Advisors Inner Circle Fd II (EDGI): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Advisors Inner Circle Fd II (EDGI) following the 2026 Q1 hedge fund 13F filings?

As of today, EDGI has moved +4.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.9%. Since the quarter end (March 31, 2026), EDGI gained +11.6% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Advisors Inner Circle Fd II (EDGI)

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

Smart Money Signals — EDGI

Based on 20 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

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

🔻

Below peak — only 69% of 3.0Y high

69% of all-time peak

Only 20 funds hold EDGI today versus a peak of 29 funds at 2025 Q4 — just 69% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.

🚀

Fast accumulation — +54% more funds vs a year ago

fund count last 6Q

+7 new funds entered over the past year (+54% 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.

🔴

Heavy selling pressure — only 14% buying

4 buying25 selling

Last quarter: 25 funds sold vs only 4 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 8 → 10 → 9 → 2. 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.

🔄

Mostly new holders — 35% entered in last year

■ 5% conviction (2yr+) ■ 60% medium ■ 35% new

Only 1 funds (5%) 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.

📊

Peak discovery — momentum slowing

2 → 8 → 10 → 9 → 2 new funds/Q

New funds entering each quarter: 8 → 10 → 9 → 2. EDGI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

📊

Mixed cohorts — 5% veterans, 50% new entrants

■ 5% veterans ■ 45% 1-2yr ■ 50% new

Of 20 current holders: 1 (5%) held 2+ years, 9 held 1–2 years, 10 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds

4 of 20 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.8

out of 10

Moderate Exit Risk

Exit risk score 4.8/10 — 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 (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	20	29	-31.03%
13F Shares	1M	7M	-82.59%
Total Value	$33M	$190M	-82.58%
New Positions	2	9	-7
Increased Positions	2	15	-13
Closed Positions	11	5	+6
Reduced Positions	14	3	+11
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

-31.03%

13F Shares

-82.59%

Total Value

$33M

$190M

-82.58%

New Positions

-7

Increased Positions

-13

Closed Positions

Reduced Positions

+11

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

20 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 19 EDGI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	AMG Asset Management Group, Inc.	0.39%	17,704	$502K
2	Orion Porfolio Solutions, LLC	0.14%	593,675	$16.8M
3	Mowery & Schoenfeld Wealth Management, LLC	0.10%	2,393	$68K
4	Basepoint Wealth LLC	0.07%	4,385	$124K
5	3EDGE Asset Management, LP	0.05%	38,429	$1.1M
6	Diversify Wealth Management, LLC	0.04%	71,974	$2.1M
7	Potomac Fund Management Inc /Adv	0.03%	33,285	$943K
8	Strategic Blueprint, LLC	0.02%	11,183	$317K
9	Gts Securities LLC	0.02%	15,494	$439K
10	Osaic Holdings, INC.	0.01%	255,448	$7.2M
11	Sowell Financial Services LLC	0.01%	8,479	$240K
12	Private Advisor Group, LLC	0.00%	37,049	$1.0M
13	Atria Investments, Inc	0.00%	8,479	$240K
14	Ashton Thomas Private Wealth, LLC	0.00%	1,635	$46K
15	Envestnet Asset Management Inc	0.00%	32,224	$913K
16	LPL Financial LLC	0.00%	21,108	$598K
17	Susquehanna International Group, LLP	0.00%	9,728	$276K
18	Assetmark, Inc	0.00%	38	$1K
19	UBS Group AG	0.00%	109	$3K

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 (EDGI)

What does the Smart Money Trend signal show for EDGI?

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

Heavy selling pressure — only 14% buying: Last quarter: 25 funds sold vs only 4 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for EDGI holders?

Smaller funds dominant — 5% AUM from top-100: 4 of 20 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EDGI?

Mostly new holders — 35% entered in last year: Only 1 funds (5%) 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.

Is it too late to buy Advisors Inner Circle Fd II (EDGI) following the 2026 Q1 hedge fund 13F filings?

As of today, EDGI has moved +4.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.9%. Since the quarter end (March 31, 2026), EDGI has gained +11.6% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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 (EDGI)

Smart Money Signals — EDGI

Selling streak — 1 quarter in a row

Below peak — only 69% of 3.0Y high

Fast accumulation — +54% more funds vs a year ago

Heavy selling pressure — only 14% buying

Fewer new buyers each quarter (-7 vs last Q)

Mostly new holders — 35% entered in last year

Peak discovery — momentum slowing

Mixed cohorts — 5% veterans, 50% new entrants

Smaller funds dominant — 5% AUM from top-100

Institutional Sentiment Summary — EDGI

Hedge Fund Ownership: EDGI

Market Analysis: EDGI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EDGI

Is It Too Late to Buy Advisors Inner Circle Fd II (EDGI) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: EDGI

Statistics: EDGI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Advisors Inner Circle Fd II (EDGI)

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