Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIAMOND HILL INVT GROUP INC (DHIL)

149 + Investors. Track Smart Money conviction in DHIL. 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
↑ +15
Streak
2Q ▲
Buyers last Q
46%

Smart Money Signals — DHIL

Based on 149 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added DHIL 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
149 hedge funds hold DHIL 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
+18 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.
🟠

More sellers than buyers — 46% buying

70 buying82 selling
Last quarter: 82 funds reduced or exited vs 70 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.
📈

More new buyers each quarter (+17 vs last Q)

new funds entering per quarter
Funds opening a new DHIL position: 17 → 19 → 20 → 37. 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+) 13% medium 26% new
91 out of 149 hedge funds have held DHIL 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.
💎

Buying through price weakness — shares -1%, value -87%

Value
-86%
Shares
-1%
Last quarter: funds added -1% more shares while total portfolio value only changed -87%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

17 → 17 → 19 → 20 → 37 new funds/Q
New funds entering each quarter: 17 → 19 → 20 → 37. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 65% of holders stayed 2+ years

65% veterans 9% 1-2yr 26% new
Of 149 current holders: 97 (65%) 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.

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
29 of 149 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Hedge Fund Ownership: DHIL

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

Market Analysis: DHIL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DHIL

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

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 0 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: DHIL
2026 Q1 Stats Unlock in 22 days 149 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 149 134 11.19%
13F Shares 2M 2M -1.31%
Total Value $322M $2.42B -86.7%
New Positions 37 20 +17
Increased Positions 33 57 -24
Closed Positions 22 13 +9
Reduced Positions 60 36 +24
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DHIL

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

149 + investors

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

Top 24 institutional holders of DHIL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CIBRA Capital Ltd 2.71% 32,677 $5.6M
2 Chicago Capital Management, LLC 1.21% 11,300 $1.5M
3 Trinity Financial Advisors LLC 0.17% 3,500 $602K
4 Abundance Wealth Counselors 0.15% 6,098 $1.0M
5 Concurrent Investment Advisors, LLC 0.13% 67,616 $11.6M
6 ELEVATION POINT WEALTH PARTNERS, LLC 0.03% 8,729 $1.5M
7 Y-Intercept (Hong Kong) Ltd 0.02% 5,513 $949K
8 Merit Financial Group, LLC 0.00% 2,416 $416K
9 Versant Capital Management, Inc 0.00% 147 $25K
10 EXCHANGE TRADED CONCEPTS, LLC 0.00% 1,336 $230K
11 SIGNATUREFD, LLC 0.00% 466 $80K
12 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 2,185 $377K
13 True Wealth Design, LLC 0.00% 14 $2K
14 STRS OHIO 0.00% 900 $155K
15 SG Americas Securities, LLC 0.00% 2,030
16 Private Wealth Management Group, LLC 0.00% 8 $1K
17 IFP Advisors, Inc 0.00% 67 $12K
18 Sterling Capital Management LLC 0.00% 73 $13K
19 State of Alaska, Department of Revenue 0.00% 108
20 HM PAYSON & CO 0.00% 66 $11K
21 GAMMA Investing LLC 0.00% 14 $2K
22 SJS Investment Consulting Inc. 0.00% 4
23 Farther Finance Advisors, LLC 0.00% 49 $8K
24 Root Financial Partners, LLC 0.00% 8 $1K
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 — DIAMOND HILL INVT GROUP INC (DHIL)

What does the Smart Money Trend signal show for DHIL?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added DHIL 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 DHIL?

More sellers than buyers — 46% buying: Last quarter: 82 funds reduced or exited vs 70 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 DHIL holders?

Strong quality — 38% AUM from major funds: 29 of 149 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 DHIL?

61% of holders stayed for 2+ years: 91 out of 149 hedge funds have held DHIL 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.