Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CHIME FINL INC (CHYM)

214 + Investors. Track Smart Money conviction in CHYM. 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
↑ +56
Streak
3Q ▲
Buyers last Q
68%

Smart Money Signals — CHYM

Based on 201 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 CHYM 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
201 hedge funds hold CHYM 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 — +20000% more funds vs a year ago

fund count last 6Q
+200 new funds entered over the past year (+20000% 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 — 68% buying

150 buying72 selling
Last quarter: 150 funds were net buyers (92 opened a brand new position + 58 added to an existing one). Only 72 were sellers (36 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+35 vs last Q)

new funds entering per quarter
Funds opening a new CHYM position: 1 → 140 → 57 → 92. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 94% entered in last year

3% conviction (2yr+) 3% medium 94% new
Only 6 funds (3%) 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.
💰

Value +65% but shares only +33% — price-driven

Value
+65%
Shares
+32%
Last quarter: the total dollar value of institutional holdings rose +65%, but actual share count only changed +33%. 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.
➡️

Steady discovery — ~92 new funds/quarter

0 → 1 → 140 → 57 → 92 new funds/Q
New funds entering each quarter: 1 → 140 → 57 → 92. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 97% of holders entered in last year

3% veterans 0% 1-2yr 97% new
Of 214 current holders: 207 (97%) entered in the past year, only 6 (3%) 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.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
31 of 201 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.4
out of 10
High Exit Risk
Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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: CHYM

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

Market Analysis: CHYM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CHYM

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

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 11 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
4.7
/ 10
conviction
Hedge Fund Positioning: CHYM
2026 Q1 Stats Unlock in 21 days 214 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 214 158 35.44%
13F Shares 284M 214M 32.74%
Total Value $7.13B $4.31B 65.35%
New Positions 96 59 +37
Increased Positions 79 59 +20
Closed Positions 40 53 -13
Reduced Positions 43 43 -
Total Calls 9 9 -
Total Puts 6 6 -
PUT/CALL Ratio 0.67 0.67 Bullish

Statistics: CHYM

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Valuation Measures Data as of: --

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Forward P/E --
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)

214 + investors

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

Top 25 institutional holders of CHYM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HAMILTON LANE ADVISORS LLC 1.73% 129,102 $2.4M
2 AMS Capital Ltda 1.34% $3K
3 Cannon Global Investment Management, LLC 1.13% 31,004 $581K
4 JCSD Capital, LLC 1.01% 51,000 $955K
5 JCSD Capital, LLC 0.40% 20,000 $375K
6 BAXTER BROS INC 0.25% 106,000 $2.0M
7 Yorktown Management & Research Co Inc 0.22% 14,200 $266K
8 HARBOR CAPITAL ADVISORS, INC. 0.16% 102,382 $2K
9 Bayforest Capital Ltd 0.10% 4,587 $86K
10 WHITTIER TRUST CO OF NEVADA INC 0.08% 192,910 $3.7M
11 Y-Intercept (Hong Kong) Ltd 0.06% 162,780 $3.0M
12 U.S. Capital Wealth Advisors, LLC 0.05% 110,609 $2.1M
13 Murphy & Mullick Capital Management Corp 0.03% 2,355 $44K
14 Perigon Wealth Management, LLC 0.02% 54,502 $1.0M
15 Farther Finance Advisors, LLC 0.01% 71,994 $1.3M
16 Pictet Asset Management Holding SA 0.01% 397,240 $7.4M
17 Diversified Trust Co 0.01% 15,000 $281K
18 PROATHLETE WEALTH MANAGEMENT LLC 0.01% 1,000 $19K
19 OPPENHEIMER ASSET MANAGEMENT INC. 0.00% 18,876 $354K
20 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% 15,704 $294K
21 SBI Securities Co., Ltd. 0.00% 5,493 $103K
22 Leonteq Securities AG 0.00% 2,857 $54K
23 SG Americas Securities, LLC 0.00% 32,954
24 TRUIST FINANCIAL CORP 0.00% 22,000 $412K
25 TRUIST FINANCIAL CORP 0.00% 19,353 $362K
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 — CHIME FINL INC (CHYM)

What does the Smart Money Trend signal show for CHYM?

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

More buyers than sellers — 68% buying: Last quarter: 150 funds were net buyers (92 opened a brand new position + 58 added to an existing one). Only 72 were sellers (36 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CHYM holders?

Smaller funds dominant — 6% AUM from top-100: 31 of 201 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CHYM?

Mostly new holders — 94% entered in last year: Only 6 funds (3%) 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.

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.