Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AXA SA SPONSORED ADR (AXAHY)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — AXAHY

Based on 24 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AXAHY 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
24 hedge funds hold AXAHY 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 — +41% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+41% 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 — 62% buying

10 buying6 selling
Last quarter: 10 funds were net buyers (6 opened a brand new position + 4 added to an existing one). Only 6 were sellers (6 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new AXAHY position: 4 → 4 → 0 → 6. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

54% conviction (2yr+) 8% medium 38% new
13 out of 24 hedge funds have held AXAHY 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

2 → 4 → 4 → 0 → 6 new funds/Q
New funds entering each quarter: 4 → 4 → 0 → 6. AXAHY 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 — 46% of holders stayed 2+ years

46% veterans 12% 1-2yr 42% new
Of 24 current holders: 11 (46%) 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.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
1 of 24 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Hedge Fund Ownership: AXAHY

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

Market Analysis: AXAHY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AXAHY

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

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: AXAHY
2026 Q1 Stats Unlock in 17 days 24 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 24 18 33.33%
13F Shares 706K 703K 0.33%
Total Value $34M $34M 0.43%
New Positions 6 0 +6
Increased Positions 4 5 -1
Closed Positions 0 5 -5
Reduced Positions 6 9 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AXAHY

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Financial Highlights

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Institutional Holders (2026 Q1)

24 + investors

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

Top 7 institutional holders of AXAHY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ativo Capital Management LLC 1.28% 32,077 $1.5M
2 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.27% 427,398 $19.7M
3 YOUSIF CAPITAL MANAGEMENT, LLC 0.02% 46,237 $2.1M
4 GAMMA Investing LLC 0.02% 8,874 $408K
5 BOYD WATTERSON ASSET MANAGEMENT LLC/OH 0.01% 740 $33K
6 NBC SECURITIES, INC. 0.00% 49 $2K
7 HANTZ FINANCIAL SERVICES, INC. 0.00% 13
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 — AXA SA SPONSORED ADR (AXAHY)

What does the Smart Money Trend signal show for AXAHY?

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

More buyers than sellers — 62% buying: Last quarter: 10 funds were net buyers (6 opened a brand new position + 4 added to an existing one). Only 6 were sellers (6 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AXAHY holders?

Smaller funds dominant — 0% AUM from top-100: 1 of 24 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AXAHY?

54% of holders stayed for 2+ years: 13 out of 24 hedge funds have held AXAHY 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.