Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIREXION SHARES ETF TRUST (EDC)

23 + Investors. Track Smart Money conviction in EDC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — EDC

Based on 18 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 EDC 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 — 78% of 3.0Y peak

78% of all-time peak
18 funds currently hold this stock — 78% of the 3.0-year high of 23 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 14% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold EDC compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 53% buying

10 buying9 selling
Last quarter: 10 funds bought or added vs 9 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 3 → 3 → 7 → 1. 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.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 11% medium ■ 22% new
12 out of 18 hedge funds have held EDC 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 — ~1 new funds/quarter

5 → 3 → 3 → 7 → 1 new funds/Q
New funds entering each quarter: 3 → 3 → 7 → 1. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 74% of holders stayed 2+ years

■ 74% veterans ■ 0% 1-2yr ■ 26% new
Of 23 current holders: 17 (74%) 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.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
3 of 18 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — 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: EDC

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

Market Analysis: EDC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EDC

-- --
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
0.3
/ 10
conviction
Hedge Fund Positioning: EDC
2026 Q1 Stats Unlock in 19 days 23 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 23 26 -11.54%
13F Shares 331K 290K 14.22%
Total Value $18M $15M 23.96%
New Positions 1 8 -7
Increased Positions 16 11 +5
Closed Positions 5 4 +1
Reduced Positions 11 15 -4
Total Calls 3 4 -25.0%
Total Puts 2 2 -
PUT/CALL Ratio 0.67 0.5 Bullish

Statistics: EDC

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

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 EDC. Verified SEC 13F-HR filings.

Top 7 institutional holders of EDC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PMV Capital Advisers, LLC 0.69% 7,282 $408K
2 PayPay Securities Corp 0.34% 132 $10K
3 GREAT OAK CAPITAL PARTNERS, LLC 0.12% 7,713 $514K
4 180 WEALTH ADVISORS, LLC 0.03% 4,576 $256K
5 TOTH FINANCIAL ADVISORY CORP 0.01% 995 $56K
6 SBI Securities Co., Ltd. 0.00% 2,669 $149K
7 Spire Wealth Management 0.00% 173 $10K
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 — DIREXION SHARES ETF TRUST (EDC)

What does the Smart Money Trend signal show for EDC?

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

Slight buying edge — 53% buying: Last quarter: 10 funds bought or added vs 9 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EDC holders?

Smaller funds dominant — 8% AUM from top-100: 3 of 18 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EDC?

67% of holders stayed for 2+ years: 12 out of 18 hedge funds have held EDC 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.