Managed Portfolio Series (KHPI): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Managed Portfolio Series (KHPI) following the 2026 Q1 hedge fund 13F filings?

As of today, KHPI has moved -0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -2.4%. Since the quarter end (March 31, 2026), KHPI gained +7.2% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Managed Portfolio Series (KHPI)

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

Smart Money Signals — KHPI

Based on 73 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q

For 7 consecutive quarters, more hedge funds added KHPI 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

73 hedge funds hold KHPI 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 — +55% more funds vs a year ago

fund count last 6Q

+26 new funds entered over the past year (+55% 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 — 81% buying

58 buying14 selling

Last quarter: 58 funds were net buyers (8 opened a brand new position + 50 added to an existing one). Only 14 were sellers (9 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 12 → 20 → 13 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 42% entered in last year

■ 1% conviction (2yr+) ■ 56% medium ■ 42% new

Only 1 funds (1%) 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.

📊

Peak discovery — momentum slowing

20 → 12 → 20 → 13 → 8 new funds/Q

New funds entering each quarter: 12 → 20 → 13 → 8. KHPI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🌱

Early stage — 66% of holders entered in last year

■ 1% veterans ■ 33% 1-2yr ■ 66% new

Of 73 current holders: 48 (66%) entered in the past year, only 1 (1%) 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 — 32% AUM from major funds

32% from top-100 AUM funds

7 of 73 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.7

out of 10

Moderate Exit Risk

Exit risk score 4.7/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	73	70	4.29%
13F Shares	10M	8M	30.0%
Total Value	$242M	$200M	21.18%
New Positions	8	13	-5
Increased Positions	50	46	+4
Closed Positions	5	7	-2
Reduced Positions	9	7	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

4.29%

13F Shares

10M

30.0%

Total Value

$242M

$200M

21.18%

New Positions

-5

Increased Positions

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

73 + investors

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

QUARTER:

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

Top 25 KHPI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Heritage Oak Wealth Advisors LLC	5.49%	708,031	$17.3M
2	HFG Wealth Management, LLC	2.32%	174,490	$4.2M
3	Bison Wealth, LLC	1.67%	664,998	$17.3M
4	Delta Investment Management, LLC	1.06%	245,514	$5.9M
5	United Advisor Group, LLC	0.70%	234,135	$5.7M
6	CPR Investments Inc.	0.68%	42,023	$1.0M
7	Intrepid Financial Planning Group LLC	0.59%	60,157	$1.5M
8	Triumph Capital Management	0.52%	105,694	$2.6M
9	Ascension Capital Advisors, Inc.	0.43%	56,346	$1.4M
10	Fulcrum Equity Management	0.42%	18,131	$439K
11	Apollon Wealth Management, LLC	0.32%	805,072	$19.5M
12	Joseph P. Lucia & Associates, LLC	0.28%	32,240	$785K
13	Guardian Wealth Advisors, LLC / Nc	0.27%	177,729	$4.3M
14	Arete Wealth Advisors, LLC	0.27%	148,548	$3.6M
15	CoreCap Advisors, LLC	0.20%	237,298	$5.7M
16	Swmg, LLC	0.18%	25,984	$629K
17	Balefire, LLC	0.17%	37,496	$908K
18	Cornerstone Wealth Management, LLC	0.14%	117,385	$2.8M
19	Prospera Financial Services Inc	0.14%	360,013	$8.7M
20	Sigma Planning Corp	0.14%	208,294	$5.0M
21	Virtue Capital Management, LLC	0.13%	36,019	$866K
22	Strategic Blueprint, LLC	0.13%	91,729	$2.2M
23	Money Concepts Capital Corp	0.12%	89,665	$2.2M
24	World Equity Group, INC.	0.10%	16,017	$388K
25	Rossby Financial, LCC	0.09%	18,600	$453K

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 — Managed Portfolio Series (KHPI)

What does the Smart Money Trend signal show for KHPI?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added KHPI 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 KHPI?

More buyers than sellers — 81% buying: Last quarter: 58 funds were net buyers (8 opened a brand new position + 50 added to an existing one). Only 14 were sellers (9 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for KHPI holders?

Strong quality — 32% AUM from major funds: 7 of 73 holders rank in the top 100 by AUM, accounting for 32% 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 KHPI?

Mostly new holders — 42% entered in last year: Only 1 funds (1%) 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.

Is it too late to buy Managed Portfolio Series (KHPI) following the 2026 Q1 hedge fund 13F filings?

As of today, KHPI has moved -0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -2.4%. Since the quarter end (March 31, 2026), KHPI has gained +7.2% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Managed Portfolio Series (KHPI)

Smart Money Signals — KHPI

Buying streak — 7 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +55% more funds vs a year ago

More buyers than sellers — 81% buying

Steady new buyers — ~8 new funds per quarter

Mostly new holders — 42% entered in last year

Peak discovery — momentum slowing

Early stage — 66% of holders entered in last year

Strong quality — 32% AUM from major funds

Institutional Sentiment Summary — KHPI

Hedge Fund Ownership: KHPI

Market Analysis: KHPI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: KHPI

Is It Too Late to Buy Managed Portfolio Series (KHPI) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: KHPI

Statistics: KHPI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Managed Portfolio Series (KHPI)

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