Stock Analysis

BIGBEAR.AI HOLDINGS INC 11.5000EXP12/31/2028 (BBAI/WS)

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
45%

Smart Money Signals — BBAI/WS

Based on 16 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🔻

Below peak — only 53% of 3.0Y high

53% of all-time peak
Only 16 funds hold this stock today versus a peak of 30 funds at 2023 Q1 — just 53% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding this stock is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — the institutional base is holding steady.
🟠

More sellers than buyers — 45% buying

5 buying6 selling
Last quarter: 6 funds reduced or exited vs 5 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 3 → 0 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 31% medium 12% new
9 out of 16 hedge funds have held this stock for over 2 years without selling. Long-term holders are harder to shake out during market dips — they represent a stable ownership base that reduces the risk of sudden mass selling.
💎

Buying through price weakness — shares +10%, value -99%

Value
-98%
Shares
+9%
Last quarter: funds added +10% more shares while total portfolio value only changed -99%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
⚠️

Saturation — most institutions already know this story

2 → 10 → 3 → 0 → 3 new funds/Q
New funds entering each quarter: 10 → 3 → 0 → 3. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Deep conviction — 69% of holders stayed 2+ years

69% veterans 6% 1-2yr 25% new
Of 16 current holders: 11 (69%) 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 — 12% top-100 AUM

12% from top-100 AUM funds
Only 2 of 16 current holders rank in the top 100 by AUM. The stock is held mostly by smaller and mid-sized funds — the largest institutional players haven't yet built significant positions.
1.2
out of 10
Low Exit Risk
Exit risk score 1.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Hedge Fund Ownership: BBAI/WS

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

Market Analysis: BBAI/WS

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Analyst Price Targets

-- Low
-- High
-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BBAI/WS

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Hedge Fund Positioning: BBAI/WS
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Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: BBAI/WS

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Institutional Holders (2025 Q4)
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Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed