Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Baidu Inc (BIDU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — BIDU

Based on 507 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 BIDU 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 (95% of max)

95% of all-time peak
507 hedge funds hold BIDU 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.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+84 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 2 quarters from the low — a sharp move.
🟡

Slight buying edge — 51% buying

263 buying251 selling
Last quarter: 263 funds bought or added vs 251 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 (+9 vs last Q)

new funds entering per quarter
Funds opening a new BIDU position: 138 → 122 → 83 → 92. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 16% medium ■ 21% new
318 out of 507 hedge funds have held BIDU 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.
📊

Peak discovery — momentum slowing

49 → 138 → 122 → 83 → 92 new funds/Q
New funds entering each quarter: 138 → 122 → 83 → 92. BIDU is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 70% veterans vs 23% newcomers

■ 70% veterans ■ 7% 1-2yr ■ 23% new
Entry-cohort mix of 563 holders: 395 (70%) are 2+ year veterans, 40 entered 1–2 years ago, and 128 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
53 of 491 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in BIDU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — BIDU

In 2026 Q2, 263 hedge funds were net buyers of BIDU (92 opened a new position, 171 added to an existing one), while 251 reduced or exited (163 trimmed, 88 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 58% of total institutional value in BIDU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 507.

Hedge Fund Ownership: BIDU

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

Market Analysis: BIDU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BIDU

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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.

22 top-rated funds 5 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: BIDU
487 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 487 503 -3.18%
13F Shares 79M 72M 9.48%
Total Value $8.83B $7.76B 13.77%
New Positions 92 83 +9
Increased Positions 163 172 -9
Closed Positions 92 113 -21
Reduced Positions 143 159 -16
Total Calls 38 29 31.03%
Total Puts 33 27 22.22%
PUT/CALL Ratio 0.87 0.93 Neutral

Statistics: BIDU

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Institutional Holders (2026 Q2)

487 + investors

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

QUARTER:
Top 25 BIDU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CoreView Capital Management Ltd 11.60% 555,250 $63.5M
2 AI-Squared Management Ltd 9.53% 156,308 $17.9M
3 North of South Capital LLP 7.73% 918,941 $105.0M
4 Think Investments LP 4.55% 337,053 $38.5M
5 Ariose Capital Management Ltd 4.10% 83,900 $9.6M
6 Contrarian Capital Management, L.L.C. 3.81% 102,139 $11.7M
7 Quaker Capital Investments, LLC 3.44% 110,100 $12.6M
8 ARGA Investment Management, LP 3.30% 1,132,028 $129.4M
9 Shay Capital LLC 2.72% 370,000 $42.3M
10 Tekne Capital Management, LLC 2.43% 65,000 $7.4M
11 Wedbush Fund Advisers, LLC 2.32% 171,652 $22.4M
12 Seven Grand Managers, LLC 2.30% 500,000 $57.1M
13 Appaloosa LP 1.92% 1,295,000 $148.0M
14 Contrarius Group Holdings Ltd 1.81% 343,344 $39.2M
15 Corecam Pte. Ltd. 1.73% 40,008 $4.6M
16 Corecam AG 1.72% 17,660 $2.0M
17 Maytus Capital Management, LLC 1.44% 80,000 $9.1M
18 Tenzing Global Management, LLC 1.32% 25,000 $2.9M
19 Pavaki Capital Management LLC 1.20% 13,000 $1.7M
20 Themes Management Co LLC 1.02% 13,404 $1.5M
21 Turn8 Private Wealth Inc. 0.97% 13,000 $1.5M
22 Defiance ETFs, LLC 0.91% 566,162 $66.8M
23 Nano Cap New Millennium Growth Fund L P 0.90% 10,250 $1.2M
24 Ghisallo Capital Management LLC 0.90% 400,000 $45.7M
25 Parrish Capital LLC 0.86% 7,784 $890K
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 — Baidu Inc (BIDU)

What does the Smart Money Trend signal show for BIDU?

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

Slight buying edge — 51% buying: Last quarter: 263 funds bought or added vs 251 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 BIDU holders?

Elite ownership — 58% AUM from top-100 funds: 53 of 491 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in BIDU. 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 BIDU?

63% of holders stayed for 2+ years: 318 out of 507 hedge funds have held BIDU 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.

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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