Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

IPERIONX LTD SPONSORED ADS (IPX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
3Q ▲
Buyers last Q
65%

Smart Money Signals — IPX

Based on 44 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 IPX 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
44 hedge funds hold IPX 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 — +83% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+83% 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 — 65% buying

33 buying18 selling
Last quarter: 33 funds were net buyers (16 opened a brand new position + 17 added to an existing one). Only 18 were sellers (8 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 13 → 15 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 27% long-term, 59% new

■ 27% conviction (2yr+) ■ 14% medium ■ 59% new
Of the 44 current holders: 12 (27%) held >2 years, 6 held 1–2 years, and 26 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +36%, value -0%

Value
0%
Shares
+36%
Last quarter: funds added +36% more shares while total portfolio value only changed -0%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

10 → 5 → 13 → 15 → 16 new funds/Q
New funds entering each quarter: 5 → 13 → 15 → 16. 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.
🌱

Early stage — 61% of holders entered in last year

■ 34% veterans ■ 5% 1-2yr ■ 61% new
Of 44 current holders: 27 (61%) entered in the past year, only 15 (34%) 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 — 6% AUM from top-100

6% from top-100 AUM funds
8 of 44 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.
5.7
out of 10
Moderate Exit Risk
Exit risk score 5.7/10 — 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.

Institutional Sentiment Summary — IPX

In 2025 Q4, 33 hedge funds were net buyers of IPX (16 opened a new position, 17 added to an existing one), while 18 reduced or exited (8 trimmed, 10 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 44.

Hedge Fund Ownership: IPX

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

Market Analysis: IPX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IPX

-- --

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.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: IPX
2026 Q1 Stats Unlock in 5 days 44 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 44 38 15.79%
13F Shares 3M 2M 36.06%
Total Value $116M $116M -0.2%
New Positions 16 15 +1
Increased Positions 17 8 +9
Closed Positions 10 8 +2
Reduced Positions 8 9 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IPX

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

44 + investors

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

QUARTER:
Top 25 institutional holders of IPX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 APIS CAPITAL ADVISORS, LLC 0.06% 14,000 $365K
2 Woodline Partners LP 0.05% 469,115 $12.2M
3 VAN ECK ASSOCIATES CORP 0.04% 2,180,089 $57K
4 Old West Investment Management, LLC 0.03% 10,652 $277K
5 Synergy Asset Management, LLC 0.02% 8,761 $228K
6 DLD Asset Management, LP 0.02% 10,000 $260K
7 STIFEL FINANCIAL CORP 0.02% 646,480 $16.8M
8 XTX Topco Ltd 0.01% 28,915 $753K
9 Quadrature Capital Ltd 0.01% 40,026 $1.0M
10 Caitong International Asset Management Co., Ltd 0.01% 1,952 $51K
11 Brooklyn Investment Group 0.01% 10,363 $270K
12 Private Advisor Group, LLC 0.01% 63,111 $1.6M
13 Atlantic Union Bankshares Corp 0.00% 7,000 $182K
14 HRT FINANCIAL LP 0.00% 24,062 $626K
15 GAMMA Investing LLC 0.00% 1,198 $31K
16 Kestra Advisory Services, LLC 0.00% 12,250 $319K
17 OSAIC HOLDINGS, INC. 0.00% 22,870 $596K
18 PROFFITT & GOODSON INC 0.00% 150 $4K
19 Signature Equity Partners, LLC 0.00% 40 $1K
20 Parallel Advisors, LLC 0.00% 930 $24K
21 Mariner, LLC 0.00% 12,867 $335K
22 AdvisorNet Financial, Inc 0.00% 206 $5K
23 BANK OF MONTREAL /CAN/ 0.00% 27,244 $709K
24 UBS Group AG 0.00% 63,872 $1.7M
25 JANE STREET GROUP, LLC 0.00% 71,249 $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 — IPERIONX LTD SPONSORED ADS (IPX)

What does the Smart Money Trend signal show for IPX?

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

More buyers than sellers — 65% buying: Last quarter: 33 funds were net buyers (16 opened a brand new position + 17 added to an existing one). Only 18 were sellers (8 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IPX holders?

Smaller funds dominant — 6% AUM from top-100: 8 of 44 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 IPX?

Mixed — 27% long-term, 59% new: Of the 44 current holders: 12 (27%) held >2 years, 6 held 1–2 years, and 26 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.