Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ANGEL OAK MORTGAGE REIT INC (AOMR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
48%

Smart Money Signals — AOMR

Based on 79 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
79 hedge funds hold AOMR 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.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

36 buying39 selling
Last quarter: 39 funds reduced or exited vs 36 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 12 → 8 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 30% medium ■ 20% new
39 out of 79 hedge funds have held AOMR 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.
📊

Peak discovery — momentum slowing

8 → 14 → 12 → 8 → 11 new funds/Q
New funds entering each quarter: 14 → 12 → 8 → 11. AOMR is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 51% of holders stayed 2+ years

■ 51% veterans ■ 19% 1-2yr ■ 30% new
Of 79 current holders: 40 (51%) 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.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
23 of 79 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in AOMR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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: AOMR

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

Market Analysis: AOMR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AOMR

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 0 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: AOMR
2026 Q1 Stats Unlock in 19 days 79 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 79 79 -
13F Shares 18M 18M 2.53%
Total Value $158M $167M -5.79%
New Positions 11 8 +3
Increased Positions 25 35 -10
Closed Positions 11 10 +1
Reduced Positions 28 21 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AOMR

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Financial Highlights

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Institutional Holders (2026 Q1)

79 + investors

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

Top 12 institutional holders of AOMR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RIVERBRIDGE PARTNERS LLC 0.04% 197,392 $1.6M
2 SANDERS MORRIS HARRIS LLC 0.02% 16,000 $132K
3 Police & Firemen's Retirement System of New Jersey 0.00% 3,099 $25K
4 STRS OHIO 0.00% 2,600 $21K
5 NISA INVESTMENT ADVISORS, LLC 0.00% 2,017 $17K
6 Sterling Capital Management LLC 0.00% 329 $3K
7 GAMMA Investing LLC 0.00% 67 —
8 True Wealth Design, LLC 0.00% 10 —
9 Root Financial Partners, LLC 0.00% 16 —
10 IFP Advisors, Inc 0.00% 5 —
11 GHP Investment Advisors, Inc. 0.00% 2 —
12 Farther Finance Advisors, LLC 0.00% 3 —
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 MORTGAGE REIT INC (AOMR)

What does the Smart Money Trend signal show for AOMR?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for AOMR?

More sellers than buyers — 48% buying: Last quarter: 39 funds reduced or exited vs 36 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for AOMR holders?

Elite ownership — 55% AUM from top-100 funds: 23 of 79 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in AOMR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AOMR?

49% of holders stayed for 2+ years: 39 out of 79 hedge funds have held AOMR 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.