Gossamer Bio Inc (GOSS): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Gossamer Bio Inc (GOSS) following the 2026 Q1 hedge fund 13F filings?

As of today, GOSS has moved -47.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLV sector ETF — an outperformance of -51.3%. Since the quarter end (March 31, 2026), GOSS gained -45.5% vs +2.8% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Gossamer Bio Inc (GOSS)

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

Smart Money Signals — GOSS

Based on 190 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their GOSS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (96% of max)

96% of all-time peak

190 hedge funds hold GOSS 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 — +57% more funds vs a year ago

fund count last 6Q

+69 new funds entered over the past year (+57% 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.

🟡

Slight buying edge — 53% buying

124 buying110 selling

Last quarter: 124 funds bought or added vs 110 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 — ~48 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 32 → 54 → 51 → 48. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 19% medium ■ 39% new

80 out of 190 hedge funds have held GOSS 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.

💎

Buying through price weakness — shares -11%, value -97%

Value

-97%

-10%

Last quarter: funds added -11% more shares while total portfolio value only changed -97%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

27 → 32 → 54 → 51 → 48 new funds/Q

New funds entering each quarter: 32 → 54 → 51 → 48. A growing number of institutions are discovering GOSS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 53% veterans vs 42% newcomers

■ 53% veterans ■ 5% 1-2yr ■ 42% new

Entry-cohort mix of 197 holders: 105 (53%) are 2+ year veterans, 10 entered 1–2 years ago, and 82 (42%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds

34 of 182 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.6

out of 10

Moderate Exit Risk

Exit risk score 4.6/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	188	198	-5.05%
13F Shares	173M	193M	-10.54%
Total Value	$62M	$2.15B	-97.13%
New Positions	46	51	-5
Increased Positions	66	73	-7
Closed Positions	56	19	+37
Reduced Positions	56	49	+7
Total Calls	11	13	-15.38%
Total Puts	4	10	-60.0%
PUT/CALL Ratio	0.36	0.77	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

188

198

-5.05%

13F Shares

173M

193M

-10.54%

Total Value

$62M

$2.15B

-97.13%

New Positions

-5

Increased Positions

-7

Closed Positions

+37

Reduced Positions

Total Calls

-15.38%

Total Puts

-60.0%

PUT/CALL Ratio

0.36

0.77

Bullish

Institutional Holders (2026 Q1)

188 + investors

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

QUARTER:

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

Top 25 GOSS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Kalehua Capital Management LLC	2.07%	7,471,840	$2.5M
2	ARCH Venture Management, LLC	0.39%	8,055,916	$2.6M
3	Octagon Capital Advisors LP	0.28%	7,750,000	$2.5M
4	MB Generational Wealth, LLC	0.28%	1,532,142	$503K
5	Ishara Investments LP	0.26%	820,000	$269K
6	Samsara BioCapital, LLC	0.23%	7,222,559	$2.4M
7	Hhlr Advisors, LTD.	0.10%	4,974,041	$1.6M
8	683 Capital Management, LLC	0.09%	5,000,000	$1.6M
9	Siren, L.L.C.	0.05%	5,208,968	$1.7M
10	Rock Springs Capital Management LP	0.03%	1,609,492	$529K
11	Silverback Asset Management LLC	0.02%	500,000	$164K
12	Murchinson Ltd.	0.02%	530,000	$174K
13	NEA Management Company, LLC	0.02%	1,000,000	$328K
14	Velan Capital Investment Management LP	0.01%	70,000	$23K
15	Smith, Moore & CO.	0.01%	470,000	$154K
16	Ground Swell Capital, LLC	0.01%	15,356	$5K
17	Hennion & Walsh Asset Management, Inc.	0.01%	828,719	$272K
18	R.H. Investment Group, LLC	0.01%	26,300	$9K
19	Virtus Investment Advisers, LLC	0.01%	75,746	$25K
20	Quarry LP	0.01%	100,000	$33K
21	Sivia Capital Partners, LLC	0.01%	91,679	$30K
22	ADAR1 Capital Management, LLC	0.01%	287,531	$94K
23	NINE MASTS CAPITAL Ltd	0.01%	114,766	$38K
24	Gerber, LLC	0.01%	28,249	$9K
25	Skaana Management L.P.	0.00%	40,200	$13K

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 — Gossamer Bio Inc (GOSS)

What does the Smart Money Trend signal show for GOSS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their GOSS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for GOSS?

Slight buying edge — 53% buying: Last quarter: 124 funds bought or added vs 110 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 GOSS holders?

Strong quality — 21% AUM from major funds: 34 of 182 holders rank in the top 100 by AUM, accounting for 21% 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 GOSS?

42% of holders stayed for 2+ years: 80 out of 190 hedge funds have held GOSS 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 Gossamer Bio Inc (GOSS) following the 2026 Q1 hedge fund 13F filings?

As of today, GOSS has moved -47.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLV sector ETF — an outperformance of -51.3%. Since the quarter end (March 31, 2026), GOSS has gained -45.5% vs +2.8% for XLV. 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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Gossamer Bio Inc (GOSS)

Smart Money Signals — GOSS

Selling streak — 1 quarter in a row

At the ownership peak (96% of max)

Fast accumulation — +57% more funds vs a year ago

Slight buying edge — 53% buying

Steady new buyers — ~48 new funds per quarter

42% of holders stayed for 2+ years

Buying through price weakness — shares -11%, value -97%

Growing discovery — still being found

Veteran-anchored — 53% veterans vs 42% newcomers

Strong quality — 21% AUM from major funds

Institutional Sentiment Summary — GOSS

Hedge Fund Ownership: GOSS

Market Analysis: GOSS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: GOSS

Is It Too Late to Buy Gossamer Bio Inc (GOSS) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: GOSS

Statistics: GOSS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Gossamer Bio Inc (GOSS)

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