CytoDyn Inc. - CYDY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NBC SECURITIES, INC. | History | New | 160,000 | 41 | 0.0% | — | 1 | +160,000 | New | Q3 2025 | Nov 14, 2025 |
| Diversified Trust Co | History | No change | 45,790 | 11 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q3 2025 | Oct 20, 2025 |
| Virtue Capital Management, LLC | History | No change | 45,000 | 11 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q3 2025 | Feb 18, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 45,001 | 11 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| RFP Financial Group LLC | History | Added to | 44,371 | 10 | 0.0% | 0.0% | 5 | +64 | 0.14% | Q3 2025 | Nov 12, 2025 |
| Next Capital Management LLC | History | No change | 32,500 | 8 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q3 2025 | Nov 05, 2025 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 18,200 | 4 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| FineMark National Bank & Trust | History | No change | 15,000 | 3 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 10,000 | 2 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q3 2025 | Oct 22, 2025 |
| Ancora Advisors LLC | History | No change | 9,488 | 2 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| CAZ INVESTMENTS LP | History | No change | 4,000 | 1 | 0.0% | 0.01% | 11 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| ORG Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54,600 | -100.0% | Q3 2025 | Oct 24, 2025 |