Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Rf Acquisition Corp II (RFAIR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
3Q ▲
Buyers last Q
69%

Smart Money Signals — RFAIR

Based on 28 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added RFAIR 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
28 hedge funds hold RFAIR 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding RFAIR is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 69% buying

9 buying4 selling
Last quarter: 9 funds were net buyers (3 opened a brand new position + 6 added to an existing one). Only 4 were sellers (3 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 6 → 1 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 25% entered in last year

■ 7% conviction (2yr+) ■ 68% medium ■ 25% new
Only 2 funds (7%) 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 -14%, value -100%

Value
-99%
Shares
-14%
Last quarter: funds added -14% more shares while total portfolio value only changed -100%. 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

3 → 1 → 6 → 1 → 3 new funds/Q
New funds entering each quarter: 1 → 6 → 1 → 3. 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.
📊

Mixed cohorts — 7% veterans, 36% new entrants

■ 7% veterans ■ 57% 1-2yr ■ 36% new
Of 28 current holders: 2 (7%) held 2+ years, 16 held 1–2 years, 10 (36%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
4 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — RFAIR

In 2026 Q2, 9 hedge funds were net buyers of RFAIR (3 opened a new position, 6 added to an existing one), while 4 reduced or exited (3 trimmed, 1 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 28.

Hedge Fund Ownership: RFAIR

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

Market Analysis: RFAIR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RFAIR

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: RFAIR
28 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 28 26 7.69%
13F Shares 8M 10M -14.11%
Total Value $801K $218M -99.63%
New Positions 3 1 +2
Increased Positions 6 3 +3
Closed Positions 1 0 +1
Reduced Positions 3 5 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RFAIR

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Financial Highlights

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Institutional Holders (2026 Q2)

28 + investors

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

QUARTER:
Top 25 RFAIR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Harraden Circle Investments, LLC 0.02% 1,300,422 $130K
2 Wealthspring Capital LLC 0.02% 736,038 $74K
3 Yakira Capital Management, Inc. 0.01% 429,704 $43K
4 Highbridge Capital Management LLC 0.00% 2,120,351 $191K
5 HGC Investment Management Inc. 0.00% 200,000 $20K
6 StoneX Group Inc. 0.00% 685,070 $69K
7 Periscope Capital INC. 0.00% 197,600 $20K
8 Meteora Capital, LLC 0.00% 155,176 $16K
9 Shaolin Capital Management LLC 0.00% 258,887 $26K
10 AQR Arbitrage LLC 0.00% 688,162 $69K
11 Robinson Capital Management, LLC 0.00% 20,000 $2K
12 Rivernorth Capital Management, LLC 0.00% 100,000 $10K
13 Polar Asset Management Partners Inc. 0.00% 225,000 $22K
14 Aristeia Capital, L.L.C. 0.00% 100,000 $10K
15 Two Sigma Securities, LLC 0.00% 11,637 $1K
16 K2 Principal Fund, L.P. 0.00% 13,374 $1K
17 Magnetar Financial LLC 0.00% 99,000 $10K
18 Clear Street Group Inc. 0.00% 326,571 $33K
19 Boothbay Fund Management, LLC 0.00% 51,130 $5K
20 Toronto Dominion Bank 0.00% 174,600 $17K
21 Arax Advisory Partners 0.00% 14,900 $1K
22 D. E. Shaw & Co., Inc. 0.00% 200,000 $20K
23 BNP Paribas Financial Markets 0.00% 46,579 $5K
24 Deutsche Bank Ag\ 0.00% 47,748 $5K
25 UBS Group AG 0.00% 22,285 $2K
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 — Rf Acquisition Corp II (RFAIR)

What does the Smart Money Trend signal show for RFAIR?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added RFAIR 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 RFAIR?

More buyers than sellers — 69% buying: Last quarter: 9 funds were net buyers (3 opened a brand new position + 6 added to an existing one). Only 4 were sellers (3 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RFAIR holders?

Smaller funds dominant — 4% AUM from top-100: 4 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 RFAIR?

Mostly new holders — 25% entered in last year: Only 2 funds (7%) 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.

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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