Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Grayscale Ethereum Staking E (ETHE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
3Q ▼
Buyers last Q
43%

Smart Money Signals — ETHE

Based on 257 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their ETHE 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 — 76% of 3.0Y peak

76% of all-time peak
257 funds currently hold this stock — 76% of the 3.0-year high of 337 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
27 fewer hedge funds hold ETHE compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 43% buying

87 buying116 selling
Last quarter: 116 funds reduced or exited vs 87 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 — ~33 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 90 → 39 → 35 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 19% entered in last year

■ 6% conviction (2yr+) ■ 74% medium ■ 19% new
Only 16 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.
💎

Buying through price weakness — shares -19%, value -41%

Value
-40%
Shares
-18%
Last quarter: funds added -19% more shares while total portfolio value only changed -41%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

30 → 90 → 39 → 35 → 33 new funds/Q
New funds entering each quarter: 90 → 39 → 35 → 33. ETHE 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, 25% new entrants

■ 5% veterans ■ 70% 1-2yr ■ 25% new
Of 263 current holders: 12 (5%) held 2+ years, 185 held 1–2 years, 66 (25%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
14 of 256 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — 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.

Institutional Sentiment Summary — ETHE

In 2026 Q2, 87 hedge funds were net buyers of ETHE (33 opened a new position, 54 added to an existing one), while 116 reduced or exited (76 trimmed, 40 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. This extends a 3-quarter selling streak, suggesting sustained institutional caution. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 257.

Hedge Fund Ownership: ETHE

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

Market Analysis: ETHE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ETHE

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: ETHE
256 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 256 264 -3.03%
13F Shares 9M 11M -18.63%
Total Value $113M $191M -40.74%
New Positions 33 35 -2
Increased Positions 51 58 -7
Closed Positions 40 67 -27
Reduced Positions 76 73 +3
Total Calls 3 3 -
Total Puts 3 3 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: ETHE

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Institutional Holders (2026 Q2)

256 + investors

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

QUARTER:
Top 25 ETHE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Robertson Opportunity Capital, LLC 1.25% 251,643 $3.2M
2 Haven Private, LLC 0.59% 120,879 $1.5M
3 Benson Wealth Management INC 0.39% 30,612 $391K
4 Tru Independence Asset Management 2, LLC 0.35% 50,417 $643K
5 Pasadena Private Wealth, LLC 0.33% 204,593 $2.6M
6 Fielder Capital Group LLC 0.30% 109,348 $1.4M
7 Sloy Dahl & Holst, LLC 0.30% 187,501 $2.4M
8 Finer Wealth Management, Inc. 0.26% 46,225 $590K
9 Illumine Investment Management, LLC 0.25% — $377K
10 SLT Holdings LLC 0.22% 27,295 $348K
11 Vima LLC 0.21% 17,048 $218K
12 Titleist Asset Management, LLC 0.18% 211,328 $2.7M
13 TigerOak Management, L.L.C. 0.17% 48,300 $616K
14 Integrated Advisors Network LLC 0.17% 282,633 $3.6M
15 Cura Wealth Advisors, LLC 0.16% 29,550 $377K
16 Verde Capital Management 0.16% 67,518 $862K
17 PYA Waltman Capital, LLC 0.15% 50,759 $648K
18 Alamea Verwaltungs GmbH 0.15% 14,992 $191K
19 Prosperity Financial Group, Inc. 0.15% 38,344 $489K
20 Deuterium Capital Management, LLC 0.14% 10,000 $128K
21 Aristides Capital LLC 0.14% 54,900 $701K
22 Intellectus Partners, LLC 0.13% 60,671 $774K
23 Hartmann Taylor Wealth Management, LLC 0.11% 10,000 $171K
24 RBF Capital, LLC 0.11% 200,001 $2.6M
25 Beam Wealth Advisors, INC. 0.09% 20,753 $354K
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 — Grayscale Ethereum Staking E (ETHE)

What does the Smart Money Trend signal show for ETHE?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their ETHE 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 ETHE?

More sellers than buyers — 43% buying: Last quarter: 116 funds reduced or exited vs 87 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 ETHE holders?

Smaller funds dominant — 9% AUM from top-100: 14 of 256 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ETHE?

Mostly new holders — 19% entered in last year: Only 16 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.

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.

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