Stock Analysis

DNOW INC (DNOW)

250 + Investors. Track Smart Money conviction in DNOW. 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
↑ +21
Streak
1Q ▲
Buyers last Q
69%

Smart Money Signals — DNOW

Based on 249 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 this stock 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 trade.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
249 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 — +17% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 69% buying

190 buying84 selling
Last quarter: 190 funds were net buyers (64 opened a brand new position + 126 added to an existing one). Only 84 were sellers (41 trimmed + 43 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+29 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 34 → 34 → 35 → 64. A growing number of new institutional buyers means the stock is still being discovered — the opportunity hasn't been fully priced in.
🔒

64% of holders stayed for 2+ years

64% conviction (2yr+) 16% medium 20% new
160 out of 249 hedge funds have held this stock for over 2 years without selling. Long-term holders are harder to shake out during market dips — they represent a stable ownership base that reduces the risk of sudden mass selling.
💎

Buying through price weakness — shares +70%, value +47%

Value
+47%
Shares
+69%
Last quarter: funds added +70% more shares while total portfolio value only changed +47%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

25 → 34 → 34 → 35 → 64 new funds/Q
New funds entering each quarter: 34 → 34 → 35 → 64. A growing number of institutions are discovering this stock each quarter. The idea is still spreading — there is room for more buyers to enter.
🏛️

Deep conviction — 72% of holders stayed 2+ years

72% veterans 9% 1-2yr 19% new
Of 250 current holders: 179 (72%) 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
36 of 249 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in this stock. When the biggest players hold the majority of a position, it reflects deep institutional conviction — large funds have the most resources for due diligence and the most at stake.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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: DNOW

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

Market Analysis: DNOW

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: DNOW

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Hedge Fund Positioning: DNOW
250 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: DNOW

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Institutional Holders (2025 Q4)
250 + investors

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

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