Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

COREWEAVE INC (CRWV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +53
Streak
5Q ▲
Buyers last Q
63%

Smart Money Signals — CRWV

Based on 788 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added CRWV 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
788 hedge funds hold CRWV 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 — +680% more funds vs a year ago

fund count last 6Q
+687 new funds entered over the past year (+680% 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 — 63% buying

544 buying321 selling
Last quarter: 544 funds were net buyers (186 opened a brand new position + 358 added to an existing one). Only 321 were sellers (188 trimmed + 133 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-76 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 356 → 319 → 262 → 186. 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 — 63% entered in last year

■ 5% conviction (2yr+) ■ 32% medium ■ 63% new
Only 36 funds (5%) 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

101 → 356 → 319 → 262 → 186 new funds/Q
New funds entering each quarter: 356 → 319 → 262 → 186. CRWV 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 — 97% of holders entered in last year

■ 3% veterans ■ 0% 1-2yr ■ 97% new
Of 877 current holders: 855 (97%) entered in the past year, only 22 (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.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
59 of 788 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in CRWV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Institutional Sentiment Summary — CRWV

In 2026 Q1, 544 hedge funds were net buyers of CRWV (186 opened a new position, 358 added to an existing one), while 321 reduced or exited (188 trimmed, 133 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in CRWV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +53 funds (more new holders than closures). Total institutional holders: 788.

Hedge Fund Ownership: CRWV

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

Market Analysis: CRWV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CRWV

-- --

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

Is It Too Late to Buy COREWEAVE INC (CRWV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CRWV has moved relative to its sector benchmark (XLK) 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 · 73d ago
CRWV
+30.8%
XLK
+37.9%

CRWV outperformed XLK by -7.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 28d ago
CRWV
-10.9%
XLK
+3.9%

Since the filing became public, CRWV outperformed XLK by -14.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

44 top-rated funds 15 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: CRWV
786 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 786 735 6.94%
13F Shares 480M 393M 22.35%
Total Value $35.71B $28.25B 26.41%
New Positions 185 262 -77
Increased Positions 332 287 +45
Closed Positions 134 193 -59
Reduced Positions 174 145 +29
Total Calls 55 64 -14.06%
Total Puts 58 60 -3.33%
PUT/CALL Ratio 1.05 0.94 Neutral

Statistics: CRWV

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Institutional Holders (2026 Q1)

786 + investors

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

QUARTER:
Top 25 institutional holders of CRWV — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bond Capital Management, LP 49.89% 706,732 $54.8M
2 Magnetar Financial LLC 48.17% 68,566,394 $4.74B
3 Lavaca Capital LLC 40.13% 2,923,566 $226.5M
4 CISCO SYSTEMS, INC. 25.99% 1,063,980 $82.4M
5 NVIDIA CORP 19.91% 47,213,353 $3.66B
6 BLUEFIN CAPITAL MANAGEMENT, LLC 17.91% 1,010,256 $72.3M
7 Panview Capital Ltd 14.87% 896,762 $69.5M
8 Renaissance Capital LLC 11.47% 141,927 $15.8M
9 Aspex Management (HK) Ltd 7.97% 7,097,527 $550K
10 Altimeter Capital Management, LP 6.12% 4,499,075 $348.5M
11 BLUEFIN CAPITAL MANAGEMENT, LLC 4.37% 4,403,800 $17.6M
12 Situational Awareness LP 4.07% 7,177,919 $556.1M
13 Situational Awareness Partners LP 4.07% 7,177,919 $556.1M
14 GLYNN CAPITAL MANAGEMENT LLC 3.79% 102,307 $7.9M
15 BLUEFIN CAPITAL MANAGEMENT, LLC 3.62% 1,484,900 $14.6M
16 Value Aligned Research Advisors, LLC 3.10% 8,280,763 $641.5M
17 Bayesian Capital Management, LP 2.95% 31,190 $2.4M
18 Burkehill Global Management, LP 2.69% 700,000 $54.2M
19 SOROS FUND MANAGEMENT LLC 2.41% 2,840,100 $220.0M
20 Warm Springs Advisors Inc. 2.30% 35,000 $2.7M
21 Kinetic Partners Management, LP 2.30% 530,600 $41.1M
22 HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 2.30% 385,998 $29.9M
23 Ahara Advisors LLC 2.20% 33,838 $2.4M
24 SANDLER CAPITAL MANAGEMENT 1.96% 48,900 $3.8M
25 CTC Alternative Strategies, Ltd. 1.94% 11,000 $852K
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 — COREWEAVE INC (CRWV)

What does the Smart Money Trend signal show for CRWV?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added CRWV 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 CRWV?

More buyers than sellers — 63% buying: Last quarter: 544 funds were net buyers (186 opened a brand new position + 358 added to an existing one). Only 321 were sellers (188 trimmed + 133 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CRWV holders?

Elite ownership — 43% AUM from top-100 funds: 59 of 788 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in CRWV. 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 CRWV?

Mostly new holders — 63% entered in last year: Only 36 funds (5%) 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 COREWEAVE INC (CRWV) following the 2026 Q1 hedge fund 13F filings?

As of today, CRWV has moved -10.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLK sector ETF — an outperformance of -14.8%. Since the quarter end (March 31, 2026), CRWV has gained +30.8% vs +37.9% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near 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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