Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CELCUITY INC (CELC)

244 + Investors. Track Smart Money conviction in CELC. 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
↑ +59
Streak
3Q ▲
Buyers last Q
65%

Smart Money Signals — CELC

Based on 235 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 CELC 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
235 hedge funds hold CELC 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.
🚀

Fast accumulation — +130% more funds vs a year ago

fund count last 6Q
+133 new funds entered over the past year (+130% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 65% buying

163 buying88 selling
Last quarter: 163 funds were net buyers (84 opened a brand new position + 79 added to an existing one). Only 88 were sellers (63 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 18 → 16 → 92 → 84. 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.
📌

Mixed — 25% long-term, 54% new

25% conviction (2yr+) 21% medium 54% new
Of the 235 current holders: 58 (25%) held >2 years, 49 held 1–2 years, and 128 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.
💰

Value +150% but shares only +25% — price-driven

Value
+150%
Shares
+24%
Last quarter: the total dollar value of institutional holdings rose +150%, but actual share count only changed +25%. 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.
🚀

Acceleration phase — new buyers rushing in

17 → 18 → 16 → 92 → 84 new funds/Q
New funds entering each quarter: 18 → 16 → 92 → 84. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 56% of holders entered in last year

31% veterans 13% 1-2yr 56% new
Of 244 current holders: 137 (56%) entered in the past year, only 75 (31%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
33 of 235 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.4
out of 10
Moderate Exit Risk
Exit risk score 6.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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: CELC

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

Market Analysis: CELC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CELC

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

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 6 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: CELC
2026 Q1 Stats Unlock in 22 days 244 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 244 182 34.07%
13F Shares 50M 40M 24.8%
Total Value $4.84B $1.94B 150.19%
New Positions 84 95 -11
Increased Positions 89 49 +40
Closed Positions 26 15 +11
Reduced Positions 71 35 +36
Total Calls 10 8 25.0%
Total Puts 4 4 -
PUT/CALL Ratio 0.4 0.5 Bullish

Statistics: CELC

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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)

244 + investors

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

Top 25 institutional holders of CELC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GAGNON SECURITIES LLC 1.41% 53,342 $6.1M
2 PERKINS CAPITAL MANAGEMENT INC 0.58% 5,400 $616K
3 TEMA ETFS LLC 0.35% 45,725 $5.2M
4 JNBA Financial Advisors 0.34% 35,753 $4.1M
5 Saxony Capital Management, LLC 0.18% 2,686 $307K
6 PSP Research LLC 0.16% 2,000 $228K
7 E Fund Management Co., Ltd. 0.16% 46,337 $5.3M
8 Ellsworth Advisors, LLC 0.15% 7,217 $824K
9 TEALWOOD ASSET MANAGEMENT INC 0.10% 1,855
10 Murphy Pohlad Asset Management LLC 0.08% 1,900 $217K
11 PROFUND ADVISORS LLC 0.07% 17,610 $2.0M
12 Red Door Wealth Management, LLC 0.06% 5,175 $591K
13 Inscription Capital, LLC 0.06% 4,717 $538K
14 Bayforest Capital Ltd 0.04% 342 $39K
15 Focus Financial Network, Inc. 0.04% 8,828 $1.0M
16 Magnus Financial Group LLC 0.02% 2,639 $301K
17 Versant Capital Management, Inc 0.02% 1,604 $183K
18 NBC SECURITIES, INC. 0.01% 1,447 $165K
19 OPPENHEIMER & CO INC 0.01% 5,131 $586K
20 E Fund Management (Hong Kong) Co., Ltd. 0.01% 125 $14K
21 GAMMA Investing LLC 0.01% 1,099 $125K
22 True Wealth Design, LLC 0.00% 115 $13K
23 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 15,796 $1.8M
24 GREENLEAF TRUST 0.00% 1,803 $206K
25 Decker Retirement Planning Inc. 0.00% 19 $2K
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 — CELCUITY INC (CELC)

What does the Smart Money Trend signal show for CELC?

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

More buyers than sellers — 65% buying: Last quarter: 163 funds were net buyers (84 opened a brand new position + 79 added to an existing one). Only 88 were sellers (63 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CELC holders?

Strong quality — 21% AUM from major funds: 33 of 235 holders rank in the top 100 by AUM, accounting for 21% 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 CELC?

Mixed — 25% long-term, 54% new: Of the 235 current holders: 58 (25%) held >2 years, 49 held 1–2 years, and 128 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.