Griffon Corp (GFF) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Griffon Corp (GFF) following the 2026 Q2 hedge fund 13F filings?

As of today, GFF has moved -10.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -9.4% for the XLI sector ETF — an outperformance of -0.9%. Since the quarter end (June 30, 2026), GFF gained -4.4% vs -8.8% 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.

Griffon Corp (GFF)

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

Smart Money Signals — GFF

Based on 347 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added GFF 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

347 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 — +5% more funds vs a year ago

fund count last 6Q

+17 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 51% buying

179 buying169 selling

Last quarter: 179 funds bought or added vs 169 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 — ~57 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 37 → 53 → 53 → 57. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 21% medium ■ 22% new

198 out of 347 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.

💰

Value +39% but shares only +13% — price-driven

Value

+39%

+12%

Last quarter: the total dollar value of institutional holdings rose +39%, but actual share count only changed +13%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

57 → 37 → 53 → 53 → 57 new funds/Q

New funds entering each quarter: 37 → 53 → 53 → 57. A growing number of institutions are discovering GFF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 64% veterans vs 23% newcomers

■ 64% veterans ■ 13% 1-2yr ■ 23% new

Entry-cohort mix of 349 holders: 223 (64%) are 2+ year veterans, 46 entered 1–2 years ago, and 80 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds

57 of 346 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in GFF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.6

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	342	337	1.48%
13F Shares	36M	36M	1.33%
Total Value	$3.38B	$2.46B	37.46%
New Positions	56	53	+3
Increased Positions	119	132	-13
Closed Positions	50	51	-1
Reduced Positions	120	102	+18
Total Calls	3	3	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

342

337

1.48%

13F Shares

36M

1.33%

Total Value

$3.38B

$2.46B

37.46%

New Positions

Increased Positions

119

132

-13

Closed Positions

-1

Reduced Positions

120

102

+18

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

342 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 GFF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Voss Capital, LP	6.87%	1,516,857	$147.9M
2	Congruence Capital, LLC	4.29%	168,334	$16.4M
3	ABS Direct Equity Fund LLC	2.14%	35,000	$3.4M
4	ABS Investment Management LLC	2.14%	35,000	$3.4M
5	Integras Partners LLC	2.04%	37,864	$3.7M
6	Luxor Capital Group, LP	1.78%	458,793	$44.7M
7	AYAL Capital Advisors Ltd	1.45%	55,000	$5.4M
8	Mhr Fund Management LLC	1.22%	239,392	$23.3M
9	Ironwood Investment Management LLC	1.17%	34,647	$3.4M
10	Riverwater Partners LLC	1.00%	34,540	$3.4M
11	Steamboat Capital Partners, LLC	0.82%	39,106	$3.8M
12	Essex Investment Management Co LLC	0.57%	44,937	$4.4M
13	Phocas Financial Corp.	0.48%	35,518	$3.5M
14	Wilmington Savings Fund Society, FSB	0.44%	202,785	$19.8M
15	Gamco Investors, INC. Et Al	0.44%	500,440	$48.8M
16	SummitTX Capital, L.P.	0.35%	139,021	$13.6M
17	Segall Bryant & Hamill, LLC	0.34%	293,877	$28.7M
18	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	0.34%	10,450	$1.0M
19	Bayforest Capital Ltd	0.33%	3,669	$358K
20	Chesapeake Capital Corp /Il/	0.32%	6,153	$600K
21	nVerses Capital, LLC	0.31%	2,088	$204K
22	Dana Investment Advisors, Inc.	0.31%	121,025	$11.8M
23	Fuller & Thaler Asset Management, INC.	0.29%	1,076,994	$105.0M
24	Vann Equity Management LLC	0.27%	4,555	$444K
25	Kerrisdale Advisers, LLC	0.25%	10,220	$997K

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?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added GFF 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 GFF?

Slight buying edge — 51% buying: Last quarter: 179 funds bought or added vs 169 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?

Elite ownership — 52% AUM from top-100 funds: 57 of 346 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in GFF. 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 GFF?

57% of holders stayed for 2+ years: 198 out of 347 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 Q2 hedge fund 13F filings?

As of today, GFF has moved -10.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -9.4% for the XLI sector ETF — an outperformance of -0.9%. Since the quarter end (June 30, 2026), GFF has gained -4.4% vs -8.8% 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.

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Griffon Corp (GFF)

Smart Money Signals — GFF

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +5% more funds vs a year ago

Slight buying edge — 51% buying

Steady new buyers — ~57 new funds per quarter

57% of holders stayed for 2+ years

Value +39% but shares only +13% — price-driven

Growing discovery — still being found

Veteran-anchored — 64% veterans vs 23% newcomers

Elite ownership — 52% AUM from top-100 funds

Institutional Sentiment Summary — GFF

Hedge Fund Ownership: GFF

Market Analysis: GFF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: GFF

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

Hedge Fund Positioning: GFF

Statistics: GFF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Griffon Corp (GFF)

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