Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Aya Gold & Silver Inc (AYASF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +112
Streak
1Q ▲
Buyers last Q
98%

Smart Money Signals — AYASF

Based on 114 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 AYASF 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
114 hedge funds hold AYASF 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 — +5600% more funds vs a year ago

fund count last 6Q
+112 new funds entered over the past year (+5600% 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 — 98% buying

114 buying2 selling
Last quarter: 114 funds were net buyers (114 opened a brand new position + 0 added to an existing one). Only 2 were sellers (0 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+113 vs last Q)

new funds entering per quarter
Funds opening a new AYASF position: 0 → 2 → 1 → 114. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 99% entered in last year

■ 0% conviction (2yr+) ■ 1% medium ■ 99% 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.
💰

Value +165033% but shares only +132677% — price-driven

Value
+165032%
Shares
+132677%
Last quarter: the total dollar value of institutional holdings rose +165033%, but actual share count only changed +132677%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

1 → 0 → 2 → 1 → 114 new funds/Q
New funds entering each quarter: 0 → 2 → 1 → 114. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 99% of holders entered in last year

■ 1% veterans ■ 0% 1-2yr ■ 99% new
Of 119 current holders: 118 (99%) entered in the past year, only 1 (1%) 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.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
29 of 114 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
7.5
out of 10
High Exit Risk
Exit risk score 7.5/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 — AYASF

In 2026 Q2, 114 hedge funds were net buyers of AYASF (114 opened a brand-new position), while 2 reduced or exited (2 sold completely) — a 98% buyer ratio, indicating clear institutional accumulation. 30% of total institutional value in AYASF is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +112 funds (more new holders than closures). Total institutional holders: 114.

Hedge Fund Ownership: AYASF

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

Market Analysis: AYASF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AYASF

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 2 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: AYASF
112 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 112 2 5500.0%
13F Shares 52M 40K 130239.1%
Total Value $995M $614K 162020.57%
New Positions 112 1 +111
Increased Positions 0 0 -
Closed Positions 2 2 -
Reduced Positions 0 0 -
Total Calls 3 0 100%
Total Puts 2 0 100%
PUT/CALL Ratio 0.67 0.0 Bullish

Statistics: AYASF

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Financial Highlights

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Institutional Holders (2026 Q2)

112 + investors

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

QUARTER:
Top 25 AYASF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 U S Global Investors Inc 2.05% 1,125,000 $21.3M
2 L1 Capital Pty Ltd 1.32% 2,074,017 $39.3M
3 Sprott INC. 0.78% 1,298,502 $24.6M
4 CoreCommodity Management, LLC 0.26% 68,316 $1.3M
5 Montrusco Bolton Investments INC. 0.25% 841,081 $15.9M
6 Cedrus Wealth Group LLC 0.24% 14,275 $270K
7 Groupe la Francaise 0.20% 860,000 $16.3M
8 Fulcrum Asset Management LLP 0.14% 73,160 $1.4M
9 Intact Investment Management INC. 0.14% 256,417 $4.9M
10 Chicago Partners Investment Group LLC 0.14% 344,000 $6.9M
11 Leonteq Securities AG 0.12% 134,640 $3.6M
12 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.12% 5,350,561 $101.3M
13 Ninety One UK Ltd 0.12% 2,828,397 $53.5M
14 Van Eck Associates Corp 0.12% 10,226,326 $193.5M
15 Boussard & Gavaudan Gestion Sas 0.11% 117,967 $2.2M
16 Quadrature Capital Ltd 0.10% 634,631 $12.0M
17 Hollencrest Capital Management 0.10% 81,733 $1.5M
18 Kovack Advisors, Inc. 0.08% 87,806 $1.7M
19 LGT Fund Management Co Ltd. 0.08% 100,000 $1.9M
20 Federation des caisses Desjardins du Quebec 0.07% 1,297,046 $24.3M
21 SIG North Trading, ULC 0.07% 204,200 $3.9M
22 PKO Investment Management Joint-Stock Co 0.07% 50,000 $944K
23 Edmond de Rothschild Holding S.A. 0.07% 272,666 $5.1M
24 SIG North Trading, ULC 0.06% 158,800 $3.0M
25 Pinpoint Asset Management (Singapore) Pte. Ltd. 0.05% 12,418 $235K
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 — Aya Gold & Silver Inc (AYASF)

What does the Smart Money Trend signal show for AYASF?

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

More buyers than sellers — 98% buying: Last quarter: 114 funds were net buyers (114 opened a brand new position + 0 added to an existing one). Only 2 were sellers (0 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AYASF holders?

Strong quality — 30% AUM from major funds: 29 of 114 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AYASF?

Mostly new holders — 99% 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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