Ibio Inc (IBIO): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, IBIO has moved +11.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.1% for the XLV sector ETF — an outperformance of +8.8%. Since the quarter end (March 31, 2026), IBIO gained -13.4% vs +2.1% 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.

Ibio Inc (IBIO)

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

Smart Money Signals — IBIO

Based on 51 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added IBIO 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

51 hedge funds hold IBIO 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 — +55% more funds vs a year ago

fund count last 6Q

+18 new funds entered over the past year (+55% 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 — 60% buying

31 buying21 selling

Last quarter: 31 funds were net buyers (15 opened a brand new position + 16 added to an existing one). Only 21 were sellers (8 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 7 → 6 → 25 → 15. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔄

Mostly new holders — 55% entered in last year

■ 18% conviction (2yr+) ■ 27% medium ■ 55% new

Only 9 funds (18%) 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.

📈

Growing discovery — still being found

8 → 7 → 6 → 25 → 15 new funds/Q

New funds entering each quarter: 7 → 6 → 25 → 15. A growing number of institutions are discovering IBIO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 57% of holders entered in last year

■ 20% veterans ■ 24% 1-2yr ■ 57% new

Of 51 current holders: 29 (57%) entered in the past year, only 10 (20%) 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 — 21% AUM from major funds

21% from top-100 AUM funds

14 of 51 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.

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	51	49	4.08%
13F Shares	20M	16M	19.53%
Total Value	$37M	$32M	17.54%
New Positions	15	25	-10
Increased Positions	16	12	+4
Closed Positions	13	8	+5
Reduced Positions	8	3	+5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

4.08%

13F Shares

20M

16M

19.53%

Total Value

$37M

$32M

17.54%

New Positions

-10

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

51 + investors

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

QUARTER:

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

Top 25 IBIO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Affinity Asset Advisors, LLC	0.30%	3,107,200	$5.9M
2	Sio Capital Management, LLC	0.25%	904,268	$1.7M
3	Ikarian Capital, LLC	0.15%	957,062	$1.8M
4	EcoR1 Capital, LLC	0.13%	1,583,000	$3.0M
5	Logos Global Management LP	0.12%	1,300,000	$2.5M
6	Verdad Advisers, LP	0.12%	56,318	$107K
7	Frazier Life Sciences Management, L.P.	0.10%	1,953,467	$3.7M
8	Noesis Capital Mangement Corp	0.09%	311,500	$592K
9	DAFNA Capital Management LLC	0.08%	193,638	$368K
10	ADAR1 Capital Management, LLC	0.05%	469,878	$893K
11	Silverarc Capital Management, LLC	0.04%	226,000	$429K
12	Lynx1 Capital Management LP	0.02%	68,076	$129K
13	Scientech Research LLC	0.02%	11,402	$22K
14	Boothbay Fund Management, LLC	0.01%	254,412	$483K
15	Walleye Capital LLC	0.00%	388,554	$738K
16	Balyasny Asset Management L.P.	0.00%	1,010,955	$1.9M
17	Headlands Technologies LLC	0.00%	10,950	$21K
18	XTX Topco Ltd	0.00%	62,451	$119K
19	PFG Investments, LLC	0.00%	20,000	$38K
20	Millennium Management LLC	0.00%	1,549,850	$2.9M
21	Marshall Wace, LLP	0.00%	620,602	$1.2M
22	Two Sigma Investments, LP	0.00%	408,858	$777K
23	Two Sigma Advisers, LP	0.00%	108,400	$209K
24	Citadel Advisors LLC	0.00%	956,429	$1.8M
25	Fortitude Family Office, LLC	0.00%	638	$1K

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 — Ibio Inc (IBIO)

What does the Smart Money Trend signal show for IBIO?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IBIO 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 IBIO?

More buyers than sellers — 60% buying: Last quarter: 31 funds were net buyers (15 opened a brand new position + 16 added to an existing one). Only 21 were sellers (8 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBIO holders?

Strong quality — 21% AUM from major funds: 14 of 51 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 IBIO?

Mostly new holders — 55% entered in last year: Only 9 funds (18%) 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 Ibio Inc (IBIO) following the 2026 Q1 hedge fund 13F filings?

As of today, IBIO has moved +11.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.1% for the XLV sector ETF — an outperformance of +8.8%. Since the quarter end (March 31, 2026), IBIO has gained -13.4% vs +2.1% 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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Ibio Inc (IBIO)

Smart Money Signals — IBIO

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +55% more funds vs a year ago

More buyers than sellers — 60% buying

Fewer new buyers each quarter (-10 vs last Q)

Mostly new holders — 55% entered in last year

Growing discovery — still being found

Early stage — 57% of holders entered in last year

Strong quality — 21% AUM from major funds

Institutional Sentiment Summary — IBIO

Hedge Fund Ownership: IBIO

Market Analysis: IBIO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBIO

Is It Too Late to Buy Ibio Inc (IBIO) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: IBIO

Statistics: IBIO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ibio Inc (IBIO)

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