Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Prime Advantage Money Investor (SWVXX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — SWVXX

Based on 17 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SWVXX 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 — 81% of 3.0Y peak

81% of all-time peak
17 funds currently hold this stock — 81% of the 3.0-year high of 21 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
1 fewer hedge funds hold SWVXX compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

14 buying14 selling
Last quarter: 14 funds bought or added vs 14 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 — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 4 → 6 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 35% long-term, 47% new

■ 35% conviction (2yr+) ■ 18% medium ■ 47% new
Of the 17 current holders: 6 (35%) held >2 years, 3 held 1–2 years, and 8 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~7 new funds/quarter

7 → 6 → 4 → 6 → 7 new funds/Q
New funds entering each quarter: 6 → 4 → 6 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 41% veterans vs 41% newcomers

■ 41% veterans ■ 18% 1-2yr ■ 41% new
Entry-cohort mix of 17 holders: 7 (41%) are 2+ year veterans, 3 entered 1–2 years ago, and 7 (41%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
0 of 17 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — SWVXX

In 2026 Q2, 14 hedge funds were net buyers of SWVXX (7 opened a new position, 7 added to an existing one), while 14 reduced or exited (3 trimmed, 11 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 17.

Hedge Fund Ownership: SWVXX

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

Market Analysis: SWVXX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SWVXX

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: SWVXX
16 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 16 21 -23.81%
13F Shares 30M 150M -80.01%
Total Value $28M $147M -81.02%
New Positions 7 6 +1
Increased Positions 7 9 -2
Closed Positions 12 2 +10
Reduced Positions 2 6 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SWVXX

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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

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Institutional Holders (2026 Q2)

16 + investors

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

QUARTER:
Top 15 SWVXX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Jackson Wealth Management, LLC 5.58% 9,477,935 $9.5M
2 Game Plan Financial Advisors, LLC 5.08% 13,674,886 $13.7M
3 Fortune Financial Group, Inc. 1.46% 1,868,224 $1.9M
4 Financial Gravity Companies, Inc. 1.03% 6,341,887 $6.3M
5 Vermillion Wealth Management, Inc. 0.60% 2,577,503 $2.6M
6 Point Nemo Capital, LLC 0.21% 410,313 $410K
7 Westside Investment Management, Inc. 0.18% 1,365,347 $1.4M
8 Ithaka Group LLC 0.10% 525,371 $525K
9 RFP Financial Group LLC 0.08% 178,441 $178K
10 Park Place Capital Corp 0.06% 386,986 $387K
11 Keystone Financial Group 0.01% 108,353 $108K
12 Coston, McIsaac & Partners 0.00% 18,630 $17K
13 Private Capital Advisors, Inc. 0.00% 28,641 $29K
14 Wealthspire Advisors, LLC 0.00% 448,575 $449K
15 Nbt Bank, N.A. 0.00% 2,000 $2K
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 — Schwab Prime Advantage Money Investor (SWVXX)

What does the Smart Money Trend signal show for SWVXX?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SWVXX 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 SWVXX?

Slight buying edge — 50% buying: Last quarter: 14 funds bought or added vs 14 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 SWVXX holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 17 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SWVXX?

Mixed — 35% long-term, 47% new: Of the 17 current holders: 6 (35%) held >2 years, 3 held 1–2 years, and 8 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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