Adeia Inc (ADEA) Hedge Fund Ownership (Q2 2026)

Adeia Inc (ADEA)

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

Smart Money Signals — ADEA

Based on 299 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q

For 8 consecutive quarters, more hedge funds added ADEA 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

299 hedge funds hold ADEA 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 — +30% more funds vs a year ago

fund count last 6Q

+69 new funds entered over the past year (+30% 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.

🟢

More buyers than sellers — 61% buying

187 buying118 selling

Last quarter: 187 funds were net buyers (77 opened a brand new position + 110 added to an existing one). Only 118 were sellers (85 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter

Funds opening a new ADEA position: 31 → 34 → 59 → 77. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 19% medium ■ 34% new

140 out of 299 hedge funds have held ADEA 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.

💰

Value +48% but shares only +10% — price-driven

Value

+48%

+9%

Last quarter: the total dollar value of institutional holdings rose +48%, but actual share count only changed +10%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

30 → 31 → 34 → 59 → 77 new funds/Q

New funds entering each quarter: 31 → 34 → 59 → 77. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 53% veterans vs 36% newcomers

■ 53% veterans ■ 11% 1-2yr ■ 36% new

Entry-cohort mix of 308 holders: 162 (53%) are 2+ year veterans, 34 entered 1–2 years ago, and 112 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds

53 of 298 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in ADEA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — 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	295	255	15.69%
13F Shares	115M	109M	5.95%
Total Value	$3.62B	$2.53B	43.1%
New Positions	76	59	+17
Increased Positions	109	95	+14
Closed Positions	35	39	-4
Reduced Positions	83	77	+6
Total Calls	6	3	100.0%
Total Puts	4	1	300.0%
PUT/CALL Ratio	0.67	0.33	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

295

255

15.69%

13F Shares

115M

109M

5.95%

Total Value

$3.62B

$2.53B

43.1%

New Positions

+17

Increased Positions

109

+14

Closed Positions

-4

Reduced Positions

Total Calls

100.0%

Total Puts

300.0%

PUT/CALL Ratio

0.67

0.33

Bullish

Institutional Holders (2026 Q2)

295 + investors

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

QUARTER:

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

Top 25 ADEA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	TSP Capital Management Group, LLC	6.98%	885,551	$29.2M
2	Harvey Partners, LLC	3.66%	1,622,353	$53.4M
3	Riverwater Partners LLC	2.19%	223,883	$7.4M
4	Systematic Financial Management LP	1.63%	2,478,734	$81.6M
5	Skylands Capital, LLC	1.36%	334,950	$11.0M
6	Irenic Capital Management LP	1.00%	634,772	$20.9M
7	Redmond Asset Management, LLC	0.87%	105,944	$3.5M
8	Rubric Capital Management LP	0.64%	2,126,633	$70.0M
9	Kerrisdale Advisers, LLC	0.64%	77,055	$2.5M
10	ArrowMark Colorado Holdings LLC	0.55%	401,000	$13.2M
11	Portolan Capital Management, LLC	0.55%	443,060	$14.6M
12	Connors Investor Services Inc	0.23%	82,432	$2.7M
13	1492 Capital Management LLC	0.23%	23,981	$790K
14	Precision Wealth Strategies, LLC	0.21%	21,263	$700K
15	Stephens Inc /Ar/	0.20%	547,855	$18.1M
16	Verdad Advisers, LP	0.20%	6,183	$204K
17	Kendall Capital Management	0.16%	29,737	$979K
18	Neo Ivy Capital Management	0.16%	21,452	$706K
19	Lansing Street Advisors	0.16%	22,841	$752K
20	State of Wyoming	0.16%	47,060	$1.5M
21	Northern Right Capital Management, L.P.	0.15%	15,200	$501K
22	Kennedy Capital Management LLC	0.15%	249,306	$8.2M
23	Select Equity Group, L.P.	0.13%	803,196	$26.4M
24	Anb Bank	0.13%	10,534	$347K
25	Gallacher Capital Management LLC	0.12%	6,476	$213K

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 — Adeia Inc (ADEA)

What does the Smart Money Trend signal show for ADEA?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added ADEA 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 ADEA?

More buyers than sellers — 61% buying: Last quarter: 187 funds were net buyers (77 opened a brand new position + 110 added to an existing one). Only 118 were sellers (85 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ADEA holders?

Elite ownership — 66% AUM from top-100 funds: 53 of 298 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in ADEA. 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 ADEA?

47% of holders stayed for 2+ years: 140 out of 299 hedge funds have held ADEA 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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Adeia Inc (ADEA)

Smart Money Signals — ADEA

Buying streak — 8 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +30% more funds vs a year ago

More buyers than sellers — 61% buying

More new buyers each quarter (+18 vs last Q)

47% of holders stayed for 2+ years

Value +48% but shares only +10% — price-driven

Acceleration phase — new buyers rushing in

Veteran-anchored — 53% veterans vs 36% newcomers

Elite ownership — 66% AUM from top-100 funds

Institutional Sentiment Summary — ADEA

Hedge Fund Ownership: ADEA

Market Analysis: ADEA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ADEA

Hedge Fund Positioning: ADEA

Statistics: ADEA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Adeia Inc (ADEA)

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