Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BGC GROUP INC (BGC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -11
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — BGC

Based on 327 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BGC 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 (97% of max)

97% of all-time peak
327 hedge funds hold BGC 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 — +10% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+10% 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

158 buying195 selling
Last quarter: 195 funds reduced or exited vs 158 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 (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 56 → 50 → 57 → 49. 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.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 24% medium ■ 18% new
190 out of 327 hedge funds have held BGC 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.
➡️

Steady discovery — ~49 new funds/quarter

62 → 56 → 50 → 57 → 49 new funds/Q
New funds entering each quarter: 56 → 50 → 57 → 49. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 14% 1-2yr ■ 24% new
Of 331 current holders: 203 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
39 of 327 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in BGC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — BGC

In 2025 Q4, 158 hedge funds were net buyers of BGC (49 opened a new position, 109 added to an existing one), while 195 reduced or exited (135 trimmed, 60 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 42% of total institutional value in BGC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -11 funds (more exits than new entries). Total institutional holders: 327.

Hedge Fund Ownership: BGC

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

Market Analysis: BGC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BGC

Financial Services Capital Markets

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

52 top-rated funds 3 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: BGC
2026 Q1 Stats Unlock in 6 days 331 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 331 342 -3.22%
13F Shares 297M 300M -1.09%
Total Value $2.65B $2.85B -6.79%
New Positions 49 57 -8
Increased Positions 113 120 -7
Closed Positions 60 38 +22
Reduced Positions 142 122 +20
Total Calls 4 3 33.33%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.25 0.67 Bullish

Statistics: BGC

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

331 + investors

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

Top 25 institutional holders of BGC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 O'Keefe Stevens Advisory, Inc. 4.36% 1,805,789 $17.7M
2 MUHLENKAMP & CO INC 3.72% 1,443,941 $14.1M
3 CM Management, LLC 3.68% 450,000 $4.4M
4 AltraVue Capital, LLC 2.94% 3,493,890 $34.2M
5 PRIVATE MANAGEMENT GROUP INC 0.94% 3,323,964 $32.5M
6 Phocas Financial Corp. 0.84% 549,320 $5.4M
7 Live Oak Investment Partners 0.81% 140,909 $1.4M
8 Mountain Hill Investment Partners Corp. 0.56% 97,174 $950K
9 ESSEX INVESTMENT MANAGEMENT CO LLC 0.52% 336,781 $3.3M
10 Robertson Stephens Wealth Management, LLC 0.38% 1,376,167 $13.5M
11 CWC Advisors, LLC. 0.29% 61,969 $606K
12 Tranquility Partners, LLC 0.21% 57,789 $565K
13 KEYNOTE FINANCIAL SERVICES LLC 0.20% 37,921 $371K
14 Synergy Asset Management, LLC 0.19% 182,282 $1.8M
15 Emergent Wealth Advisors, LLC 0.19% 32,180 $315K
16 S Harris Financial Group, LLC 0.18% 20,085 $196K
17 Shelter Rock Management, LLC 0.18% 16,908 $165K
18 Inspire Investing, LLC 0.14% 171,484 $1.7M
19 Inscription Capital, LLC 0.14% 133,266 $1.3M
20 Canton Hathaway, LLC 0.10% 50,610 $495K
21 Realta Investment Advisors 0.09% 25,461 $249K
22 THOMPSON SIEGEL & WALMSLEY LLC 0.08% 486,777 $5K
23 Boston Partners 0.07% 7,285,941 $71.4M
24 Sterneck Capital Management, LLC 0.07% 16,426 $161K
25 LEVIN CAPITAL STRATEGIES, L.P. 0.07% 88,613 $867K
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 — BGC GROUP INC (BGC)

What does the Smart Money Trend signal show for BGC?

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

More sellers than buyers — 45% buying: Last quarter: 195 funds reduced or exited vs 158 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 BGC holders?

Elite ownership — 42% AUM from top-100 funds: 39 of 327 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in BGC. 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 BGC?

58% of holders stayed for 2+ years: 190 out of 327 hedge funds have held BGC 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.