Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FORTUNA MNG CORP (FSM)

250 + Investors. Track Smart Money conviction in FSM. 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
↑ +24
Streak
4Q ▲
Buyers last Q
56%

Smart Money Signals — FSM

Based on 230 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 FSM 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
230 hedge funds hold FSM 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 — +41% more funds vs a year ago

fund count last 6Q
+67 new funds entered over the past year (+41% 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.
🟡

Slight buying edge — 56% buying

123 buying97 selling
Last quarter: 123 funds bought or added vs 97 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~45 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 32 → 45 → 41 → 45. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 36% entered in last year

7% conviction (2yr+) 57% medium 36% new
Only 16 funds (7%) 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.
📈

Growing discovery — still being found

25 → 32 → 45 → 41 → 45 new funds/Q
New funds entering each quarter: 32 → 45 → 41 → 45. A growing number of institutions are discovering FSM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 3% veterans, 45% new entrants

3% veterans 52% 1-2yr 45% new
Of 250 current holders: 8 (3%) held 2+ years, 130 held 1–2 years, 112 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
26 of 230 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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.

Hedge Fund Ownership: FSM

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

Market Analysis: FSM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FSM

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

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 3 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: FSM
2026 Q1 Stats Unlock in 16 days 250 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 250 223 12.11%
13F Shares 213M 210M 1.73%
Total Value $2.08B $1.88B 10.85%
New Positions 46 42 +4
Increased Positions 107 100 +7
Closed Positions 21 29 -8
Reduced Positions 101 86 +15
Total Calls 14 12 16.67%
Total Puts 12 11 9.09%
PUT/CALL Ratio 0.86 0.92 Neutral

Statistics: FSM

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

250 + investors

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

Top 25 institutional holders of FSM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 2.23% 125,900 $1.3M
2 Sicart Associates LLC 1.65% 648,736 $6.4M
3 ABBINGTON INVESTMENT GROUP 0.74% 127,816 $1.3M
4 CHANNING GLOBAL ADVISORS, LLC 0.72% 124,082 $1.2M
5 KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 0.64% 116,582 $1.2M
6 U S GLOBAL INVESTORS INC 0.44% 383,650 $3.8M
7 Auxano Advisors, LLC 0.21% 106,000 $1.1M
8 Realta Investment Advisors 0.19% 55,550 $552K
9 PKO Investment Management Joint-Stock Co 0.13% 151,438 $1.5M
10 AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 0.09% 15,000 $154K
11 SHEETS SMITH WEALTH MANAGEMENT 0.08% 68,766 $683K
12 Y-Intercept (Hong Kong) Ltd 0.07% 353,533 $3.5M
13 GREENBERG FINANCIAL GROUP 0.04% 10,000 $99K
14 RITHOLTZ WEALTH MANAGEMENT 0.04% 223,245 $2.2M
15 CHELSEA COUNSEL CO 0.04% 8,680 $85K
16 LVW Advisors, LLC 0.03% 36,702 $364K
17 DRIVE WEALTH MANAGEMENT, LLC 0.03% 13,879 $138K
18 Ascentis Independent Advisors 0.03% 37,241 $370K
19 Cypress Wealth Services, LLC 0.02% 14,511 $144K
20 DGS Capital Management, LLC 0.02% 12,103 $120K
21 SILVER OAK SECURITIES, INCORPORATED 0.02% 24,915 $247K
22 World Investment Advisors 0.02% 104,545 $1.0M
23 Kathmere Capital Management, LLC 0.02% 26,213 $260K
24 Cardinal Point Capital Management ULC 0.01% 22,650 $225K
25 PROFUND ADVISORS LLC 0.01% 33,026 $328K
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 — FORTUNA MNG CORP (FSM)

What does the Smart Money Trend signal show for FSM?

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

Slight buying edge — 56% buying: Last quarter: 123 funds bought or added vs 97 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FSM holders?

Strong quality — 39% AUM from major funds: 26 of 230 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FSM?

Mostly new holders — 36% entered in last year: Only 16 funds (7%) 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.