UBS AG (SLVO): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

UBS AG (SLVO)

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

Smart Money Signals — SLVO

Based on 30 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added SLVO 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

30 hedge funds hold SLVO 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.

🚀

Fast accumulation — +150% more funds vs a year ago

fund count last 6Q

+18 new funds entered over the past year (+150% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 75% buying

24 buying8 selling

Last quarter: 24 funds were net buyers (17 opened a brand new position + 7 added to an existing one). Only 8 were sellers (6 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter

Funds opening a new SLVO position: 6 → 10 → 5 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 63% entered in last year

■ 17% conviction (2yr+) ■ 20% medium ■ 63% new

Only 5 funds (17%) 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.

📈

Growing discovery — still being found

4 → 6 → 10 → 5 → 17 new funds/Q

New funds entering each quarter: 6 → 10 → 5 → 17. A growing number of institutions are discovering SLVO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 67% of holders entered in last year

■ 30% veterans ■ 3% 1-2yr ■ 67% new

Of 30 current holders: 20 (67%) entered in the past year, only 9 (30%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds

7 of 30 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.7

out of 10

Moderate Exit Risk

Exit risk score 5.7/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	30	15	100.0%
13F Shares	147K	75K	96.5%
Total Value	$14M	$7M	97.98%
New Positions	17	5	+12
Increased Positions	7	7	-
Closed Positions	2	8	-6
Reduced Positions	6	1	+5
Total Calls	1	0	100%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

100.0%

13F Shares

147K

75K

96.5%

Total Value

$14M

$7M

97.98%

New Positions

+12

Increased Positions

Closed Positions

-6

Reduced Positions

Total Calls

100%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

30 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 13 institutional holders of SLVO — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	OneAscent Family Office, LLC	0.75%	12,162	$1.1M
2	Claris Financial LLC	0.73%	14,007	$1.3M
3	Split Rock Private Trading & Wealth Management, LLC	0.57%	8,295	$737K
4	Marmo Financial Group, LLC	0.29%	6,516	$579K
5	DOVER ADVISORS, LLC	0.11%	2,873	$255K
6	Colonial River Investments, LLC	0.07%	2,352	$209K
7	Belpointe Asset Management LLC	0.05%	15,692	$1.4M
8	EASTERN BANK	0.02%	13,740	$1.2M
9	City State Bank	0.00%	120	$11K
10	Private Advisor Group, LLC	0.00%	4,520	$402K
11	Kestra Advisory Services, LLC	0.00%	5,328	$473K
12	VISION FINANCIAL MARKETS LLC	0.00%	10	—
13	SIGNATUREFD, LLC	0.00%	20	$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 — UBS AG (SLVO)

What does the Smart Money Trend signal show for SLVO?

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

More buyers than sellers — 75% buying: Last quarter: 24 funds were net buyers (17 opened a brand new position + 7 added to an existing one). Only 8 were sellers (6 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SLVO holders?

Smaller funds dominant — 9% AUM from top-100: 7 of 30 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SLVO?

Mostly new holders — 63% entered in last year: Only 5 funds (17%) 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.

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UBS AG (SLVO)

Smart Money Signals — SLVO

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +150% more funds vs a year ago

More buyers than sellers — 75% buying

More new buyers each quarter (+12 vs last Q)

Mostly new holders — 63% entered in last year

Growing discovery — still being found

Early stage — 67% of holders entered in last year

Smaller funds dominant — 9% AUM from top-100

Hedge Fund Ownership: SLVO

Market Analysis: SLVO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SLVO

Hedge Fund Positioning: SLVO

Statistics: SLVO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — UBS AG (SLVO)

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