Ast Spacemobile Inc (ASTS) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Ast Spacemobile Inc (ASTS) following the 2026 Q2 hedge fund 13F filings?

As of today, ASTS has moved -5.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.4% for the XLK sector ETF — an outperformance of -3.1%. Since the quarter end (June 30, 2026), ASTS gained -24.5% vs -2.6% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Ast Spacemobile Inc (ASTS)

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

Smart Money Signals — ASTS

Based on 686 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q

For 10 consecutive quarters, more hedge funds added ASTS 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

686 hedge funds hold ASTS 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 — +137% more funds vs a year ago

fund count last 6Q

+396 new funds entered over the past year (+137% 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 — 67% buying

470 buying232 selling

Last quarter: 470 funds were net buyers (202 opened a brand new position + 268 added to an existing one). Only 232 were sellers (170 trimmed + 62 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter

Funds opening a new ASTS position: 128 → 92 → 195 → 202. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 52% entered in last year

■ 18% conviction (2yr+) ■ 30% medium ■ 52% new

Only 124 funds (18%) 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.

🚀

Acceleration phase — new buyers rushing in

77 → 128 → 92 → 195 → 202 new funds/Q

New funds entering each quarter: 128 → 92 → 195 → 202. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 60% of holders entered in last year

■ 25% veterans ■ 15% 1-2yr ■ 60% new

Of 754 current holders: 455 (60%) entered in the past year, only 185 (25%) 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.

🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds

63 of 674 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in ASTS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

5.8

out of 10

Moderate Exit Risk

Exit risk score 5.8/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	680	545	24.77%
13F Shares	209M	204M	2.63%
Total Value	$17.06B	$16.96B	0.62%
New Positions	199	195	+4
Increased Positions	245	211	+34
Closed Positions	64	44	+20
Reduced Positions	158	100	+58
Total Calls	44	39	12.82%
Total Puts	36	40	-10.0%
PUT/CALL Ratio	0.82	1.03	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

680

545

24.77%

13F Shares

209M

204M

2.63%

Total Value

$17.06B

$16.96B

0.62%

New Positions

199

195

Increased Positions

245

211

+34

Closed Positions

+20

Reduced Positions

158

100

+58

Total Calls

12.82%

Total Puts

-10.0%

PUT/CALL Ratio

0.82

1.03

Neutral

Institutional Holders (2026 Q2)

680 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

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

Top 25 ASTS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Vodafone Ventures Ltd	100.00%	5,471,743	$486.2M
2	Rakuten Group, Inc.	99.68%	15,510,078	$1.38B
3	Broad Run Investment Management, LLC	19.91%	1,455,969	$129.4M
4	Greenhaven Road Investment Management, L.P.	6.19%	107,294	$9.5M
5	Redwood Family Wealth LLC	6.15%	78,866	$7.0M
6	Once Capital Management, LLC	5.95%	816,500	$72.6M
7	Sender Co & Partners, Inc.	5.45%	211,618	$18.8M
8	Nokomis Capital, L.L.C.	4.96%	166,500	$14.8M
9	Salvus Wealth Management, LLC	3.50%	70,399	$6.3M
10	Tema Etfs LLC	2.88%	1,003,815	$89.2M
11	Spear Advisors LLC	2.74%	89,941	$8.0M
12	Act Capital Management, LLC	2.53%	43,500	$3.9M
13	Privium Fund Management B.V.	2.37%	145,000	$12.9M
14	Marex Group Ltd	2.34%	6,220,357	$552.7M
15	United Capital Management of KS, Inc.	2.33%	199,918	$17.8M
16	Ws Management Lllp	2.10%	270,000	$24.0M
17	MBE Wealth Management, LLC	1.53%	48,972	$4.4M
18	Encompass Wealth Advisors, LLC	1.23%	45,441	$4.0M
19	Crawford Fund Management, LLC	1.20%	88,000	$7.8M
20	Rakuten Securities, Inc.	1.19%	57,580	$5.1M
21	Masters Capital Management LLC	1.14%	500,000	$44.4M
22	Marex Group Ltd	0.97%	2,574,600	$228.8M
23	Citizens Business Bank	0.95%	70,698	$6.3M
24	Hanseatic Management Services Inc	0.94%	14,381	$1.3M
25	FirstWave Capital Management LLC	0.86%	21,895	$1.9M

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 — Ast Spacemobile Inc (ASTS)

What does the Smart Money Trend signal show for ASTS?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added ASTS 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 ASTS?

More buyers than sellers — 67% buying: Last quarter: 470 funds were net buyers (202 opened a brand new position + 268 added to an existing one). Only 232 were sellers (170 trimmed + 62 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ASTS holders?

Elite ownership — 41% AUM from top-100 funds: 63 of 674 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in ASTS. 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 ASTS?

Mostly new holders — 52% entered in last year: Only 124 funds (18%) 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.

Is it too late to buy Ast Spacemobile Inc (ASTS) following the 2026 Q2 hedge fund 13F filings?

As of today, ASTS has moved -5.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.4% for the XLK sector ETF — an outperformance of -3.1%. Since the quarter end (June 30, 2026), ASTS has gained -24.5% vs -2.6% for XLK. 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.

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Ast Spacemobile Inc (ASTS)

Smart Money Signals — ASTS

Buying streak — 10 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +137% more funds vs a year ago

More buyers than sellers — 67% buying

More new buyers each quarter (+7 vs last Q)

Mostly new holders — 52% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 60% of holders entered in last year

Elite ownership — 41% AUM from top-100 funds

Institutional Sentiment Summary — ASTS

Hedge Fund Ownership: ASTS

Market Analysis: ASTS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ASTS

Is It Too Late to Buy Ast Spacemobile Inc (ASTS) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: ASTS

Statistics: ASTS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ast Spacemobile Inc (ASTS)

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