Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (SOXX)

1K + Investors. Track Smart Money conviction in SOXX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +292
Streak
5Q ▲
Buyers last Q
63%

Smart Money Signals — SOXX

Based on 1221 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added SOXX 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
1,221 hedge funds hold SOXX 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 — +63% more funds vs a year ago

fund count last 6Q
+474 new funds entered over the past year (+63% 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 — 63% buying

702 buying421 selling
Last quarter: 702 funds were net buyers (355 opened a brand new position + 347 added to an existing one). Only 421 were sellers (358 trimmed + 63 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+229 vs last Q)

new funds entering per quarter
Funds opening a new SOXX position: 107 → 161 → 126 → 355. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 19% medium ■ 35% new
558 out of 1,221 hedge funds have held SOXX 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.
💰

Value +180% but shares only +53% — price-driven

Value
+179%
Shares
+52%
Last quarter: the total dollar value of institutional holdings rose +180%, but actual share count only changed +53%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

119 → 107 → 161 → 126 → 355 new funds/Q
New funds entering each quarter: 107 → 161 → 126 → 355. 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 — 52% veterans vs 36% newcomers

■ 52% veterans ■ 12% 1-2yr ■ 36% new
Entry-cohort mix of 1,283 holders: 672 (52%) are 2+ year veterans, 155 entered 1–2 years ago, and 456 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
37 of 1187 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in SOXX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — SOXX

In 2026 Q2, 702 hedge funds were net buyers of SOXX (355 opened a new position, 347 added to an existing one), while 421 reduced or exited (358 trimmed, 63 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 50% of total institutional value in SOXX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +292 funds (more new holders than closures). Total institutional holders: 1221.

Hedge Fund Ownership: SOXX

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

Market Analysis: SOXX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SOXX

-- --

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

Is It Too Late to Buy Ishares Tr (SOXX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SOXX has moved relative to its sector benchmark (SPY) since the 2026 Q3 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 September 30, 2026 · 46d ago
SOXX
-21.2%
SPY
-1.1%

SOXX outperformed SPY by -20.1% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · 1d ago
SOXX
+0.0%
SPY
+0.0%

Since the filing became public, SOXX outperformed SPY by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Growing Institutional Interest

Quality funds are building positions — conviction is rising but not yet widespread.

32 top-rated funds 43 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
6.0
/ 10
conviction
Hedge Fund Positioning: SOXX
2026 Q3 Stats Unlock in 4 days 1K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1178 929 26.8%
13F Shares 61M 40M 52.51%
Total Value $38.06B $13.62B 179.46%
New Positions 348 126 +222
Increased Positions 345 343 +2
Closed Positions 66 74 -8
Reduced Positions 336 285 +51
Total Calls 28 12 133.33%
Total Puts 67 23 191.3%
PUT/CALL Ratio 2.39 1.92 Bearish

Statistics: SOXX

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q3)

1K + investors

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

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 SOXX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Redstone Wealth Management, LLC 15.12% 42,386 $24.1M
2 Genoa Capital Gestora de Recursos Ltda. 12.10% 95,000 $54.0M
3 Geremia Financial Services, LLC 9.99% 18,422 $10.5M
4 VMS Asset Management Limited 7.81% 36,221 $20.6M
5 Cottonwood Capital Advisors, LLC 7.51% 21,945 $12.5M
6 Thames Capital Management LLC 7.16% 97,521 $55.5M
7 360 Financial, Inc. 6.57% 43,995 $25.0M
8 Twin Peaks Capital Ltd 6.49% 20,000 $11.4M
9 Dala Group, LLC 5.70% 13,544 $7.7M
10 Marks Wealth, LLC 5.60% 45,185 $25.7M
11 Sava Penzisko Drushtvo A.D. Skopje 5.48% 36,830 $20.9M
12 Gimbal Financial 5.28% 16,003 $9.1M
13 Tepp RIA, LLC 5.07% 12,933 $7.4M
14 Donaldson Capital Management, LLC 5.02% 302,272 $171.9M
15 CloudAlpha Capital Management Limited/Hong Kong 4.81% 382,500 $217.5M
16 Gray Foundation 4.55% 34,371 $19.5M
17 Marvin & Palmer Associates Inc 4.54% 11,400 $6.5M
18 Maxele Advisors, LLC 4.42% 10,840 $6.2M
19 Osbon Capital Management LLC 4.20% 10,175 $5.8M
20 Wall Street Financial Group, Inc. 4.05% 13,841 $7.9M
21 Investment Management Associates Inc /Adv 3.85% 33,200 $18.9M
22 Y.D. More Investments Ltd 3.74% 228,215 $129.7M
23 Integrated Capital Management, LLC 3.46% 16,671 $9.5M
24 Greenwood Gearhart LLC 3.45% 133,808 $76.1M
25 TRUE Private Wealth Advisors 3.28% 67,762 $38.5M
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

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Frequently Asked Questions — Ishares Tr (SOXX)

What does the Smart Money Trend signal show for SOXX?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added SOXX 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 SOXX?

More buyers than sellers — 63% buying: Last quarter: 702 funds were net buyers (355 opened a brand new position + 347 added to an existing one). Only 421 were sellers (358 trimmed + 63 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SOXX holders?

Elite ownership — 50% AUM from top-100 funds: 37 of 1187 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in SOXX. 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 SOXX?

46% of holders stayed for 2+ years: 558 out of 1,221 hedge funds have held SOXX 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 Ishares Tr (SOXX) following the 2026 Q3 hedge fund 13F filings?

As of today, SOXX has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), SOXX has gained -21.2% vs -1.1% 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.

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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