ALLIANZ SE (ALIZY): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ALLIANZ SE (ALIZY)

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

Smart Money Signals — ALIZY

Based on 27 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added ALIZY 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

27 hedge funds hold ALIZY 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 — +23% more funds vs a year ago

fund count last 6Q

+5 new funds entered over the past year (+23% 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 — 67% buying

16 buying8 selling

Last quarter: 16 funds were net buyers (6 opened a brand new position + 10 added to an existing one). Only 8 were sellers (7 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 2 → 3 → 4 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 37% long-term, 41% new

■ 37% conviction (2yr+) ■ 22% medium ■ 41% new

Of the 27 current holders: 10 (37%) held >2 years, 6 held 1–2 years, and 11 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

➡️

Steady discovery — ~6 new funds/quarter

3 → 2 → 3 → 4 → 6 new funds/Q

New funds entering each quarter: 2 → 3 → 4 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 33% veterans, 41% new entrants

■ 33% veterans ■ 26% 1-2yr ■ 41% new

Of 27 current holders: 9 (33%) held 2+ years, 7 held 1–2 years, 11 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds

1 of 27 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — 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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	27	22	22.73%
13F Shares	459K	454K	1.27%
Total Value	$21M	$19M	10.94%
New Positions	6	4	+2
Increased Positions	10	9	+1
Closed Positions	1	4	-3
Reduced Positions	7	8	-1
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

22.73%

13F Shares

459K

454K

1.27%

Total Value

$21M

$19M

10.94%

New Positions

Increased Positions

Closed Positions

-3

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

27 + investors

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

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

Top 11 institutional holders of ALIZY — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Ativo Capital Management LLC	1.51%	41,216	$1.7M
2	Lester Murray Antman dba SimplyRich	0.17%	15,929	—
3	CHICAGO TRUST Co NA	0.06%	9,061	$375K
4	GAMMA Investing LLC	0.04%	19,335	$813K
5	Sterling Capital Management LLC	0.02%	28,051	$1.2M
6	BOYD WATTERSON ASSET MANAGEMENT LLC/OH	0.01%	1,025	$42K
7	RIVERBRIDGE PARTNERS LLC	0.01%	6,903	$290K
8	NBC SECURITIES, INC.	0.01%	1,614	$67K
9	Diversified Trust Co	0.00%	5,416	$224K
10	Kohmann Bosshard Financial Services, LLC	0.00%	392	$16K
11	HANTZ FINANCIAL SERVICES, INC.	0.00%	27	—

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 — ALLIANZ SE (ALIZY)

What does the Smart Money Trend signal show for ALIZY?

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

More buyers than sellers — 67% buying: Last quarter: 16 funds were net buyers (6 opened a brand new position + 10 added to an existing one). Only 8 were sellers (7 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ALIZY holders?

Smaller funds dominant — 2% AUM from top-100: 1 of 27 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ALIZY?

Mixed — 37% long-term, 41% new: Of the 27 current holders: 10 (37%) held >2 years, 6 held 1–2 years, and 11 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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ALLIANZ SE (ALIZY)

Smart Money Signals — ALIZY

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +23% more funds vs a year ago

More buyers than sellers — 67% buying

Steady new buyers — ~6 new funds per quarter

Mixed — 37% long-term, 41% new

Steady discovery — ~6 new funds/quarter

Mixed cohorts — 33% veterans, 41% new entrants

Smaller funds dominant — 2% AUM from top-100

Hedge Fund Ownership: ALIZY

Market Analysis: ALIZY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ALIZY

Hedge Fund Positioning: ALIZY

Statistics: ALIZY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ALLIANZ SE (ALIZY)

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