Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ALLSPRING INCOME OPPORTUNIT (EAD)

81 + Investors. Track Smart Money conviction in EAD. 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
↑ +5
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — EAD

Based on 81 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 EAD 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
81 hedge funds hold EAD 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 — +11% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

44 buying29 selling
Last quarter: 44 funds were net buyers (15 opened a brand new position + 29 added to an existing one). Only 29 were sellers (19 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 5 → 13 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 17% medium 22% new
49 out of 81 hedge funds have held EAD 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.
📈

Growing discovery — still being found

6 → 8 → 5 → 13 → 15 new funds/Q
New funds entering each quarter: 8 → 5 → 13 → 15. A growing number of institutions are discovering EAD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

62% veterans 12% 1-2yr 26% new
Of 81 current holders: 50 (62%) 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 — 36% AUM from major funds

36% from top-100 AUM funds
11 of 81 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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: EAD

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

Market Analysis: EAD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EAD

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

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: EAD
2026 Q1 Stats Unlock in 20 days 81 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 81 76 6.58%
13F Shares 16M 14M 12.93%
Total Value $110M $101M 9.26%
New Positions 15 13 +2
Increased Positions 29 20 +9
Closed Positions 10 11 -1
Reduced Positions 19 22 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EAD

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Institutional Holders (2026 Q1)

81 + investors

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

Top 25 institutional holders of EAD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Peak Planning Group, LLC 2.05% 1,142,766 $7.4M
2 Rareview Capital LLC 0.23% 55,900 $395K
3 Fingerlakes Wealth Management, Inc. 0.09% 21,250 $138K
4 ACCREDITED INVESTOR SERVICES, LLC 0.09% 21,116 $137K
5 MELFA WEALTH MANAGEMENT, INC. 0.07% 17,923 $116K
6 Sowell Financial Services LLC 0.02% 103,500 $671K
7 PFG Investments, LLC 0.02% 69,985 $454K
8 Noble Wealth Management PBC 0.01% 2,900 $19K
9 FNY Investment Advisers, LLC 0.00% 1,800
10 Stratos Wealth Partners, LTD. 0.00% 41,490 $269K
11 Capital Investment Advisors, LLC 0.00% 20,795 $135K
12 OPPENHEIMER & CO INC 0.00% 16,648 $108K
13 Merit Financial Group, LLC 0.00% 21,942 $142K
14 HHM Wealth Advisors, LLC 0.00% 1,210 $8K
15 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% 10,966 $71K
16 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 64,112 $415K
17 PARK AVENUE SECURITIES LLC 0.00% 15,554
18 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 84,412 $547K
19 CoreCap Advisors, LLC 0.00% 3,330 $22K
20 HIGHLINE WEALTH PARTNERS LLC 0.00% 440 $3K
21 WHITTIER TRUST CO OF NEVADA INC 0.00% 850 $6K
22 Farther Finance Advisors, LLC 0.00% 798 $5K
23 IFP Advisors, Inc 0.00% 300 $2K
24 Advocate Investing Services LLC 0.00% 1
25 MATHER GROUP, LLC. 0.00% 54
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 — ALLSPRING INCOME OPPORTUNIT (EAD)

What does the Smart Money Trend signal show for EAD?

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

More buyers than sellers — 60% buying: Last quarter: 44 funds were net buyers (15 opened a brand new position + 29 added to an existing one). Only 29 were sellers (19 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EAD holders?

Strong quality — 36% AUM from major funds: 11 of 81 holders rank in the top 100 by AUM, accounting for 36% 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 EAD?

60% of holders stayed for 2+ years: 49 out of 81 hedge funds have held EAD 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.