EAGLE FINL SVCS INC (EFSI): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

EAGLE FINL SVCS INC (EFSI)

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

Smart Money Signals — EFSI

Based on 67 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added EFSI 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

67 hedge funds hold EFSI 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 — +6600% more funds vs a year ago

fund count last 6Q

+66 new funds entered over the past year (+6600% 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 — 46% buying

26 buying30 selling

Last quarter: 30 funds reduced or exited vs 26 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 (-14 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 29 → 27 → 21 → 7. 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 — 69% entered in last year

■ 6% conviction (2yr+) ■ 25% medium ■ 69% new

Only 4 funds (6%) 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.

⚠️

Saturation — most institutions already know this story

0 → 29 → 27 → 21 → 7 new funds/Q

New funds entering each quarter: 29 → 27 → 21 → 7. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

🌱

Early stage — 91% of holders entered in last year

■ 9% veterans ■ 0% 1-2yr ■ 91% new

Of 67 current holders: 61 (91%) entered in the past year, only 6 (9%) 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.

🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds

22 of 67 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in EFSI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

6.9

out of 10

Moderate Exit Risk

Exit risk score 6.9/10 — 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	67	63	6.35%
13F Shares	2M	2M	3.19%
Total Value	$99M	$91M	8.55%
New Positions	7	21	-14
Increased Positions	19	16	+3
Closed Positions	3	6	-3
Reduced Positions	27	17	+10
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

6.35%

13F Shares

3.19%

Total Value

$99M

$91M

8.55%

New Positions

-14

Increased Positions

Closed Positions

-3

Reduced Positions

+10

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

67 + investors

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

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

Top 13 institutional holders of EFSI — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Daytona Street Capital LLC	0.04%	1,500	$54K
2	Reynders McVeigh Capital Management, LLC	0.02%	9,375	—
3	HOWE & RUSLING INC	0.01%	6,500	$227K
4	Wealthspire Advisors, LLC	0.00%	12,873	$450K
5	COMMONWEALTH EQUITY SERVICES, LLC	0.00%	11,016	$385K
6	Police & Firemen's Retirement System of New Jersey	0.00%	1,040	$36K
7	Sterling Capital Management LLC	0.00%	146	$5K
8	True Wealth Design, LLC	0.00%	5	—
9	IFP Advisors, Inc	0.00%	19	—
10	GAMMA Investing LLC	0.00%	6	—
11	SJS Investment Consulting Inc.	0.00%	2	—
12	Root Financial Partners, LLC	0.00%	2	—
13	Farther Finance Advisors, LLC	0.00%	6	—

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 — EAGLE FINL SVCS INC (EFSI)

What does the Smart Money Trend signal show for EFSI?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added EFSI 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 EFSI?

More sellers than buyers — 46% buying: Last quarter: 30 funds reduced or exited vs 26 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 EFSI holders?

Elite ownership — 47% AUM from top-100 funds: 22 of 67 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in EFSI. 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 EFSI?

Mostly new holders — 69% entered in last year: Only 4 funds (6%) 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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EAGLE FINL SVCS INC (EFSI)

Smart Money Signals — EFSI

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +6600% more funds vs a year ago

More sellers than buyers — 46% buying

Fewer new buyers each quarter (-14 vs last Q)

Mostly new holders — 69% entered in last year

Saturation — most institutions already know this story

Early stage — 91% of holders entered in last year

Elite ownership — 47% AUM from top-100 funds

Hedge Fund Ownership: EFSI

Market Analysis: EFSI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EFSI

Hedge Fund Positioning: EFSI

Statistics: EFSI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — EAGLE FINL SVCS INC (EFSI)

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