Based on 23 hedge funds · latest filing: 2025 Q4 · updated quarterly
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Buying streak — 2 quarters in a row
For 2 consecutive quarters, more hedge funds added this stock 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 trade.
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High ownership — 77% of 3.0Y peak
77% of all-time peak
23 funds currently hold this stock — 77% of the 3.0-year high of 30 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
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Outflows — 4% fewer funds vs a year ago
fund count last 6Q
1 fewer hedge funds hold this stock compared to a year ago (-4% decline). When institutions consistently reduce exposure, it's worth asking what they know that retail investors don't.
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Slight buying edge — 54% buying
14 buying12 selling
Last quarter: 14 funds bought or added vs 12 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 — ~8 new funds per quarter
new funds entering per quarter
Funds opening this position for the first time: 2 → 0 → 5 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒
57% of holders stayed for 2+ years
■ 57% conviction (2yr+)
■ 13% medium
■ 30% new
13 out of 23 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.
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Price up while funds trimmed (+106% value, -23% shares)
Last quarter: total value of institutional SOHO holdings rose +106% even though funds reduced share count by 23%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
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Growing discovery — still being found
4 → 2 → 0 → 5 → 8 new funds/Q
New funds entering each quarter: 2 → 0 → 5 → 8. A growing number of institutions are discovering this stock each quarter. The idea is still spreading — there is room for more buyers to enter.
🏛️
Deep conviction — 65% of holders stayed 2+ years
■ 65% veterans
■ 4% 1-2yr
■ 30% new
Of 23 current holders: 15 (65%) 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.
✅
Strong quality — 35% from major AUM funds
35% from top-100 AUM funds
8 of 23 current holders rank in the top 100 by AUM. A meaningful share of the ownership base comes from the most well-resourced institutions.
Exit risk score 2.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.