Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BIOTE CORP (BTMD)

82 + Investors. Track Smart Money conviction in BTMD. 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
2Q ▼
Buyers last Q
55%

Smart Money Signals — BTMD

Based on 82 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their BTMD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
82 funds currently hold this stock — 87% of the 3.0-year high of 94 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold BTMD compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 55% buying

42 buying34 selling
Last quarter: 42 funds bought or added vs 34 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.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 16 → 11 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 37% long-term, 17% new

37% conviction (2yr+) 46% medium 17% new
Of the 82 current holders: 30 (37%) held >2 years, 38 held 1–2 years, and 14 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +0%, value -22%

Value
-21%
Shares
+0%
Last quarter: funds added +0% more shares while total portfolio value only changed -22%. 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

22 → 17 → 16 → 11 → 11 new funds/Q
New funds entering each quarter: 17 → 16 → 11 → 11. BTMD is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 39% veterans, 40% new entrants

39% veterans 21% 1-2yr 40% new
Of 82 current holders: 32 (39%) held 2+ years, 17 held 1–2 years, 33 (40%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
26 of 82 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.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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: BTMD

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

Market Analysis: BTMD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BTMD

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

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 0 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: BTMD
2026 Q1 Stats Unlock in 22 days 82 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 82 83 -1.2%
13F Shares 16M 16M 0.19%
Total Value $41M $52M -21.67%
New Positions 11 11 -
Increased Positions 31 19 +12
Closed Positions 12 22 -10
Reduced Positions 22 32 -10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BTMD

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

82 + investors

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

Top 11 institutional holders of BTMD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Williams & Novak, LLC 0.03% 31,410 $45K
2 GDS Wealth Management 0.00% 42,789 $58K
3 First Heartland Consultants, Inc. 0.00% 24,500 $33K
4 STRS OHIO 0.00% 166,300 $225K
5 ZWJ INVESTMENT COUNSEL INC 0.00% 12,746 $17K
6 Sterling Capital Management LLC 0.00% 735
7 GAMMA Investing LLC 0.00% 251
8 True Wealth Design, LLC 0.00% 27
9 SJS Investment Consulting Inc. 0.00% 3
10 IFP Advisors, Inc 0.00% 7
11 Farther Finance Advisors, LLC 0.00% 12
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 — BIOTE CORP (BTMD)

What does the Smart Money Trend signal show for BTMD?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their BTMD 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 BTMD?

Slight buying edge — 55% buying: Last quarter: 42 funds bought or added vs 34 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 BTMD holders?

Strong quality — 28% AUM from major funds: 26 of 82 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 BTMD?

Mixed — 37% long-term, 17% new: Of the 82 current holders: 30 (37%) held >2 years, 38 held 1–2 years, and 14 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.