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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
RDFA
601
Ritter Daniher Financial Advisory
Ohio
$4.84K
FHA
602
Flagship Harbor Advisors
Massachusetts
$4.54K +$4.13K +15 New
FCAS
603
First Command Advisory Services
Texas
$3.93K +$3.58K +13 New
DPW
604
DiNuzzo Private Wealth
Pennsylvania
$3.63K -$275 -1 -8%
EWP
605
Elevation Wealth Partners
California
$3.33K
HCM
606
Hollencrest Capital Management
California
$3.33K
SS
607
SBI Securities
Japan
$3.33K +$1.65K +6 +120%
MAM
608
Marquette Asset Management
Minnesota
$3.02K +$1.38K +5 +100%
PWPS
609
Pinnacle Wealth Planning Services
Ohio
$3.02K +$2.75K +10 New
AW
610
Avion Wealth
Texas
$3K
SEP
611
Signature Equity Partners
Ohio
$2.74K +$2.48K +9 New
BFS
612
Bare Financial Services
Pennsylvania
$2.42K +$826 +3 +60%
FG
613
Fairman Group
Pennsylvania
$2.42K +$2.2K +8 New
SWM
614
SHP Wealth Management
Massachusetts
$2.42K +$2.2K +8 New
CH
615
Cromwell Holdings
Wyoming
$2.12K
BHWM
616
Bay Harbor Wealth Management
Maryland
$2.12K +$826 +3 +75%
RF
617
Rossby Financial
Florida
$2.12K +$1.93K +7 New
OP
618
ORG Partners
Indiana
$2.12K +$1.93K +7 New
RS
619
Rakuten Securities
Japan
$1.81K -$2.2K -8 -57%
CFO
620
CVA Family Office
Colorado
$1.81K
OC
621
Optima Capital
Oregon
$1.81K +$1.65K +6 New
VWA
622
Valued Wealth Advisors
Utah
$1.21K
HIA
623
HFM Investment Advisors
New Jersey
$1.21K +$275 +1 +33%
RWM
624
Rialto Wealth Management
New York
$1.21K +$550 +2 +100%
FMP
625
Financial Management Professionals
Texas
$907