Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BENEFICIENT (BENF)

12 + Investors. Track Smart Money conviction in BENF. 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
↓ -6
Streak
2Q ▼
Buyers last Q
30%

Smart Money Signals — BENF

Based on 12 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their BENF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 63% of 2.0Y high

63% of all-time peak
Only 12 funds hold BENF today versus a peak of 19 funds at 2024 Q4 — just 63% 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.
📉

Outflows — 37% fewer funds vs a year ago

fund count last 6Q
7 fewer hedge funds hold BENF compared to a year ago (-37% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 30% buying

6 buying14 selling
Last quarter: 14 funds sold vs only 6 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 4 → 6 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 25% entered in last year

0% conviction (2yr+) 75% medium 25% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +812% but shares only +23% — price-driven

Value
+811%
Shares
+23%
Last quarter: the total dollar value of institutional holdings rose +812%, but actual share count only changed +23%. 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.
➡️

Steady discovery — ~2 new funds/quarter

4 → 1 → 4 → 6 → 2 new funds/Q
New funds entering each quarter: 1 → 4 → 6 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 0% veterans, 25% new entrants

0% veterans 75% 1-2yr 25% new
Of 12 current holders: 0 (0%) held 2+ years, 9 held 1–2 years, 3 (25%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 82% AUM from top-100 funds

82% from top-100 AUM funds
6 of 12 holders are among the 100 largest funds by AUM, controlling 82% of total institutional value in BENF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Hedge Fund Ownership: BENF

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

Market Analysis: BENF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BENF

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: BENF
2026 Q1 Stats Unlock in 22 days 12 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 12 18 -33.33%
13F Shares 528K 428K 23.34%
Total Value $4M $407K 811.94%
New Positions 2 6 -4
Increased Positions 4 0 +4
Closed Positions 8 7 +1
Reduced Positions 6 6 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BENF

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

12 + investors

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

Top 12 institutional holders of BENF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Global Assets Advisory, LLC 0.04% 17,887 $126K
2 Ausdal Financial Partners, Inc. 0.00% 10,361 $73K
3 Legacy Wealth Managment, LLC/ID 0.00% 300 $2K
4 Tower Research Capital LLC (TRC) 0.00% 3,938 $28K
5 GEODE CAPITAL MANAGEMENT, LLC 0.00% 154,257 $1.1M
6 VANGUARD GROUP INC 0.00% 237,129 $1.7M
7 JANE STREET GROUP, LLC 0.00% 18,922 $133K
8 NORTHERN TRUST CORP 0.00% 17,255 $121K
9 STATE STREET CORP 0.00% 23,043 $162K
10 BlackRock, Inc. 0.00% 44,621 $314K
11 UBS Group AG 0.00% 83
12 BANK OF AMERICA CORP /DE/ 0.00% 118
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 — BENEFICIENT (BENF)

What does the Smart Money Trend signal show for BENF?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their BENF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BENF?

Heavy selling pressure — only 30% buying: Last quarter: 14 funds sold vs only 6 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for BENF holders?

Elite ownership — 82% AUM from top-100 funds: 6 of 12 holders are among the 100 largest funds by AUM, controlling 82% of total institutional value in BENF. 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 BENF?

Mostly new holders — 25% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.