Adapthealth Corp (AHCO) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Adapthealth Corp (AHCO) following the 2026 Q2 hedge fund 13F filings?

As of today, AHCO has moved -2.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to +3.5% for the XLV sector ETF — an outperformance of -6.1%. Since the quarter end (June 30, 2026), AHCO gained -45.7% vs +9.2% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Adapthealth Corp (AHCO)

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

Smart Money Signals — AHCO

Based on 236 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their AHCO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (99% of max)

99% of all-time peak

236 hedge funds hold AHCO 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 — +8% more funds vs a year ago

fund count last 6Q

+18 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 45% buying

109 buying131 selling

Last quarter: 131 funds reduced or exited vs 109 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.

⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 30 → 27 → 43 → 29. 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.

🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 24% medium ■ 20% new

132 out of 236 hedge funds have held AHCO 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

24 → 30 → 27 → 43 → 29 new funds/Q

New funds entering each quarter: 30 → 27 → 43 → 29. A growing number of institutions are discovering AHCO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 64% veterans vs 22% newcomers

■ 64% veterans ■ 15% 1-2yr ■ 22% new

Entry-cohort mix of 246 holders: 157 (64%) are 2+ year veterans, 36 entered 1–2 years ago, and 53 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds

49 of 234 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in AHCO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	234	238	-1.68%
13F Shares	143M	144M	-0.83%
Total Value	$1.46B	$1.67B	-12.77%
New Positions	29	43	-14
Increased Positions	78	84	-6
Closed Positions	31	39	-8
Reduced Positions	99	73	+26
Total Calls	7	4	75.0%
Total Puts	5	5	-
PUT/CALL Ratio	0.71	1.25	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

234

238

-1.68%

13F Shares

143M

144M

-0.83%

Total Value

$1.46B

$1.67B

-12.77%

New Positions

-14

Increased Positions

-6

Closed Positions

-8

Reduced Positions

+26

Total Calls

75.0%

Total Puts

PUT/CALL Ratio

0.71

1.25

Neutral

Institutional Holders (2026 Q2)

234 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 AHCO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Oep Capital Advisors, L.P.	100.00%	16,312,698	$170.0M
2	SkyKnight Capital, L.P.	94.98%	8,580,443	$89.4M
3	Bastion Asset Management Inc.	3.98%	1,148,094	$11.7M
4	Reinhart Partners, LLC.	1.76%	7,415,537	$77.3M
5	Deerfield Management Company, L.P.	1.25%	11,477,730	$119.6M
6	Verdad Advisers, LP	0.75%	75,000	$782K
7	Palisade Capital Management, LP	0.46%	1,013,781	$10.6M
8	SummerHaven Investment Management, LLC	0.45%	79,759	$831K
9	Kennedy Capital Management LLC	0.44%	2,410,614	$25.1M
10	Segall Bryant & Hamill, LLC	0.40%	3,219,417	$33.5M
11	Stronghold Wealth Management L.L.C.	0.22%	15,653	$163K
12	Atom Investors LP	0.20%	214,137	$2.2M
13	Bridgeway Capital Management, LLC	0.18%	987,761	$10.3M
14	Hudson Edge Investment Partners INC.	0.18%	126,604	$1.3M
15	Dimension Capital Management LLC	0.16%	128,947	$1.3M
16	Peregrine Capital Management LLC	0.15%	430,185	$4.5M
17	Inspirion Wealth Advisors, LLC	0.14%	112,863	$1.2M
18	Moody National Bank Trust Division	0.12%	137,129	$1.4M
19	Readystate Asset Management LP	0.10%	278,882	$2.9M
20	Covenant Partners, LLC	0.09%	30,271	$302K
21	Saxon Interests, INC.	0.05%	17,549	$183K
22	Mangrove Partners IM, LLC	0.05%	73,219	$763K
23	Wedge Capital Management L L P/Nc	0.04%	236,197	$2.5M
24	Jefferies Financial Group Inc.	0.04%	579,700	$6.0M
25	Empowered Funds, LLC	0.04%	646,861	$6.7M

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 — Adapthealth Corp (AHCO)

What does the Smart Money Trend signal show for AHCO?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AHCO 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 AHCO?

More sellers than buyers — 45% buying: Last quarter: 131 funds reduced or exited vs 109 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 AHCO holders?

Elite ownership — 44% AUM from top-100 funds: 49 of 234 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in AHCO. 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 AHCO?

56% of holders stayed for 2+ years: 132 out of 236 hedge funds have held AHCO 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.

Is it too late to buy Adapthealth Corp (AHCO) following the 2026 Q2 hedge fund 13F filings?

As of today, AHCO has moved -2.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to +3.5% for the XLV sector ETF — an outperformance of -6.1%. Since the quarter end (June 30, 2026), AHCO has gained -45.7% vs +9.2% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Adapthealth Corp (AHCO)

Smart Money Signals — AHCO

Selling streak — 1 quarter in a row

At the ownership peak (99% of max)

Steady growth — +8% more funds vs a year ago

More sellers than buyers — 45% buying

Fewer new buyers each quarter (-14 vs last Q)

56% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 64% veterans vs 22% newcomers

Elite ownership — 44% AUM from top-100 funds

Institutional Sentiment Summary — AHCO

Hedge Fund Ownership: AHCO

Market Analysis: AHCO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AHCO

Is It Too Late to Buy Adapthealth Corp (AHCO) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: AHCO

Statistics: AHCO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Adapthealth Corp (AHCO)

Welcome to 13Foresight!