Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

RTX CORPORATION (RTX)

3K + Investors. Track Smart Money conviction in RTX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +244
Streak
9Q ▲
Buyers last Q
54%

Smart Money Signals — RTX

Based on 3085 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added RTX 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
3,085 hedge funds hold RTX 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
+493 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 — 54% buying

1546 buying1342 selling
Last quarter: 1,546 funds bought or added vs 1,342 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 (+151 vs last Q)

new funds entering per quarter
Funds opening a new RTX position: 260 → 230 → 251 → 402. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 19% medium ■ 16% new
1,998 out of 3,085 hedge funds have held RTX 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.
📈

Growing discovery — still being found

237 → 260 → 230 → 251 → 402 new funds/Q
New funds entering each quarter: 260 → 230 → 251 → 402. A growing number of institutions are discovering RTX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 11% 1-2yr ■ 22% new
Of 3,163 current holders: 2,109 (67%) 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.
🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds
49 of 3085 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in RTX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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: RTX

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

Market Analysis: RTX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RTX

-- --
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

225 top-rated funds 82 high-conviction
Consensus
10.0
/ 10
breadth
×
Elite
7.7
/ 10
conviction
Hedge Fund Positioning: RTX
2026 Q1 Stats Unlock in 22 days 3K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 3163 2918 8.4%
13F Shares 1.15B 1.06B 7.91%
Total Value $195.79B $176.85B 10.71%
New Positions 408 254 +154
Increased Positions 1259 1193 +66
Closed Positions 161 164 -3
Reduced Positions 1267 1247 +20
Total Calls 42 45 -6.67%
Total Puts 48 43 11.63%
PUT/CALL Ratio 1.14 0.96 Neutral

Statistics: RTX

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 Q1)

3K + investors

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

Top 25 institutional holders of RTX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AdviceOne Advisory Services, LLC 67.47% 577,950 $111.5M
2 General Pension Society PZU Joint Stock Co 8.30% 175,005 $33.8M
3 F&V Capital Management, LLC 6.04% 148,081 $29K
4 Riverstone Advisors, LLC 5.06% 53,245 $10.3M
5 ASSET PLANNING SERVICES INC /LA/ /ADV 4.82% 57,040 $11K
6 Founders Capital Management 4.82% 51,188 $9.9M
7 Orca Wealth Management, LLC 4.52% 32,928 $6.4M
8 Carmel Capital Management L.L.C. 4.43% 80,176 $15.5M
9 Kingsman Wealth Management, Inc. 4.41% 40,739 $7.9M
10 M. Kraus & Co 4.36% 77,572 $15.0M
11 Eastover Investment Advisors LLC 4.35% 52,688 $10.2M
12 Oak Asset Management, LLC 3.89% 58,594 $11.3M
13 Stillwater Capital Advisors, LLC 3.81% 173,060 $33.4M
14 DLK Investment Management, LLC 3.57% 46,810 $9.0M
15 PENN DAVIS MCFARLAND INC 3.52% 186,641 $36.0M
16 CACTI ASSET MANAGEMENT LLC 3.51% 300,136 $57.9M
17 AVITY INVESTMENT MANAGEMENT INC. 3.50% 249,464 $48.1M
18 Focused Investors LLC 3.48% 555,450 $107.1M
19 CAMPBELL NEWMAN ASSET MANAGEMENT INC 3.47% 222,016 $42.8M
20 Welch Group, LLC 3.36% 463,345 $89.4M
21 Chronos Wealth Management, LLC 3.35% 35,904 $6.9M
22 Renaissance Investment Group LLC 3.29% 79,322 $15.3M
23 HERBST GROUP, LLC 3.26% 27,355 $5.3M
24 Towne Trust Company, N.A 3.25% 52,493 $10.1M
25 Pegasus Asset Management, Inc. 3.21% 52,056 $10.0M
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 — RTX CORPORATION (RTX)

What does the Smart Money Trend signal show for RTX?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added RTX 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 RTX?

Slight buying edge — 54% buying: Last quarter: 1,546 funds bought or added vs 1,342 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 RTX holders?

Elite ownership — 68% AUM from top-100 funds: 49 of 3085 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in RTX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held RTX?

65% of holders stayed for 2+ years: 1,998 out of 3,085 hedge funds have held RTX 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.