Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bel Fuse Inc (BELFA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
5Q ▲
Buyers last Q
62%

Smart Money Signals — BELFA

Based on 92 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added BELFA 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
92 hedge funds hold BELFA 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 — +67% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+67% 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

53 buying33 selling
Last quarter: 53 funds were net buyers (24 opened a brand new position + 29 added to an existing one). Only 33 were sellers (26 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 11 → 19 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 32% long-term, 46% new

■ 32% conviction (2yr+) ■ 23% medium ■ 46% new
Of the 92 current holders: 29 (32%) held >2 years, 21 held 1–2 years, and 42 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.
💰

Value +16839% but shares only +33% — price-driven

Value
+16839%
Shares
+32%
Last quarter: the total dollar value of institutional holdings rose +16839%, but actual share count only changed +33%. 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

4 → 6 → 11 → 19 → 24 new funds/Q
New funds entering each quarter: 6 → 11 → 19 → 24. 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.
📊

Mixed cohorts — 35% veterans, 43% new entrants

■ 35% veterans ■ 22% 1-2yr ■ 43% new
Of 92 current holders: 32 (35%) held 2+ years, 20 held 1–2 years, 40 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 99% AUM from top-100 funds

99% from top-100 AUM funds
27 of 92 holders are among the 100 largest funds by AUM, controlling 99% of total institutional value in BELFA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — 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.

Institutional Sentiment Summary — BELFA

In 2026 Q1, 53 hedge funds were net buyers of BELFA (24 opened a new position, 29 added to an existing one), while 33 reduced or exited (26 trimmed, 7 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 99% of total institutional value in BELFA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 92.

Hedge Fund Ownership: BELFA

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

Market Analysis: BELFA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BELFA

-- --

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

Is It Too Late to Buy Bel Fuse Inc (BELFA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BELFA has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
BELFA
nan%
XLK
+39.8%

BELFA outperformed XLK by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
BELFA
nan%
XLK
+5.4%

Since the filing became public, BELFA outperformed XLK by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 1 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: BELFA
91 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 91 75 21.33%
13F Shares 1M 979K 32.55%
Total Value $25.15B $148M 16839.18%
New Positions 23 19 +4
Increased Positions 29 21 +8
Closed Positions 7 5 +2
Reduced Positions 26 24 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BELFA

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

91 + investors

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

QUARTER:
Top 25 BELFA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cable Car Capital, LP 2.91% 46,763 $8.4M
2 Investors Asset Management of Georgia Inc /Ga/ /Adv 1.90% 25,781 $4.6M
3 Nitor Capital Management LLC 0.97% 7,000 $1.3M
4 Highbridge Capital Management LLC 0.81% 138,469 $25.0M
5 Hound Partners, LLC 0.78% 34,814 $6.3M
6 Brasada Capital Management, LP 0.64% 17,723 $3.5M
7 HERALD INVESTMENT MANAGEMENT Ltd 0.13% 5,000 $898K
8 Gamco Investors, INC. Et Al 0.09% 53,200 $9.6M
9 Gabelli Funds LLC 0.08% 63,600 $11.5M
10 PenderFund Capital Management Ltd. 0.08% 2,700 $487K
11 Sagefield Capital LP 0.06% 4,416 $796K
12 Triasima Portfolio Management inc. 0.05% 1,742 $314K
13 Abel Hall, LLC 0.04% 1,138 $205K
14 Brown Advisory Inc 0.04% 134,404 $24.2M
15 Prelude Capital Management, LLC 0.04% 2,576 $464K
16 Renaissance Technologies LLC 0.02% 68,253 $12.3M
17 Mangrove Partners IM, LLC 0.02% 1,276 $230K
18 XTX Topco Ltd 0.02% 5,222 $941K
19 Engineers Gate Manager LP 0.01% 2,300 $414K
20 Sunbelt Securities, Inc. 0.00% 400 $72K
21 Trexquant Investment LP 0.00% 2,989 $539K
22 Quantbot Technologies LP 0.00% 475 $86K
23 Tower Research Capital LLC (TRC) 0.00% 432 $78K
24 Qube Research & Technologies Ltd 0.00% 9,157 $1.7M
25 Marshall Wace, LLP 0.00% 9,658 $1.7M
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 — Bel Fuse Inc (BELFA)

What does the Smart Money Trend signal show for BELFA?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added BELFA 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 BELFA?

More buyers than sellers — 62% buying: Last quarter: 53 funds were net buyers (24 opened a brand new position + 29 added to an existing one). Only 33 were sellers (26 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BELFA holders?

Elite ownership — 99% AUM from top-100 funds: 27 of 92 holders are among the 100 largest funds by AUM, controlling 99% of total institutional value in BELFA. 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 BELFA?

Mixed — 32% long-term, 46% new: Of the 92 current holders: 29 (32%) held >2 years, 21 held 1–2 years, and 42 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.

Is it too late to buy Bel Fuse Inc (BELFA) following the 2026 Q1 hedge fund 13F filings?

As of today, BELFA has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.4% for the XLK sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), BELFA has gained nan% vs +39.8% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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