Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIVE POINT HOLDINGS LLC (FPH)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
45%

Smart Money Signals — FPH

Based on 81 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 FPH 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
81 hedge funds hold FPH 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 — +25% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+25% 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 — 45% buying

32 buying39 selling
Last quarter: 39 funds reduced or exited vs 32 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.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new FPH position: 21 → 11 → 7 → 14. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

57% conviction (2yr+) 23% medium 20% new
46 out of 81 hedge funds have held FPH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -1%, value -16%

Value
-16%
Shares
-1%
Last quarter: funds added -1% more shares while total portfolio value only changed -16%. 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

14 → 21 → 11 → 7 → 14 new funds/Q
New funds entering each quarter: 21 → 11 → 7 → 14. FPH is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 61% of holders stayed 2+ years

61% veterans 11% 1-2yr 28% new
Of 82 current holders: 50 (61%) 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.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
15 of 81 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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: FPH

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

Market Analysis: FPH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FPH

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 2 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: FPH
2026 Q1 Stats Unlock in 21 days 82 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 82 79 3.8%
13F Shares 38M 38M -1.08%
Total Value $196M $234M -16.36%
New Positions 15 8 +7
Increased Positions 18 22 -4
Closed Positions 10 9 +1
Reduced Positions 30 35 -5
Total Calls 0 2 -100.0%
Total Puts 2 2 -
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: FPH

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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)

82 + investors

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

Top 13 institutional holders of FPH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 O'Keefe Stevens Advisory, Inc. 2.99% 2,497,050 $12.1M
2 LexAurum Advisors, LLC 0.06% 91,761 $444K
3 LEE DANNER & BASS INC 0.05% 170,000 $823K
4 BFSG, LLC 0.02% 36,795 $178K
5 Pure Financial Advisors, LLC 0.00% 17,510 $85K
6 TOTH FINANCIAL ADVISORY CORP 0.00% 1,000 $5K
7 North Star Investment Management Corp. 0.00% 960 $5K
8 State of Alaska, Department of Revenue 0.00% 3,550
9 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 14,876 $73K
10 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 15,287 $74K
11 Ascentis Independent Advisors 0.00% 100
12 Farther Finance Advisors, LLC 0.00% 299 $1K
13 SBI Securities Co., Ltd. 0.00% 51
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 — FIVE POINT HOLDINGS LLC (FPH)

What does the Smart Money Trend signal show for FPH?

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

More sellers than buyers — 45% buying: Last quarter: 39 funds reduced or exited vs 32 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 FPH holders?

Smaller funds dominant — 18% AUM from top-100: 15 of 81 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FPH?

57% of holders stayed for 2+ years: 46 out of 81 hedge funds have held FPH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.