Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Surf Air Mobility Inc (SRFM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
7Q ▲
Buyers last Q
54%

Smart Money Signals — SRFM

Based on 59 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added SRFM 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
59 hedge funds hold SRFM 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 — +168% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+168% 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 — 54% buying

36 buying31 selling
Last quarter: 36 funds bought or added vs 31 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.
➡️

Steady new buyers — ~22 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 28 → 17 → 22. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 64% entered in last year

■ 0% conviction (2yr+) ■ 36% medium ■ 64% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +58%, value -6%

Value
-5%
Shares
+58%
Last quarter: funds added +58% more shares while total portfolio value only changed -6%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~22 new funds/quarter

4 → 13 → 28 → 17 → 22 new funds/Q
New funds entering each quarter: 13 → 28 → 17 → 22. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 71% of holders entered in last year

■ 0% veterans ■ 29% 1-2yr ■ 71% new
Of 59 current holders: 42 (71%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
14 of 59 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.9
out of 10
Moderate Exit Risk
Exit risk score 5.9/10 — 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 — SRFM

In 2026 Q1, 36 hedge funds were net buyers of SRFM (22 opened a new position, 14 added to an existing one), while 31 reduced or exited (11 trimmed, 20 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 21% of total institutional value in SRFM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 59.

Hedge Fund Ownership: SRFM

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

Market Analysis: SRFM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SRFM

-- --

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

Is It Too Late to Buy Surf Air Mobility Inc (SRFM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SRFM has moved relative to its sector benchmark (XLI) 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
SRFM
-2.7%
XLI
+10.5%

SRFM outperformed XLI by -13.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
SRFM
-5.2%
XLI
+4.2%

Since the filing became public, SRFM outperformed XLI by -9.4% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: SRFM
59 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 59 57 3.51%
13F Shares 12M 8M 58.18%
Total Value $14M $15M -5.72%
New Positions 22 17 +5
Increased Positions 14 20 -6
Closed Positions 20 14 +6
Reduced Positions 11 9 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SRFM

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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)

59 + investors

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

QUARTER:
Top 25 SRFM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 J. Derek Lewis & Associates Inc. 0.07% 159,000 $308K
2 Balefire, LLC 0.07% 326,831 $376K
3 United Bank 0.05% 125,000 $144K
4 T3 Companies, LLC 0.04% 27,955 $32K
5 Brown Wealth Management, LLC 0.02% 53,278 $61K
6 Hudson Bay Capital Management LP 0.01% 3,510,638 $4.0M
7 683 Capital Management, LLC 0.01% 202,971 $233K
8 Brave Asset Management Inc 0.01% 22,500 $26K
9 James J. Burns & Company, LLC 0.00% 20,000 $23K
10 Sherman Porfolios, LLC 0.00% 30,339 $35K
11 Quadrature Capital Ltd 0.00% 125,322 $144K
12 Bridgeway Capital Management, LLC 0.00% 74,146 $85K
13 Rathbones Group PLC 0.00% 322,326 $371K
14 Tower Research Capital LLC (TRC) 0.00% 50,494 $58K
15 OMERS ADMINISTRATION Corp 0.00% 78,600 $90K
16 Engineers Gate Manager LP 0.00% 38,966 $45K
17 Marshall Wace, LLP 0.00% 441,959 $508K
18 Hickory Point Bank & Trust 0.00% 600 —
19 Centiva Capital, LP 0.00% 51,490 $59K
20 Leonteq Securities AG 0.00% 10,000 $12K
21 SBI Securities Co., Ltd. 0.00% 6,937 $8K
22 DnB Asset Management AS 0.00% 44,251 $51K
23 UBS Group AG 0.00% 1,022,708 $1.2M
24 Focus Partners Wealth 0.00% 88,672 $102K
25 Commonwealth Equity Services, LLC 0.00% 68,318 $79K
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 — Surf Air Mobility Inc (SRFM)

What does the Smart Money Trend signal show for SRFM?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added SRFM 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 SRFM?

Slight buying edge — 54% buying: Last quarter: 36 funds bought or added vs 31 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 SRFM holders?

Strong quality — 21% AUM from major funds: 14 of 59 holders rank in the top 100 by AUM, accounting for 21% 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 SRFM?

Mostly new holders — 64% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Surf Air Mobility Inc (SRFM) following the 2026 Q1 hedge fund 13F filings?

As of today, SRFM has moved -5.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.2% for the XLI sector ETF — an outperformance of -9.4%. Since the quarter end (March 31, 2026), SRFM has gained -2.7% vs +10.5% for XLI. 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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