SOXL Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Direxion Shares ETF Trust (SOXL) following the 2026 Q2 hedge fund 13F filings?

As of today, SOXL has moved -20.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.4% for the SPY sector ETF — an outperformance of -19.4%. Since the quarter end (June 30, 2026), SOXL gained -56.9% vs -2.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Direxion Shares ETF Trust (SOXL)

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

Smart Money Signals — SOXL

Based on 206 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added SOXL 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

206 hedge funds hold SOXL 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 — +66% more funds vs a year ago

fund count last 6Q

+82 new funds entered over the past year (+66% 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.

🟡

Slight buying edge — 56% buying

130 buying102 selling

Last quarter: 130 funds bought or added vs 102 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 (+63 vs last Q)

new funds entering per quarter

Funds opening a new SOXL position: 30 → 39 → 39 → 102. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

📌

Mixed — 34% long-term, 48% new

■ 34% conviction (2yr+) ■ 18% medium ■ 48% new

Of the 206 current holders: 70 (34%) held >2 years, 37 held 1–2 years, and 99 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

💰

Price up while funds trimmed (+384% value, -13% shares)

Value

+383%

-13%

Last quarter: total value of institutional SOXL holdings rose +384% even though funds reduced share count by 13%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

🚀

Acceleration phase — new buyers rushing in

32 → 30 → 39 → 39 → 102 new funds/Q

New funds entering each quarter: 30 → 39 → 39 → 102. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 47% veterans vs 46% newcomers

■ 47% veterans ■ 7% 1-2yr ■ 46% new

Entry-cohort mix of 219 holders: 104 (47%) are 2+ year veterans, 15 entered 1–2 years ago, and 100 (46%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds

15 of 198 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.9

out of 10

Moderate Exit Risk

Exit risk score 4.9/10 — 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 (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	197	131	50.38%
13F Shares	72M	83M	-13.05%
Total Value	$19.21B	$3.97B	383.59%
New Positions	101	39	+62
Increased Positions	25	20	+5
Closed Positions	27	35	-8
Reduced Positions	72	55	+17
Total Calls	8	6	33.33%
Total Puts	13	8	62.5%
PUT/CALL Ratio	1.62	1.33	Bearish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

197

131

50.38%

13F Shares

72M

83M

-13.05%

Total Value

$19.21B

$3.97B

383.59%

New Positions

101

+62

Increased Positions

Closed Positions

-8

Reduced Positions

+17

Total Calls

33.33%

Total Puts

62.5%

PUT/CALL Ratio

1.62

1.33

Bearish

Institutional Holders (2026 Q2)

197 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SOXL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Westwood Wealth Management	13.53%	175,015	$46.7M
2	Elevatus Welath Management	3.57%	55,095	$14.7M
3	Traynor Capital Management, Inc.	3.41%	278,659	$74.3M
4	October Effect Ltd	2.90%	11,576	$3.1M
5	PayPay Securities Corp	2.71%	416	$111K
6	SBI Securities Co., Ltd.	2.35%	388,138	$103.5M
7	BLVD Private Wealth, LLC	1.95%	9,856	$2.6M
8	Client First Investment Management LLC	1.69%	15,022	$4.0M
9	Tower Research Capital LLC (TRC)	1.56%	238,921	$63.7M
10	Scientech Research LLC	1.51%	6,982	$1.9M
11	Alchemi Wealth, LLC	1.40%	11,231	$3.0M
12	Gts Securities LLC	0.99%	177,044	$47.2M
13	Sassicaia Capital Advisers LLC	0.98%	8,296	$2.2M
14	Crosspoint Financial, LLC	0.86%	1,407	$375K
15	StoneX Group Inc.	0.75%	85,974	$18.5M
16	Two Sigma Securities, LLC	0.73%	31,759	$8.5M
17	Clay Northam Wealth Management, LLC	0.58%	4,415	$1.2M
18	Private Client Services, LLC	0.55%	7,931	$2.1M
19	Kaizen Financial Strategies	0.54%	7,590	$1.7M
20	Beta Wealth Group, Inc.	0.50%	5,000	$1.3M
21	Susquehanna International Group, LLP	0.48%	23,061,900	$6.15B
22	Peak Wealth Management LLC	0.47%	2,500	$667K
23	Granite Group Advisors, LLC	0.46%	2,909	$776K
24	Rollins Financial Advisors, LLC	0.44%	12,613	$3.4M
25	StoneCrest Wealth Management, Inc.	0.35%	4,157	$1.1M

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 — Direxion Shares ETF Trust (SOXL)

What does the Smart Money Trend signal show for SOXL?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added SOXL 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 SOXL?

Slight buying edge — 56% buying: Last quarter: 130 funds bought or added vs 102 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 SOXL holders?

Smaller funds dominant — 14% AUM from top-100: 15 of 198 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SOXL?

Mixed — 34% long-term, 48% new: Of the 206 current holders: 70 (34%) held >2 years, 37 held 1–2 years, and 99 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Direxion Shares ETF Trust (SOXL) following the 2026 Q2 hedge fund 13F filings?

As of today, SOXL has moved -20.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.4% for the SPY sector ETF — an outperformance of -19.4%. Since the quarter end (June 30, 2026), SOXL has gained -56.9% vs -2.0% for SPY. 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.

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Direxion Shares ETF Trust (SOXL)

Smart Money Signals — SOXL

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +66% more funds vs a year ago

Slight buying edge — 56% buying

More new buyers each quarter (+63 vs last Q)

Mixed — 34% long-term, 48% new

Price up while funds trimmed (+384% value, -13% shares)

Acceleration phase — new buyers rushing in

Veteran-anchored — 47% veterans vs 46% newcomers

Smaller funds dominant — 14% AUM from top-100

Institutional Sentiment Summary — SOXL

Hedge Fund Ownership: SOXL

Market Analysis: SOXL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SOXL

Is It Too Late to Buy Direxion Shares ETF Trust (SOXL) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: SOXL

Statistics: SOXL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Direxion Shares ETF Trust (SOXL)

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