Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bel Fuse Inc (BELFB)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +28
Streak
4Q ▲
Buyers last Q
57%

Smart Money Signals — BELFB

Based on 231 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added BELFB 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
231 hedge funds hold BELFB 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 — +43% more funds vs a year ago

fund count last 6Q
+69 new funds entered over the past year (+43% 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.
🟡

Slight buying edge — 57% buying

135 buying100 selling
Last quarter: 135 funds bought or added vs 100 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new BELFB position: 31 → 49 → 36 → 60. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

47% of holders stayed for 2+ years

47% conviction (2yr+) 22% medium 31% new
109 out of 231 hedge funds have held BELFB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

23 → 31 → 49 → 36 → 60 new funds/Q
New funds entering each quarter: 31 → 49 → 36 → 60. A growing number of institutions are discovering BELFB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 52% veterans vs 35% newcomers

52% veterans 13% 1-2yr 35% new
Entry-cohort mix of 236 holders: 123 (52%) are 2+ year veterans, 31 entered 1–2 years ago, and 82 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
46 of 230 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in BELFB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — BELFB

In 2026 Q1, 135 hedge funds were net buyers of BELFB (60 opened a new position, 75 added to an existing one), while 100 reduced or exited (68 trimmed, 32 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in BELFB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +28 funds (more new holders than closures). Total institutional holders: 231.

Hedge Fund Ownership: BELFB

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

Market Analysis: BELFB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BELFB

-- --

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

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

Signal Freshness measures how much BELFB 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 · 75d ago
BELFB
+48.4%
XLK
+39.1%

BELFB outperformed XLK by +9.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
BELFB
+14.5%
XLK
+4.8%

Since the filing became public, BELFB outperformed XLK by +9.7% .

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.

27 top-rated funds 2 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: BELFB
230 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 230 203 13.3%
13F Shares 10M 10M 5.54%
Total Value $1.63B $1.51B 7.76%
New Positions 59 36 +23
Increased Positions 75 67 +8
Closed Positions 32 31 +1
Reduced Positions 66 68 -2
Total Calls 3 3 -
Total Puts 3 1 200.0%
PUT/CALL Ratio 1.0 0.33 Neutral

Statistics: BELFB

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Financial Highlights

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Institutional Holders (2026 Q1)

230 + investors

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

QUARTER:
Top 25 BELFB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Makaira Partners LLC 7.29% 55,000 $9.3M
2 Nitor Capital Management LLC 3.87% 25,400 $5.0M
3 Advisory Research Inc 2.91% 119,364 $23.6M
4 Expect Equity LLC 2.10% 11,061 $2.2M
5 Ballast Asset Management, LP 2.09% 23,727 $4.7M
6 Investors Asset Management of Georgia Inc /Ga/ /Adv 2.01% 24,807 $4.9M
7 Tema Etfs LLC 1.77% 133,318 $26.4M
8 Grandeur Peak Global Advisors, LLC 1.71% 36,892 $7.3M
9 Dean Capital Management 1.22% 14,847 $2.9M
10 HERALD INVESTMENT MANAGEMENT Ltd 0.83% 30,000 $5.9M
11 Wasatch Advisors LP 0.63% 478,709 $94.8M
12 Precision Wealth Strategies, LLC 0.62% 9,416 $1.9M
13 Dean Investment Associates, LLC 0.59% 21,145 $4.2M
14 Portolan Capital Management, LLC 0.56% 53,170 $10.5M
15 Informed Momentum Co LLC 0.55% 24,022 $4.8M
16 Phocas Financial Corp. 0.47% 15,277 $3.0M
17 Integrated Quantitative Investments LLC 0.41% 11,467 $2.3M
18 Emerald Investment Advisers, LLC 0.34% 19,097 $3.8M
19 Oliver Luxxe Assets LLC 0.24% 8,132 $1.6M
20 Templeton & Phillips Capital Management, LLC 0.23% 1,443 $286K
21 Corsair Capital Management, L.P. 0.21% 7,234 $1.4M
22 Legato Capital Management LLC 0.21% 11,514 $2.3M
23 Royce & Associates LP 0.19% 97,173 $19.2M
24 Diametric Capital, LP 0.19% 3,667 $726K
25 North Star Investment Management Corp. 0.15% 12,550 $2.5M
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 (BELFB)

What does the Smart Money Trend signal show for BELFB?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added BELFB 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 BELFB?

Slight buying edge — 57% buying: Last quarter: 135 funds bought or added vs 100 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BELFB holders?

Elite ownership — 46% AUM from top-100 funds: 46 of 230 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in BELFB. 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 BELFB?

47% of holders stayed for 2+ years: 109 out of 231 hedge funds have held BELFB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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

As of today, BELFB has moved +14.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLK sector ETF — an outperformance of +9.7%. Since the quarter end (March 31, 2026), BELFB has gained +48.4% vs +39.1% 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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