Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bel Fuse Inc (BELFA)

107 + 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
6Q ▲
Buyers last Q
61%

Smart Money Signals — BELFA

Based on 109 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 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
109 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 — +95% more funds vs a year ago

fund count last 6Q
+53 new funds entered over the past year (+95% 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 — 61% buying

69 buying45 selling
Last quarter: 69 funds were net buyers (32 opened a brand new position + 37 added to an existing one). Only 45 were sellers (30 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new BELFA position: 11 → 19 → 24 → 32. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 32% long-term, 50% new

■ 32% conviction (2yr+) ■ 18% medium ■ 50% new
Of the 109 current holders: 35 (32%) held >2 years, 20 held 1–2 years, and 54 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.
💎

Buying through price weakness — shares +54%, value -98%

Value
-98%
Shares
+54%
Last quarter: funds added +54% more shares while total portfolio value only changed -98%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

6 → 11 → 19 → 24 → 32 new funds/Q
New funds entering each quarter: 11 → 19 → 24 → 32. 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 — 33% veterans, 50% new entrants

■ 33% veterans ■ 17% 1-2yr ■ 50% new
Of 109 current holders: 36 (33%) held 2+ years, 18 held 1–2 years, 55 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
31 of 108 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.4
out of 10
Moderate Exit Risk
Exit risk score 5.4/10 — 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 Q2, 69 hedge funds were net buyers of BELFA (32 opened a new position, 37 added to an existing one), while 45 reduced or exited (30 trimmed, 15 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 32% of total institutional value in BELFA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 109.

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.

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

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: BELFA
2026 Q3 Stats Unlock in 47 days 107 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 107 92 16.3%
13F Shares 1M 1M 2.58%
Total Value $382M $25.15B -98.48%
New Positions 32 24 +8
Increased Positions 36 29 +7
Closed Positions 16 7 +9
Reduced Positions 30 26 +4
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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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

107 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Logan Stone Capital, LLC 3.32% 54,020 $15.7M
2 Investors Asset Management of Georgia Inc /Ga/ /Adv 2.54% 25,106 $7.3M
3 Mangrove Partners IM, LLC 2.00% 104,706 $30.5M
4 Nitor Capital Management LLC 1.38% 7,000 $2.0M
5 Hound Partners, LLC 0.95% 28,048 $8.2M
6 Brasada Capital Management, LP 0.87% — $4.9M
7 Algorithmic Investment Models, LLC 0.38% 1,119 $326K
8 Cable Car Capital, LP 0.29% 46,463 $13.5M
9 Triasima Portfolio Management inc. 0.27% 6,902 $2.0M
10 HERALD INVESTMENT MANAGEMENT Ltd 0.20% 5,000 $1.5M
11 PenderFund Capital Management Ltd. 0.15% 4,100 $1.2M
12 Gamco Investors, INC. Et Al 0.14% 53,000 $15.4M
13 Globeflex Capital L P 0.13% 3,533 $1.0M
14 Gabelli Funds LLC 0.12% 63,300 $18.4M
15 State of Wyoming 0.09% 3,007 $876K
16 Abel Hall, LLC 0.06% 1,156 $337K
17 Brown Advisory Inc 0.06% 125,953 $36.7M
18 Prelude Capital Management, LLC 0.04% 1,883 $548K
19 Quantbot Technologies LP 0.04% 3,097 $902K
20 Renaissance Technologies LLC 0.03% 65,553 $19.1M
21 Occudo Quantitative Strategies LP 0.01% 797 $232K
22 Marshall Wace, LLP 0.01% 51,332 $14.9M
23 Qube Research & Technologies Ltd 0.01% 42,480 $12.4M
24 XTX Topco Ltd 0.01% 2,563 $746K
25 Altshuler Shaham Ltd 0.01% 1,670 $632K
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 — 6 quarters in a row: For 6 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 — 61% buying: Last quarter: 69 funds were net buyers (32 opened a brand new position + 37 added to an existing one). Only 45 were sellers (30 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BELFA holders?

Strong quality — 32% AUM from major funds: 31 of 108 holders rank in the top 100 by AUM, accounting for 32% 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 BELFA?

Mixed — 32% long-term, 50% new: Of the 109 current holders: 35 (32%) held >2 years, 20 held 1–2 years, and 54 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.

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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