Adc Therapeutics SA (ADCT) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Adc Therapeutics SA (ADCT) following the 2026 Q2 hedge fund 13F filings?

As of today, ADCT has moved +29.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to +2.6% for the XLV sector ETF — an outperformance of +27.1%. Since the quarter end (June 30, 2026), ADCT gained +22.4% vs +8.2% for XLV. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

Adc Therapeutics SA (ADCT)

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

Smart Money Signals — ADCT

Based on 116 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their ADCT 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

116 hedge funds hold ADCT 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 — +35% more funds vs a year ago

fund count last 6Q

+30 new funds entered over the past year (+35% 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

74 buying61 selling

Last quarter: 74 funds bought or added vs 61 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.

📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter

Funds opening a new ADCT position: 22 → 21 → 19 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 22% medium ■ 28% new

58 out of 116 hedge funds have held ADCT 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 -3%, value -72%

Value

-71%

-2%

Last quarter: funds added -3% more shares while total portfolio value only changed -72%. 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

14 → 22 → 21 → 19 → 30 new funds/Q

New funds entering each quarter: 22 → 21 → 19 → 30. A growing number of institutions are discovering ADCT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 51% veterans vs 31% newcomers

■ 51% veterans ■ 18% 1-2yr ■ 31% new

Entry-cohort mix of 118 holders: 60 (51%) are 2+ year veterans, 21 entered 1–2 years ago, and 37 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds

36 of 116 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — 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	115	117	-1.71%
13F Shares	81M	83M	-2.84%
Total Value	$86M	$310M	-72.15%
New Positions	30	19	+11
Increased Positions	42	52	-10
Closed Positions	32	16	+16
Reduced Positions	28	27	+1
Total Calls	2	4	-50.0%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

115

117

-1.71%

13F Shares

81M

83M

-2.84%

Total Value

$86M

$310M

-72.15%

New Positions

+11

Increased Positions

-10

Closed Positions

+16

Reduced Positions

Total Calls

-50.0%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

115 + investors

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

QUARTER:

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

Top 25 ADCT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Prosight Management, LP	1.44%	7,824,749	$8.4M
2	Redmile Group, LLC	0.83%	11,526,710	$12.3M
3	Nantahala Capital Management, LLC	0.44%	12,326,184	$13.2M
4	TCG Crossover Management, LLC	0.29%	11,390,175	$12.2M
5	Platinum Investment Management Ltd	0.15%	581,609	$622K
6	Blue Owl Capital Holdings LP	0.12%	733,568	$785K
7	Opaleye Management Inc.	0.07%	700,000	$749K
8	DLK Investment Management, LLC	0.04%	33,155	$105K
9	Ground Swell Capital, LLC	0.02%	20,408	$22K
10	Lynx Capital Group Ltd /Adv	0.02%	15,000	$25K
11	DAFNA Capital Management LLC	0.02%	77,081	$82K
12	Saxony Capital Management, LLC	0.01%	23,768	$25K
13	Revolve Wealth Partners, LLC	0.01%	100,000	$107K
14	R Squared Ltd	0.01%	13,926	$15K
15	Florida Trust Wealth Management Co	0.01%	230,435	$247K
16	Point72 Asset Management, L.P.	0.00%	3,649,144	$3.9M
17	Aviso Wealth Management	0.00%	10,343	$11K
18	Axq Capital, LP	0.00%	27,407	$29K
19	Wilmington Savings Fund Society, FSB	0.00%	100,000	$107K
20	XTX Topco Ltd	0.00%	140,341	$150K
21	Panagora Asset Management Inc	0.00%	572,816	$613K
22	Millennium Management LLC	0.00%	2,899,535	$3.1M
23	Caitong International Asset Management Co., Ltd	0.00%	7,048	$8K
24	Quadrature Capital Ltd	0.00%	105,690	$113K
25	State of Wyoming	0.00%	5,713	$6K

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 — Adc Therapeutics SA (ADCT)

What does the Smart Money Trend signal show for ADCT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ADCT 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 ADCT?

Slight buying edge — 55% buying: Last quarter: 74 funds bought or added vs 61 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 ADCT holders?

Strong quality — 36% AUM from major funds: 36 of 116 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ADCT?

50% of holders stayed for 2+ years: 58 out of 116 hedge funds have held ADCT 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.

Is it too late to buy Adc Therapeutics SA (ADCT) following the 2026 Q2 hedge fund 13F filings?

As of today, ADCT has moved +29.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to +2.6% for the XLV sector ETF — an outperformance of +27.1%. Since the quarter end (June 30, 2026), ADCT has gained +22.4% vs +8.2% for XLV. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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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Adc Therapeutics SA (ADCT)

Smart Money Signals — ADCT

Selling streak — 1 quarter in a row

At the ownership peak (99% of max)

Fast accumulation — +35% more funds vs a year ago

Slight buying edge — 55% buying

More new buyers each quarter (+11 vs last Q)

50% of holders stayed for 2+ years

Buying through price weakness — shares -3%, value -72%

Growing discovery — still being found

Veteran-anchored — 51% veterans vs 31% newcomers

Strong quality — 36% AUM from major funds

Institutional Sentiment Summary — ADCT

Hedge Fund Ownership: ADCT

Market Analysis: ADCT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ADCT

Is It Too Late to Buy Adc Therapeutics SA (ADCT) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: ADCT

Statistics: ADCT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Adc Therapeutics SA (ADCT)

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