Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Alti Global Inc (ALTI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
4Q ▲
Buyers last Q
57%

Smart Money Signals — ALTI

Based on 79 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added ALTI 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
79 hedge funds hold ALTI 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 — +39% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+39% 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.
🟡

Slight buying edge — 57% buying

39 buying30 selling
Last quarter: 39 funds bought or added vs 30 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.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 15 → 10 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 37% long-term, 27% new

■ 37% conviction (2yr+) ■ 37% medium ■ 27% new
Of the 79 current holders: 29 (37%) held >2 years, 29 held 1–2 years, and 21 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.
💎

Buying through price weakness — shares -2%, value -24%

Value
-23%
Shares
-2%
Last quarter: funds added -2% more shares while total portfolio value only changed -24%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~11 new funds/quarter

6 → 8 → 15 → 10 → 11 new funds/Q
New funds entering each quarter: 8 → 15 → 10 → 11. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 41% veterans vs 35% newcomers

■ 41% veterans ■ 24% 1-2yr ■ 35% new
Entry-cohort mix of 79 holders: 32 (41%) are 2+ year veterans, 19 entered 1–2 years ago, and 28 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
29 of 79 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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.

Institutional Sentiment Summary — ALTI

In 2026 Q1, 39 hedge funds were net buyers of ALTI (11 opened a new position, 28 added to an existing one), while 30 reduced or exited (23 trimmed, 7 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 79.

Hedge Fund Ownership: ALTI

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

Market Analysis: ALTI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ALTI

-- --

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

Is It Too Late to Buy Alti Global Inc (ALTI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ALTI has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
ALTI
-18.5%
XLF
+8.8%

ALTI outperformed XLF by -27.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
ALTI
-16.7%
XLF
+5.1%

Since the filing became public, ALTI outperformed XLF by -21.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: ALTI
78 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 78 75 4.0%
13F Shares 31M 32M -2.49%
Total Value $114M $149M -23.65%
New Positions 10 10 -
Increased Positions 26 26 -
Closed Positions 7 6 +1
Reduced Positions 23 23 -
Total Calls 0 2 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ALTI

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Valuation Measures Data as of: --

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Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

78 + investors

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

QUARTER:
Top 25 ALTI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Yorkville Advisors Global, LP 1.81% 773,000 $2.8M
2 Allianz Se 0.87% 21,707,214 $78.6M
3 ARP Global Capital Ltd 0.48% 225,100 $815K
4 AlTi Global, Inc. 0.06% 773,167 $2.8M
5 BlueCrest Capital Management Ltd 0.04% 198,947 $720K
6 Granite FO LLC 0.04% 19,430 $70K
7 Permanens Capital L.P. 0.04% 82,581 $299K
8 Bokf, NA 0.02% 357,536 $1.3M
9 NewEdge Wealth, LLC 0.01% 122,390 $443K
10 Oasis Management Co Ltd. 0.01% 25,000 $90K
11 Summit Trail Advisors, LLC 0.01% 101,039 $366K
12 Simon Quick Advisors, LLC 0.00% 25,938 $94K
13 Flputnam Investment Management Co 0.00% 25,000 $90K
14 XTX Topco Ltd 0.00% 18,572 $67K
15 Brevan Howard Capital Management LP 0.00% 26,284 $95K
16 Tower Research Capital LLC (TRC) 0.00% 8,677 $31K
17 Ameritas Investment Partners, Inc. 0.00% 4,345 $16K
18 Police & Firemen's Retirement System of New Jersey 0.00% 15,155 $55K
19 Intech Investment Management LLC 0.00% 10,286 $37K
20 Raymond James Financial Inc 0.00% 304,332 $1.1M
21 MetLife Investment Management, LLC 0.00% 17,795 $64K
22 Kilter Group LLC 0.00% 200 —
23 BlackRock, Inc. 0.00% 2,646,924 $9.6M
24 Essential Partners LLC 0.00% 119 —
25 Toronto Dominion Bank 0.00% 25,000 $90K
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 — Alti Global Inc (ALTI)

What does the Smart Money Trend signal show for ALTI?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added ALTI 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 ALTI?

Slight buying edge — 57% buying: Last quarter: 39 funds bought or added vs 30 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 ALTI holders?

Smaller funds dominant — 12% AUM from top-100: 29 of 79 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ALTI?

Mixed — 37% long-term, 27% new: Of the 79 current holders: 29 (37%) held >2 years, 29 held 1–2 years, and 21 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.

Is it too late to buy Alti Global Inc (ALTI) following the 2026 Q1 hedge fund 13F filings?

As of today, ALTI has moved -16.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of -21.8%. Since the quarter end (March 31, 2026), ALTI has gained -18.5% vs +8.8% for XLF. 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.

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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