Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Graniteshares Platinum Tr (PLTM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
5Q ▲
Buyers last Q
47%

Smart Money Signals — PLTM

Based on 54 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added PLTM 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
54 hedge funds hold PLTM 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 — +135% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+135% 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 sellers than buyers — 47% buying

25 buying28 selling
Last quarter: 28 funds reduced or exited vs 25 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 19 → 17 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 56% new

■ 28% conviction (2yr+) ■ 17% medium ■ 56% new
Of the 54 current holders: 15 (28%) held >2 years, 9 held 1–2 years, and 30 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.
📈

Growing discovery — still being found

5 → 10 → 19 → 17 → 18 new funds/Q
New funds entering each quarter: 10 → 19 → 17 → 18. A growing number of institutions are discovering PLTM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 65% of holders entered in last year

■ 28% veterans ■ 7% 1-2yr ■ 65% new
Of 54 current holders: 35 (65%) entered in the past year, only 15 (28%) 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 — 23% AUM from major funds

23% from top-100 AUM funds
8 of 54 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.9
out of 10
Moderate Exit Risk
Exit risk score 5.9/10 — 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 — PLTM

In 2026 Q1, 25 hedge funds were net buyers of PLTM (18 opened a new position, 7 added to an existing one), while 28 reduced or exited (16 trimmed, 12 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 23% of total institutional value in PLTM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 54.

Hedge Fund Ownership: PLTM

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

Market Analysis: PLTM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PLTM

-- --

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

Is It Too Late to Buy Graniteshares Platinum Tr (PLTM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PLTM has moved relative to its sector benchmark (SPY) 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 · 90d ago
PLTM
-17.3%
SPY
+12.4%

PLTM outperformed SPY by -29.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 45d ago
PLTM
-17.6%
SPY
-1.1%

Since the filing became public, PLTM outperformed SPY by -16.5% .

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.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: PLTM
54 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 54 48 12.5%
13F Shares 2M 3M -13.55%
Total Value $41M $52M -20.78%
New Positions 18 17 +1
Increased Positions 7 22 -15
Closed Positions 12 10 +2
Reduced Positions 16 3 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PLTM

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Institutional Holders (2026 Q1)

54 + investors

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

QUARTER:
Top 25 PLTM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wealth Watch Advisors, INC 2.27% 286,244 $5.4M
2 PCG Wealth Advisors, LLC 0.71% 148,971 $2.8M
3 Mainstay Capital Management LLC /Adv 0.53% 364,495 $6.9M
4 Laffer Tengler Investments, INC. 0.08% 28,091 $531K
5 Twin Focus Capital Partners, LLC 0.06% 26,000 $492K
6 Revisor Wealth Management LLC 0.05% 10,170 $192K
7 Sovereign Financial Group, Inc. 0.05% 15,147 $286K
8 City Holding Co 0.04% 15,000 $284K
9 RFG Advisory, LLC 0.03% 72,737 $1.4M
10 Baer Investment Advisory LLC 0.02% 10,225 $193K
11 Victory Financial Group, LLC 0.02% 10,225 $193K
12 Kestra Private Wealth Services, LLC 0.02% 77,298 $1.5M
13 Sigma Planning Corp 0.02% 33,724 $638K
14 Simplicity Wealth,LLC 0.02% 15,381 $291K
15 Costello Asset Management, INC 0.01% 2,204 $42K
16 Sprott INC. 0.01% 20,750 $392K
17 Oppenheimer & Co Inc 0.01% 41,341 $782K
18 WCG Wealth Advisors LLC 0.01% 13,900 $263K
19 Premier Financial Group 0.01% 1,777 $37K
20 Berbice Capital Management LLC 0.00% 400 $8K
21 Key FInancial Inc 0.00% 1,100 $21K
22 Concurrent Investment Advisors, LLC 0.00% 15,140 $286K
23 Financial Consulate, Inc 0.00% 1,200 $23K
24 Parkside Financial Bank & Trust 0.00% 1,878 $36K
25 Sound Income Strategies, LLC 0.00% 2,965 $56K
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 — Graniteshares Platinum Tr (PLTM)

What does the Smart Money Trend signal show for PLTM?

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

More sellers than buyers — 47% buying: Last quarter: 28 funds reduced or exited vs 25 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PLTM holders?

Strong quality — 23% AUM from major funds: 8 of 54 holders rank in the top 100 by AUM, accounting for 23% 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 PLTM?

Mixed — 28% long-term, 56% new: Of the 54 current holders: 15 (28%) held >2 years, 9 held 1–2 years, and 30 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.

Is it too late to buy Graniteshares Platinum Tr (PLTM) following the 2026 Q1 hedge fund 13F filings?

As of today, PLTM has moved -17.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of -16.5%. Since the quarter end (March 31, 2026), PLTM has gained -17.3% vs +12.4% for SPY. 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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