Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

IPG PHOTONICS CORP (IPGP)

268 + Investors. Track Smart Money conviction in IPGP. 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
↑ +6
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — IPGP

Based on 265 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 IPGP 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.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
265 funds currently hold this stock — 91% of the 3.0-year high of 292 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding IPGP is almost the same as a year ago (+7 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

132 buying129 selling
Last quarter: 132 funds bought or added vs 129 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 — ~46 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 38 → 34 → 43 → 46. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

71% of holders stayed for 2+ years

71% conviction (2yr+) 15% medium 14% new
188 out of 265 hedge funds have held IPGP 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.
📈

Growing discovery — still being found

38 → 38 → 34 → 43 → 46 new funds/Q
New funds entering each quarter: 38 → 34 → 43 → 46. A growing number of institutions are discovering IPGP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 76% of holders stayed 2+ years

76% veterans 7% 1-2yr 16% new
Of 268 current holders: 205 (76%) 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 — 40% AUM from top-100 funds

40% from top-100 AUM funds
36 of 265 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in IPGP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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: IPGP

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

Market Analysis: IPGP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IPGP

-- --

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.

44 top-rated funds 2 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: IPGP
2026 Q1 Stats Unlock in 15 days 268 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 268 262 2.29%
13F Shares 27M 26M 3.86%
Total Value $1.96B $2.09B -5.99%
New Positions 46 44 +2
Increased Positions 86 89 -3
Closed Positions 41 22 +19
Reduced Positions 94 88 +6
Total Calls 2 4 -50.0%
Total Puts 1 1 -
PUT/CALL Ratio 0.5 0.25 Bullish

Statistics: IPGP

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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)

268 + investors

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

Top 25 institutional holders of IPGP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 QSM Asset Management Ltd 2.10% 38,637 $4.3M
2 Decker Retirement Planning Inc. 1.69% 32,618 $3.7M
3 EMERALD ADVISERS, LLC 1.11% 304,916 $34.9M
4 EMERALD MUTUAL FUND ADVISERS TRUST 1.07% 192,457 $22.1M
5 SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 0.85% 96,662 $11.1M
6 Hodges Capital Management Inc. 0.64% 67,198 $7.7M
7 Waterfront Wealth Inc. 0.41% 19,510 $2.2M
8 GREATMARK INVESTMENT PARTNERS, INC. 0.40% 29,649 $3.4M
9 Eaton Financial Holdings Company, LLC 0.31% 8,259 $946K
10 M.E. ALLISON & CO., INC. 0.26% 3,410 $391K
11 MOODY NATIONAL BANK TRUST DIVISION 0.22% 20,268 $2.3M
12 EXCHANGE TRADED CONCEPTS, LLC 0.18% 215,794 $24.7M
13 First Dallas Securities Inc. 0.14% 3,340 $383K
14 Millstone Evans Group, LLC 0.14% 2,000 $229K
15 Sumitomo Mitsui Trust Group, Inc. 0.10% 1,350,328 $154.7M
16 PINNACLE ASSOCIATES LTD 0.09% 59,569 $6.8M
17 AlphaQuest LLC 0.07% 17,675 $1.3M
18 ALTFEST L J & CO INC 0.07% 5,592 $641K
19 Huntleigh Advisors, Inc. 0.07% 3,318 $380K
20 Legacy Wealth Asset Management, LLC 0.06% 2,193 $251K
21 Archer Investment Corp 0.06% 2,339 $268K
22 Inspire Investing, LLC 0.06% 5,919 $678K
23 Raiffeisen Bank International AG 0.05% 35,000 $3.8M
24 Concurrent Investment Advisors, LLC 0.04% 35,394 $4.1M
25 WEDGE CAPITAL MANAGEMENT L L P/NC 0.03% 16,456 $1.9M
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 — IPG PHOTONICS CORP (IPGP)

What does the Smart Money Trend signal show for IPGP?

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

Slight buying edge — 51% buying: Last quarter: 132 funds bought or added vs 129 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 IPGP holders?

Elite ownership — 40% AUM from top-100 funds: 36 of 265 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in IPGP. 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 IPGP?

71% of holders stayed for 2+ years: 188 out of 265 hedge funds have held IPGP 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.