Ingram Micro Hldg Corp (INGM): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Ingram Micro Hldg Corp (INGM) following the 2026 Q1 hedge fund 13F filings?

As of today, INGM has moved +12.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +8.6% for the XLK sector ETF — an outperformance of +3.4%. Since the quarter end (March 31, 2026), INGM gained +21.4% vs +44.0% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Ingram Micro Hldg Corp (INGM)

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

Smart Money Signals — INGM

Based on 172 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q

For 6 consecutive quarters, more hedge funds added INGM 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

172 hedge funds hold INGM 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 — +107% more funds vs a year ago

fund count last 6Q

+89 new funds entered over the past year (+107% 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 — 74% buying

133 buying47 selling

Last quarter: 133 funds were net buyers (54 opened a brand new position + 79 added to an existing one). Only 47 were sellers (24 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+26 vs last Q)

new funds entering per quarter

Funds opening a new INGM position: 40 → 29 → 28 → 54. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 49% entered in last year

■ 2% conviction (2yr+) ■ 49% medium ■ 49% new

Only 4 funds (2%) 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

33 → 40 → 29 → 28 → 54 new funds/Q

New funds entering each quarter: 40 → 29 → 28 → 54. A growing number of institutions are discovering INGM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 67% of holders entered in last year

■ 3% veterans ■ 29% 1-2yr ■ 67% new

Of 173 current holders: 116 (67%) entered in the past year, only 6 (3%) 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.

📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds

36 of 170 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.2

out of 10

Moderate Exit Risk

Exit risk score 5.2/10 — 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 (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	171	141	21.28%
13F Shares	234M	238M	-1.56%
Total Value	$5.46B	$5.07B	7.55%
New Positions	53	28	+25
Increased Positions	79	66	+13
Closed Positions	23	8	+15
Reduced Positions	23	31	-8
Total Calls	3	0	100%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

171

141

21.28%

13F Shares

234M

238M

-1.56%

Total Value

$5.46B

$5.07B

7.55%

New Positions

+25

Increased Positions

+13

Closed Positions

+15

Reduced Positions

-8

Total Calls

100%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

171 + investors

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

QUARTER:

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

Top 25 INGM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Platinum Equity Advisors, LLC/DE	51.75%	197,104,541	$4.59B
2	Lind Value II ApS	15.32%	2,962,379	$69.1M
3	Invenomic Capital Management LP	1.47%	1,379,007	$32.1M
4	Pullen Investment Management, LLC	1.28%	109,121	$2.5M
5	Monashee Investment Management LLC	1.27%	100,000	$2.3M
6	Crossingbridge Advisors, LLC	1.17%	277,971	$6.5M
7	VARCOV Co.	0.89%	102,056	$2.4M
8	AlphaCentric Advisors LLC	0.81%	35,000	$816K
9	Hussman Strategic Advisors, INC.	0.53%	105,000	$2.4M
10	Watershed Asset Management, L.L.C.	0.49%	20,184	$470K
11	River Road Asset Management, LLC	0.46%	1,758,062	$41.0M
12	Oxford Asset Management LLP	0.35%	34,543	$805K
13	Burkehill Global Management, LP	0.33%	285,000	$6.6M
14	Seven Grand Managers, LLC	0.31%	200,000	$4.7M
15	Occudo Quantitative Strategies LP	0.29%	175,000	$5.4M
16	Axq Capital, LP	0.22%	74,408	$1.7M
17	Voleon Capital Management LP	0.20%	392,670	$9.2M
18	Sagewood Asset Management LP	0.16%	22,524	$525K
19	CastleKnight Management LP	0.13%	325,700	$7.6M
20	Soros Fund Management LLC	0.10%	400,000	$9.3M
21	Ghisallo Capital Management LLC	0.09%	140,498	$3.3M
22	Numerai GP LLC	0.06%	25,423	$593K
23	Dynamic Technology Lab Private Ltd	0.06%	15,299	$357K
24	Readystate Asset Management LP	0.06%	53,370	$1.2M
25	Counterpoint Mutual Funds LLC	0.05%	15,145	$353K

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 — Ingram Micro Hldg Corp (INGM)

What does the Smart Money Trend signal show for INGM?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added INGM 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 INGM?

More buyers than sellers — 74% buying: Last quarter: 133 funds were net buyers (54 opened a brand new position + 79 added to an existing one). Only 47 were sellers (24 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for INGM holders?

Smaller funds dominant — 8% AUM from top-100: 36 of 170 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held INGM?

Mostly new holders — 49% entered in last year: Only 4 funds (2%) 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 Ingram Micro Hldg Corp (INGM) following the 2026 Q1 hedge fund 13F filings?

As of today, INGM has moved +12.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +8.6% for the XLK sector ETF — an outperformance of +3.4%. Since the quarter end (March 31, 2026), INGM has gained +21.4% vs +44.0% for XLK. 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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Ingram Micro Hldg Corp (INGM)

Smart Money Signals — INGM

Buying streak — 6 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +107% more funds vs a year ago

More buyers than sellers — 74% buying

More new buyers each quarter (+26 vs last Q)

Mostly new holders — 49% entered in last year

Growing discovery — still being found

Early stage — 67% of holders entered in last year

Smaller funds dominant — 8% AUM from top-100

Institutional Sentiment Summary — INGM

Hedge Fund Ownership: INGM

Market Analysis: INGM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: INGM

Is It Too Late to Buy Ingram Micro Hldg Corp (INGM) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: INGM

Statistics: INGM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ingram Micro Hldg Corp (INGM)

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