Brazil Potash Corp (GRO) Hedge Fund Ownership (Q2 2026)

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

As of today, GRO has moved +11.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.9% for the SPY sector ETF — an outperformance of +12.0%. Since the quarter end (June 30, 2026), GRO gained +14.2% vs +3.0% for SPY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Brazil Potash Corp (GRO)

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

Smart Money Signals — GRO

Based on 35 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

35 hedge funds hold GRO 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 — +250% more funds vs a year ago

fund count last 6Q

+25 new funds entered over the past year (+250% 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 — 51% buying

20 buying19 selling

Last quarter: 20 funds bought or added vs 19 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 — ~13 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 10 → 12 → 15 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 63% entered in last year

■ 6% conviction (2yr+) ■ 31% medium ■ 63% new

Only 2 funds (6%) 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.

💎

Buying through price weakness — shares +49%, value -2%

Value

-2%

+48%

Last quarter: funds added +49% more shares while total portfolio value only changed -2%. 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

2 → 10 → 12 → 15 → 13 new funds/Q

New funds entering each quarter: 10 → 12 → 15 → 13. A growing number of institutions are discovering GRO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 74% of holders entered in last year

■ 5% veterans ■ 21% 1-2yr ■ 74% new

Of 39 current holders: 29 (74%) entered in the past year, only 2 (5%) 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.

📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds

8 of 35 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

6.3

out of 10

Moderate Exit Risk

Exit risk score 6.3/10 — 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	35	35	-
13F Shares	13M	9M	48.62%
Total Value	$27M	$27M	-2.2%
New Positions	13	15	-2
Increased Positions	7	11	-4
Closed Positions	13	7	+6
Reduced Positions	6	3	+3
Total Calls	2	0	100%
Total Puts	2	0	100%
PUT/CALL Ratio	1.0	0.0	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

13F Shares

13M

48.62%

Total Value

$27M

-2.2%

New Positions

-2

Increased Positions

-4

Closed Positions

Reduced Positions

Total Calls

100%

Total Puts

100%

PUT/CALL Ratio

1.0

0.0

Neutral

Institutional Holders (2026 Q2)

35 + investors

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

QUARTER:

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

Top 25 GRO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	AWM Investment Company, Inc.	0.93%	5,000,000	$10.8M
2	Bastion Asset Management Inc.	0.59%	1,583,966	$1.7M
3	Hollencrest Capital Management	0.05%	378,460	$814K
4	Alyeska Investment Group, L.P.	0.02%	3,395,943	$7.3M
5	Diversified Trust Co	0.01%	259,215	$557K
6	Trust Co of Toledo NA /Oh/	0.01%	36,900	$79K
7	Integral Investment Advisors, INC.	0.01%	11,000	$24K
8	First Manhattan CO. LLC.	0.00%	300,000	$645K
9	Fiduciary Financial Advisors	0.00%	6,759	$15K
10	XTX Topco Ltd	0.00%	47,715	$103K
11	Hudson Bay Capital Management LP	0.00%	200,000	$430K
12	Renaissance Technologies LLC	0.00%	257,300	$553K
13	Financial Perspectives, Inc	0.00%	1,000	$2K
14	Centiva Capital, LP	0.00%	23,167	$50K
15	Squarepoint Ops LLC	0.00%	75,630	$163K
16	Two Sigma Investments, LP	0.00%	106,745	$230K
17	Hrt Financial LP	0.00%	24,641	$52K
18	Integrated Wealth Concepts LLC	0.00%	7,238	$16K
19	Citadel Advisors LLC	0.00%	260,579	$560K
20	Citadel Advisors LLC	0.00%	252,900	$544K
21	Susquehanna International Group, LLP	0.00%	251,900	$542K
22	Bank of Montreal /Can/	0.00%	47,690	$103K
23	Blue Bell Private Wealth Management, LLC	0.00%	125	—
24	Jane Street Group, LLC	0.00%	162,840	$350K
25	Susquehanna International Group, LLP	0.00%	143,689	$309K

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 — Brazil Potash Corp (GRO)

What does the Smart Money Trend signal show for GRO?

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 GRO?

Slight buying edge — 51% buying: Last quarter: 20 funds bought or added vs 19 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 GRO holders?

Smaller funds dominant — 5% AUM from top-100: 8 of 35 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GRO?

Mostly new holders — 63% entered in last year: Only 2 funds (6%) 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.

Is it too late to buy Brazil Potash Corp (GRO) following the 2026 Q2 hedge fund 13F filings?

As of today, GRO has moved +11.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.9% for the SPY sector ETF — an outperformance of +12.0%. Since the quarter end (June 30, 2026), GRO has gained +14.2% vs +3.0% for SPY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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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Brazil Potash Corp (GRO)

Smart Money Signals — GRO

No change last quarter

At the ownership peak (100% of max)

Fast accumulation — +250% more funds vs a year ago

Slight buying edge — 51% buying

Steady new buyers — ~13 new funds per quarter

Mostly new holders — 63% entered in last year

Buying through price weakness — shares +49%, value -2%

Growing discovery — still being found

Early stage — 74% of holders entered in last year

Smaller funds dominant — 5% AUM from top-100

Institutional Sentiment Summary — GRO

Hedge Fund Ownership: GRO

Market Analysis: GRO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: GRO

Is It Too Late to Buy Brazil Potash Corp (GRO) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: GRO

Statistics: GRO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Brazil Potash Corp (GRO)

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