Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TAYSHA GENE THERAPIES INC (TSHA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +40
Streak
6Q ▲
Buyers last Q
65%

Smart Money Signals — TSHA

Based on 188 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added TSHA 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
188 hedge funds hold TSHA 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.
🚀

Fast accumulation — +54% more funds vs a year ago

fund count last 6Q
+66 new funds entered over the past year (+54% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 65% buying

127 buying68 selling
Last quarter: 127 funds were net buyers (62 opened a brand new position + 65 added to an existing one). Only 68 were sellers (46 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+35 vs last Q)

new funds entering per quarter
Funds opening a new TSHA position: 25 → 43 → 27 → 62. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 34% long-term, 37% new

■ 34% conviction (2yr+) ■ 30% medium ■ 37% new
Of the 188 current holders: 63 (34%) held >2 years, 56 held 1–2 years, and 69 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.
💎

Buying through price weakness — shares +2%, value -89%

Value
-88%
Shares
+1%
Last quarter: funds added +2% more shares while total portfolio value only changed -89%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

26 → 25 → 43 → 27 → 62 new funds/Q
New funds entering each quarter: 25 → 43 → 27 → 62. A growing number of institutions are discovering TSHA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 46% of holders stayed 2+ years

■ 46% veterans ■ 14% 1-2yr ■ 39% new
Of 195 current holders: 90 (46%) 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 — 34% AUM from major funds

34% from top-100 AUM funds
34 of 188 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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: TSHA

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

Market Analysis: TSHA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TSHA

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

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 4 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: TSHA
2026 Q1 Stats Unlock in 22 days 195 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 195 153 27.45%
13F Shares 270M 265M 1.84%
Total Value $1.48B $12.95B -88.54%
New Positions 62 27 +35
Increased Positions 74 63 +11
Closed Positions 22 23 -1
Reduced Positions 51 42 +9
Total Calls 6 3 100.0%
Total Puts 3 2 50.0%
PUT/CALL Ratio 0.5 0.67 Bullish

Statistics: TSHA

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Valuation Measures Data as of: --

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Enterprise Value --
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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) --
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Institutional Holders (2026 Q1)

195 + investors

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

Top 25 institutional holders of TSHA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Quantum Private Wealth, LLC 1.17% 849,212 $3.8M
2 RED REEF ADVISORS LLC 0.37% 65,950 $363K
3 Williams & Novak, LLC 0.15% 45,000 $194K
4 Abacus Wealth Partners, LLC 0.02% 58,241 $260K
5 PROFUND ADVISORS LLC 0.02% 134,671 $602K
6 NBC SECURITIES, INC. 0.02% 54,058 $242K
7 China Universal Asset Management Co., Ltd. 0.02% 48,609 $217K
8 Lee Financial Co 0.01% 20,000 $89K
9 SG Americas Securities, LLC 0.01% 2,176,742 $10K
10 Allegheny Financial Group 0.01% 12,000 $54K
11 E Fund Management Co., Ltd. 0.01% 37,699 $169K
12 ST GERMAIN D J CO INC 0.00% 9,633 $43K
13 Y-Intercept (Hong Kong) Ltd 0.00% 11,486 $51K
14 Ethic Inc. 0.00% 12,986 $58K
15 Marex Group plc 0.00% 12,500 $28K
16 Capital Investment Advisors, LLC 0.00% 10,000 $45K
17 GF FUND MANAGEMENT CO. LTD. 0.00% 6,128 $27K
18 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 58,442 $261K
19 ProShare Advisors LLC 0.00% 44,267 $198K
20 Sterling Capital Management LLC 0.00% 1,411 $6K
21 Pictet Asset Management Holding SA 0.00% 19,318 $86K
22 Sound Income Strategies, LLC 0.00% 325 $1K
23 True Wealth Design, LLC 0.00% 30 —
24 GAMMA Investing LLC 0.00% 135 —
25 SIGNATUREFD, LLC 0.00% 266 $1K
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 — TAYSHA GENE THERAPIES INC (TSHA)

What does the Smart Money Trend signal show for TSHA?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added TSHA 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 TSHA?

More buyers than sellers — 65% buying: Last quarter: 127 funds were net buyers (62 opened a brand new position + 65 added to an existing one). Only 68 were sellers (46 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TSHA holders?

Strong quality — 34% AUM from major funds: 34 of 188 holders rank in the top 100 by AUM, accounting for 34% 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 TSHA?

Mixed — 34% long-term, 37% new: Of the 188 current holders: 63 (34%) held >2 years, 56 held 1–2 years, and 69 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.