Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Beneficient (BENF)

14 + 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
↑ +1
Streak
1Q ▲
Buyers last Q
69%

Smart Money Signals — BENF

Based on 14 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BENF 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.
🔻

Below peak — only 67% of 2.5Y high

67% of all-time peak
Only 14 funds hold BENF today versus a peak of 21 funds at 2024 Q4 — just 67% 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 — 30% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold BENF compared to a year ago (-30% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 69% buying

9 buying4 selling
Last quarter: 9 funds were net buyers (3 opened a brand new position + 6 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 2 → 4 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 50% entered in last year

14% conviction (2yr+) 36% medium 50% new
Only 2 funds (14%) 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.
➡️

Steady discovery — ~3 new funds/quarter

4 → 6 → 2 → 4 → 3 new funds/Q
New funds entering each quarter: 6 → 2 → 4 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 0% veterans, 50% new entrants

0% veterans 50% 1-2yr 50% new
Of 14 current holders: 0 (0%) held 2+ years, 7 held 1–2 years, 7 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
8 of 14 holders are among the 100 largest funds by AUM, controlling 40% 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.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — 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.

Institutional Sentiment Summary — BENF

In 2026 Q2, 9 hedge funds were net buyers of BENF (3 opened a new position, 6 added to an existing one), while 4 reduced or exited (2 trimmed, 2 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. 40% of total institutional value in BENF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 14.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: BENF
14 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 14 13 7.69%
13F Shares 871K 551K 58.13%
Total Value $3M $2M 66.25%
New Positions 3 4 -1
Increased Positions 6 7 -1
Closed Positions 2 4 -2
Reduced Positions 2 1 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BENF

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Financial Highlights

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Institutional Holders (2026 Q2)

14 + investors

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

QUARTER:
Top 11 BENF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Yorkville Advisors Global, LP 1.20% 280,631 $1.0M
2 Ausdal Financial Partners, Inc. 0.00% 13,817 $51K
3 Vanguard Fiduciary Trust Co 0.00% 72,070 $265K
4 Vanguard Capital Management LLC 0.00% 153,491 $565K
5 NFSG Corp 0.00% 24
6 Morgan Stanley 0.00% 45,122 $166K
7 BlackRock, Inc. 0.00% 49,528 $182K
8 UBS Group AG 0.00% 4,271 $16K
9 SBI Securities Co., Ltd. 0.00% 7
10 Barclays plc 0.00% 60
11 Citigroup Inc 0.00% 4
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BENF 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 BENF?

More buyers than sellers — 69% buying: Last quarter: 9 funds were net buyers (3 opened a brand new position + 6 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BENF holders?

Elite ownership — 40% AUM from top-100 funds: 8 of 14 holders are among the 100 largest funds by AUM, controlling 40% 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 — 50% entered in last year: Only 2 funds (14%) 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.

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