Based on 11 hedge funds · latest filing: 2025 Q4 · updated quarterly
📈
Buying streak — 1 quarter in a row
For 1 consecutive quarter, more hedge funds added this stock 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 trade.
📊
High ownership — 79% of 3.0Y peak
79% of all-time peak
11 funds currently hold this stock — 79% of the 3.0-year high of 14 funds (reached 2023 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶
Steady growth — +10% more funds vs a year ago
fund count last 6Q
+1 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠
More sellers than buyers — 44% buying
4 buying5 selling
Last quarter: 5 funds reduced or exited vs 4 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 — ~3 new funds per quarter
new funds entering per quarter
Funds opening this position for the first time: 0 → 4 → 0 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌
Mixed — 36% long-term, 36% new
■ 36% conviction (2yr+)
■ 27% medium
■ 36% new
Of the 11 current holders: 4 (36%) held >2 years, 3 held 1–2 years, and 4 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 +29% but shares only +5% — price-driven
Last quarter: the total dollar value of institutional holdings rose +29%, but actual share count only changed +5%. 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.
📊
Peak discovery — momentum slowing
2 → 0 → 4 → 0 → 3 new funds/Q
New funds entering each quarter: 0 → 4 → 0 → 3. The stock is well-known in the hedge fund world but new entries are declining. The easy phase of institutional discovery may be behind us.
📊
Mixed cohorts — 36% veterans, 36% new entrants
■ 36% veterans
■ 27% 1-2yr
■ 36% new
Of 11 current holders: 4 (36%) held 2+ years, 3 held 1–2 years, 4 (36%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋
Smaller funds dominant — 9% top-100 AUM
9% from top-100 AUM funds
Only 1 of 11 current holders rank in the top 100 by AUM. The stock is held mostly by smaller and mid-sized funds — the largest institutional players haven't yet built significant positions.
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.