Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ast Spacemobile Inc (ASTS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +83
Streak
11Q ▲
Buyers last Q
67%

Smart Money Signals — ASTS

Based on 769 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added ASTS 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
769 hedge funds hold ASTS 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 — +108% more funds vs a year ago

fund count last 6Q
+399 new funds entered over the past year (+108% 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 — 67% buying

575 buying277 selling
Last quarter: 575 funds were net buyers (191 opened a brand new position + 384 added to an existing one). Only 277 were sellers (169 trimmed + 108 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 92 → 196 → 202 → 191. 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.
🔄

Mostly new holders — 52% entered in last year

■ 19% conviction (2yr+) ■ 29% medium ■ 52% new
Only 146 funds (19%) 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.
📈

Growing discovery — still being found

129 → 92 → 196 → 202 → 191 new funds/Q
New funds entering each quarter: 92 → 196 → 202 → 191. A growing number of institutions are discovering ASTS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 62% of holders entered in last year

■ 23% veterans ■ 16% 1-2yr ■ 62% new
Of 851 current holders: 524 (62%) entered in the past year, only 193 (23%) 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.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
63 of 752 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in ASTS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.6
out of 10
Moderate Exit Risk
Exit risk score 5.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — ASTS

In 2026 Q2, 575 hedge funds were net buyers of ASTS (191 opened a new position, 384 added to an existing one), while 277 reduced or exited (169 trimmed, 108 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in ASTS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +83 funds (more new holders than closures). Total institutional holders: 769.

Hedge Fund Ownership: ASTS

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

Market Analysis: ASTS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ASTS

-- --

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

Is It Too Late to Buy Ast Spacemobile Inc (ASTS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ASTS has moved relative to its sector benchmark (XLK) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 89d ago
ASTS
-30.4%
XLK
+3.1%

ASTS outperformed XLK by -33.5% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 44d ago
ASTS
-12.9%
XLK
+3.4%

Since the filing became public, ASTS outperformed XLK by -16.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 11 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: ASTS
742 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 742 686 8.16%
13F Shares 240M 209M 14.41%
Total Value $20.97B $17.07B 22.87%
New Positions 188 202 -14
Increased Positions 365 248 +117
Closed Positions 115 62 +53
Reduced Positions 138 158 -20
Total Calls 58 44 31.82%
Total Puts 41 36 13.89%
PUT/CALL Ratio 0.71 0.82 Neutral

Statistics: ASTS

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Financial Highlights

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Institutional Holders (2026 Q2)

742 + investors

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

QUARTER:
Top 25 ASTS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vodafone Ventures Ltd 100.00% 5,471,743 $486.2M
2 Rakuten Group, Inc. 99.68% 15,510,078 $1.38B
3 Broad Run Investment Management, LLC 19.91% 1,455,969 $129.4M
4 Greenhaven Road Investment Management, L.P. 6.19% 107,294 $9.5M
5 Redwood Family Wealth LLC 6.15% 78,866 $7.0M
6 Once Capital Management, LLC 5.95% 816,500 $72.6M
7 Sender Co & Partners, Inc. 5.45% 211,618 $18.8M
8 Nokomis Capital, L.L.C. 4.96% 166,500 $14.8M
9 Salvus Wealth Management, LLC 3.50% 70,399 $6.3M
10 Tema Etfs LLC 2.88% 1,003,815 $89.2M
11 Spear Advisors LLC 2.74% 89,941 $8.0M
12 Act Capital Management, LLC 2.53% 43,500 $3.9M
13 Privium Fund Management B.V. 2.37% 145,000 $12.9M
14 Marex Group Ltd 2.34% 6,220,357 $552.7M
15 United Capital Management of KS, Inc. 2.33% 199,918 $17.8M
16 Ws Management Lllp 2.10% 270,000 $24.0M
17 MBE Wealth Management, LLC 1.53% 48,972 $4.4M
18 Encompass Wealth Advisors, LLC 1.23% 45,441 $4.0M
19 Crawford Fund Management, LLC 1.20% 88,000 $7.8M
20 Rakuten Securities, Inc. 1.19% 57,580 $5.1M
21 Masters Capital Management LLC 1.14% 500,000 $44.4M
22 Marex Group Ltd 0.97% 2,574,600 $228.8M
23 Citizens Business Bank 0.95% 70,698 $6.3M
24 Hanseatic Management Services Inc 0.94% 14,381 $1.3M
25 FirstWave Capital Management LLC 0.86% 21,895 $1.9M
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 — Ast Spacemobile Inc (ASTS)

What does the Smart Money Trend signal show for ASTS?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added ASTS 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 ASTS?

More buyers than sellers — 67% buying: Last quarter: 575 funds were net buyers (191 opened a brand new position + 384 added to an existing one). Only 277 were sellers (169 trimmed + 108 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ASTS holders?

Elite ownership — 43% AUM from top-100 funds: 63 of 752 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in ASTS. 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 ASTS?

Mostly new holders — 52% entered in last year: Only 146 funds (19%) 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.

Is it too late to buy Ast Spacemobile Inc (ASTS) following the 2026 Q2 hedge fund 13F filings?

As of today, ASTS has moved -12.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to +3.4% for the XLK sector ETF — an outperformance of -16.3%. Since the quarter end (June 30, 2026), ASTS has gained -30.4% vs +3.1% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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