AKRE Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Profesionally Managed Portfo (AKRE) following the 2026 Q2 hedge fund 13F filings?

As of today, AKRE has moved -8.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -6.4%. Since the quarter end (June 30, 2026), AKRE gained +2.8% vs +3.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Profesionally Managed Portfo (AKRE)

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

Smart Money Signals — AKRE

Based on 445 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds reduced or closed their AKRE 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 (96% of max)

96% of all-time peak

445 hedge funds hold AKRE 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 — +44400% more funds vs a year ago

fund count last 6Q

+444 new funds entered over the past year (+44400% 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.

🔴

Heavy selling pressure — only 28% buying

104 buying270 selling

Last quarter: 270 funds sold vs only 104 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

⚠️

Fewer new buyers each quarter (-27 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 1 → 462 → 73 → 46. 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.

🔄

Mostly new holders — 99% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 99% new

Only 2 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

📊

Peak discovery — momentum slowing

0 → 1 → 462 → 73 → 46 new funds/Q

New funds entering each quarter: 1 → 462 → 73 → 46. AKRE is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 445 current holders: 443 (100%) entered in the past year, only 2 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds

23 of 445 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.

8.4

out of 10

High Exit Risk

Exit risk score 8.4/10 — multiple crowding signals converge. Institutional ownership is at 96% of its all-time high — near peak crowding. Selling pressure exceeds buying: only 28% of active funds buying. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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	444	457	-2.84%
13F Shares	39M	53M	-26.89%
Total Value	$1.98B	$2.73B	-27.54%
New Positions	45	73	-28
Increased Positions	58	47	+11
Closed Positions	58	79	-21
Reduced Positions	212	219	-7
Total Calls	0	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

444

457

-2.84%

13F Shares

39M

53M

-26.89%

Total Value

$1.98B

$2.73B

-27.54%

New Positions

-28

Increased Positions

+11

Closed Positions

-21

Reduced Positions

212

219

-7

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

444 + investors

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

QUARTER:

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

Top 25 AKRE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Ascension Capital Advisors, Inc.	10.20%	682,811	$36.3M
2	Cross Staff Investments Inc	8.70%	290,646	$15.5M
3	Montis Financial, LLC	8.70%	799,755	$42.5M
4	Chemistry Wealth Management LLC	7.84%	921,681	$49.0M
5	Urban Financial Advisory Corp	6.39%	435,971	$23.2M
6	Basepoint Wealth LLC	5.85%	192,329	$10.2M
7	Lighthouse Wealth Management Inc.	4.60%	139,196	$7.4M
8	Parisi Gray Wealth Management	4.39%	402,474	$21.4M
9	Mendel Capital Management LLC	3.09%	128,936	$6.9M
10	Affiance Financial, LLC	2.83%	370,045	$19.7M
11	NBZ Investment Advisors LLC	2.70%	130,421	$6.9M
12	Adkins Seale Capital Management LLC	2.64%	40,764	$2.7M
13	Ironwood Investment Counsel, LLC	2.39%	342,562	$18.2M
14	Triad Investment Management	2.15%	36,586	$1.9M
15	Brown Brothers Harriman & Co	1.77%	7,584,909	$403.4M
16	Karras Company, Inc.	1.76%	36,425	$1.9M
17	Compton Wealth Advisory Group, LLC	1.67%	152,654	$8.3M
18	JBR Co Financial Management Inc	1.55%	79,927	$4.3M
19	RM Financial Services, LLC	1.54%	38,958	$2.1M
20	CoreFirst Bank & Trust	1.35%	50,853	$2.7M
21	Mesirow Financial Investment Management, Inc.	1.13%	1,347,351	$71.7M
22	New England Private Wealth Advisors LLC	1.09%	206,210	$11.3M
23	AlTi Global, Inc.	1.02%	923,866	$49.1M
24	Banyan Capital Management, INC.	0.92%	39,916	$2.1M
25	Value Investment Professionals, LLC	0.89%	19,838	$1.1M

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 — Profesionally Managed Portfo (AKRE)

What does the Smart Money Trend signal show for AKRE?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their AKRE 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 AKRE?

Heavy selling pressure — only 28% buying: Last quarter: 270 funds sold vs only 104 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for AKRE holders?

Smaller funds dominant — 18% AUM from top-100: 23 of 445 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 AKRE?

Mostly new holders — 99% entered in last year: Only 2 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Profesionally Managed Portfo (AKRE) following the 2026 Q2 hedge fund 13F filings?

As of today, AKRE has moved -8.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -6.4%. Since the quarter end (June 30, 2026), AKRE has gained +2.8% vs +3.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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Profesionally Managed Portfo (AKRE)

Smart Money Signals — AKRE

Selling streak — 2 quarters in a row

At the ownership peak (96% of max)

Fast accumulation — +44400% more funds vs a year ago

Heavy selling pressure — only 28% buying

Fewer new buyers each quarter (-27 vs last Q)

Mostly new holders — 99% entered in last year

Peak discovery — momentum slowing

Early stage — 100% of holders entered in last year

Smaller funds dominant — 18% AUM from top-100

Institutional Sentiment Summary — AKRE

Hedge Fund Ownership: AKRE

Market Analysis: AKRE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AKRE

Is It Too Late to Buy Profesionally Managed Portfo (AKRE) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: AKRE

Statistics: AKRE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Profesionally Managed Portfo (AKRE)

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