STARBOARD INVT TR (AGOX): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

STARBOARD INVT TR (AGOX)

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

Smart Money Signals — AGOX

Based on 46 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q

The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

🏔️

At the ownership peak (96% of max)

96% of all-time peak

46 hedge funds hold AGOX 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding AGOX is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 56% buying

23 buying18 selling

Last quarter: 23 funds bought or added vs 18 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.

⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 8 → 5 → 10 → 2. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 24% medium ■ 17% new

27 out of 46 hedge funds have held AGOX 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.

➡️

Steady discovery — ~2 new funds/quarter

6 → 8 → 5 → 10 → 2 new funds/Q

New funds entering each quarter: 8 → 5 → 10 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 13% 1-2yr ■ 24% new

Of 46 current holders: 29 (63%) 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.

📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds

6 of 46 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.3

out of 10

Low Exit Risk

Exit risk score 3.3/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	46	46	-
13F Shares	9M	8M	13.42%
Total Value	$270M	$256M	5.61%
New Positions	2	10	-8
Increased Positions	21	19	+2
Closed Positions	2	5	-3
Reduced Positions	16	11	+5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

13F Shares

13.42%

Total Value

$270M

$256M

5.61%

New Positions

-8

Increased Positions

Closed Positions

-3

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

46 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 16 institutional holders of AGOX — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Berman McAleer LLC	8.12%	2,236,468	$59.5M
2	PARTNERS WEALTH MANAGEMENT, LLC	5.82%	212,176	$5.6M
3	WealthPLAN Partners, LLC	0.69%	133,619	$3.6M
4	Octavia Wealth Advisors, LLC	0.62%	244,421	$6.5M
5	FIRETHORN WEALTH PARTNERS, LLC	0.32%	32,571	$867K
6	KESTRA PRIVATE WEALTH SERVICES, LLC	0.30%	906,748	$24.1M
7	WealthPlan Investment Management, LLC	0.27%	184,469	$4.9M
8	Goldstone Financial Group, LLC	0.09%	31,128	$829K
9	Stratos Wealth Partners, LTD.	0.08%	279,264	$7.4M
10	Avior Wealth Management, LLC	0.02%	25,801	$687K
11	COMMONWEALTH EQUITY SERVICES, LLC	0.01%	198,543	$5.3M
12	Indiana Trust & Investment Management Co	0.01%	724	$19K
13	WEBSTER BANK, N. A.	0.00%	574	$15K
14	Janney Montgomery Scott LLC	0.00%	10,203	—
15	Security National Bank	0.00%	68	$2K
16	FIFTH THIRD BANCORP	0.00%	1,032	$27K

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 — STARBOARD INVT TR (AGOX)

What does the Smart Money Trend signal show for AGOX?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for AGOX?

Slight buying edge — 56% buying: Last quarter: 23 funds bought or added vs 18 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 AGOX holders?

Smaller funds dominant — 18% AUM from top-100: 6 of 46 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AGOX?

59% of holders stayed for 2+ years: 27 out of 46 hedge funds have held AGOX 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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STARBOARD INVT TR (AGOX)

Smart Money Signals — AGOX

No change last quarter

At the ownership peak (96% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 56% buying

Fewer new buyers each quarter (-8 vs last Q)

59% of holders stayed for 2+ years

Steady discovery — ~2 new funds/quarter

Deep conviction — 63% of holders stayed 2+ years

Smaller funds dominant — 18% AUM from top-100

Hedge Fund Ownership: AGOX

Market Analysis: AGOX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AGOX

Hedge Fund Positioning: AGOX

Statistics: AGOX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — STARBOARD INVT TR (AGOX)

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