$116M)

1% more funds holding

Funds holding: 207209 (+2)

0.27% more ownership

Funds ownership: 48.96%49.23% (+0.27%)

41% less call options, than puts

Call options by funds: $587K | Put options by funds: $993K

Holders
209
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
77
Reduced
56
Closed
23
Calls
$587K
Puts
$993K
Net Calls
-$406K
Net Calls Change
-$409K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$171M -$2.08M -80,982 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$134M -$825K -32,040 -0.7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$72.5M +$3.01M +117,105 +5%
State Street
4
State Street
Massachusetts
$58.5M -$213K -8,289 -0.4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$23.9M +$182K +7,060 +0.9%
Charles Schwab
6
Charles Schwab
California
$17.8M +$3.6M +139,775 +31%
American Century Companies
7
American Century Companies
Missouri
$12M +$3.45M +133,872 +50%
Northern Trust
8
Northern Trust
Illinois
$11.5M +$222K +8,626 +2%
Millennium Management
9
Millennium Management
New York
$11.3M +$9.72M +377,707 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$10.2M +$128K +4,962 +1%
BCM
11
Bridgeway Capital Management
Texas
$10.2M +$5.32M +206,752 +154%
N
12
Nuveen
North Carolina
$9.19M -$1.11M -43,166 -12%
Morgan Stanley
13
Morgan Stanley
New York
$8.82M -$938K -36,434 -11%
Fidelity International
14
Fidelity International
Bermuda
$8.18M +$1.47M +57,001 +26%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$7.29M +$2.63M +102,129 +72%
Goldman Sachs
16
Goldman Sachs
New York
$6.63M -$1.48M -57,445 -21%
Invesco
17
Invesco
Georgia
$6.18M -$27.6K -1,072 -0.5%
EF
18
Empowered Funds
Pennsylvania
$5.57M +$249K +9,670 +5%
CA
19
CSM Advisors
Pennsylvania
$5.42M +$4.68M +181,617 New
MIM
20
Meros Investment Management
Texas
$5.28M +$2.02M +78,522 +80%
Principal Financial Group
21
Principal Financial Group
Iowa
$5.17M -$20.5K -798 -0.5%
Lido Advisors
22
Lido Advisors
California
$5.13M -$50.7K -1,969 -1%
WG
23
Winton Group
United Kingdom
$5.02M +$50K +1,941 +1%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$4.62M +$477K +18,545 +14%
Renaissance Technologies
25
Renaissance Technologies
New York
$4.48M -$43.8K -1,700 -1%

WS Hedge Fund Activity: Q2 2025 in Review

209 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Worthington Steel (WS) for Q2 2025, worth a combined $746M — up 18% from $630M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WS positions and 23 closed out — a net gain of 5 holders — while 77 added to existing stakes and 56 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $9.72M. The largest seller was Mangrove Partners, exiting entirely with an estimated $24M sold.

  • 209 institutional investors held Worthington Steel (WS) as of Q2 2025, up from 207 in Q1 2025.
  • Funds reported $746M of Worthington Steel stock for Q2 2025, up 18% quarter-over-quarter.
  • 28 funds opened new Worthington Steel positions in Q2 2025 and 23 closed out, a net change of +5 holders.
  • The largest Worthington Steel buyer in Q2 2025 was Millennium Management, an estimated $9.72M added.
  • The largest Worthington Steel seller in Q2 2025 was Mangrove Partners, an estimated $24M sold.

Based on aggregated 13F filings for Q2 2025.