Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Rocky Mtn Chocolate Factory (RMCF)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
52%

Smart Money Signals — RMCF

Based on 25 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added RMCF 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
25 hedge funds hold RMCF 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.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

11 buying10 selling
Last quarter: 11 funds bought or added vs 10 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.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 4 → 8 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 40% new

36% conviction (2yr+) 24% medium 40% new
Of the 25 current holders: 9 (36%) held >2 years, 6 held 1–2 years, and 10 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares -32%, value -74%

Value
-73%
Shares
-31%
Last quarter: funds added -32% more shares while total portfolio value only changed -74%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~7 new funds/quarter

1 → 3 → 4 → 8 → 7 new funds/Q
New funds entering each quarter: 3 → 4 → 8 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 40% veterans vs 44% newcomers

40% veterans 16% 1-2yr 44% new
Entry-cohort mix of 25 holders: 10 (40%) are 2+ year veterans, 4 entered 1–2 years ago, and 11 (44%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
5 of 25 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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.

Institutional Sentiment Summary — RMCF

In 2026 Q2, 11 hedge funds were net buyers of RMCF (7 opened a new position, 4 added to an existing one), while 10 reduced or exited (4 trimmed, 6 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 21% of total institutional value in RMCF is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 25.

Hedge Fund Ownership: RMCF

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

Market Analysis: RMCF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RMCF

-- --

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

Is It Too Late to Buy Rocky Mtn Chocolate Factory (RMCF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RMCF has moved relative to its sector benchmark (XLP) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 60d ago
RMCF
+31.5%
XLP
+2.4%

RMCF outperformed XLP by +29.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 15d ago
RMCF
-4.1%
XLP
-1.2%

Since the filing became public, RMCF outperformed XLP by -2.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: RMCF
25 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 25 24 4.17%
13F Shares 779K 1M -31.59%
Total Value $664K $3M -73.76%
New Positions 7 8 -1
Increased Positions 4 5 -1
Closed Positions 6 5 +1
Reduced Positions 4 6 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RMCF

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

25 + investors

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

QUARTER:
Top 21 RMCF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Salvus Wealth Management, LLC 0.01% 23,567 $21K
2 4wealth Advisors, INC. 0.01% 15,225 $13K
3 Leverty Financial Group, LLC 0.01% 40,371 $36K
4 CacheTech Inc. 0.00% 17,740 $16K
5 Renaissance Technologies LLC 0.00% 263,823 $235K
6 Allworth Financial LP 0.00% 23,500 $21K
7 Tower Research Capital LLC (TRC) 0.00% 3,878 $3K
8 Leo H. Evart, Inc. 0.00% 105
9 Wealth Enhancement Advisory Services, LLC 0.00% 33,576 $38K
10 Private Advisor Group, LLC 0.00% 13,697 $12K
11 Hrt Financial LP 0.00% 14,197 $12K
12 Vanguard Fiduciary Trust Co 0.00% 30,507 $27K
13 Arax Advisory Partners 0.00% 600
14 Susquehanna International Group, LLP 0.00% 33,607 $30K
15 Fifth Third Bancorp 0.00% 1,000
16 Vanguard Capital Management LLC 0.00% 66,950 $60K
17 Triumph Capital Management 0.00% 8
18 Caitong International Asset Management Co., Ltd 0.00% 4
19 SBI Securities Co., Ltd. 0.00% 6
20 Wells Fargo & Company/Mn 0.00% 323
21 Morgan Stanley 0.00% 623
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 — Rocky Mtn Chocolate Factory (RMCF)

What does the Smart Money Trend signal show for RMCF?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added RMCF 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 RMCF?

Slight buying edge — 52% buying: Last quarter: 11 funds bought or added vs 10 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 RMCF holders?

Strong quality — 21% AUM from major funds: 5 of 25 holders rank in the top 100 by AUM, accounting for 21% 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 RMCF?

Mixed — 36% long-term, 40% new: Of the 25 current holders: 9 (36%) held >2 years, 6 held 1–2 years, and 10 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Rocky Mtn Chocolate Factory (RMCF) following the 2026 Q2 hedge fund 13F filings?

As of today, RMCF has moved -4.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.2% for the XLP sector ETF — an outperformance of -2.9%. Since the quarter end (June 30, 2026), RMCF has gained +31.5% vs +2.4% for XLP. 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.

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.

Full history →