Stock Analysis

ADVISORSHARES TRUST ADVISORSHARES FOCUSED EQUITY ETF (CWS)

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
55%

Smart Money Signals — CWS

Based on 44 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
44 hedge funds hold this stock 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 'crowded trade' — high ownership doesn't mean safe.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

22 buying18 selling
Last quarter: 22 funds bought or added vs 18 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.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 7 → 5 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 34% long-term, 16% new

34% conviction (2yr+) 50% medium 16% new
Of the 44 current holders: 15 (34%) held >2 years, 22 held 1–2 years, and 7 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📊

Peak discovery — momentum slowing

7 → 6 → 7 → 5 → 4 new funds/Q
New funds entering each quarter: 6 → 7 → 5 → 4. The stock is well-known in the hedge fund world but new entries are declining. The easy phase of institutional discovery may be behind us.
📊

Mixed cohorts — 36% veterans, 27% new entrants

36% veterans 36% 1-2yr 27% new
Of 44 current holders: 16 (36%) held 2+ years, 16 held 1–2 years, 12 (27%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 14% top-100 AUM

14% from top-100 AUM funds
Only 6 of 44 current holders rank in the top 100 by AUM. The stock is held mostly by smaller and mid-sized funds — the largest institutional players haven't yet built significant positions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Hedge Fund Ownership: CWS

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

Market Analysis: CWS

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Analyst Price Targets

-- Low
-- High
-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CWS

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Hedge Fund Positioning: CWS
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Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: CWS

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Institutional Holders (2025 Q4)
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Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed