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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
DF
701
Dunhill Financial
United Kingdom
$2.9K +$2.52K +7 +700%
FG
702
Fairman Group
Pennsylvania
$2.86K
IAAG
703
Innovative Asset Advisors Group
Connecticut
$2.86K +$2.88K +8 New
VWA
704
Valued Wealth Advisors
Utah
$2.51K +$1.08K +3 +75%
RCM
705
Richardson Capital Management
Wisconsin
$2.5K +$2.52K +7 New
RWM
706
Rialto Wealth Management
New York
$2.15K +$720 +2 +50%
HIA
707
HFM Investment Advisors
New Jersey
$1.79K +$360 +1 +25%
HFS
708
Hughes Financial Services
Virginia
$1.79K +$720 +2 +67%
S
709
Sachetta
Massachusetts
$1.79K +$720 +2 +67%
FHC
710
First Horizon Corporation
Tennessee
$1.79K +$1.8K +5 New
VWM
711
Vermillion Wealth Management
Minnesota
$1.43K +$1.44K +4 New
FMP
712
Financial Management Professionals
Texas
$1.07K
SC
713
SouthState Corp
Florida
$1.07K
ACA
714
American Capital Advisory
Idaho
$1.07K +$360 +1 +50%
BWL
715
Bogart Wealth LLC
Virginia
$1.07K +$1.08K +3 New
CCM
716
Chilton Capital Management
Texas
$1.07K +$1.08K +3 New
CFM
717
Cornerstone Financial Management
Massachusetts
$716
AP
718
Aspect Partners
Virginia
$716 +$720 +2 New
CW
719
Curio Wealth
Maryland
$716 +$720 +2 New
DWM
720
Dogwood Wealth Management
Kansas
$716 +$720 +2 New
NSIM
721
North Star Investment Management
Illinois
$716 +$720 +2 New
TFA
722
Transamerica Financial Advisors
Florida
$715
RS
723
Rakuten Securities
Japan
$358 -$1.8K -5 -83%
APW
724
Atlantic Private Wealth
North Carolina
$358
RIAS
725
Rachor Investment Advisory Services
Michigan
$358