Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DRAGONFLY ENERGY HOLDINGS CO (DFLI)

23 + Investors. Track Smart Money conviction in DFLI. 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
↓ -7
Streak
1Q ▼
Buyers last Q
41%

Smart Money Signals — DFLI

Based on 23 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 5Q
For 1 consecutive quarter, more hedge funds reduced or closed their DFLI 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 — 77% of 1.5Y peak

77% of all-time peak
23 funds currently hold this stock — 77% of the 1.5-year high of 30 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 4 quarters from the low — a sharp move.
🟠

More sellers than buyers — 41% buying

11 buying16 selling
Last quarter: 16 funds reduced or exited vs 11 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 (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 6 → 11 → 13 → 5. 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 — 48% entered in last year

0% conviction (2yr+) 52% medium 48% new
Only 0 funds (0%) 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.
💎

Buying through price weakness — shares -48%, value -69%

Value
-69%
Shares
-48%
Last quarter: funds added -48% more shares while total portfolio value only changed -69%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~5 new funds/quarter

3 → 6 → 11 → 13 → 5 new funds/Q
New funds entering each quarter: 6 → 11 → 13 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 57% of holders entered in last year

0% veterans 43% 1-2yr 57% new
Of 23 current holders: 13 (57%) entered in the past year, only 0 (0%) 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 — 38% AUM from major funds

38% from top-100 AUM funds
7 of 23 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — DFLI

In 2026 Q1, 11 hedge funds were net buyers of DFLI (5 opened a new position, 6 added to an existing one), while 16 reduced or exited (4 trimmed, 12 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. 38% of total institutional value in DFLI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 23.

Hedge Fund Ownership: DFLI

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

Market Analysis: DFLI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFLI

-- --

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

Is It Too Late to Buy DRAGONFLY ENERGY HOLDINGS CO (DFLI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DFLI has moved relative to its sector benchmark (XLI) 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 · 61d ago
DFLI
+17.3%
XLI
+7.0%

DFLI outperformed XLI by +10.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 16d ago
DFLI
+14.1%
XLI
+1.0%

Since the filing became public, DFLI outperformed XLI by +13.1% .

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: DFLI
23 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 23 30 -23.33%
13F Shares 872K 2M -47.97%
Total Value $2M $5M -69.14%
New Positions 5 13 -8
Increased Positions 6 3 +3
Closed Positions 12 11 +1
Reduced Positions 4 14 -10
Total Calls 0 0 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFLI

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Financial Highlights

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Institutional Holders (2026 Q1)

23 + investors

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

QUARTER:
Top 21 institutional holders of DFLI — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 J. Derek Lewis & Associates Inc. 0.04% 53,000 $163K
2 KFG WEALTH MANAGEMENT, LLC 0.01% 28,097 $49K
3 TWO SIGMA SECURITIES, LLC 0.00% 16,120 $28K
4 Alyeska Investment Group, L.P. 0.00% 250,270 $435K
5 Virtu Financial LLC 0.00% 11,181
6 Tower Research Capital LLC (TRC) 0.00% 4,776 $8K
7 UBS Group AG 0.00% 163,886 $285K
8 VANGUARD FIDUCIARY TRUST CO 0.00% 48,639 $85K
9 CITIGROUP INC 0.00% 11,501 $20K
10 CoreCap Advisors, LLC 0.00% 115
11 VANGUARD CAPITAL MANAGEMENT LLC 0.00% 106,321 $185K
12 OSAIC HOLDINGS, INC. 0.00% 831 $1K
13 SBI Securities Co., Ltd. 0.00% 35
14 Colonial Trust Advisors 0.00% 10
15 New England Capital Financial Advisors LLC 0.00% 1
16 BlackRock, Inc. 0.00% 14,359 $25K
17 Archer Investment Corp 0.00% 1
18 Asset Dedication, LLC 0.00% 1
19 JONES FINANCIAL COMPANIES LLLP 0.00% 44
20 MORGAN STANLEY 0.00% 231
21 DANSKE BANK A/S 0.00% 3
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 — DRAGONFLY ENERGY HOLDINGS CO (DFLI)

What does the Smart Money Trend signal show for DFLI?

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

More sellers than buyers — 41% buying: Last quarter: 16 funds reduced or exited vs 11 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 DFLI holders?

Strong quality — 38% AUM from major funds: 7 of 23 holders rank in the top 100 by AUM, accounting for 38% 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 DFLI?

Mostly new holders — 48% entered in last year: Only 0 funds (0%) 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 DRAGONFLY ENERGY HOLDINGS CO (DFLI) following the 2026 Q1 hedge fund 13F filings?

As of today, DFLI has moved +14.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.0% for the XLI sector ETF — an outperformance of +13.1%. Since the quarter end (March 31, 2026), DFLI has gained +17.3% vs +7.0% for XLI. 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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