Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Alti Global Inc (ALTI)

74 + 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
↓ -3
Streak
1Q ▼
Buyers last Q
60%

Smart Money Signals — ALTI

Based on 76 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ALTI 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
76 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 — +21% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+21% 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 — 60% buying

45 buying30 selling
Last quarter: 45 funds were net buyers (12 opened a brand new position + 33 added to an existing one). Only 30 were sellers (15 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 10 → 11 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 30% medium ■ 26% new
33 out of 76 hedge funds have held ALTI 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 — ~12 new funds/quarter

8 → 15 → 10 → 11 → 12 new funds/Q
New funds entering each quarter: 15 → 10 → 11 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 39% veterans, 32% new entrants

■ 39% veterans ■ 29% 1-2yr ■ 32% new
Of 76 current holders: 30 (39%) held 2+ years, 22 held 1–2 years, 24 (32%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
25 of 75 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — ALTI

In 2026 Q2, 45 hedge funds were net buyers of ALTI (12 opened a new position, 33 added to an existing one), while 30 reduced or exited (15 trimmed, 15 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. 21% of total institutional value in ALTI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 76.

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 Q3 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 September 30, 2026 · 45d ago
ALTI
-43.8%
XLF
+9.6%

ALTI outperformed XLF by -53.4% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · 0d ago
ALTI
+0.0%
XLF
+0.0%

Since the filing became public, ALTI outperformed XLF by +0.0% .

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.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: ALTI
2026 Q3 Stats Unlock in 5 days 74 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 74 79 -6.33%
13F Shares 35M 31M 12.04%
Total Value $126M $114M 11.3%
New Positions 12 11 +1
Increased Positions 33 26 +7
Closed Positions 16 7 +9
Reduced Positions 14 23 -9
Total Calls 1 0 100%
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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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
Return on Assets (ttm) --
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Institutional Holders (2026 Q3)

74 + 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:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 ALTI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Yorkville Advisors Global, LP 1.80% 800,000 $2.4M
2 Allianz Se 0.71% 22,979,543 $68.7M
3 BlueCrest Capital Management Ltd 0.10% 950,000 $2.8M
4 GAM Holding AG 0.06% 240,000 $718K
5 AlTi Global, Inc. 0.05% 750,951 $2.2M
6 Granite FO LLC 0.02% 15,180 $45K
7 Bokf, NA 0.02% 357,536 $1.1M
8 Stratos Wealth Partners, LTD. 0.00% 76,500 $229K
9 Ameritas Investment Partners, Inc. 0.00% 4,345 $13K
10 Police & Firemen's Retirement System of New Jersey 0.00% 15,155 $45K
11 Squarepoint Ops LLC 0.00% 100,422 $300K
12 Vanguard Fiduciary Trust Co 0.00% 392,683 $1.2M
13 Global Retirement Partners, LLC 0.00% 4,959 $15K
14 Raymond James Financial Inc 0.00% 252,109 $754K
15 Ieq Capital, LLC 0.00% 12,729 $38K
16 Vanguard Capital Management LLC 0.00% 2,314,631 $6.9M
17 UBS Group AG 0.00% 332,327 $994K
18 Dupont Capital Management Corp 0.00% 4 —
19 Rhumbline Advisers 0.00% 35,075 $105K
20 Sterling Capital Management LLC 0.00% 1,218 $4K
21 Essential Partners LLC 0.00% 49 —
22 Russell Investments Group, Ltd. 0.00% 24,609 $74K
23 Vanguard Portfolio Management LLC 0.00% 342,616 $1.0M
24 EverSource Wealth Advisors, LLC 0.00% 397 $1K
25 Deutsche Bank Ag\ 0.00% 42,685 $128K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ALTI 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 ALTI?

More buyers than sellers — 60% buying: Last quarter: 45 funds were net buyers (12 opened a brand new position + 33 added to an existing one). Only 30 were sellers (15 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ALTI holders?

Strong quality — 21% AUM from major funds: 25 of 75 holders rank in the top 100 by AUM, accounting for 21% 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 ALTI?

43% of holders stayed for 2+ years: 33 out of 76 hedge funds have held ALTI 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.

Is it too late to buy Alti Global Inc (ALTI) following the 2026 Q3 hedge fund 13F filings?

As of today, ALTI has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), ALTI has gained -43.8% vs +9.6% 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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