Stagwell Inc (STGW) Hedge Fund Ownership (Q2 2026)

Stagwell Inc (STGW)

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

Smart Money Signals — STGW

Based on 182 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added STGW 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

182 hedge funds hold STGW 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.

📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q

+28 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 53% buying

92 buying80 selling

Last quarter: 92 funds bought or added vs 80 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.

⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 29 → 30 → 39 → 27. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 25% medium ■ 25% new

91 out of 182 hedge funds have held STGW 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 +48% but shares only +9% — price-driven

Value

+48%

+9%

Last quarter: the total dollar value of institutional holdings rose +48%, but actual share count only changed +9%. 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.

📈

Growing discovery — still being found

32 → 29 → 30 → 39 → 27 new funds/Q

New funds entering each quarter: 29 → 30 → 39 → 27. A growing number of institutions are discovering STGW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 56% veterans vs 31% newcomers

■ 56% veterans ■ 13% 1-2yr ■ 31% new

Entry-cohort mix of 187 holders: 105 (56%) are 2+ year veterans, 24 entered 1–2 years ago, and 58 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds

45 of 181 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in STGW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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 (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	177	177	-
13F Shares	111M	102M	8.14%
Total Value	$816M	$639M	27.74%
New Positions	26	39	-13
Increased Positions	63	50	+13
Closed Positions	25	31	-6
Reduced Positions	55	62	-7
Total Calls	4	6	-33.33%
Total Puts	2	2	-
PUT/CALL Ratio	0.5	0.33	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

177

13F Shares

111M

102M

8.14%

Total Value

$816M

$639M

27.74%

New Positions

-13

Increased Positions

+13

Closed Positions

-6

Reduced Positions

-7

Total Calls

-33.33%

Total Puts

PUT/CALL Ratio

0.5

0.33

Bullish

Institutional Holders (2026 Q2)

177 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 STGW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	ADW Capital Management, LLC	8.13%	5,112,000	$38.0M
2	ADW Capital Management, LLC	7.96%	5,001,000	$37.2M
3	Western Standard LLC	2.94%	1,167,276	$8.7M
4	Madison Avenue Partners, LP	2.56%	8,014,322	$59.5M
5	ABLE Financial Group, LLC	1.94%	1,556,607	$11.6M
6	Penn Capital Management Company, LLC	1.12%	2,362,291	$17.6M
7	Corrado Advisors, LLC	1.08%	315,713	$2.3M
8	Stanley Capital Management, LLC	0.94%	950,342	$7.1M
9	Cidel Asset Management Inc	0.67%	1,878,426	$14.0M
10	Hotchkis & Wiley Capital Management LLC	0.46%	21,313,377	$158.4M
11	Pacific Ridge Capital Partners, LLC	0.32%	240,354	$1.8M
12	Diversify Advisory Services, LLC	0.22%	1,724,579	$13.3M
13	Diversify Wealth Management, LLC	0.22%	1,724,579	$13.3M
14	Optimize Financial INC.	0.18%	66,805	$496K
15	Bridgeway Capital Management, LLC	0.16%	1,236,998	$9.2M
16	Caldwell Sutter Capital, INC.	0.15%	52,200	$388K
17	Sound Capital Solutions LLC	0.12%	66,805	$496K
18	First Pacific Advisors, LP	0.11%	1,191,918	$8.9M
19	My Personal CFO, LLC	0.11%	37,035	$275K
20	AdvisorShares Investments LLC	0.08%	87,700	$652K
21	Net Worth Advisory Group	0.08%	41,465	$308K
22	K2 Principal Fund, L.P.	0.05%	100,000	$743K
23	Dark Forest Capital Management LP	0.05%	113,003	$840K
24	Campbell & CO Investment Adviser LLC	0.05%	131,368	$976K
25	Empowered Funds, LLC	0.04%	911,598	$6.8M

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 — Stagwell Inc (STGW)

What does the Smart Money Trend signal show for STGW?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added STGW 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 STGW?

Slight buying edge — 53% buying: Last quarter: 92 funds bought or added vs 80 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 STGW holders?

Elite ownership — 41% AUM from top-100 funds: 45 of 181 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in STGW. 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 STGW?

50% of holders stayed for 2+ years: 91 out of 182 hedge funds have held STGW 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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Stagwell Inc (STGW)

Smart Money Signals — STGW

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Steady growth — +18% more funds vs a year ago

Slight buying edge — 53% buying

Fewer new buyers each quarter (-12 vs last Q)

50% of holders stayed for 2+ years

Value +48% but shares only +9% — price-driven

Growing discovery — still being found

Veteran-anchored — 56% veterans vs 31% newcomers

Elite ownership — 41% AUM from top-100 funds

Institutional Sentiment Summary — STGW

Hedge Fund Ownership: STGW

Market Analysis: STGW

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: STGW

Hedge Fund Positioning: STGW

Statistics: STGW

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Stagwell Inc (STGW)

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