Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

STRATEGY SHS (SSUS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — SSUS

Based on 65 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SSUS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
65 funds currently hold this stock — 92% of the 3.0-year high of 71 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SSUS is almost the same as a year ago (-2 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

30 buying32 selling
Last quarter: 32 funds reduced or exited vs 30 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 — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 5 → 11 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 34% medium ■ 17% new
32 out of 65 hedge funds have held SSUS 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.
➡️

Steady discovery — ~6 new funds/quarter

13 → 6 → 5 → 11 → 6 new funds/Q
New funds entering each quarter: 6 → 5 → 11 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 52% of holders stayed 2+ years

■ 52% veterans ■ 26% 1-2yr ■ 22% new
Of 65 current holders: 34 (52%) 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.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
11 of 65 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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.

Institutional Sentiment Summary — SSUS

In 2025 Q4, 30 hedge funds were net buyers of SSUS (6 opened a new position, 24 added to an existing one), while 32 reduced or exited (25 trimmed, 7 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 65.

Hedge Fund Ownership: SSUS

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

Market Analysis: SSUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SSUS

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: SSUS
2026 Q1 Stats Unlock in 5 days 65 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 65 66 -1.52%
13F Shares 9M 10M -8.39%
Total Value $440M $476M -7.53%
New Positions 6 11 -5
Increased Positions 24 14 +10
Closed Positions 7 4 +3
Reduced Positions 25 30 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SSUS

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

65 + investors

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

QUARTER:
Top 25 institutional holders of SSUS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pacific Sage Partners, LLC 2.86% 389,686 $18.2M
2 J2 Capital Management Inc 2.46% 76,711 $3.6M
3 SkyOak Wealth, LLC 1.26% 147,572 $6.9M
4 Ashton Thomas Private Wealth, LLC 1.23% 1,111,165 $51.9M
5 ROMAN BUTLER FULLERTON & CO 0.71% 53,244 $2.6M
6 Tailwinds Wealth, LLC 0.57% 4,936 $230K
7 IHT Wealth Management, LLC 0.54% 495,627 $23.1M
8 Prospera Financial Services Inc 0.46% 606,601 $28.3M
9 Integrated Wealth Concepts LLC 0.33% 884,151 $41.3M
10 Discipline Wealth Solutions, LLC 0.30% 62,033 $2.9M
11 AlphaCore Capital LLC 0.20% 183,764 $8.6M
12 OneDigital Investment Advisors LLC 0.15% 337,714 $15.8M
13 ARQ WEALTH ADVISORS, LLC 0.11% 12,522 $585K
14 Destiny Wealth Partners, LLC 0.10% 19,877 $928K
15 Vise Technologies, Inc. 0.09% 93,695 $4.6M
16 HERITAGE OAK WEALTH ADVISORS LLC 0.08% 5,415 $253K
17 WEALTH EFFECTS LLC 0.08% 4,703 $220K
18 Freedom Investment Management, Inc. 0.07% 4,903 $229K
19 CWM, LLC 0.07% 532,307 $24.9M
20 Leonard Rickey Investment Advisors P.L.L.C. 0.06% 6,867 $321K
21 ELEVATION POINT WEALTH PARTNERS, LLC 0.04% 40,877 $1.9M
22 GTS SECURITIES LLC 0.04% 25,939 $1.2M
23 Steward Partners Investment Advisory, LLC 0.04% 162,848 $7.6M
24 Signal Advisors Wealth, LLC 0.04% 11,701 $546K
25 Accurate Wealth Management, LLC 0.03% 5,269 $257K
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 — STRATEGY SHS (SSUS)

What does the Smart Money Trend signal show for SSUS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SSUS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SSUS?

More sellers than buyers — 48% buying: Last quarter: 32 funds reduced or exited vs 30 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 SSUS holders?

Smaller funds dominant — 16% AUM from top-100: 11 of 65 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SSUS?

49% of holders stayed for 2+ years: 32 out of 65 hedge funds have held SSUS 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.

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.