Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Atlasclear Holdings Inc (ATCH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
74%

Smart Money Signals — ATCH

Based on 30 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ATCH 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
30 hedge funds hold ATCH right now — the highest count in 1.8 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 — +173% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+173% 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 — 74% buying

17 buying6 selling
Last quarter: 17 funds were net buyers (6 opened a brand new position + 11 added to an existing one). Only 6 were sellers (5 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 3 → 7 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 47% entered in last year

■ 0% conviction (2yr+) ■ 53% medium ■ 47% 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.
📊

Peak discovery — momentum slowing

4 → 17 → 3 → 7 → 6 new funds/Q
New funds entering each quarter: 17 → 3 → 7 → 6. ATCH is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 73% of holders entered in last year

■ 0% veterans ■ 27% 1-2yr ■ 73% new
Of 30 current holders: 22 (73%) 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.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
10 of 30 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in ATCH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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 — ATCH

In 2026 Q2, 17 hedge funds were net buyers of ATCH (6 opened a new position, 11 added to an existing one), while 6 reduced or exited (5 trimmed, 1 sold completely) — a 74% buyer ratio, indicating clear institutional accumulation. 50% of total institutional value in ATCH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 30.

Hedge Fund Ownership: ATCH

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

Market Analysis: ATCH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ATCH

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: ATCH
2026 Q3 Stats Unlock in 38 days 30 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 30 25 20.0%
13F Shares 11M 9M 28.24%
Total Value $2M $2M 22.14%
New Positions 6 7 -1
Increased Positions 11 7 +4
Closed Positions 1 7 -6
Reduced Positions 5 3 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ATCH

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

30 + investors

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

QUARTER:
Top 25 ATCH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cary Street Partners Financial LLC 0.00% 904,586 $178K
2 Fairway Wealth LLC 0.00% 50,000 $10K
3 Code Waechter LLC 0.00% 10,000 $2K
4 Rothschild Wealth LLC 0.00% 34,024 $7K
5 Arkadios Wealth Advisors 0.00% 80,000 $16K
6 B. Riley Wealth Advisors, Inc. 0.00% 20,000 $4K
7 Tower Research Capital LLC (TRC) 0.00% 44,888 $9K
8 Diversify Advisory Services, LLC 0.00% 61,000 $11K
9 Diversify Wealth Management, LLC 0.00% 61,000 $11K
10 HighTower Advisors, LLC 0.00% 896,000 $176K
11 Soltis Investment Advisors LLC 0.00% 11,604 $2K
12 XTX Topco Ltd 0.00% 21,442 $4K
13 Vanguard Fiduciary Trust Co 0.00% 1,015,647 $200K
14 Jane Street Group, LLC 0.00% 2,287,180 $450K
15 Apollon Wealth Management, LLC 0.00% 15,500 $3K
16 UBS Group AG 0.00% 824,985 $163K
17 SBI Securities Co., Ltd. 0.00% 2,287 —
18 Vanguard Capital Management LLC 0.00% 2,033,948 $401K
19 Osaic Holdings, INC. 0.00% 13,500 $3K
20 Aqr Capital Management LLC 0.00% 34,024 $7K
21 Bank of Montreal /Can/ 0.00% 20,000 $4K
22 Susquehanna International Group, LLP 0.00% 43,008 $8K
23 LPL Financial LLC 0.00% 10,065 $2K
24 Citigroup Inc 0.00% 4,268 —
25 Barclays plc 0.00% 2,415 —
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 — Atlasclear Holdings Inc (ATCH)

What does the Smart Money Trend signal show for ATCH?

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

More buyers than sellers — 74% buying: Last quarter: 17 funds were net buyers (6 opened a brand new position + 11 added to an existing one). Only 6 were sellers (5 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ATCH holders?

Elite ownership — 50% AUM from top-100 funds: 10 of 30 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in ATCH. 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 ATCH?

Mostly new holders — 47% 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.

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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