Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Chagee Hldgs Ltd (CHA)

40 + 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
↓ -5
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — CHA

Based on 40 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CHA 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 — 89% of 3.0Y peak

89% of all-time peak
40 funds currently hold this stock — 89% of the 3.0-year high of 45 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +3900% more funds vs a year ago

fund count last 6Q
+39 new funds entered over the past year (+3900% 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 sellers than buyers — 46% buying

24 buying28 selling
Last quarter: 28 funds reduced or exited vs 24 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 (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 41 → 21 → 19 → 10. 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.
🔄

Mostly new holders — 62% entered in last year

■ 8% conviction (2yr+) ■ 30% medium ■ 62% new
Only 3 funds (8%) 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.
⚠️

Saturation — most institutions already know this story

1 → 41 → 21 → 19 → 10 new funds/Q
New funds entering each quarter: 41 → 21 → 19 → 10. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 80% of holders entered in last year

■ 20% veterans ■ 0% 1-2yr ■ 80% new
Of 40 current holders: 32 (80%) entered in the past year, only 8 (20%) 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
16 of 40 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.
5.4
out of 10
Moderate Exit Risk
Exit risk score 5.4/10 — 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.

Institutional Sentiment Summary — CHA

In 2026 Q1, 24 hedge funds were net buyers of CHA (10 opened a new position, 14 added to an existing one), while 28 reduced or exited (13 trimmed, 15 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 21% of total institutional value in CHA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 40.

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 Q1 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 March 31, 2026 · 79d ago
CHA
+23.7%
XLY
+6.0%

CHA outperformed XLY by +17.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
CHA
+17.1%
XLY
-0.9%

Since the filing became public, CHA outperformed XLY by +18.0% .

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.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: CHA
40 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 40 45 -11.11%
13F Shares 15M 17M -12.88%
Total Value $147M $195M -24.54%
New Positions 10 19 -9
Increased Positions 14 11 +3
Closed Positions 15 12 +3
Reduced Positions 13 12 +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 Q1)

40 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fosun International Ltd 21.62% 7,408,691 $86.2M
2 Infini Capital Management Ltd 2.26% 24,000 $279K
3 IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.13% 189,059 $1.8M
4 Polymer Capital Management (HK) LTD 0.03% 36,800 $343K
5 Marshall Wace, LLP 0.02% 1,889,576 $17.6M
6 Trexquant Investment LP 0.01% 168,335 $1.6M
7 Schroder Investment Management Group 0.01% 1,105,958 $10.3M
8 Y-Intercept (Hong Kong) Ltd 0.01% 45,880 $427K
9 Empowered Funds, LLC 0.01% 130,098 $1.2M
10 Engineers Gate Manager LP 0.00% 35,615 $332K
11 Renaissance Technologies LLC 0.00% 269,700 $2.5M
12 WealthCollab, LLC 0.00% 363 $3K
13 Verition Fund Management LLC 0.00% 15,564 $145K
14 UBS Group AG 0.00% 612,044 $5.7M
15 Morgan Stanley 0.00% 1,050,346 $9.8M
16 Kayne Anderson Rudnick Investment Management LLC 0.00% 14,139 $132K
17 Squarepoint Ops LLC 0.00% 31,793 $296K
18 BNP Paribas Financial Markets 0.00% 74,472 $693K
19 Mariner, LLC 0.00% 23,816 $222K
20 HSBC Holdings plc 0.00% 50,642 $482K
21 Caitong International Asset Management Co., Ltd 0.00% 136 $1K
22 Point72 Asset Management, L.P. 0.00% 17,155 $160K
23 Millennium Management LLC 0.00% 39,757 $370K
24 Citadel Advisors LLC 0.00% 99,563 $927K
25 Citigroup Inc 0.00% 29,288 $273K
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?

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

More sellers than buyers — 46% buying: Last quarter: 28 funds reduced or exited vs 24 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 CHA holders?

Strong quality — 21% AUM from major funds: 16 of 40 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 CHA?

Mostly new holders — 62% entered in last year: Only 3 funds (8%) 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 Q1 hedge fund 13F filings?

As of today, CHA has moved +17.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.9% for the XLY sector ETF — an outperformance of +18.0%. Since the quarter end (March 31, 2026), CHA has gained +23.7% vs +6.0% 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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