EA SERIES TRUST (BBLU): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

EA SERIES TRUST (BBLU)

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

Smart Money Signals — BBLU

Based on 64 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q

For 8 consecutive quarters, more hedge funds added BBLU 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

64 hedge funds hold BBLU 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 — +28% more funds vs a year ago

fund count last 6Q

+14 new funds entered over the past year (+28% 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 — 60% buying

36 buying24 selling

Last quarter: 36 funds were net buyers (11 opened a brand new position + 25 added to an existing one). Only 24 were sellers (15 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 8 → 10 → 9 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 36% long-term, 31% new

■ 36% conviction (2yr+) ■ 33% medium ■ 31% new

Of the 64 current holders: 23 (36%) held >2 years, 21 held 1–2 years, and 20 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

📈

Growing discovery — still being found

11 → 8 → 10 → 9 → 11 new funds/Q

New funds entering each quarter: 8 → 10 → 9 → 11. A growing number of institutions are discovering BBLU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 39% veterans, 44% new entrants

■ 39% veterans ■ 17% 1-2yr ■ 44% new

Of 64 current holders: 25 (39%) held 2+ years, 11 held 1–2 years, 28 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds

7 of 64 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	64	62	3.23%
13F Shares	8M	7M	21.74%
Total Value	$127M	$99M	27.43%
New Positions	11	9	+2
Increased Positions	25	25	-
Closed Positions	9	4	+5
Reduced Positions	15	15	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

3.23%

13F Shares

21.74%

Total Value

$127M

$99M

27.43%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

64 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of BBLU — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Annex Advisory Services, LLC	0.39%	1,411,687	$20.8M
2	Bravias Capital Group, LLC	0.34%	35,556	$525K
3	American Trust	0.06%	47,405	$700K
4	Accel Wealth Management	0.05%	14,268	$211K
5	CAPITAL WEALTH MANAGEMENT, LLC	0.04%	10,825	$160K
6	Dynamic Advisor Solutions LLC	0.03%	70,025	$1.0M
7	WEDBUSH SECURITIES INC	0.02%	55,415	—
8	Concurrent Investment Advisors, LLC	0.02%	125,327	$1.8M
9	Claro Advisors Inc.	0.02%	10,712	$158K
10	Cambridge Investment Research Advisors, Inc.	0.01%	383,789	$6K
11	COMMONWEALTH EQUITY SERVICES, LLC	0.01%	636,722	$9.4M
12	Essex Financial Services, Inc.	0.01%	10,527	$155K
13	FLAGSHIP HARBOR ADVISORS, LLC	0.01%	10,523	$155K
14	PARK AVENUE SECURITIES LLC	0.00%	36,963	—
15	Kohmann Bosshard Financial Services, LLC	0.00%	2,894	$43K
16	STEPHENS INC /AR/	0.00%	16,701	$247K
17	Weaver Capital Management LLC	0.00%	900	$13K
18	Midwest Trust Co	0.00%	14,185	$209K
19	Kestra Advisory Services, LLC	0.00%	22,842	$337K
20	IFP Advisors, Inc	0.00%	3,675	$54K
21	Janney Montgomery Scott LLC	0.00%	28,800	—
22	Pflug Koory, LLC	0.00%	128	$2K
23	TRUIST FINANCIAL CORP	0.00%	19,448	$287K
24	NBC SECURITIES, INC.	0.00%	332	$5K
25	SIGNATUREFD, LLC	0.00%	72	$1K

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 — EA SERIES TRUST (BBLU)

What does the Smart Money Trend signal show for BBLU?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added BBLU 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 BBLU?

More buyers than sellers — 60% buying: Last quarter: 36 funds were net buyers (11 opened a brand new position + 25 added to an existing one). Only 24 were sellers (15 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BBLU holders?

Smaller funds dominant — 8% AUM from top-100: 7 of 64 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BBLU?

Mixed — 36% long-term, 31% new: Of the 64 current holders: 23 (36%) held >2 years, 21 held 1–2 years, and 20 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.

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EA SERIES TRUST (BBLU)

Smart Money Signals — BBLU

Buying streak — 8 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +28% more funds vs a year ago

More buyers than sellers — 60% buying

Steady new buyers — ~11 new funds per quarter

Mixed — 36% long-term, 31% new

Growing discovery — still being found

Mixed cohorts — 39% veterans, 44% new entrants

Smaller funds dominant — 8% AUM from top-100

Hedge Fund Ownership: BBLU

Market Analysis: BBLU

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BBLU

Hedge Fund Positioning: BBLU

Statistics: BBLU

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — EA SERIES TRUST (BBLU)

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