Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AN2 THERAPEUTICS INC (ANTX)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — ANTX

Based on 35 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 ANTX 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.
🔻

Below peak — only 67% of 3.0Y high

67% of all-time peak
Only 35 funds hold ANTX today versus a peak of 52 funds at 2024 Q1 — just 67% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ANTX is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

13 buying11 selling
Last quarter: 13 funds bought or added vs 11 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 — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 8 → 2 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

51% conviction (2yr+) 43% medium 6% new
18 out of 35 hedge funds have held ANTX 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.
💎

Buying through price weakness — shares +5%, value -99%

Value
-98%
Shares
+5%
Last quarter: funds added +5% more shares while total portfolio value only changed -99%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
⚠️

Saturation — most institutions already know this story

10 → 5 → 8 → 2 → 5 new funds/Q
New funds entering each quarter: 5 → 8 → 2 → 5. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Deep conviction — 60% of holders stayed 2+ years

60% veterans 14% 1-2yr 26% new
Of 35 current holders: 21 (60%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
9 of 35 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
1.5
out of 10
Low Exit Risk
Exit risk score 1.5/10 — 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.

Hedge Fund Ownership: ANTX

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

Market Analysis: ANTX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ANTX

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: ANTX
2026 Q1 Stats Unlock in 14 days 35 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 35 33 6.06%
13F Shares 8M 8M 5.0%
Total Value $9M $725M -98.73%
New Positions 5 2 +3
Increased Positions 8 6 +2
Closed Positions 3 3 -
Reduced Positions 8 11 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ANTX

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

35 + investors

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

Top 4 institutional holders of ANTX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Peapod Lane Capital LLC 0.17% 59,854 $207K
2 Private Advisor Group, LLC 0.00% 12,500 $43K
3 UBS Group AG 0.00% 61,392 $210K
4 SBI Securities Co., Ltd. 0.00% 201
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 — AN2 THERAPEUTICS INC (ANTX)

What does the Smart Money Trend signal show for ANTX?

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

Slight buying edge — 54% buying: Last quarter: 13 funds bought or added vs 11 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 ANTX holders?

Strong quality — 32% AUM from major funds: 9 of 35 holders rank in the top 100 by AUM, accounting for 32% 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 ANTX?

51% of holders stayed for 2+ years: 18 out of 35 hedge funds have held ANTX 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.