Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PROSHARES TR (UPRO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
3Q ▲
Buyers last Q
49%

Smart Money Signals — UPRO

Based on 138 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added UPRO 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
138 hedge funds hold UPRO 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 — +30% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+30% 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 sellers than buyers — 49% buying

65 buying67 selling
Last quarter: 67 funds reduced or exited vs 65 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.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new UPRO position: 14 → 33 → 27 → 33. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 31% medium ■ 26% new
59 out of 138 hedge funds have held UPRO 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

18 → 14 → 33 → 27 → 33 new funds/Q
New funds entering each quarter: 14 → 33 → 27 → 33. A growing number of institutions are discovering UPRO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 13% 1-2yr ■ 34% new
Of 145 current holders: 77 (53%) 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 — 0% AUM from top-100

0% from top-100 AUM funds
8 of 138 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.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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: UPRO

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

Market Analysis: UPRO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UPRO

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

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 4 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: UPRO
2026 Q1 Stats Unlock in 22 days 145 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 145 130 11.54%
13F Shares 8M 10M -22.41%
Total Value $889M $1.13B -21.58%
New Positions 33 27 +6
Increased Positions 39 48 -9
Closed Positions 18 15 +3
Reduced Positions 57 49 +8
Total Calls 4 4 -
Total Puts 5 5 -
PUT/CALL Ratio 1.25 1.25 Bearish

Statistics: UPRO

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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

Profitability
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Institutional Holders (2026 Q1)

145 + investors

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

Top 25 institutional holders of UPRO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MFG WEALTH MANAGEMENT, INC. 1.41% 17,541 $1.7M
2 BXM Wealth LLC 1.40% 18,799 $1.8M
3 Uniting Wealth Partners, LLC 0.54% 26,000 $2.5M
4 DeDora Capital, Inc. 0.43% 18,280 $1.8M
5 Erickson Financial Group, LLC 0.42% 6,952 $674K
6 Dedeker Financial LLC 0.36% 4,290 $416K
7 Hickory Point Bank & Trust 0.31% 4,845 $470K
8 Westmount Partners, LLC 0.20% 8,486 $823K
9 Daviman Financial, LLC 0.15% 2,581 $250K
10 TOTH FINANCIAL ADVISORY CORP 0.15% 13,631 $1.3M
11 VISIONARY HORIZONS, LLC 0.11% 2,275 $221K
12 Meramec Financial Planners, LLC 0.10% 2,057 $256K
13 Diversified Trust Co 0.08% 43,000 $4.2M
14 Financial Insights, Inc. 0.07% 1,794 $208K
15 Wealth Alliance Advisory Group, LLC 0.07% 4,247 $412K
16 Howard Capital Management Group, LLC 0.06% 10,000 $970K
17 Koshinski Asset Management, Inc. 0.06% 10,292 $998K
18 KWMG, LLC 0.06% 6,840 $663K
19 LexAurum Advisors, LLC 0.04% 2,832 $275K
20 Sound Income Strategies, LLC 0.03% 7,266 $721K
21 Mayflower Financial Advisors, LLC 0.03% 2,781 $270K
22 Provident Wealth Management, LLC 0.02% 685 $66K
23 World Investment Advisors 0.01% 9,196 $892K
24 Essex Financial Services, Inc. 0.01% 2,584 $251K
25 Physician Wealth Advisors, Inc. 0.01% 956 $93K
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 — PROSHARES TR (UPRO)

What does the Smart Money Trend signal show for UPRO?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added UPRO 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 UPRO?

More sellers than buyers — 49% buying: Last quarter: 67 funds reduced or exited vs 65 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 UPRO holders?

Smaller funds dominant — 0% AUM from top-100: 8 of 138 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 UPRO?

43% of holders stayed for 2+ years: 59 out of 138 hedge funds have held UPRO 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.