Based on 90 hedge funds · latest filing: 2025 Q4 · updated quarterly
📈
Buying streak — 5 quarters in a row
For 5 consecutive quarters, more hedge funds added HAUZ 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
90 hedge funds hold HAUZ 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 — +32% more funds vs a year ago
fund count last 6Q
+22 new funds entered over the past year (+32% 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 — 65% buying
53 buying28 selling
Last quarter: 53 funds were net buyers (22 opened a brand new position + 31 added to an existing one). Only 28 were sellers (18 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️
Steady new buyers — ~22 new funds per quarter
new funds entering per quarter
Funds opening this position for the first time: 16 → 17 → 18 → 22. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌
Mixed — 37% long-term, 34% new
■ 37% conviction (2yr+)
■ 29% medium
■ 34% new
Of the 90 current holders: 33 (37%) held >2 years, 26 held 1–2 years, and 31 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.
💰
Value +48% but shares only +17% — price-driven
Last quarter: the total dollar value of institutional holdings rose +48%, but actual share count only changed +17%. 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
17 → 16 → 17 → 18 → 22 new funds/Q
New funds entering each quarter: 16 → 17 → 18 → 22. A growing number of institutions are discovering HAUZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️
Deep conviction — 48% of holders stayed 2+ years
■ 48% veterans
■ 13% 1-2yr
■ 39% new
Of 90 current holders: 43 (48%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆
Elite ownership — 98% AUM from top-100 funds
98% from top-100 AUM funds
15 of 90 holders are among the 100 largest funds by AUM, controlling 98% of total institutional value in HAUZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.