Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WORTHINGTON ENTERPRISES INC (WOR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — WOR

Based on 261 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their WOR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
261 hedge funds hold WOR 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.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+40 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

123 buying140 selling
Last quarter: 140 funds reduced or exited vs 123 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~43 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 50 → 49 → 40 → 43. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 19% medium ■ 16% new
169 out of 261 hedge funds have held WOR 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.
📊

Peak discovery — momentum slowing

32 → 50 → 49 → 40 → 43 new funds/Q
New funds entering each quarter: 50 → 49 → 40 → 43. WOR is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 11% 1-2yr ■ 20% new
Of 265 current holders: 184 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
39 of 261 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in WOR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Institutional Sentiment Summary — WOR

In 2025 Q4, 123 hedge funds were net buyers of WOR (43 opened a new position, 80 added to an existing one), while 140 reduced or exited (94 trimmed, 46 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 54% of total institutional value in WOR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 261.

Hedge Fund Ownership: WOR

How many hedge funds hold WOR — quarterly history vs. share price
Quarterly hedge fund ownership of WOR vs. share price

Market Analysis: WOR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WOR

Industrials Metal Fabrication

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

45 top-rated funds 2 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: WOR
2026 Q1 Stats Unlock in 9 days 265 + Investors

Track Smart Money conviction in WOR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 265 272 -2.57%
13F Shares 25M 26M -3.88%
Total Value $1.28B $1.45B -11.15%
New Positions 43 42 +1
Increased Positions 86 103 -17
Closed Positions 49 34 +15
Reduced Positions 102 93 +9
Total Calls 4 5 -20.0%
Total Puts 1 4 -75.0%
PUT/CALL Ratio 0.25 0.8 Bullish

Statistics: WOR

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

265 + investors

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

Top 25 institutional holders of WOR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 VELA Investment Management, LLC 2.60% 217,109 $11.3M
2 Amplify Investments, LLC 1.68% 1,802 $94K
3 GERBER, LLC 0.93% 32,108 $1.7M
4 Frazier Financial Advisors, LLC 0.47% 16,439 $857K
5 Riverwater Partners LLC 0.44% 25,136 $1.3M
6 Verity Asset Management, Inc. 0.39% 17,968 $937K
7 Cardinal Capital Management 0.21% 30,964 $1.6M
8 Smithfield Trust Co 0.17% 76,116 $4K
9 Hillsdale Investment Management Inc. 0.17% 121,520 $6.3M
10 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.13% 456,925 $23.8M
11 Beacon Financial Advisory LLC 0.08% 6,839 $357K
12 WEDGE CAPITAL MANAGEMENT L L P/NC 0.07% 77,755 $4.1M
13 AlphaQuest LLC 0.07% 25,122 $1.3M
14 True Wealth Design, LLC 0.06% 3,952 $206K
15 Summit Global Investments 0.06% 18,442 —
16 Summit Financial Strategies, Inc. 0.06% 13,429 $700K
17 Rinkey Investments 0.05% 3,994 $208K
18 Midwest Trust Co 0.05% 73,863 $3.9M
19 PDS Planning, Inc 0.05% 13,678 $713K
20 HARBOR CAPITAL ADVISORS, INC. 0.04% 9,798 —
21 KEYBANK NATIONAL ASSOCIATION/OH 0.04% 208,443 $10.9M
22 Vontobel Holding Ltd. 0.04% 202,900 $10.6M
23 TEACHER RETIREMENT SYSTEM OF TEXAS 0.03% 147,979 $7.7M
24 LSV ASSET MANAGEMENT 0.03% 229,270 $12K
25 Central Pacific Bank - Trust Division 0.02% 2,989 $156K
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 — WORTHINGTON ENTERPRISES INC (WOR)

What does the Smart Money Trend signal show for WOR?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their WOR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for WOR?

More sellers than buyers — 47% buying: Last quarter: 140 funds reduced or exited vs 123 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for WOR holders?

Elite ownership — 54% AUM from top-100 funds: 39 of 261 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in WOR. 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 WOR?

65% of holders stayed for 2+ years: 169 out of 261 hedge funds have held WOR 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.