Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIREXION SHARES ETF TRUST (SOXL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — SOXL

Based on 119 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 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 (98% of max)

98% of all-time peak
119 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.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

69 buying74 selling
Last quarter: 74 funds reduced or exited vs 69 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new SOXL position: 32 → 27 → 28 → 35. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 25% medium ■ 28% new
56 out of 119 hedge funds have held SOXL 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.
💰

Price up while funds trimmed (-2% value, -19% shares)

Value
-2%
Shares
-19%
Last quarter: total value of institutional SOXL holdings rose -2% even though funds reduced share count by 19%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~35 new funds/quarter

15 → 32 → 27 → 28 → 35 new funds/Q
New funds entering each quarter: 32 → 27 → 28 → 35. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 14% 1-2yr ■ 29% new
Of 133 current holders: 76 (57%) 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.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
10 of 119 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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: SOXL

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

Market Analysis: SOXL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SOXL

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 2 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: SOXL
2026 Q1 Stats Unlock in 20 days 133 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 133 126 5.56%
13F Shares 78M 97M -19.17%
Total Value $3.30B $3.38B -2.42%
New Positions 35 28 +7
Increased Positions 50 39 +11
Closed Positions 29 34 -5
Reduced Positions 62 71 -9
Total Calls 9 10 -10.0%
Total Puts 9 8 12.5%
PUT/CALL Ratio 1.0 0.8 Neutral

Statistics: SOXL

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)

133 + investors

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

Top 25 institutional holders of SOXL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PayPay Securities Corp 7.96% 2,602 $230K
2 October Effect Ltd 3.32% 60,132 $2.9M
3 ELEVATUS WELATH MANAGEMENT 1.46% 58,063 $2.8M
4 SBI Securities Co., Ltd. 0.73% 558,378 $26.8M
5 Dedeker Financial LLC 0.43% 10,337 $495K
6 BLVD Private Wealth, LLC 0.41% 9,856 $472K
7 PRIVATE CLIENT SERVICES, LLC 0.20% 13,875 $665K
8 StoneCrest Wealth Management, Inc. 0.19% 9,353 $448K
9 Marex Group plc 0.07% 45,685 $2.5M
10 Discipline Wealth Solutions, LLC 0.05% 10,627 $509K
11 TOTH FINANCIAL ADVISORY CORP 0.05% 9,015 $432K
12 Allegheny Financial Group 0.04% 5,496 $263K
13 Strategic Blueprint, LLC 0.02% 7,300 $350K
14 St. Johns Investment Management Company, LLC 0.02% 800 $38K
15 BURNEY CO/ 0.01% 9,643 $462K
16 Brooklyn Investment Group 0.01% 5,987 $287K
17 Merit Financial Group, LLC 0.01% 18,097 $867K
18 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 79,442 $3.8M
19 Spire Wealth Management 0.00% 2,925 $140K
20 Farther Finance Advisors, LLC 0.00% 8,345 $436K
21 Wealthcare Advisory Partners LLC 0.00% 4,378 $210K
22 Bogart Wealth, LLC 0.00% 1,000 $48K
23 SIGNATUREFD, LLC 0.00% 2,110 $101K
24 Activest Wealth Management 0.00% 163 $8K
25 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.00% 563 $27K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More sellers than buyers — 48% buying: Last quarter: 74 funds reduced or exited vs 69 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SOXL holders?

Smaller funds dominant — 3% AUM from top-100: 10 of 119 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SOXL?

47% of holders stayed for 2+ years: 56 out of 119 hedge funds have held SOXL 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.