Curtiss Wright Corp (CW) Hedge Fund Ownership (Q2 2026)

Curtiss Wright Corp (CW)

938 + Investors. Track Smart Money conviction in CW. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — CW

Based on 945 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added CW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

945 hedge funds hold CW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q

+214 new funds entered over the past year (+29% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 55% buying

482 buying402 selling

Last quarter: 482 funds bought or added vs 402 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-35 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 117 → 126 → 164 → 129. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 26% medium ■ 27% new

441 out of 945 hedge funds have held CW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares +131%, value +17%

Value

+16%

+131%

Last quarter: funds added +131% more shares while total portfolio value only changed +17%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

148 → 117 → 126 → 164 → 129 new funds/Q

New funds entering each quarter: 117 → 126 → 164 → 129. A growing number of institutions are discovering CW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 51% veterans vs 36% newcomers

■ 51% veterans ■ 13% 1-2yr ■ 36% new

Entry-cohort mix of 960 holders: 492 (51%) are 2+ year veterans, 127 entered 1–2 years ago, and 341 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds

67 of 945 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in CW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	938	898	4.45%
13F Shares	32M	31M	1.11%
Total Value	$23.26B	$19.95B	16.58%
New Positions	128	164	-36
Increased Positions	345	331	+14
Closed Positions	88	84	+4
Reduced Positions	316	269	+47
Total Calls	7	10	-30.0%
Total Puts	8	10	-20.0%
PUT/CALL Ratio	1.14	1.0	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

938

898

4.45%

13F Shares

32M

31M

1.11%

Total Value

$23.26B

$19.95B

16.58%

New Positions

128

164

-36

Increased Positions

345

331

+14

Closed Positions

Reduced Positions

316

269

+47

Total Calls

-30.0%

Total Puts

-20.0%

PUT/CALL Ratio

1.14

1.0

Neutral

Institutional Holders (2026 Q2)

938 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CW. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Visualize Group LP	10.65%	40,816	$30.9M
2	HWG Holdings LP	7.39%	43,104	$32.7M
3	ArchPoint Investors	5.36%	33,500	$25.4M
4	Baer Investment Advisory LLC	5.05%	7,962	$6.0M
5	Wealth High Governance Capital Ltda	3.75%	16,566	$12.6M
6	Wealth High Governance Asset Management Ltda.	3.01%	30,513	$16.8M
7	Capital Management Associates /Ny/	2.93%	3,000	$2.3M
8	O'Brien Greene & Co. Inc	2.72%	12,992	$9.8M
9	Dorsey Wright & Associates	2.26%	17,562	$13.3M
10	Reliant Investment Management, LLC	2.07%	7,652	$5.8M
11	Running Oak Capital LLC	2.04%	15,755	$11.9M
12	Hardman Johnston Global Advisors LLC	2.03%	76,411	$57.9M
13	Qp Wealth Management, LLC	1.80%	1,661	$1.3M
14	Tribune Investment Group LP	1.74%	5,670	$4.3M
15	LaFleur & Godfrey LLC	1.72%	19,149	$14.5M
16	Elevatus Welath Management	1.52%	8,225	$6.2M
17	Peak Financial Advisors LLC	1.41%	4,503	$3.4M
18	Wedge Capital Management L L P/Nc	1.32%	105,608	$80.0M
19	Bourgeon Capital Management LLC	1.21%	10,854	$8.2M
20	Bannerstone Capital Management, LLC	1.18%	1,861	$1.4M
21	Corient IA LP	1.13%	1,620	$1.2M
22	Smith Salley Wealth Management	1.09%	33,248	$25.2M
23	Axiom Investors LLC /de	1.02%	154,908	$117.4M
24	Driehaus Capital Management LLC	1.01%	229,123	$173.6M
25	Cardinal Capital Management	0.94%	10,229	$7.8M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Curtiss Wright Corp (CW)

What does the Smart Money Trend signal show for CW?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added CW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CW?

Slight buying edge — 55% buying: Last quarter: 482 funds bought or added vs 402 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CW holders?

Elite ownership — 61% AUM from top-100 funds: 67 of 945 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in CW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CW?

47% of holders stayed for 2+ years: 441 out of 945 hedge funds have held CW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Curtiss Wright Corp (CW)

Smart Money Signals — CW

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +29% more funds vs a year ago

Slight buying edge — 55% buying

Fewer new buyers each quarter (-35 vs last Q)

47% of holders stayed for 2+ years

Buying through price weakness — shares +131%, value +17%

Growing discovery — still being found

Veteran-anchored — 51% veterans vs 36% newcomers

Elite ownership — 61% AUM from top-100 funds

Institutional Sentiment Summary — CW

Hedge Fund Ownership: CW

Market Analysis: CW

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CW

Hedge Fund Positioning: CW

Statistics: CW

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Curtiss Wright Corp (CW)

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