Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AVIDIA BANCORP INC (AVBC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
2Q ▲
Buyers last Q
67%

Smart Money Signals — AVBC

Based on 51 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added AVBC 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
51 hedge funds hold AVBC 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 — +5000% more funds vs a year ago

fund count last 6Q
+50 new funds entered over the past year (+5000% 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

30 buying15 selling
Last quarter: 30 funds were net buyers (18 opened a brand new position + 12 added to an existing one). Only 15 were sellers (11 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-18 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 0 → 0 → 36 → 18. 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 — 96% entered in last year

■ 2% conviction (2yr+) ■ 2% medium ■ 96% new
Only 1 funds (2%) 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 — ~18 new funds/quarter

0 → 0 → 0 → 36 → 18 new funds/Q
New funds entering each quarter: 0 → 0 → 36 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 96% of holders entered in last year

■ 4% veterans ■ 0% 1-2yr ■ 96% new
Of 51 current holders: 49 (96%) entered in the past year, only 2 (4%) 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 — 59% AUM from top-100 funds

59% from top-100 AUM funds
16 of 51 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in AVBC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
7.4
out of 10
High Exit Risk
Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 — AVBC

In 2025 Q4, 30 hedge funds were net buyers of AVBC (18 opened a new position, 12 added to an existing one), while 15 reduced or exited (11 trimmed, 4 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 59% of total institutional value in AVBC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 51.

Hedge Fund Ownership: AVBC

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

Market Analysis: AVBC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVBC

-- --

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.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: AVBC
2026 Q1 Stats Unlock in 7 days 51 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 51 37 37.84%
13F Shares 5M 6M -9.31%
Total Value $86M $85M 2.03%
New Positions 18 37 -19
Increased Positions 12 0 +12
Closed Positions 4 0 +4
Reduced Positions 11 0 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVBC

View More

Valuation Measures Data as of: --

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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

51 + investors

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

Top 25 institutional holders of AVBC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stilwell Value LLC 0.47% 40,000 $787K
2 WHITE PINE CAPITAL LLC 0.41% 73,878 $1.5M
3 Arbiter Partners Capital Management LLC 0.37% 32,800 $645K
4 Oppenheimer & Close, LLC 0.33% 26,502 $521K
5 GREAT OAK CAPITAL PARTNERS, LLC 0.16% 34,155 $692K
6 HENNESSY ADVISORS INC 0.11% 155,000 $3.0M
7 Polaris Capital Management, LLC 0.06% 40,000 $787K
8 LYNCH & ASSOCIATES/IN 0.06% 15,206 $299K
9 Intellus Advisors LLC 0.03% 10,000 $197K
10 Freestone Capital Holdings, LLC 0.02% 34,754 $684K
11 State of Wyoming 0.02% 8,071 $159K
12 ROCKLAND TRUST CO 0.01% 12,646 $249K
13 DEPRINCE RACE & ZOLLO INC 0.01% 20,296 $399K
14 Farther Finance Advisors, LLC 0.00% 12,000 $237K
15 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 76,181 $1.5M
16 Russell Investments Group, Ltd. 0.00% 76,897 $1.5M
17 Hudson Bay Capital Management LP 0.00% 12,002 $236K
18 VANGUARD FIDUCIARY TRUST CO 0.00% 116,298 $2.3M
19 VANGUARD CAPITAL MANAGEMENT LLC 0.00% 821,976 $16.2M
20 BNP PARIBAS FINANCIAL MARKETS 0.00% 40,289 $792K
21 FRANKLIN RESOURCES INC 0.00% 76,298 $1.5M
22 Physician Wealth Advisors, Inc. 0.00% 66 $1K
23 CITIGROUP INC 0.00% 14,505 $285K
24 JANE STREET GROUP, LLC 0.00% 42,713 $840K
25 BlackRock, Inc. 0.00% 276,514 $5.4M
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 — AVIDIA BANCORP INC (AVBC)

What does the Smart Money Trend signal show for AVBC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added AVBC 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 AVBC?

More buyers than sellers — 67% buying: Last quarter: 30 funds were net buyers (18 opened a brand new position + 12 added to an existing one). Only 15 were sellers (11 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVBC holders?

Elite ownership — 59% AUM from top-100 funds: 16 of 51 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in AVBC. 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 AVBC?

Mostly new holders — 96% entered in last year: Only 1 funds (2%) 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.