Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Aeries Technology Inc (AERTW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
20%

Smart Money Signals — AERTW

Based on 20 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
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.
📊

High ownership — 77% of 2.8Y peak

77% of all-time peak
20 funds currently hold this stock — 77% of the 2.8-year high of 26 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 13% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold AERTW compared to a year ago (-13% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 20% buying

1 buying4 selling
Last quarter: 4 funds sold vs only 1 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 0 → 1 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

85% of holders stayed for 2+ years

■ 85% conviction (2yr+) ■ 15% medium ■ 0% new
17 out of 20 hedge funds have held AERTW 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 -8%, value -98%

Value
-98%
Shares
-7%
Last quarter: funds added -8% more shares while total portfolio value only changed -98%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~1 new funds/quarter

3 → 2 → 0 → 1 → 1 new funds/Q
New funds entering each quarter: 2 → 0 → 1 → 1. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 85% veterans vs 15% newcomers

■ 85% veterans ■ 0% 1-2yr ■ 15% new
Entry-cohort mix of 20 holders: 17 (85%) are 2+ year veterans, 0 entered 1–2 years ago, and 3 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
1 of 19 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

Institutional Sentiment Summary — AERTW

In 2026 Q2, 1 hedge fund were net buyers of AERTW (1 opened a brand-new position), while 4 reduced or exited (3 trimmed, 1 sold completely) — a 20% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 20.

Hedge Fund Ownership: AERTW

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

Market Analysis: AERTW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AERTW

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: AERTW
19 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 19 20 -5.0%
13F Shares 6M 7M -7.64%
Total Value $125K $6M -98.05%
New Positions 1 1 -
Increased Positions 0 0 -
Closed Positions 1 1 -
Reduced Positions 3 2 +1
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AERTW

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

19 + investors

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

QUARTER:
Top 20 AERTW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dupont Capital Management Corp 0.05% 50,000 $1K
2 Meteora Capital, LLC 0.00% 1,528,294 $31K
3 Limestone Investment Advisors LP 0.00% 497,399 $10K
4 Warberg Asset Management LLC 0.00% 70,787 $1K
5 TENOR CAPITAL MANAGEMENT Co., L.P. 0.00% 750,000 $15K
6 Aristeia Capital, L.L.C. 0.00% 735,480 $15K
7 Greenland Capital Management LP 0.00% 48,600 —
8 Sculptor Capital LP 0.00% 474,600 $9K
9 Rivernorth Capital Management, LLC 0.00% 62,912 $1K
10 Two Sigma Securities, LLC 0.00% 21,250 —
11 Highbridge Capital Management LLC 0.00% 66,915 $1K
12 Calamos Advisors LLC 0.00% 289,507 $6K
13 Clear Street Group Inc. 0.00% 335,963 $7K
14 Whitebox Advisors LLC 0.00% 56,416 $1K
15 Toronto Dominion Bank 0.00% 619,915 $12K
16 Ancora Advisors LLC 0.00% 9,996 —
17 Millennium Management LLC 0.00% 401,950 $8K
18 Wolverine Asset Management LLC 0.00% 14,057 —
19 Goldman Sachs Group Inc 0.00% 218,988 $4K
20 Tower Research Capital LLC (TRC) 0.00% 156 —
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 — Aeries Technology Inc (AERTW)

What does the Smart Money Trend signal show for AERTW?

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.

What is the institutional breadth score for AERTW?

Heavy selling pressure — only 20% buying: Last quarter: 4 funds sold vs only 1 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for AERTW holders?

Smaller funds dominant — 4% AUM from top-100: 1 of 19 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AERTW?

85% of holders stayed for 2+ years: 17 out of 20 hedge funds have held AERTW 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.

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