Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Siriusxm Holdings Inc (SIRI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +50
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — SIRI

Based on 565 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SIRI 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.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
565 funds currently hold this stock — 90% of the 3.0-year high of 625 funds (reached 2023 Q4). 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 SIRI is almost the same as a year ago (+14 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 61% buying

320 buying202 selling
Last quarter: 320 funds were net buyers (125 opened a brand new position + 195 added to an existing one). Only 202 were sellers (127 trimmed + 75 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+40 vs last Q)

new funds entering per quarter
Funds opening a new SIRI position: 79 → 70 → 85 → 125. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 24% medium ■ 19% new
321 out of 565 hedge funds have held SIRI 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

91 → 79 → 70 → 85 → 125 new funds/Q
New funds entering each quarter: 79 → 70 → 85 → 125. A growing number of institutions are discovering SIRI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 65% veterans vs 22% newcomers

■ 65% veterans ■ 13% 1-2yr ■ 22% new
Entry-cohort mix of 591 holders: 383 (65%) are 2+ year veterans, 78 entered 1–2 years ago, and 130 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds
50 of 558 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in SIRI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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 — SIRI

In 2026 Q1, 320 hedge funds were net buyers of SIRI (125 opened a new position, 195 added to an existing one), while 202 reduced or exited (127 trimmed, 75 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 69% of total institutional value in SIRI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +50 funds (more new holders than closures). Total institutional holders: 565.

Hedge Fund Ownership: SIRI

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

Market Analysis: SIRI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SIRI

-- --

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

Is It Too Late to Buy Siriusxm Holdings Inc (SIRI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SIRI has moved relative to its sector benchmark (XLC) since the 2026 Q1 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 March 31, 2026 · 81d ago
SIRI
nan%
XLC
nan%

SIRI outperformed XLC by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
SIRI
nan%
XLC
nan%

Since the filing became public, SIRI outperformed XLC by nan% .

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.

35 top-rated funds 1 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: SIRI
562 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 562 515 9.13%
13F Shares 272M 270M 0.88%
Total Value $6.09B $5.38B 13.21%
New Positions 123 85 +38
Increased Positions 179 131 +48
Closed Positions 76 104 -28
Reduced Positions 123 161 -38
Total Calls 16 24 -33.33%
Total Puts 16 20 -20.0%
PUT/CALL Ratio 1.0 0.83 Neutral

Statistics: SIRI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

562 + investors

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

QUARTER:
Top 25 SIRI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bislett Management, LLC 10.68% 600,000 $13.8M
2 Wittenberg Investment Management, INC. 9.50% 1,107,416 $25.6M
3 Kontiki Capital Management (HK) Ltd. 9.22% 5,696,724 $131.5M
4 swisspartners Advisors Ltd 6.05% 419,336 $9.6M
5 Towerview LLC 4.99% 335,300 $7.7M
6 Hi-Line Capital Management, LLC 4.84% 667,677 $15.4M
7 Chou Associates Management Inc. 4.50% 409,589 $9.5M
8 Hall Kathryn A. 3.29% 262,033 $6.1M
9 Capital Management Corp /Va 2.09% 530,536 $12.2M
10 Weitz Investment Management, INC. 2.08% 1,293,000 $29.8M
11 Aldebaran Capital, LLC 2.04% 115,403 $2.7M
12 Check Capital Management Inc/Ca 1.98% 2,942,595 $67.9M
13 Seizert Capital Partners, LLC 1.96% 1,840,822 $42.5M
14 Weaver C. Barksdale & Associates, Inc. 1.94% 87,828 $2.0M
15 Gates Capital Management, Inc. 1.73% 2,742,359 $63.3M
16 Helium Advisors LLC 1.47% 66,721 $1.5M
17 Woodson Capital Management, LP 1.45% 400,000 $9.2M
18 Camelot Portfolios, LLC 1.17% 68,633 $1.6M
19 Berkshire Hathaway Inc 1.09% 124,807,117 $2.88B
20 Private Management Group Inc 0.90% 1,352,602 $31.2M
21 Mork Capital Management, LLC 0.89% 54,400 $1.3M
22 R.H. Dinel Investment Counsel, Inc. 0.83% 44,593 $1.0M
23 Inlight Wealth Management, LLC 0.71% 83,091 $1.9M
24 Wakefield Asset Management LLLP 0.65% 106,447 $2.5M
25 PDT Partners, LLC 0.65% 475,186 $11.0M
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 — Siriusxm Holdings Inc (SIRI)

What does the Smart Money Trend signal show for SIRI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SIRI 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 SIRI?

More buyers than sellers — 61% buying: Last quarter: 320 funds were net buyers (125 opened a brand new position + 195 added to an existing one). Only 202 were sellers (127 trimmed + 75 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SIRI holders?

Elite ownership — 69% AUM from top-100 funds: 50 of 558 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in SIRI. 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 SIRI?

57% of holders stayed for 2+ years: 321 out of 565 hedge funds have held SIRI 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.

Is it too late to buy Siriusxm Holdings Inc (SIRI) following the 2026 Q1 hedge fund 13F filings?

As of today, SIRI has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLC sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SIRI has gained nan% vs nan% for XLC. 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.

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