ADVISORS INNER CIRCLE FD II (EDGH): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ADVISORS INNER CIRCLE FD II (EDGH)

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

Smart Money Signals — EDGH

Based on 29 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 EDGH 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

29 hedge funds hold EDGH 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.

🚀

Fast accumulation — +107% more funds vs a year ago

fund count last 6Q

+15 new funds entered over the past year (+107% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟠

More sellers than buyers — 44% buying

14 buying18 selling

Last quarter: 18 funds reduced or exited vs 14 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.

➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 3 → 4 → 11 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 55% entered in last year

■ 3% conviction (2yr+) ■ 41% medium ■ 55% new

Only 1 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

➡️

Steady discovery — ~9 new funds/quarter

14 → 3 → 4 → 11 → 9 new funds/Q

New funds entering each quarter: 3 → 4 → 11 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 97% of holders entered in last year

■ 3% veterans ■ 0% 1-2yr ■ 97% new

Of 29 current holders: 28 (97%) entered in the past year, only 1 (3%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds

5 of 29 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

6.4

out of 10

Moderate Exit Risk

Exit risk score 6.4/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	29	26	11.54%
13F Shares	5M	6M	-12.17%
Total Value	$157M	$170M	-7.29%
New Positions	9	11	-2
Increased Positions	5	10	-5
Closed Positions	6	0	+6
Reduced Positions	12	4	+8
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

11.54%

13F Shares

-12.17%

Total Value

$157M

$170M

-7.29%

New Positions

-2

Increased Positions

-5

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

29 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 8 institutional holders of EDGH — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	AMG Asset Management Group, Inc.	1.32%	49,803	$1.7M
2	Strategic Blueprint, LLC	0.13%	64,881	$2.2M
3	Mowery & Schoenfeld Wealth Management, LLC	0.07%	1,312	$45K
4	DIVERSIFY WEALTH MANAGEMENT, LLC	0.02%	39,822	$1.4M
5	Cambridge Investment Research Advisors, Inc.	0.01%	111,663	$4K
6	Sowell Financial Services LLC	0.01%	6,785	$232K
7	Private Advisor Group, LLC	0.00%	29,841	$1.0M
8	TSFG, LLC	0.00%	485	—

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 — ADVISORS INNER CIRCLE FD II (EDGH)

What does the Smart Money Trend signal show for EDGH?

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

More sellers than buyers — 44% buying: Last quarter: 18 funds reduced or exited vs 14 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 EDGH holders?

Smaller funds dominant — 3% AUM from top-100: 5 of 29 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EDGH?

Mostly new holders — 55% entered in last year: Only 1 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.

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ADVISORS INNER CIRCLE FD II (EDGH)

Smart Money Signals — EDGH

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +107% more funds vs a year ago

More sellers than buyers — 44% buying

Steady new buyers — ~9 new funds per quarter

Mostly new holders — 55% entered in last year

Steady discovery — ~9 new funds/quarter

Early stage — 97% of holders entered in last year

Smaller funds dominant — 3% AUM from top-100

Hedge Fund Ownership: EDGH

Market Analysis: EDGH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EDGH

Hedge Fund Positioning: EDGH

Statistics: EDGH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ADVISORS INNER CIRCLE FD II (EDGH)

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