Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EBAY INC. (EBAY)

1K + Investors. Track Smart Money conviction in EBAY. 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
↓ -11
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — EBAY

Based on 1154 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their EBAY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
1,154 hedge funds hold EBAY 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 — +16% more funds vs a year ago

fund count last 6Q
+155 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

546 buying614 selling
Last quarter: 614 funds reduced or exited vs 546 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 (-19 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 148 → 156 → 164 → 145. 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.
🔒

68% of holders stayed for 2+ years

68% conviction (2yr+) 17% medium 15% new
779 out of 1,154 hedge funds have held EBAY 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.
➡️

Steady discovery — ~145 new funds/quarter

111 → 148 → 156 → 164 → 145 new funds/Q
New funds entering each quarter: 148 → 156 → 164 → 145. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 71% of holders stayed 2+ years

71% veterans 10% 1-2yr 20% new
Of 1,203 current holders: 850 (71%) 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 — 48% AUM from top-100 funds

48% from top-100 AUM funds
48 of 1154 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in EBAY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Hedge Fund Ownership: EBAY

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

Market Analysis: EBAY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EBAY

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

66 top-rated funds 7 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: EBAY
2026 Q1 Stats Unlock in 22 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1203 1229 -2.12%
13F Shares 409M 424M -3.55%
Total Value $35.42B $38.19B -7.25%
New Positions 146 169 -23
Increased Positions 464 475 -11
Closed Positions 164 114 +50
Reduced Positions 543 533 +10
Total Calls 27 37 -27.03%
Total Puts 29 36 -19.44%
PUT/CALL Ratio 1.07 0.97 Neutral

Statistics: EBAY

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Short % of Float --

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Institutional Holders (2026 Q1)

1K + investors

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

Top 25 institutional holders of EBAY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lindsell Train Ltd 5.59% 1,927,485 $175.4M
2 Lakewood Asset Management LLC 2.81% 48,332 $4.4M
3 Hudson Capital Management LLC 1.72% 73,009 $6.6M
4 Harrington Investments, INC 1.67% 34,773 $3.2M
5 THOMPSON INVESTMENT MANAGEMENT, INC. 1.39% 117,746 $10.7M
6 CACTI ASSET MANAGEMENT LLC 1.30% 235,161 $21.4M
7 Northstar Advisory Group, LLC 1.13% 33,373 $3.0M
8 PBU - The Pension Fund of Early Childhood & Youth Educators 1.04% 773,239 $10.9M
9 Family Capital Trust Co 0.86% 30,150 $2.6M
10 Eaton Financial Holdings Company, LLC 0.61% 20,412 $1.9M
11 Raiffeisen Bank International AG 0.53% 421,035 $37.1M
12 Worthington Financial Partners, LLC 0.51% 6,483 $590K
13 BI Asset Management Fondsmaeglerselskab A/S 0.50% 526,997 $48K
14 Optas, LLC 0.48% 35,044 $3.2M
15 Arlington Partners LLC 0.48% 2,643 $241K
16 GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 0.46% 2,591
17 Jones Kertz & Associates, Inc. 0.40% 8,180 $745K
18 Robeco Institutional Asset Management B.V. 0.38% 2,935,691 $267.2M
19 Vest Financial, LLC 0.36% 325,079 $29.6M
20 BDF-GESTION 0.33% 27,000 $2.5M
21 Olstein Capital Management, L.P. 0.32% 16,000 $1K
22 Traub Capital Management LLC 0.31% 3,480 $317K
23 Generali Investments CEE, investicni spolecnost, a.s. 0.30% 63,917 $5.8M
24 Retirement Systems of Alabama 0.30% 971,884 $88.5M
25 Greenfield Savings Bank 0.27% 6,929 $631K
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 — EBAY INC. (EBAY)

What does the Smart Money Trend signal show for EBAY?

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

More sellers than buyers — 47% buying: Last quarter: 614 funds reduced or exited vs 546 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 EBAY holders?

Elite ownership — 48% AUM from top-100 funds: 48 of 1154 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in EBAY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EBAY?

68% of holders stayed for 2+ years: 779 out of 1,154 hedge funds have held EBAY 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.