POLEW Hedge Fund Ownership (Q2 2026)

Andretti Acquisition Corp II (POLEW)

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

Smart Money Signals — POLEW

Based on 28 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds reduced or closed their POLEW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 78% of 2.2Y peak

78% of all-time peak

28 funds currently hold this stock — 78% of the 2.2-year high of 36 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding POLEW is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.

🔴

Heavy selling pressure — only 20% buying

3 buying12 selling

Last quarter: 12 funds sold vs only 3 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 11 → 2 → 4 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 18% entered in last year

■ 0% conviction (2yr+) ■ 82% medium ■ 18% new

Only 0 funds (0%) 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.

💎

Buying through price weakness — shares -5%, value -61%

Value

-61%

-4%

Last quarter: funds added -5% more shares while total portfolio value only changed -61%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

⚠️

Saturation — most institutions already know this story

9 → 11 → 2 → 4 → 1 new funds/Q

New funds entering each quarter: 11 → 2 → 4 → 1. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

🌱

Early stage — 61% of holders entered in last year

■ 0% veterans ■ 39% 1-2yr ■ 61% new

Of 28 current holders: 17 (61%) entered in the past year, only 0 (0%) 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.

📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds

2 of 28 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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 (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	27	28	-3.57%
13F Shares	10M	10M	-1.93%
Total Value	$2M	$1M	78.31%
New Positions	0	1	-1
Increased Positions	3	2	+1
Closed Positions	1	5	-4
Reduced Positions	4	7	-3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

-3.57%

13F Shares

10M

-1.93%

Total Value

$2M

$1M

78.31%

New Positions

-1

Increased Positions

Closed Positions

-4

Reduced Positions

-3

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

27 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 POLEW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Gritstone Asset Management LLC	0.02%	119,398	$25K
2	Harraden Circle Investments, LLC	0.02%	702,885	$148K
3	Wealthspring Capital LLC	0.01%	191,840	$40K
4	MMCAP International Inc. SPC	0.01%	290,000	$61K
5	Css LLC/Il	0.00%	529,585	$111K
6	Periscope Capital INC.	0.00%	181,735	$38K
7	Polar Asset Management Partners Inc.	0.00%	875,000	$184K
8	Shaolin Capital Management LLC	0.00%	295,658	$62K
9	AQR Arbitrage LLC	0.00%	781,329	$164K
10	Rivernorth Capital Management, LLC	0.00%	262,666	$47K
11	Lineage Point Capital LP	0.00%	40,632	$9K
12	Aristeia Capital, L.L.C.	0.00%	533,140	$115K
13	Magnetar Financial LLC	0.00%	700,000	$147K
14	Alberta Investment Management Corp	0.00%	990,000	$208K
15	Picton Mahoney Asset Management	0.00%	500,000	$105K
16	DLD Asset Management, LP	0.00%	49,015	$10K
17	LMR Partners LLP	0.00%	850,000	$178K
18	Moore Capital Management, LP	0.00%	100,000	$21K
19	Verition Fund Management LLC	0.00%	276,910	$58K
20	Calamos Advisors LLC	0.00%	412,500	$87K
21	Whitebox Advisors LLC	0.00%	100,000	$21K
22	Readystate Asset Management LP	0.00%	23,600	$5K
23	Toronto Dominion Bank	0.00%	228,500	$48K
24	Clear Street Group Inc.	0.00%	96,987	$20K
25	Schonfeld Strategic Advisors LLC	0.00%	44,825	$9K

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 (POLEW)

What does the Smart Money Trend signal show for POLEW?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their POLEW 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 POLEW?

Heavy selling pressure — only 20% buying: Last quarter: 12 funds sold vs only 3 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 POLEW holders?

Smaller funds dominant — 4% AUM from top-100: 2 of 28 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held POLEW?

Mostly new holders — 18% entered in last year: Only 0 funds (0%) 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.

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.

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Andretti Acquisition Corp II (POLEW)

Smart Money Signals — POLEW

Selling streak — 3 quarters in a row

High ownership — 78% of 2.2Y peak

Stable — ownership unchanged year-over-year

Heavy selling pressure — only 20% buying

Steady new buyers — ~1 new funds per quarter

Mostly new holders — 18% entered in last year

Buying through price weakness — shares -5%, value -61%

Saturation — most institutions already know this story

Early stage — 61% of holders entered in last year

Smaller funds dominant — 4% AUM from top-100

Institutional Sentiment Summary — POLEW

Hedge Fund Ownership: POLEW

Market Analysis: POLEW

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: POLEW

Hedge Fund Positioning: POLEW

Statistics: POLEW

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Andretti Acquisition Corp II (POLEW)

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