Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INTER & CO INC (INTR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
3Q ▲
Buyers last Q
50%

Smart Money Signals — INTR

Based on 112 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added INTR 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
112 hedge funds hold INTR 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 — +18% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

64 buying63 selling
Last quarter: 64 funds bought or added vs 63 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 — ~27 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 28 → 31 → 29 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 34% entered in last year

■ 19% conviction (2yr+) ■ 47% medium ■ 34% new
Only 21 funds (19%) 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.
➡️

Steady discovery — ~27 new funds/quarter

25 → 28 → 31 → 29 → 27 new funds/Q
New funds entering each quarter: 28 → 31 → 29 → 27. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 24% veterans, 47% new entrants

■ 24% veterans ■ 29% 1-2yr ■ 47% new
Of 116 current holders: 28 (24%) held 2+ years, 34 held 1–2 years, 54 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
21 of 112 holders rank in the top 100 by AUM, but together hold only 6% 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.

Hedge Fund Ownership: INTR

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

Market Analysis: INTR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: INTR

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 2 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: INTR
2026 Q1 Stats Unlock in 15 days 116 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 116 112 3.57%
13F Shares 167M 154M 8.64%
Total Value $1.42B $1.42B -0.27%
New Positions 27 29 -2
Increased Positions 42 49 -7
Closed Positions 23 16 +7
Reduced Positions 42 35 +7
Total Calls 3 3 -
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.33 0.67 Bullish

Statistics: INTR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

116 + investors

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

Top 18 institutional holders of INTR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WASATCH ADVISORS LP 0.80% 15,168,620 $120.7M
2 Harbour Capital Advisors, LLC 0.14% 92,515 $751K
3 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.10% 2,433,539 $19.4M
4 Swedbank AB 0.02% 2,761,899 $22.0M
5 Handelsbanken Fonder AB 0.01% 210,000 $2K
6 Lansforsakringar Fondforvaltning AB (publ) 0.00% 57,082 $454K
7 Police & Firemen's Retirement System of New Jersey 0.00% 29,000 $231K
8 SUMMIT SECURITIES GROUP LLC 0.00% 1,476 $12K
9 Savant Capital, LLC 0.00% 31,841 $253K
10 TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% 30,066 $239K
11 HSBC HOLDINGS PLC 0.00% 232,429 $1.8M
12 Pictet Asset Management Holding SA 0.00% 111,754 $890K
13 Bell Investment Advisors, Inc 0.00% 674 $5K
14 IFP Advisors, Inc 0.00% 4,609 $37K
15 SIGNATUREFD, LLC 0.00% 1,229 $10K
16 Farther Finance Advisors, LLC 0.00% 1,276 $10K
17 SBI Securities Co., Ltd. 0.00% 426 $3K
18 ENVESTNET ASSET MANAGEMENT INC 0.00% 37,905 $302K
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 — INTER & CO INC (INTR)

What does the Smart Money Trend signal show for INTR?

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

Slight buying edge — 50% buying: Last quarter: 64 funds bought or added vs 63 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 INTR holders?

Smaller funds dominant — 6% AUM from top-100: 21 of 112 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held INTR?

Mostly new holders — 34% entered in last year: Only 21 funds (19%) 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.

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.