Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Andretti Acquisition Corp II (POLE)

49 + Investors. Track Smart Money conviction in POLE. 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
→ 0
Streak
1Q —
Buyers last Q
41%

Smart Money Signals — POLE

Based on 49 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
49 hedge funds hold POLE 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.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 41% buying

14 buying20 selling
Last quarter: 20 funds reduced or exited vs 14 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 — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 2 → 12 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 29% entered in last year

4% conviction (2yr+) 67% medium 29% new
Only 2 funds (4%) 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.
💰

Price up while funds trimmed (+799% value, -0% shares)

Value
+798%
Shares
0%
Last quarter: total value of institutional POLE holdings rose +799% even though funds reduced share count by 0%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~7 new funds/quarter

13 → 11 → 2 → 12 → 7 new funds/Q
New funds entering each quarter: 11 → 2 → 12 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 57% of holders entered in last year

4% veterans 39% 1-2yr 57% new
Of 49 current holders: 28 (57%) entered in the past year, only 2 (4%) 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.
🏆

Elite ownership — 90% AUM from top-100 funds

90% from top-100 AUM funds
8 of 49 holders are among the 100 largest funds by AUM, controlling 90% of total institutional value in POLE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — POLE

In 2026 Q1, 14 hedge funds were net buyers of POLE (7 opened a new position, 7 added to an existing one), while 20 reduced or exited (13 trimmed, 7 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. 90% of total institutional value in POLE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 49.

Hedge Fund Ownership: POLE

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

Market Analysis: POLE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: POLE

-- --

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

Is It Too Late to Buy Andretti Acquisition Corp II (POLE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much POLE has moved relative to its sector benchmark (XLF) 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 · 85d ago
POLE
+0.9%
XLF
+8.8%

POLE outperformed XLF by -7.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
POLE
+0.3%
XLF
+5.1%

Since the filing became public, POLE outperformed XLF by -4.8% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: POLE
49 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 49 49 -
13F Shares 22M 22M -0.29%
Total Value $2.11B $235M 798.53%
New Positions 7 12 -5
Increased Positions 7 8 -1
Closed Positions 7 9 -2
Reduced Positions 13 11 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: POLE

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Institutional Holders (2026 Q1)

49 + investors

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

QUARTER:
Top 25 POLE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Crossingbridge Advisors, LLC 2.00% 1,037,522 $11.0M
2 RiverPark Advisors, LLC 1.03% 266,868 $2.8M
3 Wealthspring Capital LLC 0.92% 362,780 $3.9M
4 L1 Global Manager Pty Ltd 0.71% 100,000 $1.1M
5 Westchester Capital Management, LLC 0.54% 1,111,416 $11.8M
6 MMCAP International Inc. SPC 0.53% 580,000 $6.2M
7 Radcliffe Capital Management, L.P. 0.38% 478,678 $5.1M
8 First Trust Capital Management L.P. 0.33% 590,809 $6.3M
9 Polar Asset Management Partners Inc. 0.27% 1,250,000 $13.3M
10 Berkley W R Corp 0.26% 462,495 $4.9M
11 Rivernorth Capital Management, LLC 0.26% 490,332 $5.2M
12 AQR Arbitrage LLC 0.24% 1,384,983 $14.8M
13 Periscope Capital INC. 0.24% 200,000 $2.1M
14 Mizuho Securities USA LLC 0.17% 670,875 $7.1M
15 Magnetar Financial LLC 0.15% 1,400,000 $14.9M
16 Wolverine Asset Management LLC 0.14% 1,344,311 $14.3M
17 O'Connor Alternative Investments LLC 0.14% 150,000 $1.6M
18 Alberta Investment Management Corp 0.13% 1,980,000 $21.1M
19 TENOR CAPITAL MANAGEMENT Co., L.P. 0.12% 750,000 $8.0M
20 Karpus Management, Inc. 0.08% 238,650 $2.5M
21 Heights Capital Management, Inc 0.08% 26,600 $283K
22 Lineage Point Capital LP 0.07% 28,453 $303K
23 Picton Mahoney Asset Management 0.07% 900,000 $9.6M
24 Highbridge Capital Management LLC 0.06% 176,241 $1.9M
25 Aristeia Capital, L.L.C. 0.05% 248,959 $2.7M
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 — Andretti Acquisition Corp II (POLE)

What does the Smart Money Trend signal show for POLE?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for POLE?

More sellers than buyers — 41% buying: Last quarter: 20 funds reduced or exited vs 14 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 POLE holders?

Elite ownership — 90% AUM from top-100 funds: 8 of 49 holders are among the 100 largest funds by AUM, controlling 90% of total institutional value in POLE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held POLE?

Mostly new holders — 29% entered in last year: Only 2 funds (4%) 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 Andretti Acquisition Corp II (POLE) following the 2026 Q1 hedge fund 13F filings?

As of today, POLE has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of -4.8%. Since the quarter end (March 31, 2026), POLE has gained +0.9% vs +8.8% 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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