OATLY GROUP AB (OTLY): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

OATLY GROUP AB (OTLY)

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

Smart Money Signals — OTLY

Based on 59 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 OTLY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🔻

Below peak — only 50% of 3.0Y high

50% of all-time peak

Only 59 funds hold OTLY today versus a peak of 119 funds at 2023 Q3 — just 50% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.

📉

Outflows — 43% fewer funds vs a year ago

fund count last 6Q

45 fewer hedge funds hold OTLY compared to a year ago (-43% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🔴

Heavy selling pressure — only 38% buying

21 buying34 selling

Last quarter: 34 funds sold vs only 21 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 6 → 14 → 16 → 8. 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.

🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 22% medium ■ 17% new

36 out of 59 hedge funds have held OTLY 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.

💎

Buying through price weakness — shares -21%, value -48%

Value

-47%

-20%

Last quarter: funds added -21% more shares while total portfolio value only changed -48%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~8 new funds/quarter

19 → 6 → 14 → 16 → 8 new funds/Q

New funds entering each quarter: 6 → 14 → 16 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 18% 1-2yr ■ 18% new

Of 61 current holders: 39 (64%) 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.

📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds

10 of 59 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

1.5

out of 10

Low Exit Risk

Exit risk score 1.5/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	61	69	-11.59%
13F Shares	3M	4M	-20.6%
Total Value	$34M	$65M	-47.76%
New Positions	8	16	-8
Increased Positions	15	22	-7
Closed Positions	15	12	+3
Reduced Positions	24	21	+3
Total Calls	3	2	50.0%
Total Puts	2	3	-33.33%
PUT/CALL Ratio	0.67	1.5	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

-11.59%

13F Shares

-20.6%

Total Value

$34M

$65M

-47.76%

New Positions

-8

Increased Positions

-7

Closed Positions

Reduced Positions

Total Calls

50.0%

Total Puts

-33.33%

PUT/CALL Ratio

0.67

1.5

Bullish

Institutional Holders (2026 Q1)

61 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 12 institutional holders of OTLY — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	R Squared Ltd	0.14%	25,609	$260K
2	SHIKIAR ASSET MANAGEMENT INC	0.07%	24,000	—
3	GAMMA Investing LLC	0.00%	4,443	$45K
4	Leonteq Securities AG	0.00%	2,100	$21K
5	SBI Securities Co., Ltd.	0.00%	333	$3K
6	American Capital Advisory, LLC	0.00%	12	—
7	NBC SECURITIES, INC.	0.00%	22	—
8	Key FInancial Inc	0.00%	5	—
9	Steigerwald, Gordon & Koch Inc.	0.00%	5	—
10	CREATIVE FINANCIAL DESIGNS INC /ADV	0.00%	7	—
11	Farther Finance Advisors, LLC	0.00%	39	—
12	SALEM INVESTMENT COUNSELORS INC	0.00%	5	—

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 — OATLY GROUP AB (OTLY)

What does the Smart Money Trend signal show for OTLY?

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

Heavy selling pressure — only 38% buying: Last quarter: 34 funds sold vs only 21 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for OTLY holders?

Smaller funds dominant — 5% AUM from top-100: 10 of 59 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OTLY?

61% of holders stayed for 2+ years: 36 out of 59 hedge funds have held OTLY 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

OATLY GROUP AB (OTLY)

Smart Money Signals — OTLY

Selling streak — 1 quarter in a row

Below peak — only 50% of 3.0Y high

Outflows — 43% fewer funds vs a year ago

Heavy selling pressure — only 38% buying

Fewer new buyers each quarter (-8 vs last Q)

61% of holders stayed for 2+ years

Buying through price weakness — shares -21%, value -48%

Steady discovery — ~8 new funds/quarter

Deep conviction — 64% of holders stayed 2+ years

Smaller funds dominant — 5% AUM from top-100

Hedge Fund Ownership: OTLY

Market Analysis: OTLY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: OTLY

Hedge Fund Positioning: OTLY

Statistics: OTLY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — OATLY GROUP AB (OTLY)

Welcome to 13Foresight!