PEARSON PLC (PSO): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

PEARSON PLC (PSO)

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

Smart Money Signals — PSO

Based on 186 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added PSO 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

186 hedge funds hold PSO 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 — +24% more funds vs a year ago

fund count last 6Q

+36 new funds entered over the past year (+24% 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.

🟡

Slight buying edge — 57% buying

103 buying79 selling

Last quarter: 103 funds bought or added vs 79 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter

Funds opening a new PSO position: 36 → 33 → 24 → 37. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 17% medium ■ 25% new

107 out of 186 hedge funds have held PSO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~37 new funds/quarter

21 → 36 → 33 → 24 → 37 new funds/Q

New funds entering each quarter: 36 → 33 → 24 → 37. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 14% 1-2yr ■ 28% new

Of 186 current holders: 107 (58%) 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.

🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds

27 of 186 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in PSO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	186	171	8.77%
13F Shares	24M	21M	15.68%
Total Value	$334M	$291M	14.71%
New Positions	37	24	+13
Increased Positions	66	61	+5
Closed Positions	22	33	-11
Reduced Positions	57	61	-4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

186

171

8.77%

13F Shares

24M

21M

15.68%

Total Value

$334M

$291M

14.71%

New Positions

+13

Increased Positions

Closed Positions

-11

Reduced Positions

-4

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

186 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of PSO — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Lester Murray Antman dba SimplyRich	0.12%	35,692	—
2	Abacus Wealth Partners, LLC	0.08%	69,346	$911K
3	SmartHarvest Portfolios, LLC	0.06%	10,236	$134K
4	Formidable Asset Management, LLC	0.04%	21,583	$283K
5	Crane Advisory, LLC	0.03%	13,705	$200K
6	Aaron Wealth Advisors LLC	0.03%	39,412	$517K
7	Ethic Inc.	0.03%	140,930	$1.9M
8	Cromwell Holdings LLC	0.03%	3,761	$50K
9	Brooklyn Investment Group	0.02%	60,332	$792K
10	QRG CAPITAL MANAGEMENT, INC.	0.02%	177,786	$2.3M
11	Great Waters Wealth Management	0.02%	16,800	$221K
12	JNBA Financial Advisors	0.02%	21,252	$279K
13	Hilltop National Bank	0.02%	5,585	$73K
14	Versant Capital Management, Inc	0.02%	11,901	$156K
15	Venturi Wealth Management, LLC	0.01%	11,677	$153K
16	HANTZ FINANCIAL SERVICES, INC.	0.01%	33,946	—
17	Ares Financial Consulting, LLC	0.01%	568	$7K
18	Perigon Wealth Management, LLC	0.00%	17,596	$231K
19	GAMMA Investing LLC	0.00%	6,153	$81K
20	SIGNATUREFD, LLC	0.00%	17,223	$226K
21	Sequoia Financial Advisors, LLC	0.00%	39,533	$519K
22	Vise Technologies, Inc.	0.00%	10,197	$143K
23	MATHER GROUP, LLC.	0.00%	14,745	$194K
24	Park Place Capital Corp	0.00%	698	$9K
25	Princeton Global Asset Management LLC	0.00%	767	$10K

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 — PEARSON PLC (PSO)

What does the Smart Money Trend signal show for PSO?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PSO 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 PSO?

Slight buying edge — 57% buying: Last quarter: 103 funds bought or added vs 79 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PSO holders?

Elite ownership — 51% AUM from top-100 funds: 27 of 186 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in PSO. 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 PSO?

58% of holders stayed for 2+ years: 107 out of 186 hedge funds have held PSO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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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PEARSON PLC (PSO)

Smart Money Signals — PSO

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +24% more funds vs a year ago

Slight buying edge — 57% buying

More new buyers each quarter (+13 vs last Q)

58% of holders stayed for 2+ years

Steady discovery — ~37 new funds/quarter

Deep conviction — 58% of holders stayed 2+ years

Elite ownership — 51% AUM from top-100 funds

Hedge Fund Ownership: PSO

Market Analysis: PSO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PSO

Hedge Fund Positioning: PSO

Statistics: PSO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — PEARSON PLC (PSO)

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