Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UNIVERSAL TECHNICAL INST INC (UTI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -15
Streak
2Q ▼
Buyers last Q
49%

Smart Money Signals — UTI

Based on 217 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their UTI 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 — 85% of 3.0Y peak

85% of all-time peak
217 funds currently hold this stock — 85% of the 3.0-year high of 256 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

118 buying123 selling
Last quarter: 123 funds reduced or exited vs 118 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.
➡️

Steady new buyers — ~32 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 48 → 65 → 32 → 32. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 31% medium ■ 20% new
107 out of 217 hedge funds have held UTI 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.
💎

Buying through price weakness — shares +3%, value -18%

Value
-17%
Shares
+3%
Last quarter: funds added +3% more shares while total portfolio value only changed -18%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

36 → 48 → 65 → 32 → 32 new funds/Q
New funds entering each quarter: 48 → 65 → 32 → 32. UTI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 16% 1-2yr ■ 29% new
Of 224 current holders: 123 (55%) 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 — 28% AUM from major funds

28% from top-100 AUM funds
35 of 217 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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.

Hedge Fund Ownership: UTI

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

Market Analysis: UTI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UTI

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 2 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: UTI
2026 Q1 Stats Unlock in 12 days 224 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 224 238 -5.88%
13F Shares 52M 51M 3.4%
Total Value $1.33B $1.62B -17.93%
New Positions 32 32 -
Increased Positions 92 98 -6
Closed Positions 49 56 -7
Reduced Positions 86 91 -5
Total Calls 4 6 -33.33%
Total Puts 4 3 33.33%
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: UTI

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Valuation Measures Data as of: --

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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)

224 + investors

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

Top 25 institutional holders of UTI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Westwind Capital 2.54% 292,725 $11K
2 Fortitude Family Office, LLC 1.14% 140,825 $5.1M
3 Pullen Investment Management, LLC 0.94% 51,687 $1.9M
4 Conestoga Capital Advisors, LLC 0.93% 1,292,125 $46.6M
5 Lisanti Capital Growth, LLC 0.75% 82,140 $3.0M
6 CONGRESS ASSET MANAGEMENT CO 0.56% 2,152,978 $77.7M
7 LEUTHOLD GROUP, LLC 0.55% 144,056 $5.2M
8 WASATCH ADVISORS LP 0.47% 1,978,776 $71.4M
9 Whalen Wealth Management Inc. 0.41% 21,182 $765K
10 ISTHMUS PARTNERS, LLC 0.37% 97,211 $3.5M
11 Register Financial Advisors LLC 0.34% 25,725 $929K
12 CHATHAM CAPITAL GROUP, INC. 0.32% 61,629 $2.2M
13 Yorktown Management & Research Co Inc 0.26% 8,450 $305K
14 HARBOR CAPITAL ADVISORS, INC. 0.25% 84,657 $3K
15 ANB BANK 0.13% 8,960 $323K
16 THRIVENT FINANCIAL FOR LUTHERANS 0.12% 1,788,761 $65K
17 Riverwater Partners LLC 0.08% 6,987 $252K
18 MOODY NATIONAL BANK TRUST DIVISION 0.06% 17,044 $615K
19 ROTHSCHILD INVESTMENT LLC 0.05% 27,610 $997K
20 Moran Wealth Management, LLC 0.04% 39,754 $1.4M
21 Inspire Investing, LLC 0.04% 14,437 $521K
22 GREENWOOD CAPITAL ASSOCIATES LLC 0.04% 10,567 $381K
23 Brady Martz Wealth Solutions, LLC 0.03% 5,623 $203K
24 North Star Investment Management Corp. 0.03% 15,000 $542K
25 Rothschild Wealth LLC 0.03% 9,100 $329K
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 — UNIVERSAL TECHNICAL INST INC (UTI)

What does the Smart Money Trend signal show for UTI?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their UTI 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 UTI?

More sellers than buyers — 49% buying: Last quarter: 123 funds reduced or exited vs 118 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 UTI holders?

Strong quality — 28% AUM from major funds: 35 of 217 holders rank in the top 100 by AUM, accounting for 28% 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 UTI?

49% of holders stayed for 2+ years: 107 out of 217 hedge funds have held UTI 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.