Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Blue Owl Technology Fin Corp (OTF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
5Q ▲
Buyers last Q
74%

Smart Money Signals — OTF

Based on 191 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added OTF 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
191 hedge funds hold OTF 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 — +344% more funds vs a year ago

fund count last 6Q
+148 new funds entered over the past year (+344% 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 — 74% buying

151 buying54 selling
Last quarter: 151 funds were net buyers (51 opened a brand new position + 100 added to an existing one). Only 54 were sellers (27 trimmed + 27 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 39 → 65 → 58 → 51. 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.
🔄

Mostly new holders — 68% entered in last year

■ 0% conviction (2yr+) ■ 32% medium ■ 68% new
Only 0 funds (0%) 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.
💎

Buying through price weakness — shares +20%, value +1%

Value
+1%
Shares
+20%
Last quarter: funds added +20% more shares while total portfolio value only changed +1%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~51 new funds/quarter

43 → 39 → 65 → 58 → 51 new funds/Q
New funds entering each quarter: 39 → 65 → 58 → 51. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 99% of holders entered in last year

■ 1% veterans ■ 0% 1-2yr ■ 99% new
Of 191 current holders: 190 (99%) 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.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
27 of 190 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.7
out of 10
Moderate Exit Risk
Exit risk score 6.7/10 — 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.

Institutional Sentiment Summary — OTF

In 2026 Q2, 151 hedge funds were net buyers of OTF (51 opened a new position, 100 added to an existing one), while 54 reduced or exited (27 trimmed, 27 sold completely) — a 74% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +24 funds (more new holders than closures). Total institutional holders: 191.

Hedge Fund Ownership: OTF

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

Market Analysis: OTF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OTF

-- --

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

Is It Too Late to Buy Blue Owl Technology Fin Corp (OTF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OTF has moved relative to its sector benchmark (XLF) since the 2026 Q2 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 June 30, 2026 · 84d ago
OTF
+2.8%
XLF
+4.6%

OTF outperformed XLF by -1.8% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 39d ago
OTF
-6.7%
XLF
-3.5%

Since the filing became public, OTF outperformed XLF by -3.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 5 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: OTF
190 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 190 167 13.77%
13F Shares 196M 163M 20.42%
Total Value $1.99B $1.97B 0.99%
New Positions 51 58 -7
Increased Positions 100 90 +10
Closed Positions 27 23 +4
Reduced Positions 27 14 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OTF

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

190 + investors

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

QUARTER:
Top 25 OTF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 State of New Jersey Common Pension Fund E 100.00% 6,270,099 $64.9M
2 Orange County Employees Retirement System 75.13% 20,300,151 $210.1M
3 Caz Investments LP 48.69% 4,512,778 $46.7M
4 Cliffwater LLC 15.23% 5,908,955 $61.2M
5 Regents of the University of California 10.35% 43,624,472 $451.5M
6 Laura & John Arnold Foundation 3.76% 1,200,000 $12.4M
7 North Ground Capital 3.45% 277,467 $2.9M
8 Requisite Capital Management, LLC 3.35% 1,885,709 $20.3M
9 Bayshore Capital Advisors, LLC 2.86% 590,905 $6.1M
10 Rivernorth Capital Management, LLC 1.86% 3,788,852 $39.2M
11 Bulldog Investors, LLP 1.80% 792,777 $8.2M
12 Closed-End Fund Advisors, Inc. 1.61% 159,487 $1.7M
13 Pine Ridge Advisers LLC 0.96% 1,534,102 $15.9M
14 Ares Management LLC 0.89% 1,966,345 $20.4M
15 Mubadala Investment Co PJSC 0.89% 29,787,804 $308.3M
16 GCM Grosvenor Holdings, LLC 0.80% 1,796,297 $18.6M
17 Auto-Owners Insurance Co 0.72% 3,083,763 $31.9M
18 TT Capital Management LLC 0.65% 81,100 $839K
19 Pettinga Financial Advisors LLC 0.63% 381,161 $3.9M
20 Prota Financial, LLC 0.62% 87,842 $936K
21 Qp Wealth Management, LLC 0.54% 36,515 $378K
22 Adapt Wealth Advisors, LLC 0.49% 144,325 $1.5M
23 Cresset Asset Management, LLC 0.47% 11,961,124 $128.6M
24 Palogic Value Management, L.P. 0.41% 118,968 $1.2M
25 Intrinsic Edge Capital Management LLC 0.37% 350,000 $3.6M
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 — Blue Owl Technology Fin Corp (OTF)

What does the Smart Money Trend signal show for OTF?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added OTF 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 OTF?

More buyers than sellers — 74% buying: Last quarter: 151 funds were net buyers (51 opened a brand new position + 100 added to an existing one). Only 54 were sellers (27 trimmed + 27 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OTF holders?

Smaller funds dominant — 11% AUM from top-100: 27 of 190 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OTF?

Mostly new holders — 68% entered in last year: Only 0 funds (0%) 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 Blue Owl Technology Fin Corp (OTF) following the 2026 Q2 hedge fund 13F filings?

As of today, OTF has moved -6.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -3.5% for the XLF sector ETF — an outperformance of -3.2%. Since the quarter end (June 30, 2026), OTF has gained +2.8% vs +4.6% for XLF. 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.

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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