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
26 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.

Loading signal freshness…
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
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

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
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 Q2)

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:
Top 25 ALTI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Allianz Se 0.83% 21,707,214 $78.4M
2 GAM Holding AG 0.11% 350,000 $1.3M
3 BlueCrest Capital Management Ltd 0.10% 825,000 $3.0M
4 AlTi Global, Inc. 0.06% 773,167 $2.8M
5 Granite FO LLC 0.04% 19,430 $70K
6 Bokf, NA 0.02% 357,536 $1.3M
7 Summit Trail Advisors, LLC 0.00% 109,339 $395K
8 Oasis Management Co Ltd. 0.00% 25,000 $90K
9 NewEdge Wealth, LLC 0.00% 122,390 $442K
10 Simon Quick Advisors, LLC 0.00% 25,938 $94K
11 Algert Global LLC 0.00% 30,561 $110K
12 Flputnam Investment Management Co 0.00% 25,000 $90K
13 XTX Topco Ltd 0.00% 15,607 $56K
14 Squarepoint Ops LLC 0.00% 176,549 $637K
15 Dupont Capital Management Corp 0.00% 4 —
16 MetLife Investment Management, LLC 0.00% 32,004 $116K
17 Tower Research Capital LLC (TRC) 0.00% 5,606 $20K
18 Ameritas Investment Partners, Inc. 0.00% 4,345 $16K
19 Police & Firemen's Retirement System of New Jersey 0.00% 15,155 $55K
20 Intech Investment Management LLC 0.00% 11,396 $41K
21 Kilter Group LLC 0.00% 200 —
22 Vanguard Fiduciary Trust Co 0.00% 315,755 $1.1M
23 Ieq Capital, LLC 0.00% 14,735 $53K
24 Raymond James Financial Inc 0.00% 247,895 $895K
25 BlackRock, Inc. 0.00% 3,181,284 $11.5M
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: 26 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.

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.

Full history →