Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MEDALLION FINANCIAL CORP COM (MFIN)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
4Q ▲
Buyers last Q
54%

Smart Money Signals — MFIN

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

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added MFIN 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 MFIN 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 — +22% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+22% 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.
🟡

Slight buying edge — 54% buying

46 buying39 selling
Last quarter: 46 funds bought or added vs 39 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.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new MFIN position: 12 → 10 → 9 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

66% conviction (2yr+) 19% medium 16% new
63 out of 96 hedge funds have held MFIN 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

9 → 12 → 10 → 9 → 16 new funds/Q
New funds entering each quarter: 12 → 10 → 9 → 16. A growing number of institutions are discovering MFIN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 69% of holders stayed 2+ years

69% veterans 10% 1-2yr 20% new
Of 98 current holders: 68 (69%) 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.

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
23 of 96 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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: MFIN

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

Market Analysis: MFIN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MFIN

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

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 0 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: MFIN
2026 Q1 Stats Unlock in 21 days 98 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 98 90 8.89%
13F Shares 8M 8M 4.99%
Total Value $82M $76M 7.05%
New Positions 16 9 +7
Increased Positions 31 39 -8
Closed Positions 7 8 -1
Reduced Positions 36 30 +6
Total Calls 3 3 -
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.33 0.67 Bullish

Statistics: MFIN

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Institutional Holders (2026 Q1)

98 + investors

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

Top 15 institutional holders of MFIN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Daytona Street Capital LLC 0.54% 71,918 $699K
2 Soltis Investment Advisors LLC 0.03% 51,767 $443K
3 RITHOLTZ WEALTH MANAGEMENT 0.01% 96,761 $828K
4 Investors Research Corp 0.00% 1,800 $15K
5 Vise Technologies, Inc. 0.00% 10,263 $106K
6 STEPHENS INC /AR/ 0.00% 11,200 $96K
7 FINANCIAL CONSULATE, INC 0.00% 500 $4K
8 HARBOR CAPITAL ADVISORS, INC. 0.00% 709
9 IFP Advisors, Inc 0.00% 631 $5K
10 Sterling Capital Management LLC 0.00% 538 $5K
11 GAMMA Investing LLC 0.00% 145 $1K
12 Key FInancial Inc 0.00% 6
13 Root Financial Partners, LLC 0.00% 10
14 SBI Securities Co., Ltd. 0.00% 4
15 Farther Finance Advisors, LLC 0.00% 1
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 — MEDALLION FINANCIAL CORP COM (MFIN)

What does the Smart Money Trend signal show for MFIN?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added MFIN 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 MFIN?

Slight buying edge — 54% buying: Last quarter: 46 funds bought or added vs 39 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 MFIN holders?

Strong quality — 35% AUM from major funds: 23 of 96 holders rank in the top 100 by AUM, accounting for 35% 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 MFIN?

66% of holders stayed for 2+ years: 63 out of 96 hedge funds have held MFIN 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.