Based on 37 hedge funds · latest filing: 2025 Q4 · updated quarterly
➡️
No change last quarter
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️
At the ownership peak (100% of max)
100% of all-time peak
37 hedge funds hold XFIV 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 — +85% more funds vs a year ago
fund count last 6Q
+17 new funds entered over the past year (+85% 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 — 72% buying
31 buying12 selling
Last quarter: 31 funds were net buyers (9 opened a brand new position + 22 added to an existing one). Only 12 were sellers (3 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️
Steady new buyers — ~9 new funds per quarter
new funds entering per quarter
Funds opening this position for the first time: 8 → 9 → 9 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄
Mostly new holders — 49% entered in last year
■ 14% conviction (2yr+)
■ 38% medium
■ 49% new
Only 5 funds (14%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️
Steady discovery — ~9 new funds/quarter
6 → 8 → 9 → 9 → 9 new funds/Q
New funds entering each quarter: 8 → 9 → 9 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱
Early stage — 62% of holders entered in last year
■ 14% veterans
■ 24% 1-2yr
■ 62% new
Of 37 current holders: 23 (62%) entered in the past year, only 5 (14%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅
Strong quality — 22% AUM from major funds
22% from top-100 AUM funds
5 of 37 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.