Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BENEFICIENT (BENFW)

21 + Investors. Track Smart Money conviction in BENFW. 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
↓ -2
Streak
1Q ▼
Buyers last Q
20%

Smart Money Signals — BENFW

Based on 19 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BENFW 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 54% of 3.0Y high

54% of all-time peak
Only 19 funds hold BENFW today versus a peak of 35 funds at 2023 Q2 — just 54% 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 — 21% fewer funds vs a year ago

fund count last 6Q
5 fewer hedge funds hold BENFW compared to a year ago (-21% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 20% buying

1 buying4 selling
Last quarter: 4 funds sold vs only 1 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 2 → 3 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

79% of holders stayed for 2+ years

79% conviction (2yr+) 0% medium 21% new
15 out of 19 hedge funds have held BENFW 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.
💎

Buying through price weakness — shares -0%, value -100%

Value
-99%
Shares
0%
Last quarter: funds added -0% more shares while total portfolio value only changed -100%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

1 → 3 → 2 → 3 → 1 new funds/Q
New funds entering each quarter: 3 → 2 → 3 → 1. BENFW is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 68% of holders stayed 2+ years

68% veterans 16% 1-2yr 16% new
Of 19 current holders: 13 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
3 of 19 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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 — BENFW

In 2025 Q4, 1 hedge fund were net buyers of BENFW (1 opened a brand-new position), while 4 reduced or exited (1 trimmed, 3 sold completely) — a 20% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 19.

Hedge Fund Ownership: BENFW

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

Market Analysis: BENFW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BENFW

-- --

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

Is It Too Late to Buy BENEFICIENT (BENFW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BENFW has moved relative to its sector benchmark (SPY) 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 · 57d ago
BENFW
-22.5%
SPY
+15.4%

BENFW outperformed SPY by -37.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 12d ago
BENFW
+0.0%
SPY
+1.5%

Since the filing became public, BENFW outperformed SPY by -1.5% .

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: BENFW
21 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 21 19 10.53%
13F Shares 5M 5M 1.57%
Total Value $67K $51K 31.97%
New Positions 2 1 +1
Increased Positions 0 0 -
Closed Positions 0 3 -3
Reduced Positions 1 1 -
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BENFW

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

21 + investors

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

QUARTER:
Top 21 institutional holders of BENFW — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MMCAP International Inc. SPC 0.00% 750,000 $10K
2 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.00% 562,494 $8K
3 Cruiser Capital Advisors, LLC 0.00% 48,750
4 TWO SIGMA SECURITIES, LLC 0.00% 110,076 $2K
5 Context Capital Management, LLC 0.00% 210,024 $3K
6 TENOR CAPITAL MANAGEMENT Co., L.P. 0.00% 300,000 $4K
7 TRANSCEND CAPITAL ADVISORS, LLC 0.00% 50,000
8 Empyrean Capital Partners, LP 0.00% 100,000 $1K
9 Clear Street Group Inc. 0.00% 747,999 $10K
10 LMR Partners LLP 0.00% 487,500 $7K
11 Hudson Bay Capital Management LP 0.00% 300,000 $4K
12 Calamos Advisors LLC 0.00% 187,500 $2K
13 TORONTO DOMINION BANK 0.00% 365,296 $5K
14 Ausdal Financial Partners, Inc. 0.00% 10,000
15 Ancora Advisors LLC 0.00% 15,273
16 WOLVERINE ASSET MANAGEMENT LLC 0.00% 22,235
17 GOLDMAN SACHS GROUP INC 0.00% 379,725 $5K
18 MILLENNIUM MANAGEMENT LLC 0.00% 67,500
19 D. E. Shaw & Co., Inc. 0.00% 19,500
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 62,521
21 CITADEL ADVISORS LLC 0.00% 32,320
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 (BENFW)

What does the Smart Money Trend signal show for BENFW?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BENFW 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 BENFW?

Heavy selling pressure — only 20% buying: Last quarter: 4 funds sold vs only 1 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 BENFW holders?

Smaller funds dominant — 10% AUM from top-100: 3 of 19 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BENFW?

79% of holders stayed for 2+ years: 15 out of 19 hedge funds have held BENFW 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 BENEFICIENT (BENFW) following the 2026 Q1 hedge fund 13F filings?

As of today, BENFW has moved +0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the SPY sector ETF — an outperformance of -1.5%. Since the quarter end (March 31, 2026), BENFW has gained -22.5% vs +15.4% for SPY. 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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