ARK ETF TR (ARKW): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ARK ETF TR (ARKW)

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

Smart Money Signals — ARKW

Based on 230 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their ARKW 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 (98% of max)

98% of all-time peak

230 hedge funds hold ARKW 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 — +16% more funds vs a year ago

fund count last 6Q

+31 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 54% buying

119 buying101 selling

Last quarter: 119 funds bought or added vs 101 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.

⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 27 → 49 → 49 → 36. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 15% medium ■ 25% new

138 out of 230 hedge funds have held ARKW 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 +35%, value -6%

Value

-6%

+35%

Last quarter: funds added +35% more shares while total portfolio value only changed -6%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

39 → 27 → 49 → 49 → 36 new funds/Q

New funds entering each quarter: 27 → 49 → 49 → 36. A growing number of institutions are discovering ARKW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 7% 1-2yr ■ 27% new

Of 235 current holders: 155 (66%) 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 — 42% AUM from top-100 funds

42% from top-100 AUM funds

17 of 230 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in ARKW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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	235	241	-2.49%
13F Shares	6M	4M	35.01%
Total Value	$713M	$759M	-6.07%
New Positions	36	49	-13
Increased Positions	90	92	-2
Closed Positions	41	34	+7
Reduced Positions	72	60	+12
Total Calls	4	6	-33.33%
Total Puts	2	4	-50.0%
PUT/CALL Ratio	0.5	0.67	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

235

241

-2.49%

13F Shares

35.01%

Total Value

$713M

$759M

-6.07%

New Positions

-13

Increased Positions

-2

Closed Positions

Reduced Positions

+12

Total Calls

-33.33%

Total Puts

-50.0%

PUT/CALL Ratio

0.5

0.67

Bullish

Institutional Holders (2026 Q1)

235 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 institutional holders of ARKW — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Wealth Management Partners, LLC	1.18%	34,143	$4.1M
2	Financial Guidance Group, Inc.	1.04%	21,385	$2.6M
3	Copia Wealth Management	0.88%	10,639	$1.3M
4	Relyea Zuckerberg Hanson LLC	0.67%	55,476	$6.7M
5	Mosley Wealth Management	0.51%	6,462	$1.1M
6	Phoenix Wealth Advisors	0.51%	10,680	$1.3M
7	Purus Wealth Management, LLC	0.48%	12,534	$1.5M
8	Gradient Investments LLC	0.38%	204,809	$24.7M
9	Sterling Investment Counsel, LLC	0.36%	10,769	$1.3M
10	Medallion Wealth Advisors, LLC	0.36%	8,338	$798K
11	Baer Investment Advisory LLC	0.34%	22,816	$2.8M
12	VICTORY FINANCIAL GROUP, LLC	0.34%	22,816	$2.8M
13	Paladin Wealth, LLC	0.28%	3,418	$412K
14	AdvisorNet Financial, Inc	0.23%	36,687	$4.4M
15	LAM GROUP, INC.	0.19%	2,900	$350K
16	Manske Wealth Management	0.19%	5,569	$672K
17	GFS Advisors, LLC	0.14%	9,564	$1.1M
18	EAGLE WEALTH STRATEGIES LLC	0.10%	1,904	$230K
19	Elwood & Goetz Wealth Advisory Group, LLC	0.08%	3,901	$470K
20	Mutual Advisors, LLC	0.06%	23,109	$2.8M
21	Intrua Financial, LLC	0.06%	4,650	$561K
22	Kestra Advisory Services, LLC	0.06%	126,005	$15.2M
23	Whipplewood Advisors, LLC	0.05%	875	$106K
24	Estate Planners Group, LLC	0.05%	801	$118K
25	Provenance Wealth Advisors, LLC	0.05%	3,718	$448K

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 — ARK ETF TR (ARKW)

What does the Smart Money Trend signal show for ARKW?

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

Slight buying edge — 54% buying: Last quarter: 119 funds bought or added vs 101 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 ARKW holders?

Elite ownership — 42% AUM from top-100 funds: 17 of 230 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in ARKW. 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 ARKW?

60% of holders stayed for 2+ years: 138 out of 230 hedge funds have held ARKW 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.

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ARK ETF TR (ARKW)

Smart Money Signals — ARKW

Selling streak — 1 quarter in a row

At the ownership peak (98% of max)

Steady growth — +16% more funds vs a year ago

Slight buying edge — 54% buying

Fewer new buyers each quarter (-13 vs last Q)

60% of holders stayed for 2+ years

Buying through price weakness — shares +35%, value -6%

Growing discovery — still being found

Deep conviction — 66% of holders stayed 2+ years

Elite ownership — 42% AUM from top-100 funds

Hedge Fund Ownership: ARKW

Market Analysis: ARKW

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ARKW

Hedge Fund Positioning: ARKW

Statistics: ARKW

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ARK ETF TR (ARKW)

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