Based on 8 hedge funds · latest filing: 2025 Q4 · updated quarterly
➡️
No change last quarter
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊
High ownership — 80% of 3.0Y peak
80% of all-time peak
8 funds currently hold this stock — 80% of the 3.0-year high of 10 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️
Stable — ownership unchanged year-over-year
fund count last 6Q
The number of hedge funds holding this stock is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — the institutional base is holding steady.
🟡
Slight buying edge — 50% buying
5 buying5 selling
Last quarter: 5 funds bought or added vs 5 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 — ~2 new funds per quarter
new funds entering per quarter
Funds opening this position for the first time: 0 → 3 → 1 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒
50% of holders stayed for 2+ years
■ 50% conviction (2yr+)
■ 25% medium
■ 25% new
4 out of 8 hedge funds have held this stock for over 2 years without selling. Long-term holders are harder to shake out during market dips — they represent a stable ownership base that reduces the risk of sudden mass selling.
💰
Value +69% but shares only +18% — price-driven
Last quarter: the total dollar value of institutional holdings rose +69%, but actual share count only changed +18%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
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Steady discovery — ~2 new funds/quarter
2 → 0 → 3 → 1 → 2 new funds/Q
New funds entering each quarter: 0 → 3 → 1 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
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Mixed cohorts — 12% veterans, 25% new entrants
■ 12% veterans
■ 62% 1-2yr
■ 25% new
Of 8 current holders: 1 (12%) held 2+ years, 5 held 1–2 years, 2 (25%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆
Elite ownership — 50% from top-100 AUM funds
50% from top-100 AUM funds
4 of 8 current holders are among the 100 largest hedge funds by AUM. When the biggest players own a stock, it reflects deep institutional conviction — large funds have the most resources for due diligence and the most at stake.
Exit risk score 2.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.