Redwire Corporation (RDW): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Redwire Corporation (RDW) following the 2026 Q1 hedge fund 13F filings?

As of today, RDW has moved +2.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLI sector ETF — an outperformance of -3.4%. Since the quarter end (March 31, 2026), RDW gained +68.8% vs +11.9% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Redwire Corporation (RDW)

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

Smart Money Signals — RDW

Based on 261 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q

For 10 consecutive quarters, more hedge funds added RDW 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

261 hedge funds hold RDW 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 — +80% more funds vs a year ago

fund count last 6Q

+116 new funds entered over the past year (+80% 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.

🟢

More buyers than sellers — 74% buying

210 buying75 selling

Last quarter: 210 funds were net buyers (91 opened a brand new position + 119 added to an existing one). Only 75 were sellers (35 trimmed + 40 sold completely). A clear majority buying is a strong confirmation signal.

📈

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

new funds entering per quarter

Funds opening a new RDW position: 55 → 44 → 78 → 91. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 53% entered in last year

■ 19% conviction (2yr+) ■ 28% medium ■ 53% new

Only 49 funds (19%) 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.

🚀

Acceleration phase — new buyers rushing in

52 → 55 → 44 → 78 → 91 new funds/Q

New funds entering each quarter: 55 → 44 → 78 → 91. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 62% of holders entered in last year

■ 25% veterans ■ 14% 1-2yr ■ 62% new

Of 279 current holders: 172 (62%) entered in the past year, only 69 (25%) 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.

✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds

41 of 254 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

5.2

out of 10

Moderate Exit Risk

Exit risk score 5.2/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	260	210	23.81%
13F Shares	137M	147M	-6.76%
Total Value	$1.12B	$1.11B	0.75%
New Positions	90	78	+12
Increased Positions	115	88	+27
Closed Positions	40	39	+1
Reduced Positions	34	30	+4
Total Calls	16	12	33.33%
Total Puts	9	8	12.5%
PUT/CALL Ratio	0.56	0.67	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

260

210

23.81%

13F Shares

137M

147M

-6.76%

Total Value

$1.12B

$1.11B

0.75%

New Positions

+12

Increased Positions

115

+27

Closed Positions

Reduced Positions

Total Calls

33.33%

Total Puts

12.5%

PUT/CALL Ratio

0.56

0.67

Bullish

Institutional Holders (2026 Q1)

260 + investors

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

QUARTER:

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

Top 25 RDW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Ae Industrial Partners, LP	17.54%	33,614,246	$285.7M
2	Capelight Capital Asset Management LP	1.27%	200,000	$1.7M
3	Register Financial Advisors LLC	1.13%	360,050	$3.1M
4	Trivest Advisors Ltd	0.39%	635,000	$5.4M
5	Corecam Pte. Ltd.	0.38%	104,212	$886K
6	AlphaCentric Advisors LLC	0.32%	37,500	$319K
7	RPG Investment Advisory, LLC	0.29%	285,500	$2.4M
8	Scientech Research LLC	0.29%	40,967	$348K
9	Bayesian Capital Management, LP	0.26%	24,700	$210K
10	Seven Grand Managers, LLC	0.23%	400,000	$3.4M
11	Lauer Wealth, LLC	0.22%	28,200	$271K
12	Alpha Wave Global, LP	0.18%	163,002	$1.4M
13	Defiance ETFs, LLC	0.17%	1,360,441	$11.6M
14	Arosa Capital Management LP	0.15%	120,000	$1.0M
15	Mission Financial Group, LLC	0.12%	15,850	$135K
16	Crawford Fund Management, LLC	0.11%	68,000	$578K
17	Total Clarity Wealth Management, Inc.	0.11%	55,650	$473K
18	Parvin Asset Management, LLC	0.11%	17,825	$152K
19	Burkehill Global Management, LP	0.09%	225,000	$1.9M
20	Polymer Capital Management (HK) LTD	0.07%	92,780	$789K
21	Millington Financial Advisors, LLC	0.07%	16,556	$154K
22	Militia Capital Management LLC	0.06%	33,100	$281K
23	Caitong International Asset Management Co., Ltd	0.06%	37,268	$317K
24	Powell Investment Advisors, LLC	0.05%	17,515	$149K
25	Massar Capital Management, LP	0.05%	54,220	$461K

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 — Redwire Corporation (RDW)

What does the Smart Money Trend signal show for RDW?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added RDW 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 RDW?

More buyers than sellers — 74% buying: Last quarter: 210 funds were net buyers (91 opened a brand new position + 119 added to an existing one). Only 75 were sellers (35 trimmed + 40 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RDW holders?

Strong quality — 35% AUM from major funds: 41 of 254 holders rank in the top 100 by AUM, accounting for 35% 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 RDW?

Mostly new holders — 53% entered in last year: Only 49 funds (19%) 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 Redwire Corporation (RDW) following the 2026 Q1 hedge fund 13F filings?

As of today, RDW has moved +2.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLI sector ETF — an outperformance of -3.4%. Since the quarter end (March 31, 2026), RDW has gained +68.8% vs +11.9% for XLI. 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.

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Redwire Corporation (RDW)

Smart Money Signals — RDW

Buying streak — 10 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +80% more funds vs a year ago

More buyers than sellers — 74% buying

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

Mostly new holders — 53% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 62% of holders entered in last year

Strong quality — 35% AUM from major funds

Institutional Sentiment Summary — RDW

Hedge Fund Ownership: RDW

Market Analysis: RDW

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: RDW

Is It Too Late to Buy Redwire Corporation (RDW) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: RDW

Statistics: RDW

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Redwire Corporation (RDW)

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