EA SERIES TRUST (IMOM): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

EA SERIES TRUST (IMOM)

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

Smart Money Signals — IMOM

Based on 22 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added IMOM 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

22 hedge funds hold IMOM 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

+4 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. The peak was reached in just 4 quarters from the low — a sharp move.

🟡

Slight buying edge — 59% buying

13 buying9 selling

Last quarter: 13 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: 7 → 4 → 4 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 14% medium ■ 36% new

11 out of 22 hedge funds have held IMOM 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.

📊

Peak discovery — momentum slowing

2 → 7 → 4 → 4 → 5 new funds/Q

New funds entering each quarter: 7 → 4 → 4 → 5. IMOM is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Deep conviction — 41% of holders stayed 2+ years

■ 41% veterans ■ 14% 1-2yr ■ 45% new

Of 22 current holders: 9 (41%) 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.

📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds

5 of 22 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — 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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	22	21	4.76%
13F Shares	987K	1M	-30.78%
Total Value	$38M	$52M	-27.24%
New Positions	5	4	+1
Increased Positions	8	4	+4
Closed Positions	4	1	+3
Reduced Positions	5	7	-2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

4.76%

13F Shares

987K

-30.78%

Total Value

$38M

$52M

-27.24%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

22 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 12 institutional holders of IMOM — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Vestment Financial LLC	1.48%	71,091	$3.1M
2	BAKER BOYER NATIONAL BANK	1.09%	90,823	$3.6M
3	One Degree Advisors Inc	1.02%	98,024	$4K
4	Bravias Capital Group, LLC	0.52%	20,082	$800K
5	Innova Wealth Partners	0.33%	17,346	$691K
6	L.K. Benson & Company, P.C.	0.32%	24,288	$967K
7	Kathmere Capital Management, LLC	0.28%	112,634	$4.5M
8	Seed Wealth Management, Inc.	0.23%	8,320	$331K
9	Worth Asset Management, LLC	0.15%	10,108	$403K
10	XY Planning Network, Inc.	0.10%	15,614	$639K
11	Concurrent Investment Advisors, LLC	0.00%	5,924	$236K
12	Kestra Advisory Services, LLC	0.00%	9,083	$362K

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 — EA SERIES TRUST (IMOM)

What does the Smart Money Trend signal show for IMOM?

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

Slight buying edge — 59% buying: Last quarter: 13 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 IMOM holders?

Smaller funds dominant — 1% AUM from top-100: 5 of 22 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IMOM?

50% of holders stayed for 2+ years: 11 out of 22 hedge funds have held IMOM 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.

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EA SERIES TRUST (IMOM)

Smart Money Signals — IMOM

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +22% more funds vs a year ago

Slight buying edge — 59% buying

Steady new buyers — ~5 new funds per quarter

50% of holders stayed for 2+ years

Peak discovery — momentum slowing

Deep conviction — 41% of holders stayed 2+ years

Smaller funds dominant — 1% AUM from top-100

Hedge Fund Ownership: IMOM

Market Analysis: IMOM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IMOM

Hedge Fund Positioning: IMOM

Statistics: IMOM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — EA SERIES TRUST (IMOM)

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