ANGEL OAK FUNDS TRUST (AOHY): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ANGEL OAK FUNDS TRUST (AOHY)

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

Smart Money Signals — AOHY

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

📉

Selling streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds reduced or closed their AOHY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 90% of 2.0Y peak

90% of all-time peak

27 funds currently hold this stock — 90% of the 2.0-year high of 30 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q

+6 new funds entered over the past year (+29% 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 — 52% buying

15 buying14 selling

Last quarter: 15 funds bought or added vs 14 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 — ~3 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 4 → 10 → 3 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 30% entered in last year

■ 0% conviction (2yr+) ■ 70% medium ■ 30% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

⚠️

Saturation — most institutions already know this story

6 → 4 → 10 → 3 → 3 new funds/Q

New funds entering each quarter: 4 → 10 → 3 → 3. 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.

🌱

Early stage — 56% of holders entered in last year

■ 0% veterans ■ 44% 1-2yr ■ 56% new

Of 27 current holders: 15 (56%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds

7 of 27 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	27	29	-6.9%
13F Shares	7M	7M	-6.74%
Total Value	$75M	$81M	-7.5%
New Positions	3	3	-
Increased Positions	12	16	-4
Closed Positions	5	4	+1
Reduced Positions	9	7	+2
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

-6.9%

13F Shares

-6.74%

Total Value

$75M

$81M

-7.5%

New Positions

Increased Positions

-4

Closed Positions

Reduced Positions

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 AOHY. 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 AOHY — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Lewis Asset Management, LLC	0.12%	26,137	$286K
2	TCFG WEALTH MANAGEMENT, LLC	0.04%	10,400	$114K
3	FIFTH THIRD SECURITIES, INC.	0.04%	59,654	$652K
4	PFG Investments, LLC	0.02%	39,939	$437K
5	IFP Advisors, Inc	0.01%	53,862	$589K
6	AlphaStar Capital Management, LLC	0.01%	14,362	$157K
7	Merit Financial Group, LLC	0.01%	99,297	$1.1M
8	Davis Capital Management	0.01%	1,079	$12K
9	Wealthspire Advisors, LLC	0.00%	17,201	$188K
10	Private Advisor Group, LLC	0.00%	25,690	$281K
11	Kestra Advisory Services, LLC	0.00%	12,204	$133K

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 — ANGEL OAK FUNDS TRUST (AOHY)

What does the Smart Money Trend signal show for AOHY?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their AOHY 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 AOHY?

Slight buying edge — 52% buying: Last quarter: 15 funds bought or added vs 14 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 AOHY holders?

Smaller funds dominant — 14% AUM from top-100: 7 of 27 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AOHY?

Mostly new holders — 30% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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ANGEL OAK FUNDS TRUST (AOHY)

Smart Money Signals — AOHY

Selling streak — 2 quarters in a row

High ownership — 90% of 2.0Y peak

Fast accumulation — +29% more funds vs a year ago

Slight buying edge — 52% buying

Steady new buyers — ~3 new funds per quarter

Mostly new holders — 30% entered in last year

Saturation — most institutions already know this story

Early stage — 56% of holders entered in last year

Smaller funds dominant — 14% AUM from top-100

Hedge Fund Ownership: AOHY

Market Analysis: AOHY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AOHY

Hedge Fund Positioning: AOHY

Statistics: AOHY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ANGEL OAK FUNDS TRUST (AOHY)

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