Iperionx Ltd (IPX) Hedge Fund Ownership (Q2 2026)

Iperionx Ltd (IPX)

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

Smart Money Signals — IPX

Based on 60 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, 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

60 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 — +82% more funds vs a year ago

fund count last 6Q

+27 new funds entered over the past year (+82% 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 — 73% buying

46 buying17 selling

Last quarter: 46 funds were net buyers (24 opened a brand new position + 22 added to an existing one). Only 17 were sellers (8 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter

Funds opening a new IPX position: 15 → 16 → 15 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 55% entered in last year

■ 23% conviction (2yr+) ■ 22% medium ■ 55% new

Only 14 funds (23%) 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.

💰

Value +154% but shares only +10% — price-driven

Value

+153%

+10%

Last quarter: the total dollar value of institutional holdings rose +154%, but actual share count only changed +10%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

15 → 15 → 16 → 15 → 24 new funds/Q

New funds entering each quarter: 15 → 16 → 15 → 24. A growing number of institutions are discovering IPX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 64% of holders entered in last year

■ 30% veterans ■ 7% 1-2yr ■ 64% new

Of 61 current holders: 39 (64%) entered in the past year, only 18 (30%) 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.

✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds

17 of 59 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

5.0

out of 10

Moderate Exit Risk

Exit risk score 5.0/10 — 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	59	45	31.11%
13F Shares	5M	4M	10.38%
Total Value	$142M	$56M	153.61%
New Positions	24	15	+9
Increased Positions	22	17	+5
Closed Positions	9	16	-7
Reduced Positions	8	7	+1
Total Calls	1	0	100%
Total Puts	1	0	100%
PUT/CALL Ratio	1.0	0.0	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

31.11%

13F Shares

10.38%

Total Value

$142M

$56M

153.61%

New Positions

Increased Positions

Closed Positions

-7

Reduced Positions

Total Calls

100%

Total Puts

100%

PUT/CALL Ratio

1.0

0.0

Neutral

Institutional Holders (2026 Q2)

59 + 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:

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

Top 25 IPX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Old West Investment Management, LLC	1.09%	345,185	$10.3M
2	Connective Capital Management, LLC	0.11%	5,367	$160K
3	Woodline Partners LP	0.06%	654,073	$19.4M
4	Van Eck Associates Corp	0.03%	1,614,261	$48.0M
5	Stifel Financial Corp	0.01%	525,773	$15.6M
6	Cape Investment Advisory, Inc.	0.01%	797	$24K
7	Millennium Management LLC	0.01%	579,751	$17.2M
8	XTX Topco Ltd	0.01%	13,692	$407K
9	Arax Advisory Partners	0.00%	22,162	$659K
10	Atlantic Union Bankshares Corp	0.00%	7,000	$208K
11	Tudor Investment Corp Et Al	0.00%	80,000	$2.4M
12	Summit Trail Advisors, LLC	0.00%	7,862	$234K
13	Caitong International Asset Management Co., Ltd	0.00%	661	$20K
14	Point72 Asset Management, L.P.	0.00%	68,808	$2.0M
15	Trexquant Investment LP	0.00%	11,771	$350K
16	GAMMA Investing LLC	0.00%	1,681	$50K
17	Hrt Financial LP	0.00%	28,297	$841K
18	Kestra Advisory Services, LLC	0.00%	12,250	$364K
19	Blair William & Co/Il	0.00%	12,036	$358K
20	Schonfeld Strategic Advisors LLC	0.00%	8,168	$243K
21	Osaic Holdings, INC.	0.00%	22,880	$680K
22	Basecamp Wealth Advisors LLC	0.00%	141	$4K
23	Parallel Advisors, LLC	0.00%	1,644	$49K
24	Investors Portfolio Services LLC	0.00%	28	—
25	Proffitt & Goodson Inc	0.00%	150	$4K

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 (IPX)

What does the Smart Money Trend signal show for IPX?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, 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 — 73% buying: Last quarter: 46 funds were net buyers (24 opened a brand new position + 22 added to an existing one). Only 17 were sellers (8 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IPX holders?

Strong quality — 31% AUM from major funds: 17 of 59 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IPX?

Mostly new holders — 55% entered in last year: Only 14 funds (23%) 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.

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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Iperionx Ltd (IPX)

Smart Money Signals — IPX

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +82% more funds vs a year ago

More buyers than sellers — 73% buying

More new buyers each quarter (+9 vs last Q)

Mostly new holders — 55% entered in last year

Value +154% but shares only +10% — price-driven

Growing discovery — still being found

Early stage — 64% of holders entered in last year

Strong quality — 31% AUM from major funds

Institutional Sentiment Summary — IPX

Hedge Fund Ownership: IPX

Market Analysis: IPX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IPX

Hedge Fund Positioning: IPX

Statistics: IPX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Iperionx Ltd (IPX)

Welcome to 13Foresight!