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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
CIA
451
Concurrent Investment Advisors
Florida
$333K +$304K +1,103 New
Bessemer Group
452
Bessemer Group
New Jersey
$328K -$38.3K -139 -11%
PWM
453
Perigon Wealth Management
California
$327K +$298K +1,082 New
IA
454
IFG Advisory
Georgia
$325K
CWM
455
Calamos Wealth Management
Illinois
$318K +$550 +2 +0.2%
RIG
456
Renaissance Investment Group
Massachusetts
$317K
OAM
457
Oppenheimer Asset Management
New York
$316K -$17.1K -62 -6%
AC
458
AXQ Capital
New Jersey
$315K +$286K +1,041 New
BAAM
459
Baker Avenue Asset Management
California
$312K +$27K +98 +10%
IAS
460
Insigneo Advisory Services
Florida
$310K +$3.03K +11 +1%
CBA
461
Coastal Bridge Advisors
Connecticut
$310K -$4.95K -18 -2%
HP
462
Havemeyer Place
Connecticut
$307K +$280K +1,016 New
HFS
463
Hantz Financial Services
Michigan
$303K +$180K +654 +188%
BEI
464
Benjamin Edwards Inc
Missouri
$302K -$20.4K -74 -7%
FBFS
465
First Business Financial Services
Wisconsin
$302K
BBP
466
Banco BTG Pactual
Brazil
$302K +$275K +1,000 New
WANY
467
Wealthspire Advisors (New York)
New York
$301K +$87.2K +317 +47%
Envestnet Portfolio Solutions
468
Envestnet Portfolio Solutions
Illinois
$300K -$113K -409 -29%
CFS
469
CGC Financial Services
Oregon
$297K
DS
470
DRW Securities
Illinois
$291K +$264K +961 New
WB
471
WesBanco Bank
West Virginia
$290K -$5.5K -20 -2%
GWM
472
Gibbs Wealth Management
Georgia
$287K
NAM
473
NorthCrest Asset Manangement
Minnesota
$287K +$245K +890 New
Walleye Trading
474
Walleye Trading
New York
$285K -$856K -3,112 -77%
RDWM
475
Red Door Wealth Management
Tennessee
$284K