Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Griffon Corp (GFF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
54%

Smart Money Signals — GFF

Based on 334 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
334 hedge funds hold GFF 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.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

184 buying154 selling
Last quarter: 184 funds bought or added vs 154 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 — ~52 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 56 → 37 → 52 → 52. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 24% medium ■ 20% new
187 out of 334 hedge funds have held GFF 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.
📈

Growing discovery — still being found

45 → 56 → 37 → 52 → 52 new funds/Q
New funds entering each quarter: 56 → 37 → 52 → 52. A growing number of institutions are discovering GFF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 25% newcomers

■ 62% veterans ■ 13% 1-2yr ■ 25% new
Entry-cohort mix of 337 holders: 208 (62%) are 2+ year veterans, 44 entered 1–2 years ago, and 85 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
52 of 334 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — GFF

In 2026 Q1, 184 hedge funds were net buyers of GFF (52 opened a new position, 132 added to an existing one), while 154 reduced or exited (102 trimmed, 52 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 29% of total institutional value in GFF is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 334.

Hedge Fund Ownership: GFF

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

Market Analysis: GFF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GFF

-- --

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

Is It Too Late to Buy Griffon Corp (GFF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GFF has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
GFF
+25.4%
XLI
+11.0%

GFF outperformed XLI by +14.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
GFF
+11.6%
XLI
+4.8%

Since the filing became public, GFF outperformed XLI by +6.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 3 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: GFF
333 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 333 334 -0.3%
13F Shares 36M 36M -0.05%
Total Value $2.45B $2.60B -5.49%
New Positions 51 52 -1
Increased Positions 131 118 +13
Closed Positions 52 34 +18
Reduced Positions 101 117 -16
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GFF

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Financial Highlights

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Institutional Holders (2026 Q1)

333 + investors

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

QUARTER:
Top 25 GFF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Voss Capital, LP 7.04% 1,825,000 $132.6M
2 Congruence Capital, LLC 6.09% 250,008 $18.2M
3 AYAL Capital Advisors Ltd 2.36% 120,000 $8.7M
4 ABS Direct Equity Fund LLC 2.22% 40,000 $2.9M
5 Integras Partners LLC 1.80% 37,774 $2.7M
6 Mhr Fund Management LLC 1.27% 239,392 $17.4M
7 Ironwood Investment Management LLC 1.05% 34,647 $2.5M
8 SummitTX Capital, L.P. 0.94% 415,531 $30.2M
9 Riverwater Partners LLC 0.81% 33,448 $2.4M
10 Steamboat Capital Partners, LLC 0.71% 39,600 $2.9M
11 Arcadia Investment Management Corp/Mi 0.68% 54,657 $4.0M
12 Essex Investment Management Co LLC 0.54% 47,076 $3.4M
13 Kerrisdale Advisers, LLC 0.46% 16,660 $1.2M
14 Phocas Financial Corp. 0.43% 37,381 $2.7M
15 Gamco Investors, INC. Et Al 0.36% 506,048 $36.8M
16 Wilmington Savings Fund Society, FSB 0.35% 202,785 $14.7M
17 Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.31% 10,450 $760K
18 Chesapeake Capital Corp /Il/ 0.30% 5,771 $419K
19 Dana Investment Advisors, Inc. 0.27% 122,964 $8.9M
20 Fuller & Thaler Asset Management, INC. 0.25% 1,002,013 $72.8M
21 Vann Equity Management LLC 0.24% 4,611 $335K
22 Rock Creek Group LLC 0.22% 30,000 $2.2M
23 Frisch Financial Group, Inc. 0.20% 13,000 $945K
24 Driehaus Capital Management LLC 0.19% 349,580 $25.4M
25 denkapparat Operations GmbH 0.17% 5,716 $415K
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 — Griffon Corp (GFF)

What does the Smart Money Trend signal show for GFF?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for GFF?

Slight buying edge — 54% buying: Last quarter: 184 funds bought or added vs 154 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 GFF holders?

Strong quality — 29% AUM from major funds: 52 of 334 holders rank in the top 100 by AUM, accounting for 29% 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 GFF?

56% of holders stayed for 2+ years: 187 out of 334 hedge funds have held GFF 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.

Is it too late to buy Griffon Corp (GFF) following the 2026 Q1 hedge fund 13F filings?

As of today, GFF has moved +11.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLI sector ETF — an outperformance of +6.8%. Since the quarter end (March 31, 2026), GFF has gained +25.4% vs +11.0% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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