Based on 261 hedge funds · latest filing: 2025 Q4 · updated quarterly
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Buying streak — 1 quarter in a row
For 1 consecutive quarter, more hedge funds added LVHI 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
261 hedge funds hold LVHI 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.
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Fast accumulation — +72% more funds vs a year ago
fund count last 6Q
+109 new funds entered over the past year (+72% 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.
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More buyers than sellers — 76% buying
198 buying62 selling
Last quarter: 198 funds were net buyers (58 opened a brand new position + 140 added to an existing one). Only 62 were sellers (47 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
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More new buyers each quarter (+34 vs last Q)
new funds entering per quarter
Funds opening a new LVHI position: 58 → 45 → 24 → 58. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
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Mixed — 29% long-term, 34% new
■ 29% conviction (2yr+)
■ 36% medium
■ 34% new
Of the 261 current holders: 76 (29%) held >2 years, 95 held 1–2 years, and 90 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
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Peak discovery — momentum slowing
28 → 58 → 45 → 24 → 58 new funds/Q
New funds entering each quarter: 58 → 45 → 24 → 58. LVHI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
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Mixed cohorts — 30% veterans, 51% new entrants
■ 30% veterans
■ 20% 1-2yr
■ 51% new
Of 261 current holders: 78 (30%) held 2+ years, 51 held 1–2 years, 132 (51%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
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Elite ownership — 46% AUM from top-100 funds
46% from top-100 AUM funds
15 of 261 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in LVHI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.