Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Advantage Solutions INC. (ADV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
1Q ▲
Buyers last Q
70%

Smart Money Signals — ADV

Based on 87 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ADV 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.
📊

High ownership — 70% of 3.0Y peak

70% of all-time peak
87 funds currently hold this stock — 70% of the 3.0-year high of 124 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 20% fewer funds vs a year ago

fund count last 6Q
22 fewer hedge funds hold ADV compared to a year ago (-20% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 70% buying

61 buying26 selling
Last quarter: 61 funds were net buyers (31 opened a brand new position + 30 added to an existing one). Only 26 were sellers (15 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new ADV position: 26 → 15 → 16 → 31. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 17% medium ■ 24% new
51 out of 87 hedge funds have held ADV 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 +111% but shares only +1% — price-driven

Value
+110%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +111%, but actual share count only changed +1%. 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.
📈

Growing discovery — still being found

18 → 26 → 15 → 16 → 31 new funds/Q
New funds entering each quarter: 26 → 15 → 16 → 31. A growing number of institutions are discovering ADV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 21% newcomers

■ 63% veterans ■ 16% 1-2yr ■ 21% new
Entry-cohort mix of 87 holders: 55 (63%) are 2+ year veterans, 14 entered 1–2 years ago, and 18 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
30 of 87 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.1
out of 10
Low Exit Risk
Exit risk score 2.1/10 — 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 — ADV

In 2026 Q2, 61 hedge funds were net buyers of ADV (31 opened a new position, 30 added to an existing one), while 26 reduced or exited (15 trimmed, 11 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. 27% of total institutional value in ADV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 87.

Hedge Fund Ownership: ADV

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

Market Analysis: ADV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ADV

-- --

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: ADV
2026 Q3 Stats Unlock in 12 days 1 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1 3 -66.67%
13F Shares 439K 508K -13.55%
Total Value $19M $9M 103.22%
New Positions 0 0 -
Increased Positions 0 1 -1
Closed Positions 2 98 -96
Reduced Positions 0 1 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ADV

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Valuation Measures Data as of: --

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

1 + investors

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

QUARTER:
Top 25 ADV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Atairos Partners GP, Inc. 46.23% 439,430 $19.0M
2 CVC Management Holdings II Ltd. 5.67% 611,600 $26.4M
3 Leonard Green & Partners, L.P. 2.78% 618,000 $26.7M
4 Stoic Point Capital Management LLC 1.62% 45,165 $2.0M
5 CastleKnight Management LP 0.34% 581,347 $25.1M
6 Bain Capital Investors LLC 0.10% 115,600 $5.0M
7 Mosaic Family Wealth Partners, LLC 0.09% 29,831 $1.3M
8 Bridgeway Capital Management, LLC 0.03% 45,199 $2.0M
9 Aristeia Capital, L.L.C. 0.01% 18,202 $787K
10 Walleye Capital LLC 0.01% 59,863 $2.6M
11 Empowered Funds, LLC 0.01% 37,699 $1.6M
12 XTX Topco Ltd 0.00% 8,383 $362K
13 State of Wisconsin Investment Board 0.00% 28,532 $1.2M
14 Renaissance Technologies LLC 0.00% 40,531 $1.8M
15 Prudential Financial Inc 0.00% 30,153 $1.3M
16 Allied Private Wealth LLC 0.00% 36 $1K
17 Essential Partners LLC 0.00% 45 $2K
18 American Century Companies Inc 0.00% 40,108 $1.7M
19 Tower Research Capital LLC (TRC) 0.00% 667 $29K
20 Aqr Capital Management LLC 0.00% 46,323 $2.0M
21 Cetera Investment Advisers 0.00% 16,267 $703K
22 Strs Ohio 0.00% 3,800 $164K
23 MetLife Investment Management, LLC 0.00% 2,763 $119K
24 Squarepoint Ops LLC 0.00% 10,545 $456K
25 Two Sigma Investments, LP 0.00% 15,003 $649K
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 — Advantage Solutions INC. (ADV)

What does the Smart Money Trend signal show for ADV?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ADV 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 ADV?

More buyers than sellers — 70% buying: Last quarter: 61 funds were net buyers (31 opened a brand new position + 30 added to an existing one). Only 26 were sellers (15 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ADV holders?

Strong quality — 27% AUM from major funds: 30 of 87 holders rank in the top 100 by AUM, accounting for 27% 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 ADV?

59% of holders stayed for 2+ years: 51 out of 87 hedge funds have held ADV 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.

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