Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ABRDN PALLADIUM ETF TRUST (PALL)

137 + Investors. Track Smart Money conviction in PALL. 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
↑ +32
Streak
5Q ▲
Buyers last Q
70%

Smart Money Signals — PALL

Based on 130 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added PALL 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
130 hedge funds hold PALL 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 — +97% more funds vs a year ago

fund count last 6Q
+64 new funds entered over the past year (+97% 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 — 70% buying

90 buying38 selling
Last quarter: 90 funds were net buyers (47 opened a brand new position + 43 added to an existing one). Only 38 were sellers (23 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+23 vs last Q)

new funds entering per quarter
Funds opening a new PALL position: 17 → 29 → 24 → 47. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 34% long-term, 43% new

34% conviction (2yr+) 23% medium 43% new
Of the 130 current holders: 44 (34%) held >2 years, 30 held 1–2 years, and 56 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.
💰

Value +88% but shares only +48% — price-driven

Value
+87%
Shares
+48%
Last quarter: the total dollar value of institutional holdings rose +88%, but actual share count only changed +48%. 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

20 → 17 → 29 → 24 → 47 new funds/Q
New funds entering each quarter: 17 → 29 → 24 → 47. 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.
🏛️

Deep conviction — 44% of holders stayed 2+ years

44% veterans 9% 1-2yr 47% new
Of 137 current holders: 60 (44%) 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 — 19% AUM from top-100

19% from top-100 AUM funds
14 of 130 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — 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.

Hedge Fund Ownership: PALL

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

Market Analysis: PALL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PALL

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

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 0 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: PALL
2026 Q1 Stats Unlock in 20 days 137 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 137 106 29.25%
13F Shares 3M 2M 48.1%
Total Value $365M $194M 87.86%
New Positions 48 26 +22
Increased Positions 59 42 +17
Closed Positions 17 15 +2
Reduced Positions 27 20 +7
Total Calls 6 5 20.0%
Total Puts 4 5 -20.0%
PUT/CALL Ratio 0.67 1.0 Bullish

Statistics: PALL

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Valuation Measures Data as of: --

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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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

137 + investors

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

Top 25 institutional holders of PALL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marshall Financial Group, LLC 0.40% 18,777 $2.5M
2 Alhambra Investment Management LLC 0.40% 6,371 $858K
3 Gradient Investments LLC 0.25% 120,330 $16.2M
4 Black Swift Group, LLC 0.18% 7,775 $1.0M
5 MATAURO, LLC 0.17% 8,881 $1.2M
6 Linden Thomas Advisory Services, LLC 0.10% 7,395 $996K
7 KESTRA PRIVATE WEALTH SERVICES, LLC 0.07% 41,442 $5.6M
8 FNY Investment Advisers, LLC 0.05% 900
9 Fortis Capital Advisors, LLC 0.05% 2,767 $373K
10 DGS Capital Management, LLC 0.04% 1,905 $257K
11 Essex Financial Services, Inc. 0.03% 4,225 $569K
12 Noble Wealth Management PBC 0.03% 402 $54K
13 Belpointe Asset Management LLC 0.01% 2,767 $373K
14 Perigon Wealth Management, LLC 0.01% 4,071 $548K
15 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% 1,178 $159K
16 Quaker Wealth Management, LLC 0.01% 201 $27K
17 J.W. COLE ADVISORS, INC. 0.01% 1,607 $216K
18 SG Americas Securities, LLC 0.01% 45,375 $6K
19 Farther Finance Advisors, LLC 0.00% 2,899 $390K
20 Cambridge Investment Research Advisors, Inc. 0.00% 9,935 $1K
21 VALLEY NATIONAL ADVISERS INC 0.00% 174
22 Apella Capital, LLC 0.00% 1,100 $157K
23 Janney Montgomery Scott LLC 0.00% 6,344
24 Activest Wealth Management 0.00% 88 $12K
25 Hilltop National Bank 0.00% 60 $8K
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 — ABRDN PALLADIUM ETF TRUST (PALL)

What does the Smart Money Trend signal show for PALL?

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

More buyers than sellers — 70% buying: Last quarter: 90 funds were net buyers (47 opened a brand new position + 43 added to an existing one). Only 38 were sellers (23 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PALL holders?

Smaller funds dominant — 19% AUM from top-100: 14 of 130 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PALL?

Mixed — 34% long-term, 43% new: Of the 130 current holders: 44 (34%) held >2 years, 30 held 1–2 years, and 56 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.

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.