Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESTAR HOLDING CORP (ISTR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
9Q ▲
Buyers last Q
54%

Smart Money Signals — ISTR

Based on 96 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added ISTR 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
96 hedge funds hold ISTR 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.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

48 buying41 selling
Last quarter: 48 funds bought or added vs 41 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 — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 6 → 12 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 22% medium ■ 18% new
58 out of 96 hedge funds have held ISTR 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.
💰

Value +19% but shares only +3% — price-driven

Value
+18%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +19%, but actual share count only changed +3%. 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

4 → 11 → 6 → 12 → 12 new funds/Q
New funds entering each quarter: 11 → 6 → 12 → 12. A growing number of institutions are discovering ISTR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 12% 1-2yr ■ 18% new
Of 96 current holders: 67 (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
26 of 96 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in ISTR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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: ISTR

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

Market Analysis: ISTR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ISTR

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 0 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: ISTR
2026 Q1 Stats Unlock in 16 days 96 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 96 93 3.23%
13F Shares 6M 6M 2.95%
Total Value $174M $146M 18.63%
New Positions 12 12 -
Increased Positions 36 37 -1
Closed Positions 9 7 +2
Reduced Positions 32 26 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ISTR

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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 --
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Income Statement & Cash Flow
Revenue (ttm) --
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Institutional Holders (2026 Q1)

96 + investors

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

Top 19 institutional holders of ISTR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Glass Wealth Management Co LLC 0.70% 66,586 $1.8M
2 ELCO Management Co., LLC 0.11% 8,037 $219K
3 JAMES INVESTMENT RESEARCH, INC. 0.03% 8,819 $240K
4 RITHOLTZ WEALTH MANAGEMENT 0.01% 21,243 $579K
5 Kestra Advisory Services, LLC 0.01% 73,956 $2.0M
6 Stratos Wealth Partners, LTD. 0.00% 12,065 $329K
7 Concurrent Investment Advisors, LLC 0.00% 10,000 $273K
8 STRS OHIO 0.00% 20,500 $559K
9 HSBC HOLDINGS PLC 0.00% 50,416 $1.4M
10 Capital Advisors, Ltd. LLC 0.00% 180 —
11 Police & Firemen's Retirement System of New Jersey 0.00% 1,769 $48K
12 State of Alaska, Department of Revenue 0.00% 851 —
13 GAMMA Investing LLC 0.00% 175 $5K
14 Sterling Capital Management LLC 0.00% 425 $12K
15 SBI Securities Co., Ltd. 0.00% 81 $2K
16 True Wealth Design, LLC 0.00% 4 —
17 Root Financial Partners, LLC 0.00% 24 —
18 IFP Advisors, Inc 0.00% 52 $1K
19 Farther Finance Advisors, LLC 0.00% 25 —
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 — INVESTAR HOLDING CORP (ISTR)

What does the Smart Money Trend signal show for ISTR?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added ISTR 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 ISTR?

Slight buying edge — 54% buying: Last quarter: 48 funds bought or added vs 41 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 ISTR holders?

Elite ownership — 42% AUM from top-100 funds: 26 of 96 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in ISTR. 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 ISTR?

60% of holders stayed for 2+ years: 58 out of 96 hedge funds have held ISTR 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.