Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INFUSYSTEM HLDGS INC (INFU)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — INFU

Based on 94 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 INFU 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
94 hedge funds hold INFU 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.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

58 buying44 selling
Last quarter: 58 funds bought or added vs 44 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 — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 23 → 23 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

53% conviction (2yr+) 20% medium 27% new
50 out of 94 hedge funds have held INFU 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 — ~21 new funds/quarter

12 → 18 → 23 → 23 → 21 new funds/Q
New funds entering each quarter: 18 → 23 → 23 → 21. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

69% veterans 5% 1-2yr 25% new
Of 95 current holders: 66 (69%) 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.

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
22 of 94 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Hedge Fund Ownership: INFU

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

Market Analysis: INFU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: INFU

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 0 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: INFU
2026 Q1 Stats Unlock in 22 days 95 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 95 95 -
13F Shares 14M 13M 6.91%
Total Value $123M $132M -7.43%
New Positions 21 23 -2
Increased Positions 39 30 +9
Closed Positions 20 19 +1
Reduced Positions 25 34 -9
Total Calls 1 2 -50.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: INFU

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Financial Highlights

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Institutional Holders (2026 Q1)

95 + investors

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

Top 7 institutional holders of INFU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 North Star Investment Management Corp. 0.10% 182,000 $1.7M
2 TOTH FINANCIAL ADVISORY CORP 0.03% 25,000 $231K
3 ARS Investment Partners, LLC 0.02% 48,815 $451K
4 Redhawk Wealth Advisors, Inc. 0.01% 10,230 $94K
5 SALEM INVESTMENT COUNSELORS INC 0.01% 22,417 $207K
6 RITHOLTZ WEALTH MANAGEMENT 0.01% 35,870 $331K
7 GAMMA Investing LLC 0.00% 26
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 — INFUSYSTEM HLDGS INC (INFU)

What does the Smart Money Trend signal show for INFU?

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

Slight buying edge — 57% buying: Last quarter: 58 funds bought or added vs 44 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 INFU holders?

Strong quality — 24% AUM from major funds: 22 of 94 holders rank in the top 100 by AUM, accounting for 24% 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 INFU?

53% of holders stayed for 2+ years: 50 out of 94 hedge funds have held INFU 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.