Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

IRIDIUM COMMUNICATIONS INC (IRDM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
3Q ▼
Buyers last Q
51%

Smart Money Signals — IRDM

Based on 300 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their IRDM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 85% of 3.0Y peak

85% of all-time peak
300 funds currently hold this stock — 85% of the 3.0-year high of 353 funds (reached 2023 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
27 fewer hedge funds hold IRDM compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

172 buying168 selling
Last quarter: 172 funds bought or added vs 168 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 — ~62 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 50 → 48 → 61 → 62. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 17% new
189 out of 300 hedge funds have held IRDM 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

45 → 50 → 48 → 61 → 62 new funds/Q
New funds entering each quarter: 50 → 48 → 61 → 62. A growing number of institutions are discovering IRDM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 10% 1-2yr ■ 21% new
Of 314 current holders: 219 (70%) 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 — 42% AUM from top-100 funds

42% from top-100 AUM funds
36 of 300 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in IRDM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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: IRDM

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

Market Analysis: IRDM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IRDM

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

46 top-rated funds 0 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: IRDM
2026 Q1 Stats Unlock in 21 days 314 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 314 315 -0.32%
13F Shares 92M 97M -5.63%
Total Value $1.59B $1.71B -7.03%
New Positions 64 62 +2
Increased Positions 122 124 -2
Closed Positions 67 70 -3
Reduced Positions 124 121 +3
Total Calls 9 9 -
Total Puts 6 7 -14.29%
PUT/CALL Ratio 0.67 0.78 Bullish

Statistics: IRDM

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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
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

314 + investors

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

Top 25 institutional holders of IRDM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Oak Thistle LLC 0.30% 113,057 $3.1M
2 CX Institutional 0.23% 272,787 $8K
3 PINNACLE ASSOCIATES LTD 0.20% 562,741 $15.6M
4 Values First Advisors, Inc. 0.15% 10,302 $286K
5 Corecam Pte. Ltd. 0.14% 12,026 $334K
6 Carolina Wealth Advisors, LLC 0.11% 9,380 $260K
7 AdvisorShares Investments LLC 0.10% 20,296 $563K
8 WEALTH EFFECTS LLC 0.10% 10,000 $277K
9 HARBOR CAPITAL ADVISORS, INC. 0.09% 38,065 $1K
10 CULLEN INVESTMENT GROUP, LTD. 0.08% 23,205 $644K
11 Inspire Investing, LLC 0.06% 24,418 $677K
12 PFS Partners, LLC 0.05% 4,000 $111K
13 Founders Capital Management 0.04% 3,000 $83K
14 WEDGE CAPITAL MANAGEMENT L L P/NC 0.03% 52,804 $1.5M
15 Louisiana State Employees Retirement System 0.02% 46,500 $1K
16 State of Alaska, Department of Revenue 0.02% 51,810 $1K
17 Retirement Systems of Alabama 0.01% 151,400 $4.2M
18 Krilogy Financial LLC 0.01% 9,575 $416K
19 Leonteq Securities AG 0.01% 11,056 $307K
20 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% 27,855 $773K
21 Vest Financial, LLC 0.01% 22,931 $636K
22 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% 111,212 $3K
23 Sterling Capital Management LLC 0.01% 10,621 $295K
24 OPPENHEIMER & CO INC 0.01% 15,297 $424K
25 TOTH FINANCIAL ADVISORY CORP 0.00% 1,221 $34K
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 — IRIDIUM COMMUNICATIONS INC (IRDM)

What does the Smart Money Trend signal show for IRDM?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their IRDM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IRDM?

Slight buying edge — 51% buying: Last quarter: 172 funds bought or added vs 168 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 IRDM holders?

Elite ownership — 42% AUM from top-100 funds: 36 of 300 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in IRDM. 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 IRDM?

63% of holders stayed for 2+ years: 189 out of 300 hedge funds have held IRDM 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.