Stock Analysis
Data Source: SEC EDGAR 13F
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Direxion Daily Semiconductors Bear 3x Shares (SOXS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +40
Streak
1Q ▲
Buyers last Q
81%

Smart Money Signals — SOXS

Based on 77 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SOXS 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
77 hedge funds hold SOXS 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 — +88% more funds vs a year ago

fund count last 6Q
+36 new funds entered over the past year (+88% 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 — 81% buying

72 buying17 selling
Last quarter: 72 funds were net buyers (51 opened a brand new position + 21 added to an existing one). Only 17 were sellers (6 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+37 vs last Q)

new funds entering per quarter
Funds opening a new SOXS position: 18 → 15 → 14 → 51. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 25% long-term, 56% new

■ 25% conviction (2yr+) ■ 19% medium ■ 56% new
Of the 77 current holders: 19 (25%) held >2 years, 15 held 1–2 years, and 43 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.
💎

Buying through price weakness — shares +601%, value -41%

Value
-41%
Shares
+600%
Last quarter: funds added +601% more shares while total portfolio value only changed -41%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

17 → 18 → 15 → 14 → 51 new funds/Q
New funds entering each quarter: 18 → 15 → 14 → 51. 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 — 42% veterans vs 51% newcomers

■ 42% veterans ■ 7% 1-2yr ■ 51% new
Entry-cohort mix of 84 holders: 35 (42%) are 2+ year veterans, 6 entered 1–2 years ago, and 43 (51%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds
12 of 77 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in SOXS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Institutional Sentiment Summary — SOXS

In 2026 Q2, 72 hedge funds were net buyers of SOXS (51 opened a new position, 21 added to an existing one), while 17 reduced or exited (6 trimmed, 11 sold completely) — a 81% buyer ratio, indicating clear institutional accumulation. 64% of total institutional value in SOXS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +40 funds (more new holders than closures). Total institutional holders: 77.

Hedge Fund Ownership: SOXS

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

Market Analysis: SOXS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SOXS

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: SOXS
2026 Q3 Stats Unlock in 10 days 2 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 2 2 -
13F Shares 193K 26K 653.51%
Total Value $6M $583K 855.37%
New Positions 2 0 +2
Increased Positions 0 1 -1
Closed Positions 2 42 -40
Reduced Positions 0 1 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SOXS

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

2 + investors

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

QUARTER:
Top 25 SOXS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Two Sigma Securities, LLC 0.27% 964,840 $3.1M
2 WJ Financial Advisors LLC 0.15% 62,300 $202K
3 Avestar Capital, LLC 0.12% 653,482 $2.1M
4 Monaco Asset Management SAM 0.10% 400,000 $1.3M
5 Ballew Advisors, Inc 0.09% 40,019 $180K
6 KEYWISE CAPITAL MANAGEMENT (HK) Ltd 0.08% 181,800 $589K
7 Encompass More Asset Management 0.07% 139,996 $454K
8 Hamilton Wealth, LLC 0.05% 89,820 $291K
9 StoneX Group Inc. 0.05% 157,577 $1.2M
10 Zazove Associates LLC 0.04% 140,000 $454K
11 Redwood Park Advisors LLC 0.04% 16,896 $55K
12 SBI Securities Co., Ltd. 0.03% 376,256 $1.2M
13 XTX Topco Ltd 0.02% 583,117 $1.9M
14 Gts Securities LLC 0.02% 342,360 $1.1M
15 Orin Green Financial, LLC 0.02% 19,250 $62K
16 Steadtrust LLC 0.02% 11,000 $36K
17 EverSource Wealth Advisors, LLC 0.02% 140,394 $455K
18 Avaii Wealth Management, LLC 0.01% 15,000 $49K
19 PCG Wealth Advisors, LLC 0.01% 16,899 $55K
20 Lighthouse Investment Partners, LLC 0.01% 130,000 $421K
21 Citigroup Inc 0.01% 9,744,200 $31.6M
22 Samalin Investment Counsel, LLC 0.01% 10,093 $33K
23 Belvedere Trading LLC 0.01% 2,219,988 $7.2M
24 Rothschild Wealth LLC 0.01% 30,000 $97K
25 Howard Financial Services, LTD. 0.01% 20,000 $65K
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 Daily Semiconductors Bear 3x Shares (SOXS)

What does the Smart Money Trend signal show for SOXS?

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

More buyers than sellers — 81% buying: Last quarter: 72 funds were net buyers (51 opened a brand new position + 21 added to an existing one). Only 17 were sellers (6 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SOXS holders?

Elite ownership — 64% AUM from top-100 funds: 12 of 77 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in SOXS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SOXS?

Mixed — 25% long-term, 56% new: Of the 77 current holders: 19 (25%) held >2 years, 15 held 1–2 years, and 43 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.

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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