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Woodward

731 hedge funds and large institutions have $18.6B invested in Woodward in 2026 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 257 increasing their positions, 227 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 49

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

16% more capital invested

Capital invested by funds: $16B → $18.6B (+$2.6B)

14% more funds holding

Funds holding: 640731 (+91)

13% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 227

11% more call options, than puts

Call options by funds: $67.5M | Put options by funds: $60.6M

0.95% less ownership

Funds ownership: 88.24%87.29% (-0.95%)

Holders
731
Holders Change
+91
Holders Change %
+14.22%
% of All Funds
9%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.23%
New
148
Increased
257
Reduced
227
Closed
49
Calls
$67.5M
Puts
$60.6M
Net Calls
+$6.84M
Net Calls Change
-$5.38M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
576
Stratos Wealth Partners
Ohio
$232K +$233K +647 New
EP
577
Essential Partners
California
$232K
Optiver Holding
578
Optiver Holding
Netherlands
$231K +$221K +613 +1,977%
WWA
579
Wingate Wealth Advisors
Massachusetts
$228K +$230K +638 New
MYIA
580
Mount Yale Investment Advisors
Colorado
$228K -$222K -617 -49%
JSA
581
Jacobson & Schmitt Advisors
Wisconsin
$223K +$225K +624 New
BCM
582
Berbice Capital Management
New York
$215K +$36K +100 +20%
CHA
583
Cooper/Haims Advisors
New York
$215K +$216K +600 New
SCA
584
Stonebridge Capital Advisors
Minnesota
$211K +$212K +590 New
QFA
585
Quantum Financial Advisors
California
$209K +$211K +585 New
Fayez Sarofim & Co
586
Fayez Sarofim & Co
Texas
$208K +$209K +580 New
AIC
587
Archer Investment Corporation
Indiana
$207K +$208K +579 New
WA
588
Waverly Advisors
Alabama
$206K +$207K +576 New
BCB
589
Brian C. Broderick
$206K +$207K +575 New
CI
590
Cigna Investments
Connecticut
$205K +$206K +572 New
EP
591
Edgestream Partners
New Jersey
$203K +$205K +568 New
RWM
592
Ritholtz Wealth Management
New York
$200K +$202K +560 New
BF
593
BOK Financial
Oklahoma
$197K
AssetMark Inc
594
AssetMark Inc
California
$190K -$11.9K -33 -6%
UFF
595
USA Financial Formulas
Michigan
$190K -$46.4K -129 -20%
ME
596
McIlrath & Eck
Washington
$186K
CWM
597
Cranbrook Wealth Management
Michigan
$186K
Northwestern Mutual Wealth Management
598
Northwestern Mutual Wealth Management
Wisconsin
$179K -$37.1K -103 -17%
GWM
599
Geneos Wealth Management
Colorado
$179K
VCM
600
Versant Capital Management
Arizona
$172K +$58.7K +163 +51%