Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Strategy Shs (GOLY)

45 + Investors. Track Smart Money conviction in GOLY. 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
40%

Smart Money Signals — GOLY

Based on 45 hedge funds · latest filing: 2026 Q2 · 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
45 hedge funds hold GOLY 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 — +200% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+200% 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 sellers than buyers — 40% buying

21 buying31 selling
Last quarter: 31 funds reduced or exited vs 21 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 20 → 11 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 53% entered in last year

■ 9% conviction (2yr+) ■ 38% medium ■ 53% new
Only 4 funds (9%) 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.
📊

Peak discovery — momentum slowing

8 → 12 → 20 → 11 → 11 new funds/Q
New funds entering each quarter: 12 → 20 → 11 → 11. GOLY is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 78% of holders entered in last year

■ 11% veterans ■ 11% 1-2yr ■ 78% new
Of 45 current holders: 35 (78%) entered in the past year, only 5 (11%) 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.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
6 of 45 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.
6.1
out of 10
Moderate Exit Risk
Exit risk score 6.1/10 — 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 — GOLY

In 2026 Q2, 21 hedge funds were net buyers of GOLY (11 opened a new position, 10 added to an existing one), while 31 reduced or exited (20 trimmed, 11 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. 39% of total institutional value in GOLY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 45.

Hedge Fund Ownership: GOLY

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

Market Analysis: GOLY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GOLY

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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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: GOLY
45 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 45 45 -
13F Shares 1M 2M -15.5%
Total Value $34M $47M -27.74%
New Positions 11 11 -
Increased Positions 10 22 -12
Closed Positions 11 7 +4
Reduced Positions 20 9 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GOLY

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Institutional Holders (2026 Q2)

45 + investors

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

QUARTER:
Top 25 GOLY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ODonnell Financial Services, LLC 2.19% 296,021 $7.4M
2 Atlas Wealth Partners, LLC 0.45% 16,450 $414K
3 Worth Asset Management, LLC 0.19% 23,407 $589K
4 Birch Financial Group, LLC 0.15% 11,874 $299K
5 Thompson David Blair 0.12% 7,165 $211K
6 Wetzel Investment Advisors, INC. 0.11% 12,185 $306K
7 Moors & Cabot, Inc. 0.03% 33,955 $854K
8 Intrua Financial, LLC 0.02% 8,619 $217K
9 OneDigital Investment Advisors LLC 0.02% 70,838 $1.8M
10 HighPoint Advisor Group LLC 0.01% 13,163 $331K
11 Private Trust Co NA 0.01% 3,600 $91K
12 International Assets Investment Management, LLC 0.01% 4,572 $115K
13 Investment Research & Advisory Group, Inc. 0.01% 845 $21K
14 Private Advisor Group, LLC 0.01% 56,790 $1.4M
15 Gts Securities LLC 0.01% 11,871 $299K
16 J.W. Cole Advisors, INC. 0.00% 11,362 $286K
17 Arkadios Wealth Advisors 0.00% 12,190 $307K
18 Steward Partners Investment Advisory, LLC 0.00% 30,525 $768K
19 Stratos Wealth Partners, LTD. 0.00% 13,090 $329K
20 Cape Investment Advisory, Inc. 0.00% 450 $11K
21 LPL Financial LLC 0.00% 484,807 $12.2M
22 CoreCap Advisors, LLC 0.00% 3,276 $82K
23 Concurrent Investment Advisors, LLC 0.00% 10,350 $260K
24 NewEdge Advisors, LLC 0.00% 24,539 $617K
25 Hrt Financial LP 0.00% 38,398 $965K
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 — Strategy Shs (GOLY)

What does the Smart Money Trend signal show for GOLY?

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 GOLY?

More sellers than buyers — 40% buying: Last quarter: 31 funds reduced or exited vs 21 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for GOLY holders?

Strong quality — 39% AUM from major funds: 6 of 45 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 GOLY?

Mostly new holders — 53% entered in last year: Only 4 funds (9%) 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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