Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CIRRUS LOGIC INC (CRUS)

472 + Investors. Track Smart Money conviction in CRUS. 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
↑ +20
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — CRUS

Based on 465 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CRUS 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
465 hedge funds hold CRUS 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 — +14% more funds vs a year ago

fund count last 6Q
+58 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

265 buying202 selling
Last quarter: 265 funds bought or added vs 202 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 (+18 vs last Q)

new funds entering per quarter
Funds opening a new CRUS position: 70 → 88 → 63 → 81. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

61% conviction (2yr+) 19% medium 20% new
284 out of 465 hedge funds have held CRUS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~81 new funds/quarter

63 → 70 → 88 → 63 → 81 new funds/Q
New funds entering each quarter: 70 → 88 → 63 → 81. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 66% of holders stayed 2+ years

66% veterans 10% 1-2yr 24% new
Of 472 current holders: 310 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
41 of 465 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in CRUS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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: CRUS

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

Market Analysis: CRUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CRUS

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

65 top-rated funds 0 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: CRUS
2026 Q1 Stats Unlock in 22 days 472 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 472 461 2.39%
13F Shares 50M 48M 5.01%
Total Value $5.89B $5.92B -0.47%
New Positions 81 63 +18
Increased Positions 190 174 +16
Closed Positions 65 70 -5
Reduced Positions 161 194 -33
Total Calls 4 9 -55.56%
Total Puts 4 8 -50.0%
PUT/CALL Ratio 1.0 0.89 Neutral

Statistics: CRUS

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

472 + investors

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

Top 25 institutional holders of CRUS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cardinal Capital Management 0.45% 24,346 $3.5M
2 Bayforest Capital Ltd 0.42% 2,586 $374K
3 CX Institutional 0.33% 73,786 $11K
4 ABLE Financial Group, LLC 0.32% 11,479 $1.7M
5 Kendall Capital Management 0.32% 10,802 $1.6M
6 J. Team Financial, Inc. 0.24% 1,465 $212K
7 PRIVATE CLIENT SERVICES, LLC 0.24% 5,445 $787K
8 FOSTER & MOTLEY INC 0.22% 29,372 $4K
9 REXFORD CAPITAL INC 0.21% 2,046 $296K
10 Inspire Investing, LLC 0.20% 16,664 $2.4M
11 Inscription Capital, LLC 0.19% 12,396 $1.8M
12 Linden Thomas Advisory Services, LLC 0.18% 12,903 $1.9M
13 Somerset Trust Co 0.16% 3,601 $521K
14 KRS Capital Management, LLC 0.15% 1,715 $248K
15 FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.14% 28,166 $4.1M
16 SIERRA SUMMIT ADVISORS LLC 0.14% 6,461 $934K
17 Alhambra Investment Management LLC 0.13% 1,942 $281K
18 CWA Asset Management Group, LLC 0.12% 25,381 $3.7M
19 Brucke Financial, Inc. 0.12% 1,677 $243K
20 Redwood Wealth Management Group, LLC 0.12% 1,909 $276K
21 Robeco Institutional Asset Management B.V. 0.11% 523,001 $75.6M
22 Community Bank & Trust, Waco, Texas 0.10% 3,500
23 E. Ohman J:or Asset Management AB 0.10% 26,212 $3.8M
24 Versant Capital Management, Inc 0.10% 6,868 $993K
25 Moran Wealth Management, LLC 0.10% 21,934 $3.2M
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 — CIRRUS LOGIC INC (CRUS)

What does the Smart Money Trend signal show for CRUS?

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

Slight buying edge — 57% buying: Last quarter: 265 funds bought or added vs 202 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 CRUS holders?

Elite ownership — 44% AUM from top-100 funds: 41 of 465 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in CRUS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CRUS?

61% of holders stayed for 2+ years: 284 out of 465 hedge funds have held CRUS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.