Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TAKEDA PHARMACEUTICAL CO LTD (TAK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +23
Streak
4Q ▲
Buyers last Q
50%

Smart Money Signals — TAK

Based on 334 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added TAK 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
334 hedge funds hold TAK 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 — +19% more funds vs a year ago

fund count last 6Q
+54 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

162 buying162 selling
Last quarter: 162 funds bought or added vs 162 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 (+9 vs last Q)

new funds entering per quarter
Funds opening a new TAK position: 53 → 45 → 56 → 65. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 20% new
197 out of 334 hedge funds have held TAK 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.
📈

Growing discovery — still being found

40 → 53 → 45 → 56 → 65 new funds/Q
New funds entering each quarter: 53 → 45 → 56 → 65. A growing number of institutions are discovering TAK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 9% 1-2yr ■ 26% new
Of 340 current holders: 221 (65%) 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.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
28 of 334 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in TAK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Hedge Fund Ownership: TAK

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

Market Analysis: TAK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TAK

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

33 top-rated funds 0 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: TAK
2026 Q1 Stats Unlock in 19 days 340 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 340 316 7.59%
13F Shares 86M 86M -0.22%
Total Value $1.38B $1.26B 9.41%
New Positions 65 57 +8
Increased Positions 110 134 -24
Closed Positions 42 39 +3
Reduced Positions 123 75 +48
Total Calls 4 4 -
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.5 0.75 Bullish

Statistics: TAK

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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)

340 + investors

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

Top 25 institutional holders of TAK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clean Yield Group 1.24% 238,365 $4.4M
2 Legacy Wealth Asset Management, LLC 0.75% 165,803 $3.1M
3 Gold Investment Management Ltd. 0.64% 111,300 $2.1M
4 Keenan, LLC 0.27% 17,513 $324K
5 Larry Mathis Financial Planning, LLC 0.24% 14,187 $263K
6 Bayforest Capital Ltd 0.21% 10,291 $191K
7 Abel Hall, LLC 0.13% 34,099 $632K
8 Probity Advisors, Inc. 0.13% 43,523 $806K
9 REXFORD CAPITAL INC 0.11% 8,440 $156K
10 SmartHarvest Portfolios, LLC 0.11% 13,905 $258K
11 Naviter Wealth, LLC 0.10% 44,701 $828K
12 Brooklyn Investment Group 0.10% 174,896 $3.2M
13 Ethic Inc. 0.10% 334,836 $6.2M
14 Five Oceans Advisors 0.08% 11,648 $216K
15 Versant Capital Management, Inc 0.07% 38,517 $713K
16 QRG CAPITAL MANAGEMENT, INC. 0.07% 367,688 $6.8M
17 DGS Capital Management, LLC 0.07% 23,106 $428K
18 ANCHYRA PARTNERS LLC 0.07% 12,466 $231K
19 Bulltick Wealth Management, LLC 0.07% 16,338 $303K
20 NBC SECURITIES, INC. 0.07% 47,533 $880K
21 ELEVATION POINT WEALTH PARTNERS, LLC 0.06% 141,882 $2.6M
22 MANNING & NAPIER ADVISORS LLC 0.06% 218,977 $4.1M
23 HERITAGE INVESTORS MANAGEMENT CORP 0.06% 98,339 $2K
24 HIGHLAND CAPITAL MANAGEMENT, LLC 0.05% 54,600 $1.0M
25 Aaron Wealth Advisors LLC 0.05% 43,791 $811K
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 — TAKEDA PHARMACEUTICAL CO LTD (TAK)

What does the Smart Money Trend signal show for TAK?

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

Slight buying edge — 50% buying: Last quarter: 162 funds bought or added vs 162 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 TAK holders?

Elite ownership — 55% AUM from top-100 funds: 28 of 334 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in TAK. 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 TAK?

59% of holders stayed for 2+ years: 197 out of 334 hedge funds have held TAK 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.