Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Direxion Shares ETF Trust (SOXL)

129 + 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
↑ +4
Streak
2Q ▲
Buyers last Q
41%

Smart Money Signals — SOXL

Based on 131 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
131 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 — +10% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 41% buying

65 buying93 selling
Last quarter: 93 funds reduced or exited vs 65 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.
➡️

Steady new buyers — ~39 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 31 → 30 → 38 → 39. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 24% medium ■ 32% new
57 out of 131 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.
📈

Growing discovery — still being found

33 → 31 → 30 → 38 → 39 new funds/Q
New funds entering each quarter: 31 → 30 → 38 → 39. A growing number of institutions are discovering SOXL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 57% veterans vs 34% newcomers

■ 57% veterans ■ 9% 1-2yr ■ 34% new
Entry-cohort mix of 141 holders: 80 (57%) are 2+ year veterans, 13 entered 1–2 years ago, and 48 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
16 of 126 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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.

Institutional Sentiment Summary — SOXL

In 2026 Q1, 65 hedge funds were net buyers of SOXL (39 opened a new position, 26 added to an existing one), while 93 reduced or exited (58 trimmed, 35 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 26% of total institutional value in SOXL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 131.

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

-- --

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

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

Signal Freshness measures how much SOXL has moved relative to its sector benchmark (SPY) 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 · 77d ago
SOXL
+391.8%
SPY
+15.9%

SOXL outperformed SPY by +375.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
SOXL
+43.5%
SPY
+2.0%

Since the filing became public, SOXL outperformed SPY by +41.5% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 5 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
4.9
/ 10
conviction
Hedge Fund Positioning: SOXL
129 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 129 126 2.38%
13F Shares 83M 79M 4.64%
Total Value $3.97B $3.34B 18.91%
New Positions 39 37 +2
Increased Positions 19 32 -13
Closed Positions 36 31 +5
Reduced Positions 54 41 +13
Total Calls 6 9 -33.33%
Total Puts 8 9 -11.11%
PUT/CALL Ratio 1.33 1.0 Bearish

Statistics: SOXL

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Institutional Holders (2026 Q1)

129 + 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:
Top 25 SOXL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PayPay Securities Corp 7.96% 2,602 $230K
2 Torno Capital, LLC 6.14% 928,700 $44.5M
3 Westwood Wealth Management 4.24% 225,545 $10.8M
4 October Effect Ltd 3.32% 60,132 $2.9M
5 Tower Research Capital LLC (TRC) 2.96% 2,381,162 $114.1M
6 Thames Capital Management LLC 1.96% 227,953 $10.9M
7 Traynor Capital Management, Inc. 1.85% 777,775 $31.6M
8 Elevatus Welath Management 1.46% 58,063 $2.8M
9 Gts Securities LLC 1.15% 680,871 $32.6M
10 Two Sigma Securities, LLC 0.94% 168,582 $8.1M
11 Torno Capital, LLC 0.86% 130,000 $6.2M
12 SBI Securities Co., Ltd. 0.73% 558,378 $26.8M
13 Jump Financial, LLC 0.63% 991,823 $47.5M
14 Dedeker Financial LLC 0.43% 10,337 $495K
15 BLVD Private Wealth, LLC 0.41% 9,856 $472K
16 Alchemi Wealth, LLC 0.40% 15,101 $724K
17 WJ Financial Advisors LLC 0.32% 8,300 $398K
18 Triton Wealth Management, PLLC 0.30% 15,253 $819K
19 Kaizen Financial Strategies 0.30% 7,960 $703K
20 Avestar Capital, LLC 0.27% 88,504 $4.2M
21 Traynor Capital Management, Inc. 0.20% 71,300 $3.4M
22 Private Client Services, LLC 0.20% 13,875 $665K
23 StoneCrest Wealth Management, Inc. 0.19% 9,353 $448K
24 LM Advisors LLC 0.12% 371 $8K
25 Susquehanna International Group, LLP 0.12% 21,559,100 $1.03B
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 — 2 quarters in a row: For 2 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?

More sellers than buyers — 41% buying: Last quarter: 93 funds reduced or exited vs 65 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?

Strong quality — 26% AUM from major funds: 16 of 126 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SOXL?

44% of holders stayed for 2+ years: 57 out of 131 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.

Is it too late to buy Direxion Shares ETF Trust (SOXL) following the 2026 Q1 hedge fund 13F filings?

As of today, SOXL has moved +43.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +41.5%. Since the quarter end (March 31, 2026), SOXL has gained +391.8% vs +15.9% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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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