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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
TCA
501
Transcend Capital Advisors
New Jersey
$230K +$210K +762 New
CIA
502
Caerus Investment Advisors
Texas
$228K +$207K +754 New
HIP
503
HUB Investment Partners
Texas
$227K +$207K +752 New
PGWM
504
Parisi Gray Wealth Management
New Jersey
$225K +$205K +746 New
HPC
505
HM Payson & Co
Maine
$218K
ETC
506
Exchange Traded Concepts
Oklahoma
$218K +$198K +721 New
HI
507
Horizon Investments
North Carolina
$218K +$198K +721 New
MAS
508
Meeder Advisory Services
Ohio
$217K +$198K +719 New
SWP
509
Sagespring Wealth Partners
Tennessee
$214K +$195K +708 New
C
510
Certuity
Florida
$214K +$195K +708 New
OL
511
Optas LLC
Texas
$214K +$195K +708 New
HP
512
Hilltop Partners
Indiana
$212K +$193K +700 New
TD Asset Management
513
TD Asset Management
Ontario, Canada
$212K +$193K +700 New
PF
514
Phoenix Financial
Israel
$210K -$49.5K -180 -21%
TPI
515
Trust Point Inc
Wisconsin
$204K -$33K -120 -15%
UFF
516
USA Financial Formulas
Michigan
$200K -$102K -370 -36%
EP
517
Essential Partners
California
$196K +$30.8K +112 +21%
Northwestern Mutual Wealth Management
518
Northwestern Mutual Wealth Management
Wisconsin
$183K +$18.7K +68 +13%
QL
519
Quarry LP
New York
$172K +$100K +364 +178%
DB
520
Danske Bank
Denmark
$171K +$156K +567 New
AssetMark Inc
521
AssetMark Inc
California
$171K +$826 +3 +0.5%
EPG
522
Estate Planners Group
Pennsylvania
$168K +$153K +555 New
BF
523
BOK Financial
Oklahoma
$167K
ME
524
McIlrath & Eck
Washington
$158K -$9.36K -34 -6%
CWM
525
Cranbrook Wealth Management
Michigan
$157K +$143K +519 New