UBS AG (GLDI): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy UBS AG (GLDI) following the 2026 Q1 hedge fund 13F filings?

As of today, GLDI has moved -15.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of -14.5%. Since the quarter end (March 31, 2026), GLDI gained -15.4% vs +13.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

UBS AG (GLDI)

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

Smart Money Signals — GLDI

Based on 35 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added GLDI 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

35 hedge funds hold GLDI 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 — +119% more funds vs a year ago

fund count last 6Q

+19 new funds entered over the past year (+119% 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 — 72% buying

26 buying10 selling

Last quarter: 26 funds were net buyers (12 opened a brand new position + 14 added to an existing one). Only 10 were sellers (5 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 5 → 8 → 9 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 34% long-term, 40% new

■ 34% conviction (2yr+) ■ 26% medium ■ 40% new

Of the 35 current holders: 12 (34%) held >2 years, 9 held 1–2 years, and 14 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

📈

Growing discovery — still being found

2 → 5 → 8 → 9 → 12 new funds/Q

New funds entering each quarter: 5 → 8 → 9 → 12. A growing number of institutions are discovering GLDI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 40% veterans vs 49% newcomers

■ 40% veterans ■ 11% 1-2yr ■ 49% new

Entry-cohort mix of 35 holders: 14 (40%) are 2+ year veterans, 4 entered 1–2 years ago, and 17 (49%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds

6 of 34 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

5.3

out of 10

Moderate Exit Risk

Exit risk score 5.3/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	35	28	25.0%
13F Shares	177K	110K	60.55%
Total Value	$29M	$19M	53.89%
New Positions	12	9	+3
Increased Positions	14	9	+5
Closed Positions	5	4	+1
Reduced Positions	5	5	-
Total Calls	1	0	100%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

25.0%

13F Shares

177K

110K

60.55%

Total Value

$29M

$19M

53.89%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

100%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

35 + investors

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

QUARTER:

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

Top 25 GLDI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Winnow Wealth LLC	1.03%	8,063	$1.3M
2	Oakmont Advisory Group, LLC	0.85%	4,592	$798K
3	Split Rock Private Trading & Wealth Management, LLC	0.74%	5,729	$951K
4	Claris Financial LLC	0.71%	7,465	$1.3M
5	Oasis Advisors, LLC	0.66%	7,186	$1.2M
6	MADDEN SECURITIES Corp	0.63%	12,565	$2.1M
7	Decision Investments, Inc	0.25%	1,321	$219K
8	Dover Advisors, LLC	0.24%	3,487	$579K
9	Tactive Advisors, LLC	0.13%	2,827	$469K
10	Jaffetilchin Investment Partners, LLC	0.06%	5,971	$991K
11	Weaver Consulting Group	0.05%	1,262	$209K
12	CreativeOne Wealth, LLC	0.04%	10,868	$1.8M
13	Freestone Capital Holdings, LLC	0.04%	8,000	$1.3M
14	Dynamic Advisor Solutions LLC	0.02%	3,118	$518K
15	Old Mission Capital LLC	0.01%	3,473	$577K
16	Independent Financial Group, LLC	0.01%	1,798	$299K
17	Mutual Advisors, LLC	0.01%	1,973	$328K
18	Orion Porfolio Solutions, LLC	0.01%	4,931	$819K
19	Aventura Private Wealth, LLC	0.01%	109	$18K
20	Private Advisor Group, LLC	0.01%	6,787	$1.1M
21	Osaic Holdings, INC.	0.00%	14,406	$2.4M
22	Kestra Advisory Services, LLC	0.00%	3,507	$582K
23	CoreCap Advisors, LLC	0.00%	136	$23K
24	Advisory Services Network, LLC	0.00%	336	$56K
25	LPL Financial LLC	0.00%	14,733	$2.4M

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 — UBS AG (GLDI)

What does the Smart Money Trend signal show for GLDI?

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

More buyers than sellers — 72% buying: Last quarter: 26 funds were net buyers (12 opened a brand new position + 14 added to an existing one). Only 10 were sellers (5 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GLDI holders?

Strong quality — 32% AUM from major funds: 6 of 34 holders rank in the top 100 by AUM, accounting for 32% 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 GLDI?

Mixed — 34% long-term, 40% new: Of the 35 current holders: 12 (34%) held >2 years, 9 held 1–2 years, and 14 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy UBS AG (GLDI) following the 2026 Q1 hedge fund 13F filings?

As of today, GLDI has moved -15.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of -14.5%. Since the quarter end (March 31, 2026), GLDI has gained -15.4% vs +13.0% for SPY. 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

UBS AG (GLDI)

Smart Money Signals — GLDI

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +119% more funds vs a year ago

More buyers than sellers — 72% buying

Steady new buyers — ~12 new funds per quarter

Mixed — 34% long-term, 40% new

Growing discovery — still being found

Veteran-anchored — 40% veterans vs 49% newcomers

Strong quality — 32% AUM from major funds

Institutional Sentiment Summary — GLDI

Hedge Fund Ownership: GLDI

Market Analysis: GLDI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: GLDI

Is It Too Late to Buy UBS AG (GLDI) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: GLDI

Statistics: GLDI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — UBS AG (GLDI)

Welcome to 13Foresight!