Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ADVANCED DRAIN SYS INC DEL (WMS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +46
Streak
3Q ▲
Buyers last Q
50%

Smart Money Signals — WMS

Based on 506 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 WMS 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
506 hedge funds hold WMS 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 — +15% more funds vs a year ago

fund count last 6Q
+66 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

243 buying241 selling
Last quarter: 243 funds bought or added vs 241 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 (+17 vs last Q)

new funds entering per quarter
Funds opening a new WMS position: 58 → 65 → 73 → 90. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 26% medium ■ 20% new
274 out of 506 hedge funds have held WMS 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

60 → 58 → 65 → 73 → 90 new funds/Q
New funds entering each quarter: 58 → 65 → 73 → 90. A growing number of institutions are discovering WMS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 16% 1-2yr ■ 23% new
Of 516 current holders: 314 (61%) 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 — 43% AUM from top-100 funds

43% from top-100 AUM funds
43 of 506 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in WMS. 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: WMS

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

Market Analysis: WMS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WMS

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

71 top-rated funds 3 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: WMS
2026 Q1 Stats Unlock in 22 days 516 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 516 472 9.32%
13F Shares 70M 71M -0.83%
Total Value $10.13B $9.78B 3.64%
New Positions 90 75 +15
Increased Positions 167 169 -2
Closed Positions 46 63 -17
Reduced Positions 215 185 +30
Total Calls 6 7 -14.29%
Total Puts 6 6 -
PUT/CALL Ratio 1.0 0.86 Neutral

Statistics: WMS

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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) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

516 + investors

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

Top 25 institutional holders of WMS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Capital Investment Counsel, LLC 0.52% 27,661 $3.8M
2 Vision Capital Management, Inc. 0.51% 29,639 $4.1M
3 PEREGRINE CAPITAL MANAGEMENT LLC 0.42% 82,628 $11.3M
4 Graver Capital Management, LLC 0.38% 3,647 $500K
5 Pictet Asset Management Holding SA 0.32% 2,204,801 $302.3M
6 Oxbow Advisors, LLC 0.27% 23,208 $3.2M
7 BDF-GESTION 0.24% 13,000 $1.8M
8 OP Asset Management Ltd 0.23% 133,989 $21.2M
9 AEGON ASSET MANAGEMENT UK PLC 0.21% 113,778 $15.6M
10 Welch Financial Planning, LLC 0.20% 2,000 $274K
11 AA Financial Advisors, LLC 0.20% 10,152 $1.4M
12 ABN AMRO Bank N.V. 0.17% 114,694 $15.9M
13 ELCO Management Co., LLC 0.17% 2,608 $358K
14 Perpetual Ltd 0.17% 79,183 $10.9M
15 Inspire Investing, LLC 0.14% 12,058 $1.7M
16 Balance Wealth, LLC 0.13% 3,161 $433K
17 Stone House Investment Management, LLC 0.12% 5,075 $696K
18 Trueblood Wealth Management, LLC 0.12% 2,208 $303K
19 State of Alaska, Department of Revenue 0.12% 78,963 $11K
20 BRAVE ASSET MANAGEMENT INC 0.12% 3,600 $494K
21 EXCHANGE TRADED CONCEPTS, LLC 0.11% 113,322 $15.5M
22 FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.09% 19,337 $2.7M
23 Outlook Wealth Advisors, LLC 0.09% 2,763 $379K
24 Vest Financial, LLC 0.08% 48,660 $6.7M
25 Oak Thistle LLC 0.07% 5,305 $727K
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 — ADVANCED DRAIN SYS INC DEL (WMS)

What does the Smart Money Trend signal show for WMS?

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

Slight buying edge — 50% buying: Last quarter: 243 funds bought or added vs 241 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 WMS holders?

Elite ownership — 43% AUM from top-100 funds: 43 of 506 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in WMS. 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 WMS?

54% of holders stayed for 2+ years: 274 out of 506 hedge funds have held WMS 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.