Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EXPAND ENERGY CORPORATION (EXE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +106
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — EXE

Based on 827 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EXE 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
827 hedge funds hold EXE 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 — +35% more funds vs a year ago

fund count last 6Q
+214 new funds entered over the past year (+35% 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 buyers than sellers — 62% buying

513 buying315 selling
Last quarter: 513 funds were net buyers (185 opened a brand new position + 328 added to an existing one). Only 315 were sellers (236 trimmed + 79 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+88 vs last Q)

new funds entering per quarter
Funds opening a new EXE position: 156 → 148 → 97 → 185. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 39% long-term, 26% new

■ 39% conviction (2yr+) ■ 35% medium ■ 26% new
Of the 827 current holders: 325 (39%) held >2 years, 286 held 1–2 years, and 216 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares -2%, value -95%

Value
-95%
Shares
-1%
Last quarter: funds added -2% more shares while total portfolio value only changed -95%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~185 new funds/quarter

223 → 156 → 148 → 97 → 185 new funds/Q
New funds entering each quarter: 156 → 148 → 97 → 185. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 48% of holders stayed 2+ years

■ 48% veterans ■ 11% 1-2yr ■ 41% new
Of 874 current holders: 419 (48%) 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.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
46 of 827 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in EXE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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: EXE

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

Market Analysis: EXE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EXE

-- --
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

102 top-rated funds 14 high-conviction
Consensus
8.7
/ 10
breadth
×
Elite
6.7
/ 10
conviction
Hedge Fund Positioning: EXE
2026 Q1 Stats Unlock in 22 days 874 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 874 766 14.1%
13F Shares 232M 236M -1.93%
Total Value $25.26B $561.18B -95.5%
New Positions 187 98 +89
Increased Positions 387 364 +23
Closed Positions 86 154 -68
Reduced Positions 290 301 -11
Total Calls 29 28 3.57%
Total Puts 27 27 -
PUT/CALL Ratio 0.93 0.96 Neutral

Statistics: EXE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

874 + investors

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

Top 25 institutional holders of EXE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 apricus wealth, LLC 2.17% 40,495 $4.4M
2 MFG WEALTH MANAGEMENT, INC. 2.01% 22,121 $2.4M
3 Canoe Financial LP 1.65% 1,093,436 $121.2M
4 Orca Wealth Management, LLC 1.57% 20,066 $2.2M
5 First Dallas Securities Inc. 1.26% 31,014 $3.4M
6 McAlvany Wealth Management LLC 1.26% 16,745 $1.9M
7 OAK FAMILY ADVISORS, LLC 1.10% 35,685 $3.9M
8 VIKING FUND MANAGEMENT LLC 0.99% 88,000 $9.7M
9 Artemis Investment Management LLP 0.99% 847,938 $93.1M
10 Murphy Pohlad Asset Management LLC 0.92% 23,471 $2.6M
11 Oak Harvest Investment Services 0.90% 78,561 $8.6M
12 DEPRINCE RACE & ZOLLO INC 0.77% 372,833 $40.9M
13 TEMA ETFS LLC 0.68% 91,592 $10.1M
14 ROMANO BROTHERS AND COMPANY 0.64% 51,059 $5.6M
15 ADAMS NATURAL RESOURCES FUND, INC. 0.59% 46,400 $5.1M
16 Miller Global Investments, LLC 0.50% 4,972 $546K
17 WOODSTOCK CORP 0.45% 46,006 $5.1M
18 PATTON FUND MANAGEMENT, INC. 0.41% 22,103 $2.4M
19 IRON Financial LLC 0.40% 8,307 $912K
20 QUATTRO FINANCIAL ADVISORS LLC 0.37% 11,158 $1.2M
21 AAFMAA Wealth Management & Trust LLC 0.34% 8,080 $887K
22 Argos Wealth Advisors, LLC 0.29% 9,044 $993K
23 Stanley-Laman Group, Ltd. 0.26% 19,142 $2.1M
24 First American Bank 0.25% 35,998 $4.0M
25 ASAHI LIFE ASSET MANAGEMENT CO., LTD. 0.25% 3,469 $381K
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 — EXPAND ENERGY CORPORATION (EXE)

What does the Smart Money Trend signal show for EXE?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EXE 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 EXE?

More buyers than sellers — 62% buying: Last quarter: 513 funds were net buyers (185 opened a brand new position + 328 added to an existing one). Only 315 were sellers (236 trimmed + 79 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EXE holders?

Elite ownership — 58% AUM from top-100 funds: 46 of 827 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in EXE. 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 EXE?

Mixed — 39% long-term, 26% new: Of the 827 current holders: 325 (39%) held >2 years, 286 held 1–2 years, and 216 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.