Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AEVA TECHNOLOGIES INC (AEVA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
5Q ▲
Buyers last Q
57%

Smart Money Signals — AEVA

Based on 141 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added AEVA 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
141 hedge funds hold AEVA 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 — +70% more funds vs a year ago

fund count last 6Q
+58 new funds entered over the past year (+70% 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.
🟡

Slight buying edge — 57% buying

89 buying68 selling
Last quarter: 89 funds bought or added vs 68 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.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 16 → 62 → 45 → 32. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 49% entered in last year

■ 6% conviction (2yr+) ■ 45% medium ■ 49% new
Only 8 funds (6%) 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 — ~32 new funds/quarter

21 → 16 → 62 → 45 → 32 new funds/Q
New funds entering each quarter: 16 → 62 → 45 → 32. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 57% of holders entered in last year

■ 5% veterans ■ 38% 1-2yr ■ 57% new
Of 152 current holders: 87 (57%) entered in the past year, only 7 (5%) 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.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
31 of 141 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

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 — AEVA

In 2025 Q4, 89 hedge funds were net buyers of AEVA (32 opened a new position, 57 added to an existing one), while 68 reduced or exited (37 trimmed, 31 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 141.

Hedge Fund Ownership: AEVA

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

Market Analysis: AEVA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AEVA

Technology Software - Infrastructure

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.

28 top-rated funds 2 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: AEVA
2026 Q1 Stats Unlock in 8 days 152 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 152 149 2.01%
13F Shares 47M 45M 5.27%
Total Value $623M $647M -3.73%
New Positions 36 45 -9
Increased Positions 63 60 +3
Closed Positions 33 45 -12
Reduced Positions 48 52 -4
Total Calls 12 9 33.33%
Total Puts 4 4 -
PUT/CALL Ratio 0.33 0.44 Bullish

Statistics: AEVA

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Valuation Measures Data as of: --

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Enterprise Value --
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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
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)

152 + investors

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

Top 25 institutional holders of AEVA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Canaan Partners XI LLC 62.23% 3,597,039 $47.3M
2 Melqart Asset Management (UK) Ltd 0.68% 524,686 $6.9M
3 AlphaCentric Advisors LLC 0.66% 50,000 $658K
4 TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 0.31% 159,743 $2.1M
5 ESSEX INVESTMENT MANAGEMENT CO LLC 0.12% 58,274 $767K
6 GSA CAPITAL PARTNERS LLP 0.10% 126,166 $2K
7 Bayforest Capital Ltd 0.10% 6,855 $90K
8 Inspire Investing, LLC 0.04% 38,911 $512K
9 KPP Advisory Services LLC 0.02% 12,150 $160K
10 Belpointe Asset Management LLC 0.02% 33,412 $440K
11 OPPENHEIMER & CO INC 0.01% 57,698 $759K
12 McAdam, LLC 0.01% 14,155 $186K
13 Connor, Clark & Lunn Investment Management Ltd. 0.01% 246,377 $3.2M
14 Walleye Capital LLC 0.01% 106,480 $1.4M
15 AlphaQuest LLC 0.00% 6,379 $85K
16 LBP AM SA 0.00% 23,292 $307K
17 SBI Securities Co., Ltd. 0.00% 5,488 $72K
18 Mitsubishi UFJ Asset Management Co., Ltd. 0.00% 166,655 $2.2M
19 Police & Firemen's Retirement System of New Jersey 0.00% 10,088 $133K
20 UBS Group AG 0.00% 553,655 $7.3M
21 Cornerstone Financial Management LLC 0.00% 79 $1K
22 Capital Advisors, Ltd. LLC 0.00% 600 —
23 LPL Financial LLC 0.00% 220,679 $2.9M
24 VANGUARD FIDUCIARY TRUST CO 0.00% 206,777 $2.7M
25 GAMMA Investing LLC 0.00% 957 $13K
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 — AEVA TECHNOLOGIES INC (AEVA)

What does the Smart Money Trend signal show for AEVA?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added AEVA 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 AEVA?

Slight buying edge — 57% buying: Last quarter: 89 funds bought or added vs 68 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 AEVA holders?

Smaller funds dominant — 15% AUM from top-100: 31 of 141 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AEVA?

Mostly new holders — 49% entered in last year: Only 8 funds (6%) 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.

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.