Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

LITTELFUSE INC (LFUS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -16
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — LFUS

Based on 441 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their LFUS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
441 hedge funds hold LFUS 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 — +15% more funds vs a year ago

fund count last 6Q
+57 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

206 buying229 selling
Last quarter: 229 funds reduced or exited vs 206 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-26 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 51 → 81 → 91 → 65. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 15% medium ■ 21% new
279 out of 441 hedge funds have held LFUS 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

44 → 51 → 81 → 91 → 65 new funds/Q
New funds entering each quarter: 51 → 81 → 91 → 65. A growing number of institutions are discovering LFUS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 9% 1-2yr ■ 23% new
Of 443 current holders: 300 (68%) 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 — 41% AUM from top-100 funds

41% from top-100 AUM funds
41 of 441 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in LFUS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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: LFUS

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

Market Analysis: LFUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LFUS

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

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

55 top-rated funds 0 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: LFUS
2026 Q1 Stats Unlock in 21 days 443 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 443 460 -3.7%
13F Shares 25M 24M 3.44%
Total Value $6.14B $6.12B 0.31%
New Positions 65 91 -26
Increased Positions 146 154 -8
Closed Positions 81 41 +40
Reduced Positions 149 142 +7
Total Calls 1 2 -50.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: LFUS

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

443 + investors

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

Top 25 institutional holders of LFUS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Boston Trust Walden Corp 0.81% 291,393 $98.9M
2 GHP Investment Advisors, Inc. 0.47% 33,479 $11.4M
3 Oliver Luxxe Assets LLC 0.42% 8,309 $2.8M
4 HARBOR CAPITAL ADVISORS, INC. 0.32% 11,558 $4K
5 MOODY NATIONAL BANK TRUST DIVISION 0.30% 9,313 $3.2M
6 Radnor Capital Management, LLC 0.30% 5,945 $2.0M
7 Legacy Wealth Asset Management, LLC 0.30% 3,615 $1.2M
8 BDF-GESTION 0.27% 6,000 $2.0M
9 BOURNE LENT ASSET MANAGEMENT INC 0.15% 1,200 $407K
10 Brucke Financial, Inc. 0.14% 811 $275K
11 Inspire Investing, LLC 0.13% 4,833 $1.6M
12 HUDSON EDGE INVESTMENT PARTNERS INC. 0.13% 2,577 $875K
13 SANDERS MORRIS HARRIS LLC 0.11% 2,000 $679K
14 Red Door Wealth Management, LLC 0.09% 2,500 $848K
15 McCollum Christoferson Group LLC 0.09% 840 $285K
16 Abel Hall, LLC 0.08% 1,071 $363K
17 Inscription Capital, LLC 0.08% 2,147 $729K
18 Trust Point Inc. 0.08% 2,570 $872K
19 WEDGE CAPITAL MANAGEMENT L L P/NC 0.07% 11,964 $4.1M
20 Oak Thistle LLC 0.07% 2,226 $755K
21 Hoese & Co LLP 0.07% 282 $96K
22 NJ State Employees Deferred Compensation Plan 0.06% 2,100 $544K
23 ProShare Advisors LLC 0.05% 106,977 $36.3M
24 TECTONIC ADVISORS LLC 0.05% 2,802 $951K
25 PRAXIS INVESTMENT MANAGEMENT INC 0.05% 2,290 —
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 — LITTELFUSE INC (LFUS)

What does the Smart Money Trend signal show for LFUS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their LFUS 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 LFUS?

More sellers than buyers — 47% buying: Last quarter: 229 funds reduced or exited vs 206 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for LFUS holders?

Elite ownership — 41% AUM from top-100 funds: 41 of 441 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in LFUS. 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 LFUS?

63% of holders stayed for 2+ years: 279 out of 441 hedge funds have held LFUS 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.