Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ADVISORSHARES TR (HDGE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — HDGE

Based on 20 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added HDGE 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.
🔻

Below peak — only 61% of 3.0Y high

61% of all-time peak
Only 20 funds hold HDGE today versus a peak of 33 funds at 2023 Q1 — just 61% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 17% fewer funds vs a year ago

fund count last 6Q
4 fewer hedge funds hold HDGE compared to a year ago (-17% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 55% buying

11 buying9 selling
Last quarter: 11 funds bought or added vs 9 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 — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 5 → 3 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

80% of holders stayed for 2+ years

■ 80% conviction (2yr+) ■ 5% medium ■ 15% new
16 out of 20 hedge funds have held HDGE 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.
➡️

Steady discovery — ~5 new funds/quarter

6 → 4 → 5 → 3 → 5 new funds/Q
New funds entering each quarter: 4 → 5 → 3 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 80% of holders stayed 2+ years

■ 80% veterans ■ 5% 1-2yr ■ 15% new
Of 20 current holders: 16 (80%) 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 — 78% AUM from top-100 funds

78% from top-100 AUM funds
6 of 20 holders are among the 100 largest funds by AUM, controlling 78% of total institutional value in HDGE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
1.4
out of 10
Low Exit Risk
Exit risk score 1.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — HDGE

In 2025 Q4, 11 hedge funds were net buyers of HDGE (5 opened a new position, 6 added to an existing one), while 9 reduced or exited (7 trimmed, 2 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 78% of total institutional value in HDGE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 20.

Hedge Fund Ownership: HDGE

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

Market Analysis: HDGE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HDGE

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: HDGE
2026 Q1 Stats Unlock in 5 days 20 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 20 18 11.11%
13F Shares 1M 1M -2.19%
Total Value $22M $23M -4.21%
New Positions 5 3 +2
Increased Positions 6 8 -2
Closed Positions 2 6 -4
Reduced Positions 7 5 +2
Total Calls 1 1 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: HDGE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

20 + investors

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

QUARTER:
Top 25 institutional holders of HDGE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Synergy Asset Management, LLC 0.04% 19,625 $352K
2 Belpointe Asset Management LLC 0.03% 47,478 $852K
3 Stratos Wealth Advisors, LLC 0.02% 15,032 $270K
4 STIFEL FINANCIAL CORP 0.00% 293,147 $5.3M
5 LPL Financial LLC 0.00% 941,755 $16.9M
6 RAYMOND JAMES FINANCIAL INC 0.00% 391,605 $7.0M
7 Geneos Wealth Management Inc. 0.00% 2,026 $36K
8 MML INVESTORS SERVICES, LLC 0.00% 15,982 $287K
9 OSAIC HOLDINGS, INC. 0.00% 22,691 $407K
10 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 15,289 $274K
11 MORGAN STANLEY 0.00% 352,067 $6.3M
12 FIFTH THIRD BANCORP 0.00% 10,151 $182K
13 CVA Family Office, LLC 0.00% 129 $2K
14 CITADEL ADVISORS LLC 0.00% 72,600 $1.3M
15 Johnson Financial Group, Inc. 0.00% 323 $6K
16 ROYAL BANK OF CANADA 0.00% 36,786 $660K
17 ENVESTNET ASSET MANAGEMENT INC 0.00% 20,373 $366K
18 UBS Group AG 0.00% 31,496 $565K
19 GOLDMAN SACHS GROUP INC 0.00% 40,000 $718K
20 BANK OF MONTREAL /CAN/ 0.00% 9,700 $174K
21 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 22,162 $398K
22 SIMPLEX TRADING, LLC 0.00% 2,649 $48K
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 14,700 $264K
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 14,100 $253K
25 Federation des caisses Desjardins du Quebec 0.00% 400 $7K
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 — ADVISORSHARES TR (HDGE)

What does the Smart Money Trend signal show for HDGE?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added HDGE 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 HDGE?

Slight buying edge — 55% buying: Last quarter: 11 funds bought or added vs 9 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 HDGE holders?

Elite ownership — 78% AUM from top-100 funds: 6 of 20 holders are among the 100 largest funds by AUM, controlling 78% of total institutional value in HDGE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HDGE?

80% of holders stayed for 2+ years: 16 out of 20 hedge funds have held HDGE 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.

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.