Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Idacorp Inc (IDA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +30
Streak
8Q ▲
Buyers last Q
56%

Smart Money Signals — IDA

Based on 547 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added IDA 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
547 hedge funds hold IDA 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 — +22% more funds vs a year ago

fund count last 6Q
+98 new funds entered over the past year (+22% 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 — 56% buying

269 buying212 selling
Last quarter: 269 funds bought or added vs 212 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 — ~78 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 67 → 65 → 81 → 78. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 20% medium ■ 22% new
318 out of 547 hedge funds have held IDA 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.
📈

Growing discovery — still being found

61 → 67 → 65 → 81 → 78 new funds/Q
New funds entering each quarter: 67 → 65 → 81 → 78. A growing number of institutions are discovering IDA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 25% newcomers

■ 64% veterans ■ 10% 1-2yr ■ 25% new
Entry-cohort mix of 554 holders: 357 (64%) are 2+ year veterans, 56 entered 1–2 years ago, and 141 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
56 of 547 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in IDA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — IDA

In 2026 Q1, 269 hedge funds were net buyers of IDA (78 opened a new position, 191 added to an existing one), while 212 reduced or exited (164 trimmed, 48 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 45% of total institutional value in IDA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +30 funds (more new holders than closures). Total institutional holders: 547.

Hedge Fund Ownership: IDA

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

Market Analysis: IDA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IDA

-- --

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

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

Signal Freshness measures how much IDA has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
IDA
+0.1%
XLU
-1.8%

IDA outperformed XLU by +1.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
IDA
+2.3%
XLU
+92.3%

Since the filing became public, IDA outperformed XLU by -90.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

32 top-rated funds 3 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: IDA
543 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 543 517 5.03%
13F Shares 58M 55M 5.87%
Total Value $7.68B $6.93B 10.83%
New Positions 76 81 -5
Increased Positions 191 174 +17
Closed Positions 50 45 +5
Reduced Positions 160 161 -1
Total Calls 4 3 33.33%
Total Puts 3 3 -
PUT/CALL Ratio 0.75 1.0 Neutral

Statistics: IDA

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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)

543 + investors

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

QUARTER:
Top 25 IDA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Reaves W H & Co Inc 4.27% 1,800,478 $257.4M
2 Zimmer Partners, LP 2.49% 723,692 $103.5M
3 Thomas Story & Son LLC 2.43% 44,258 $6.3M
4 Tributary Capital Management, LLC 2.20% 158,760 $22.7M
5 Palisade Capital Management, LP 1.79% 376,154 $53.8M
6 Lvm Capital Management Ltd/Mi 1.72% 127,711 $18.3M
7 Anchor Capital Advisors LLC 1.68% 413,452 $59.1M
8 Pring Turner Capital Group Inc 1.68% 21,986 $2.8M
9 Buckley Wealth Management, LLC 1.38% 37,805 $5.4M
10 Leeward Investments, LLC - MA 1.15% 162,960 $23.3M
11 Tema Etfs LLC 1.13% 118,034 $16.9M
12 Sapience Investments, LLC 1.07% 58 $8K
13 Phocas Financial Corp. 0.99% 44,202 $6.3M
14 Energy Income Partners, LLC 0.91% 393,961 $56.3M
15 Soros Fund Management LLC 0.91% 577,290 $82.5M
16 Agp Franklin, LLC 0.69% 9,629 $1.4M
17 John G Ullman & Associates Inc 0.68% 36,029 $5.2M
18 Arbejdsmarkedets Tillaegspension 0.65% 183,772 $26.3M
19 Aristotle Capital Boston, LLC 0.65% 72,956 $10.4M
20 Godshalk Welsh Capital Management, Inc. 0.61% 7,336 $1.0M
21 iSAM Funds (UK) Ltd 0.58% 8,151 $1.2M
22 Boston Trust Walden Corp 0.56% 479,611 $68.6M
23 Emerald Investment Advisers, LLC 0.53% 41,201 $5.9M
24 Bridgefront Capital, LLC 0.50% 14,175 $2.0M
25 Yaupon Capital Management LP 0.50% 112,690 $16.1M
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 — Idacorp Inc (IDA)

What does the Smart Money Trend signal show for IDA?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added IDA 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 IDA?

Slight buying edge — 56% buying: Last quarter: 269 funds bought or added vs 212 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 IDA holders?

Elite ownership — 45% AUM from top-100 funds: 56 of 547 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in IDA. 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 IDA?

58% of holders stayed for 2+ years: 318 out of 547 hedge funds have held IDA 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.

Is it too late to buy Idacorp Inc (IDA) following the 2026 Q1 hedge fund 13F filings?

As of today, IDA has moved +2.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +92.3% for the XLU sector ETF — an outperformance of -90.0%. Since the quarter end (March 31, 2026), IDA has gained +0.1% vs -1.8% for XLU. 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.

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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