Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

IONIS PHARMACEUTICALS INC (IONS)

504 + Investors. Track Smart Money conviction in IONS. 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
↑ +55
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — IONS

Based on 473 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 IONS 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
473 hedge funds hold IONS 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 — +42% more funds vs a year ago

fund count last 6Q
+141 new funds entered over the past year (+42% 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 — 58% buying

280 buying199 selling
Last quarter: 280 funds bought or added vs 199 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.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 54 → 77 → 114 → 108. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

57% of holders stayed for 2+ years

57% conviction (2yr+) 18% medium 25% new
269 out of 473 hedge funds have held IONS 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.
💰

Price up while funds trimmed (+19% value, -16% shares)

Value
+19%
Shares
-16%
Last quarter: total value of institutional IONS holdings rose +19% even though funds reduced share count by 16%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

57 → 54 → 77 → 114 → 108 new funds/Q
New funds entering each quarter: 54 → 77 → 114 → 108. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 67% of holders stayed 2+ years

67% veterans 8% 1-2yr 26% new
Of 504 current holders: 336 (67%) 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.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
45 of 473 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in IONS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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: IONS

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

Market Analysis: IONS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IONS

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

58 top-rated funds 8 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: IONS
2026 Q1 Stats Unlock in 12 days 504 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 504 449 12.25%
13F Shares 169M 202M -16.37%
Total Value $13.11B $10.97B 19.5%
New Positions 109 123 -14
Increased Positions 200 154 +46
Closed Positions 55 45 +10
Reduced Positions 194 143 +51
Total Calls 21 25 -16.0%
Total Puts 16 14 14.29%
PUT/CALL Ratio 0.76 0.56 Neutral

Statistics: IONS

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Valuation Measures Data as of: --

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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)

504 + investors

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

Top 25 institutional holders of IONS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tweedy, Browne Co LLC 13.57% 2,275,625 $170.9M
2 Privium Fund Management B.V. 4.53% 290,024 $21.8M
3 Sicart Associates LLC 3.07% 159,412 $12.0M
4 SECTOR GAMMA AS 3.00% 169,468 $12.7M
5 Future Fund LLC 1.55% 58,732 $4.4M
6 AlphaCentric Advisors LLC 1.47% 19,587 $1.5M
7 Lisanti Capital Growth, LLC 1.43% 75,699 $5.7M
8 Ground Swell Capital, LLC 1.08% 7,285 $547K
9 Capstone Capital Management Ltd 0.84% 21,447 $832K
10 WEST MICHIGAN ADVISORS, LLC 0.74% 44,614 $3.4M
11 Significant Wealth Partners LLC 0.62% 6,664 $500K
12 CenterBook Partners LP 0.61% 150,912 $11.3M
13 C WorldWide Group Holding A/S 0.59% 366,000 $27K
14 NICOLA WEALTH MANAGEMENT LTD. 0.47% 52,000 $3.9M
15 FLORIDA FINANCIAL ADVISORS, LLC 0.47% 25,886 $1.9M
16 China Universal Asset Management Co., Ltd. 0.44% 77,315 $5.8M
17 PINNACLE ASSOCIATES LTD 0.42% 436,457 $32.8M
18 Stanley-Laman Group, Ltd. 0.36% 39,306 $3.0M
19 PSP Research LLC 0.36% 6,800 $511K
20 TimesSquare Capital Management, LLC 0.35% 275,674 $21K
21 NJ State Employees Deferred Compensation Plan 0.30% 42,000 $2.7M
22 Westmount Partners, LLC 0.24% 12,961 $973K
23 Candriam S.C.A. 0.19% 484,053 $36.3M
24 R Squared Ltd 0.18% 4,359 $327K
25 TEACHER RETIREMENT SYSTEM OF TEXAS 0.16% 523,932 $39.3M
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 — IONIS PHARMACEUTICALS INC (IONS)

What does the Smart Money Trend signal show for IONS?

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

Slight buying edge — 58% buying: Last quarter: 280 funds bought or added vs 199 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 IONS holders?

Elite ownership — 61% AUM from top-100 funds: 45 of 473 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in IONS. 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 IONS?

57% of holders stayed for 2+ years: 269 out of 473 hedge funds have held IONS 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.