Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Syntec Optics Hldgs Inc (OPTX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
2Q ▲
Buyers last Q
80%

Smart Money Signals — OPTX

Based on 38 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added OPTX 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
38 hedge funds hold OPTX right now — the highest count in 2.5 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 — +245% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+245% 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 — 80% buying

32 buying8 selling
Last quarter: 32 funds were net buyers (24 opened a brand new position + 8 added to an existing one). Only 8 were sellers (4 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+17 vs last Q)

new funds entering per quarter
Funds opening a new OPTX position: 5 → 2 → 7 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 71% entered in last year

■ 8% conviction (2yr+) ■ 21% medium ■ 71% new
Only 3 funds (8%) 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.
💰

Value +498% but shares only +143% — price-driven

Value
+497%
Shares
+143%
Last quarter: the total dollar value of institutional holdings rose +498%, but actual share count only changed +143%. 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.
🚀

Acceleration phase — new buyers rushing in

5 → 5 → 2 → 7 → 24 new funds/Q
New funds entering each quarter: 5 → 2 → 7 → 24. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 66% of holders entered in last year

■ 5% veterans ■ 29% 1-2yr ■ 66% new
Of 38 current holders: 25 (66%) entered in the past year, only 2 (5%) 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 — 35% AUM from major funds

35% from top-100 AUM funds
15 of 38 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.
6.8
out of 10
Moderate Exit Risk
Exit risk score 6.8/10 — 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.

Institutional Sentiment Summary — OPTX

In 2026 Q1, 32 hedge funds were net buyers of OPTX (24 opened a new position, 8 added to an existing one), while 8 reduced or exited (4 trimmed, 4 sold completely) — a 80% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 35% of total institutional value in OPTX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 38.

Hedge Fund Ownership: OPTX

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

Market Analysis: OPTX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OPTX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Syntec Optics Hldgs Inc (OPTX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OPTX has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
OPTX
+83.1%
XLK
+39.8%

OPTX outperformed XLK by +43.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
OPTX
+79.7%
XLK
+5.4%

Since the filing became public, OPTX outperformed XLK by +74.3% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: OPTX
38 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 38 18 111.11%
13F Shares 1M 575K 143.1%
Total Value $10M $2M 497.56%
New Positions 24 7 +17
Increased Positions 8 6 +2
Closed Positions 4 3 +1
Reduced Positions 4 1 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OPTX

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

38 + investors

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

QUARTER:
Top 25 OPTX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arosa Capital Management LP 0.27% 250,000 $1.8M
2 Tru Independence Asset Management 2, LLC 0.04% 10,000 $70K
3 ARS Investment Partners, LLC 0.02% 56,330 $396K
4 Gables Capital Management INC. 0.02% 6,500 $46K
5 DnB Asset Management AS 0.01% 215,957 $1.5M
6 McAdam, LLC 0.00% 13,991 $98K
7 Tower Research Capital LLC (TRC) 0.00% 20,645 $145K
8 Crewe Advisors LLC 0.00% 6,000 $42K
9 Engineers Gate Manager LP 0.00% 13,943 $98K
10 SBI Securities Co., Ltd. 0.00% 4,064 $29K
11 WealthCollab, LLC 0.00% 215 $2K
12 OMERS ADMINISTRATION Corp 0.00% 12,700 $89K
13 Marshall Wace, LLP 0.00% 78,449 $551K
14 Hrt Financial LP 0.00% 23,641 $166K
15 Hudson Bay Capital Management LP 0.00% 10,660 $75K
16 Millennium Management LLC 0.00% 36,166 $254K
17 Corient Private Wealth LLC 0.00% 10,000 $70K
18 Royal Bank of Canada 0.00% 73,348 $516K
19 Rockefeller Capital Management L.P. 0.00% 6,977 $49K
20 Goldman Sachs Group Inc 0.00% 88,782 $624K
21 Jane Street Group, LLC 0.00% 79,141 $556K
22 Vanguard Fiduciary Trust Co 0.00% 37,199 $262K
23 UBS Group AG 0.00% 46,426 $326K
24 Steward Partners Investment Advisory, LLC 0.00% 1,250 $9K
25 Raymond James Financial Inc 0.00% 20,027 $141K
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 — Syntec Optics Hldgs Inc (OPTX)

What does the Smart Money Trend signal show for OPTX?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added OPTX 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 OPTX?

More buyers than sellers — 80% buying: Last quarter: 32 funds were net buyers (24 opened a brand new position + 8 added to an existing one). Only 8 were sellers (4 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OPTX holders?

Strong quality — 35% AUM from major funds: 15 of 38 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 OPTX?

Mostly new holders — 71% entered in last year: Only 3 funds (8%) 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 Syntec Optics Hldgs Inc (OPTX) following the 2026 Q1 hedge fund 13F filings?

As of today, OPTX has moved +79.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.4% for the XLK sector ETF — an outperformance of +74.3%. Since the quarter end (March 31, 2026), OPTX has gained +83.1% vs +39.8% for XLK. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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.

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