STONERIDGE INC (SRI): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

STONERIDGE INC (SRI)

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

Smart Money Signals — SRI

Based on 120 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 SRI 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.

📊

High ownership — 92% of 3.0Y peak

92% of all-time peak

120 funds currently hold this stock — 92% of the 3.0-year high of 130 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q

6 fewer hedge funds hold SRI compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟡

Slight buying edge — 50% buying

58 buying59 selling

Last quarter: 58 funds bought or added vs 59 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.

📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter

Funds opening a new SRI position: 20 → 29 → 14 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 19% medium ■ 18% new

76 out of 120 hedge funds have held SRI 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.

💎

Buying through price weakness — shares -1%, value -25%

Value

-24%

Last quarter: funds added -1% more shares while total portfolio value only changed -25%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📊

Peak discovery — momentum slowing

29 → 20 → 29 → 14 → 22 new funds/Q

New funds entering each quarter: 20 → 29 → 14 → 22. SRI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Deep conviction — 75% of holders stayed 2+ years

■ 75% veterans ■ 6% 1-2yr ■ 19% new

Of 120 current holders: 90 (75%) 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.

✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds

23 of 120 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.

3.0

out of 10

Low Exit Risk

Exit risk score 3.0/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	120	115	4.35%
13F Shares	24M	24M	-0.95%
Total Value	$135M	$180M	-24.66%
New Positions	22	14	+8
Increased Positions	36	34	+2
Closed Positions	17	27	-10
Reduced Positions	42	45	-3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

120

115

4.35%

13F Shares

24M

-0.95%

Total Value

$135M

$180M

-24.66%

New Positions

Increased Positions

Closed Positions

-10

Reduced Positions

-3

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

120 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 16 institutional holders of SRI — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	LAUREL OAK WEALTH MANAGEMENT, LLC	0.02%	22,500	$109K
2	Encompass More Asset Management	0.02%	21,009	$101K
3	VILLERE ST DENIS J & CO LLC	0.02%	30,000	$145K
4	Assenagon Asset Management S.A.	0.00%	289,125	$1.4M
5	Versant Capital Management, Inc	0.00%	2,731	$13K
6	Sequoia Financial Advisors, LLC	0.00%	18,603	$90K
7	True Wealth Design, LLC	0.00%	191	—
8	HSBC HOLDINGS PLC	0.00%	100,391	$488K
9	Physician Wealth Advisors, Inc.	0.00%	265	$1K
10	GAMMA Investing LLC	0.00%	257	$1K
11	Blue Trust, Inc.	0.00%	474	$2K
12	North Star Investment Management Corp.	0.00%	60	—
13	Farther Finance Advisors, LLC	0.00%	240	$1K
14	NISA INVESTMENT ADVISORS, LLC	0.00%	451	$2K
15	SBI Securities Co., Ltd.	0.00%	5	—
16	FIFTH THIRD BANCORP	0.00%	16	—

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 — STONERIDGE INC (SRI)

What does the Smart Money Trend signal show for SRI?

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

Slight buying edge — 50% buying: Last quarter: 58 funds bought or added vs 59 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 SRI holders?

Strong quality — 26% AUM from major funds: 23 of 120 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 SRI?

63% of holders stayed for 2+ years: 76 out of 120 hedge funds have held SRI 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.

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STONERIDGE INC (SRI)

Smart Money Signals — SRI

Buying streak — 1 quarter in a row

High ownership — 92% of 3.0Y peak

Outflows — 5% fewer funds vs a year ago

Slight buying edge — 50% buying

More new buyers each quarter (+8 vs last Q)

63% of holders stayed for 2+ years

Buying through price weakness — shares -1%, value -25%

Peak discovery — momentum slowing

Deep conviction — 75% of holders stayed 2+ years

Strong quality — 26% AUM from major funds

Hedge Fund Ownership: SRI

Market Analysis: SRI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SRI

Hedge Fund Positioning: SRI

Statistics: SRI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — STONERIDGE INC (SRI)

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