Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Chagee Hldgs Ltd (CHA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — CHA

Based on 47 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 CHA 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
47 hedge funds hold CHA 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 — +15% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

28 buying23 selling
Last quarter: 28 funds bought or added vs 23 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 (+6 vs last Q)

new funds entering per quarter
Funds opening a new CHA position: 21 → 19 → 10 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 49% entered in last year

■ 9% conviction (2yr+) ■ 43% medium ■ 49% new
Only 4 funds (9%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

41 → 21 → 19 → 10 → 16 new funds/Q
New funds entering each quarter: 21 → 19 → 10 → 16. CHA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 81% of holders entered in last year

■ 19% veterans ■ 0% 1-2yr ■ 81% new
Of 47 current holders: 38 (81%) entered in the past year, only 9 (19%) 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 — 37% AUM from major funds

37% from top-100 AUM funds
18 of 47 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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.

Institutional Sentiment Summary — CHA

In 2026 Q2, 28 hedge funds were net buyers of CHA (16 opened a new position, 12 added to an existing one), while 23 reduced or exited (14 trimmed, 9 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 37% of total institutional value in CHA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 47.

Hedge Fund Ownership: CHA

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

Market Analysis: CHA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CHA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Chagee Hldgs Ltd (CHA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CHA has moved relative to its sector benchmark (XLY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 87d ago
CHA
-4.2%
XLY
-6.1%

CHA outperformed XLY by +1.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 42d ago
CHA
+12.1%
XLY
-6.8%

Since the filing became public, CHA outperformed XLY by +18.9% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: CHA
47 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 47 40 17.5%
13F Shares 15M 15M -0.47%
Total Value $151M $147M 2.58%
New Positions 16 10 +6
Increased Positions 12 14 -2
Closed Positions 9 15 -6
Reduced Positions 14 13 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CHA

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Financial Highlights

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Institutional Holders (2026 Q2)

47 + investors

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

QUARTER:
Top 25 CHA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fosun International Ltd 12.20% 5,848,854 $54.5M
2 PineBridge Investments Asia Ltd 0.27% 65,000 $781K
3 IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.11% 143,084 $1.7M
4 Fox Run Management, L.L.C. 0.04% 21,000 $252K
5 Polymer Capital Management (HK) LTD 0.03% 45,000 $541K
6 Marshall Wace, LLP 0.02% 1,810,441 $21.8M
7 Empowered Funds, LLC 0.02% 271,174 $3.3M
8 Caitong International Asset Management Co., Ltd 0.01% 7,967 $96K
9 Point72 Asset Management, L.P. 0.01% 734,651 $8.8M
10 Susquehanna Portfolio Strategies, LLC 0.01% 33,473 $402K
11 Engineers Gate Manager LP 0.00% 29,397 $353K
12 Walleye Capital LLC 0.00% 53,286 $640K
13 Millennium Management LLC 0.00% 518,507 $6.2M
14 Citadel Advisors LLC 0.00% 806,734 $9.7M
15 Schonfeld Strategic Advisors LLC 0.00% 25,519 $307K
16 Trexquant Investment LP 0.00% 14,894 $179K
17 Silver Grove Financial Group, Inc. 0.00% 105 $1K
18 Morgan Stanley 0.00% 975,440 $11.7M
19 UBS Group AG 0.00% 265,846 $3.2M
20 Renaissance Technologies LLC 0.00% 22,700 $273K
21 Aberdeen Group plc 0.00% 20,965 $252K
22 Hrt Financial LP 0.00% 14,416 $173K
23 Mariner, LLC 0.00% 22,382 $269K
24 HSBC Holdings plc 0.00% 54,735 $659K
25 BlackRock, Inc. 0.00% 1,121,952 $13.5M
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 — Chagee Hldgs Ltd (CHA)

What does the Smart Money Trend signal show for CHA?

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

Slight buying edge — 55% buying: Last quarter: 28 funds bought or added vs 23 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 CHA holders?

Strong quality — 37% AUM from major funds: 18 of 47 holders rank in the top 100 by AUM, accounting for 37% 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 CHA?

Mostly new holders — 49% entered in last year: Only 4 funds (9%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Chagee Hldgs Ltd (CHA) following the 2026 Q2 hedge fund 13F filings?

As of today, CHA has moved +12.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -6.8% for the XLY sector ETF — an outperformance of +18.9%. Since the quarter end (June 30, 2026), CHA has gained -4.2% vs -6.1% for XLY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

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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