Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BUMBLE INC (BMBL)

225 + Investors. Track Smart Money conviction in BMBL. 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
↓ -10
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — BMBL

Based on 211 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 BMBL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
211 hedge funds hold BMBL 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 — +17% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+17% 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 3 quarters from the low — a sharp move.
🟠

More sellers than buyers — 45% buying

110 buying137 selling
Last quarter: 137 funds reduced or exited vs 110 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 44 → 43 → 52 → 42. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

54% of holders stayed for 2+ years

54% conviction (2yr+) 24% medium 22% new
114 out of 211 hedge funds have held BMBL 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 +12%, value -34%

Value
-34%
Shares
+12%
Last quarter: funds added +12% more shares while total portfolio value only changed -34%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~42 new funds/quarter

36 → 44 → 43 → 52 → 42 new funds/Q
New funds entering each quarter: 44 → 43 → 52 → 42. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

65% veterans 9% 1-2yr 26% new
Of 225 current holders: 146 (65%) 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.

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
31 of 211 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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: BMBL

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

Market Analysis: BMBL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BMBL

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

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 0 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: BMBL
2026 Q1 Stats Unlock in 22 days 225 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 225 234 -3.85%
13F Shares 122M 109M 12.06%
Total Value $435M $663M -34.41%
New Positions 44 52 -8
Increased Positions 81 104 -23
Closed Positions 53 25 +28
Reduced Positions 110 87 +23
Total Calls 7 7 -
Total Puts 7 8 -12.5%
PUT/CALL Ratio 1.0 1.14 Neutral

Statistics: BMBL

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

225 + investors

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

Top 25 institutional holders of BMBL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pallas Capital Advisors LLC 0.00% 30,264 $99K
2 Abacus Wealth Partners, LLC 0.00% 10,561 $34K
3 Krilogy Financial LLC 0.00% 22,088 $95K
4 Quent Capital, LLC 0.00% 10,000 $33K
5 Patriot Financial Group Insurance Agency, LLC 0.00% 11,632 $38K
6 STRS OHIO 0.00% 127,700 $416K
7 True Wealth Design, LLC 0.00% 1,667 $5K
8 EXCHANGE TRADED CONCEPTS, LLC 0.00% 61,731 $201K
9 NorthCrest Asset Manangement, LLC 0.00% 12,054 $41K
10 Y-Intercept (Hong Kong) Ltd 0.00% 19,714 $64K
11 Concurrent Investment Advisors, LLC 0.00% 25,048 $82K
12 Financially Speaking Inc 0.00% 50
13 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 103,054 $306K
14 Merit Financial Group, LLC 0.00% 21,207 $69K
15 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% 12,300 $40K
16 OPPENHEIMER & CO INC 0.00% 12,400 $40K
17 SG Americas Securities, LLC 0.00% 130,154
18 North Star Investment Management Corp. 0.00% 2,000 $7K
19 IFP Advisors, Inc 0.00% 4,029 $13K
20 GAMMA Investing LLC 0.00% 1,538 $5K
21 HB Wealth Management, LLC 0.00% 10,518 $34K
22 Marquette Asset Management, LLC 0.00% 373 $1K
23 Sterling Capital Management LLC 0.00% 2,192 $7K
24 State of Alaska, Department of Revenue 0.00% 3,287
25 Rosenberg Matthew Hamilton 0.00% 139
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 — BUMBLE INC (BMBL)

What does the Smart Money Trend signal show for BMBL?

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

More sellers than buyers — 45% buying: Last quarter: 137 funds reduced or exited vs 110 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BMBL holders?

Strong quality — 28% AUM from major funds: 31 of 211 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BMBL?

54% of holders stayed for 2+ years: 114 out of 211 hedge funds have held BMBL 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.