Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Firstsun Cap Bancorp (FSUN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +34
Streak
8Q ▲
Buyers last Q
75%

Smart Money Signals — FSUN

Based on 164 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added FSUN 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
164 hedge funds hold FSUN 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 — +98% more funds vs a year ago

fund count last 6Q
+81 new funds entered over the past year (+98% 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 — 75% buying

138 buying47 selling
Last quarter: 138 funds were net buyers (59 opened a brand new position + 79 added to an existing one). Only 47 were sellers (22 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new FSUN position: 24 → 18 → 40 → 59. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 54% entered in last year

■ 2% conviction (2yr+) ■ 45% medium ■ 54% new
Only 3 funds (2%) 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.
🚀

Acceleration phase — new buyers rushing in

35 → 24 → 18 → 40 → 59 new funds/Q
New funds entering each quarter: 24 → 18 → 40 → 59. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 73% of holders entered in last year

■ 4% veterans ■ 24% 1-2yr ■ 73% new
Of 164 current holders: 119 (73%) entered in the past year, only 6 (4%) 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 — 49% AUM from top-100 funds

49% from top-100 AUM funds
41 of 164 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in FSUN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.6
out of 10
Moderate Exit Risk
Exit risk score 5.6/10 — 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.

Institutional Sentiment Summary — FSUN

In 2026 Q2, 138 hedge funds were net buyers of FSUN (59 opened a new position, 79 added to an existing one), while 47 reduced or exited (22 trimmed, 25 sold completely) — a 75% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 49% of total institutional value in FSUN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +34 funds (more new holders than closures). Total institutional holders: 164.

Hedge Fund Ownership: FSUN

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

Market Analysis: FSUN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FSUN

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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.

9 top-rated funds 3 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: FSUN
163 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 163 130 25.38%
13F Shares 25M 12M 113.19%
Total Value $940M $415M 126.71%
New Positions 59 40 +19
Increased Positions 78 47 +31
Closed Positions 26 6 +20
Reduced Positions 22 26 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FSUN

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Institutional Holders (2026 Q2)

163 + investors

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

QUARTER:
Top 25 FSUN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Strategic Value Bank Partners LLC 31.26% 1,151,160 $44.6M
2 Fortress Investment Group LLC 16.05% 2,196,449 $85.2M
3 Canyon Capital Advisors LLC 8.49% 1,931,052 $74.9M
4 Mendon Capital Advisors Corp 4.77% 347,747 $13.5M
5 Stelac Advisory Services LLC 4.51% 623,704 $24.2M
6 Maltese Capital Management LLC 2.87% 405,946 $15.7M
7 EJF Capital LP 2.51% 96,926 $3.8M
8 Mirabella Financial Services LLP 2.31% 623,236 $24.2M
9 Salzhauer Michael 1.87% 140,987 $5.5M
10 Black Maple Capital Management LP 1.53% 69,544 $2.7M
11 Banc Funds Co LLC 1.52% 238,031 $9.2M
12 Caldwell Sutter Capital, INC. 0.89% 60,912 $2.4M
13 Access Investment Management LLC 0.87% 87,340 $3.4M
14 Gator Capital Management, LLC 0.74% 91,186 $3.5M
15 Oppenheimer & Close, LLC 0.52% 21,150 $820K
16 Daytona Street Capital LLC 0.41% 16,000 $561K
17 First Foundation Advisors 0.40% 290,275 $11.3M
18 Curi Capital, LLC 0.19% 315,476 $12.2M
19 FLC Capital Advisors 0.15% 23,826 $924K
20 Bridgeway Capital Management, LLC 0.13% 188,389 $7.3M
21 Punch & Associates Investment Management, INC. 0.12% 64,332 $2.5M
22 ELCO Management Co., LLC 0.12% 7,123 $276K
23 Moneta Group Investment Advisors LLC 0.10% 333,000 $12.9M
24 CenterBook Partners LP 0.09% 48,823 $1.9M
25 Martingale Asset Management L P 0.07% 81,142 $3.1M
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 — Firstsun Cap Bancorp (FSUN)

What does the Smart Money Trend signal show for FSUN?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added FSUN 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 FSUN?

More buyers than sellers — 75% buying: Last quarter: 138 funds were net buyers (59 opened a brand new position + 79 added to an existing one). Only 47 were sellers (22 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FSUN holders?

Elite ownership — 49% AUM from top-100 funds: 41 of 164 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in FSUN. 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 FSUN?

Mostly new holders — 54% entered in last year: Only 3 funds (2%) 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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