Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Series Portfolios Tr (HEDG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
64%

Smart Money Signals — HEDG

Based on 39 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q
For 2 consecutive quarters, more hedge funds added HEDG 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
39 hedge funds hold HEDG right now — the highest count in 0.8 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.
🟢

More buyers than sellers — 64% buying

27 buying15 selling
Last quarter: 27 funds were net buyers (8 opened a brand new position + 19 added to an existing one). Only 15 were sellers (9 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new
Only 0 funds (0%) 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.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 39 current holders: 39 (100%) entered in the past year, only 0 (0%) 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 — 29% AUM from major funds

29% from top-100 AUM funds
8 of 39 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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 — HEDG

In 2026 Q2, 27 hedge funds were net buyers of HEDG (8 opened a new position, 19 added to an existing one), while 15 reduced or exited (9 trimmed, 6 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 29% of total institutional value in HEDG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 39.

Hedge Fund Ownership: HEDG

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

Market Analysis: HEDG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HEDG

-- --

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: HEDG
2026 Q3 Stats Unlock in 5 days 39 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 39 37 5.41%
13F Shares 11M 11M -1.89%
Total Value $334M $326M 2.56%
New Positions 8 9 -1
Increased Positions 19 17 +2
Closed Positions 6 4 +2
Reduced Positions 9 7 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HEDG

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Institutional Holders (2026 Q3)

39 + investors

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

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 HEDG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Enzi Wealth 5.57% 599,259 $18.6M
2 Darwin Wealth Management, LLC 2.21% 271,288 $8.3M
3 Planned Solutions, Inc. 1.95% 231,831 $7.1M
4 Platform Technology Partners 1.46% 300,702 $9.2M
5 Murphy, Middleton, Hinkle & Parker, Inc. 1.16% 92,945 $2.9M
6 Chapin Davis, INC. 0.56% 94,178 $2.9M
7 Elevation Point Wealth Partners, LLC 0.30% 587,979 $18.1M
8 Klingenstein Fields & Co LP 0.19% 172,364 $5.3M
9 Magnus Financial Group LLC 0.14% 70,529 $2.2M
10 Gladstone Institutional Advisory LLC 0.12% 138,768 $4.3M
11 HighTower Advisors, LLC 0.08% 2,801,150 $86.1M
12 Vise Technologies, Inc. 0.03% 116,913 $3.6M
13 Oppenheimer & Co Inc 0.02% 65,340 $2.0M
14 Summit Financial, LLC 0.02% 62,592 $1.9M
15 Farther Finance Advisors, LLC 0.01% 30,658 $942K
16 UBS Group AG 0.01% 1,543,264 $47.4M
17 Stifel Financial Corp 0.01% 211,802 $6.5M
18 Blair William & Co/Il 0.00% 46,064 $1.4M
19 Kestra Advisory Services, LLC 0.00% 36,496 $1.1M
20 Commonwealth Equity Services, LLC 0.00% 65,846 $2.0M
21 Raymond James Financial Inc 0.00% 306,659 $9.4M
22 Caldwell Sutter Capital, INC. 0.00% 200 $6K
23 Baird Financial Group, Inc. 0.00% 11,391 $350K
24 Fifth Third Bancorp 0.00% 6,774 $208K
25 Jane Street Group, LLC 0.00% 31,353 $963K
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 — Series Portfolios Tr (HEDG)

What does the Smart Money Trend signal show for HEDG?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added HEDG 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 HEDG?

More buyers than sellers — 64% buying: Last quarter: 27 funds were net buyers (8 opened a brand new position + 19 added to an existing one). Only 15 were sellers (9 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HEDG holders?

Strong quality — 29% AUM from major funds: 8 of 39 holders rank in the top 100 by AUM, accounting for 29% 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 HEDG?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) 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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