Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GLOBAL X FDS (BOTZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +37
Streak
3Q ▲
Buyers last Q
61%

Smart Money Signals — BOTZ

Based on 421 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added BOTZ 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 (100% of max)

100% of all-time peak
421 hedge funds hold BOTZ 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 — +18% more funds vs a year ago

fund count last 6Q
+63 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

217 buying138 selling
Last quarter: 217 funds were net buyers (79 opened a brand new position + 138 added to an existing one). Only 138 were sellers (96 trimmed + 42 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter
Funds opening a new BOTZ position: 48 → 51 → 57 → 79. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 24% medium ■ 24% new
221 out of 421 hedge funds have held BOTZ 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.
💰

Value +746% but shares only +357% — price-driven

Value
+746%
Shares
+356%
Last quarter: the total dollar value of institutional holdings rose +746%, but actual share count only changed +357%. 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.
📈

Growing discovery — still being found

46 → 48 → 51 → 57 → 79 new funds/Q
New funds entering each quarter: 48 → 51 → 57 → 79. A growing number of institutions are discovering BOTZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 14% 1-2yr ■ 30% new
Of 427 current holders: 239 (56%) 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.
🏆

Elite ownership — 94% AUM from top-100 funds

94% from top-100 AUM funds
19 of 421 holders are among the 100 largest funds by AUM, controlling 94% of total institutional value in BOTZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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: BOTZ

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

Market Analysis: BOTZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BOTZ

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

No strong consensus or elite conviction detected among institutional holders.

33 top-rated funds 0 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: BOTZ
2026 Q1 Stats Unlock in 21 days 429 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 429 392 9.44%
13F Shares 145M 32M 356.91%
Total Value $9.48B $1.12B 746.34%
New Positions 83 58 +25
Increased Positions 150 161 -11
Closed Positions 44 35 +9
Reduced Positions 97 105 -8
Total Calls 5 5 -
Total Puts 5 6 -16.67%
PUT/CALL Ratio 1.0 1.2 Neutral

Statistics: BOTZ

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Income Statement & Cash Flow
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Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

429 + investors

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

Top 25 institutional holders of BOTZ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sage Capital Management, LLC 1.47% 94,432 $3.1M
2 Black Swift Group, LLC 1.25% 215,180 $7.1M
3 Portland Financial Advisors Inc 1.00% 14,444 $480K
4 Tepp RIA, LLC 0.91% 35,064 $1.2M
5 APS Management Group, Inc. 0.81% 28,477 $946K
6 Arta Finance Wealth Management LLC 0.45% 27,626 $918K
7 Sterling Investment Counsel, LLC 0.40% 42,811 $1.4M
8 Phoenix Wealth Advisors 0.35% 26,833 $891K
9 FLAGSTAR ADVISORS INC 0.31% 25,564 $849K
10 Estate Planners Group, LLC 0.31% 19,490 $706K
11 Pinnacle Wealth Management Advisory Group, LLC 0.31% 134,781 $4.5M
12 Fiduciary Alliance LLC 0.29% 130,398 $4.8M
13 Fortune Financial Group, Inc. 0.26% 8,748 $291K
14 Fullerton Advisors, LLC 0.26% 7,478 $248K
15 Aureum Wealth Management, LLC 0.21% 9,060 $301K
16 Aurora Private Wealth, Inc. 0.19% 7,631 —
17 Emerald Advisors, LLC 0.18% 43,401 $1.4M
18 KINGSWOOD WEALTH ADVISORS, LLC 0.18% 112,218 $3.7M
19 Wealthcare Capital Partners, LLC 0.17% 10,795 $359K
20 BOS Asset Management, LLC 0.14% 16,828 $559K
21 M3 Advisory Group, LLC 0.13% 6,546 $217K
22 Invera Wealth Advisors, LLC 0.13% 6,147 $204K
23 CX Institutional 0.12% 122,834 $4K
24 David Kennon Inc 0.12% 10,230 $340K
25 Key Client Fiduciary Advisors, LLC 0.12% 10,759 $357K
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 — GLOBAL X FDS (BOTZ)

What does the Smart Money Trend signal show for BOTZ?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BOTZ 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 BOTZ?

More buyers than sellers — 61% buying: Last quarter: 217 funds were net buyers (79 opened a brand new position + 138 added to an existing one). Only 138 were sellers (96 trimmed + 42 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BOTZ holders?

Elite ownership — 94% AUM from top-100 funds: 19 of 421 holders are among the 100 largest funds by AUM, controlling 94% of total institutional value in BOTZ. 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 BOTZ?

52% of holders stayed for 2+ years: 221 out of 421 hedge funds have held BOTZ 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.