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Woodward

640 hedge funds and large institutions have $16B invested in Woodward in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 196 increasing their positions, 217 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 43

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

26% more call options, than puts

Call options by funds: $59.7M | Put options by funds: $47.5M

18% more capital invested

Capital invested by funds: $13.5B → $16B (+$2.45B)

13% more funds holding

Funds holding: 564640 (+76)

10% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 217

1.12% less ownership

Funds ownership: 89.36%88.24% (-1.1%)

Holders
640
Holders Change
+76
Holders Change %
+13.48%
% of All Funds
7.79%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
131
Increased
196
Reduced
217
Closed
43
Calls
$59.7M
Puts
$47.5M
Net Calls
+$12.2M
Net Calls Change
-$61.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
376
Aaron Wealth Advisors
Illinois
$607K +$110K +400 +25%
QI
377
Qtron Investments
Massachusetts
$607K +$553K +2,008 New
SCM
378
Shelton Capital Management
Colorado
$605K -$28.9K -105 -5%
RP
379
Regal Partners
Australia
$605K +$550K +2,000 New
PL
380
Plancorp LLC
Missouri
$595K +$1.93K +7 +0.4%
AA
381
ALPS Advisors
Colorado
$583K +$3.03K +11 +0.6%
BIG
382
Brooklyn Investment Group
New York
$583K +$241K +876 +86%
RCAG
383
Rehmann Capital Advisory Group
Michigan
$580K +$98K +356 +23%
DFCM
384
Dark Forest Capital Management
Puerto Rico
$577K -$1.91M -6,932 -78%
FTWA
385
Fifth Third Wealth Advisors
Ohio
$575K +$1.1K +4 +0.2%
CIBC Asset Management
386
CIBC Asset Management
Ontario, Canada
$571K
RMC
387
Resources Management Corp
Connecticut
$559K
EWM
388
Empirical Wealth Management
Washington
$549K +$71.8K +261 +17%
HT
389
Headlands Technologies
Illinois
$548K -$378K -1,375 -43%
LNWTC
390
Laird Norton Wetherby Trust Company
Washington
$546K +$497K +1,806 New
MCG
391
McCollum Christoferson Group
New York
$544K
WEG
392
World Equity Group
Illinois
$544K +$495K +1,799 New
KBC Group
393
KBC Group
Belgium
$542K
CG
394
Caprock Group
Idaho
$535K +$487K +1,769 New
Truist Financial
395
Truist Financial
North Carolina
$527K -$14.9K -54 -3%
CG
396
Cynosure Group
Utah
$524K +$477K +1,733 New
KFAS
397
Keating Financial Advisory Services
Kansas
$523K +$476K +1,730 New
CMF
398
Counterpoint Mutual Funds
California
$506K +$460K +1,673 New
ECM
399
Evergreen Capital Management
Washington
$505K +$18.7K +68 +4%
AFG
400
Atomi Financial Group
New York
$505K +$20.6K +75 +5%