Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PROSHARES TR (PSQ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — PSQ

Based on 74 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 PSQ 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.
🔻

Below peak — only 59% of 3.0Y high

59% of all-time peak
Only 74 funds hold PSQ today versus a peak of 126 funds at 2023 Q2 — just 59% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

45 buying45 selling
Last quarter: 45 funds bought or added vs 45 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 (+14 vs last Q)

new funds entering per quarter
Funds opening a new PSQ position: 25 → 26 → 11 → 25. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 23% medium ■ 22% new
41 out of 74 hedge funds have held PSQ 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.
📊

Peak discovery — momentum slowing

19 → 25 → 26 → 11 → 25 new funds/Q
New funds entering each quarter: 25 → 26 → 11 → 25. PSQ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 9% 1-2yr ■ 22% new
Of 77 current holders: 53 (69%) 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.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
7 of 74 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
1.5
out of 10
Low Exit Risk
Exit risk score 1.5/10 — 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.

Hedge Fund Ownership: PSQ

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

Market Analysis: PSQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PSQ

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 4 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: PSQ
2026 Q1 Stats Unlock in 22 days 77 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 77 72 6.94%
13F Shares 6M 6M 7.73%
Total Value $185M $176M 5.34%
New Positions 25 11 +14
Increased Positions 24 32 -8
Closed Positions 20 19 +1
Reduced Positions 30 26 +4
Total Calls 2 3 -33.33%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.5 0.67 Bullish

Statistics: PSQ

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

77 + investors

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

Top 25 institutional holders of PSQ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ryan Investment Management, Inc. 19.29% 1,065,625 $34.3M
2 ONE PLUS ONE WEALTH MANAGEMENT, LLC 7.25% 533,840 $17.2M
3 Savior LLC 7.18% 62,561 $2.0M
4 Deane Retirement Strategies, Inc. 3.83% 295,660 $9.5M
5 Lesa Sroufe & Co 2.38% 108,715 $4K
6 Gunderson Capital Management LLC 1.94% 144,169 $4.6M
7 J2 Capital Management Inc 1.86% 84,424 $2.7M
8 AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 1.20% 65,055 $2.1M
9 Ballew Advisors, Inc 0.71% 41,469 $1.3M
10 Vigilare Wealth Management 0.58% 53,340 $1.7M
11 Maltin Wealth Management, Inc. 0.39% 31,345 $1.0M
12 COOPER INVESTORS PTY LTD 0.30% 22,979 $740K
13 F&V Capital Management, LLC 0.14% 19,850 —
14 Auour Investments LLC 0.13% 12,646 $407K
15 HCR Wealth Advisors 0.07% 21,000 $676K
16 Intellectus Partners, LLC 0.05% 6,881 $222K
17 RW Investment Management LLC 0.04% 12,920 $416K
18 Stratos Wealth Partners, LTD. 0.03% 75,590 $2.4M
19 U.S. Capital Wealth Advisors, LLC 0.02% 28,500 $917K
20 Farther Finance Advisors, LLC 0.02% 52,341 $1.7M
21 OPPENHEIMER & CO INC 0.01% 37,792 $1.2M
22 B. Riley Wealth Advisors, Inc. 0.01% 6,869 $229K
23 Belpointe Asset Management LLC 0.01% 8,327 $268K
24 HIGHLINE WEALTH PARTNERS LLC 0.00% 500 $16K
25 Banque Cantonale Vaudoise 0.00% 3,224 $104K
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 — PROSHARES TR (PSQ)

What does the Smart Money Trend signal show for PSQ?

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

Slight buying edge — 50% buying: Last quarter: 45 funds bought or added vs 45 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 PSQ holders?

Strong quality — 34% AUM from major funds: 7 of 74 holders rank in the top 100 by AUM, accounting for 34% 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 PSQ?

55% of holders stayed for 2+ years: 41 out of 74 hedge funds have held PSQ 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.

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.