Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bolt Biotherapeutics Inc (BOLT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — BOLT

Based on 24 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BOLT 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.
🔻

Below peak — only 65% of 3.0Y high

65% of all-time peak
Only 24 funds hold BOLT today versus a peak of 37 funds at 2023 Q4 — just 65% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BOLT is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 60% buying

9 buying6 selling
Last quarter: 9 funds were net buyers (4 opened a brand new position + 5 added to an existing one). Only 6 were sellers (4 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 3 → 5 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 21% medium ■ 29% new
12 out of 24 hedge funds have held BOLT 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 — ~4 new funds/quarter

2 → 4 → 3 → 5 → 4 new funds/Q
New funds entering each quarter: 4 → 3 → 5 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 54% veterans vs 33% newcomers

■ 54% veterans ■ 12% 1-2yr ■ 33% new
Entry-cohort mix of 24 holders: 13 (54%) are 2+ year veterans, 3 entered 1–2 years ago, and 8 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
8 of 24 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.
2.0
out of 10
Low Exit Risk
Exit risk score 2.0/10 — 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 — BOLT

In 2026 Q2, 9 hedge funds were net buyers of BOLT (4 opened a new position, 5 added to an existing one), while 6 reduced or exited (4 trimmed, 2 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 24.

Hedge Fund Ownership: BOLT

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

Market Analysis: BOLT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BOLT

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: BOLT
24 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 24 22 9.09%
13F Shares 597K 613K -2.67%
Total Value $2M $2M -7.11%
New Positions 4 5 -1
Increased Positions 5 6 -1
Closed Positions 2 4 -2
Reduced Positions 4 3 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BOLT

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

24 + investors

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

QUARTER:
Top 23 BOLT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 T3 Companies, LLC 0.16% 38,000 $146K
2 Nano Cap New Millennium Growth Fund L P 0.08% 27,500 $106K
3 Pfizer Inc 0.08% 31,305 $134K
4 Sofinnova Investments, Inc. 0.03% 137,721 $530K
5 Board of Trustees of The Leland Stanford Junior University 0.03% 35,977 $139K
6 Vivo Capital, LLC 0.03% 72,414 $279K
7 Lynx1 Capital Management LP 0.02% 30,800 $119K
8 Nan Fung Group Holdings Ltd 0.01% 5,000 $19K
9 Shay Capital LLC 0.00% 15,438 $59K
10 Renaissance Technologies LLC 0.00% 98,625 $380K
11 Tower Research Capital LLC (TRC) 0.00% 1,710 $7K
12 NewEdge Advisors, LLC 0.00% 2,530 $10K
13 Citadel Advisors LLC 0.00% 56,903 $219K
14 SBI Securities Co., Ltd. 0.00% 130 —
15 Vanguard Fiduciary Trust Co 0.00% 3,095 $12K
16 Mercer Global Advisors Inc /Adv 0.00% 292 $1K
17 Morgan Stanley 0.00% 3,145 $12K
18 Vanguard Capital Management LLC 0.00% 7,060 $27K
19 BlackRock, Inc. 0.00% 9,711 $37K
20 UBS Group AG 0.00% 255 —
21 Citigroup Inc 0.00% 41 —
22 Jpmorgan Chase & Co 0.00% 42 —
23 Barclays plc 0.00% 6 —
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 — Bolt Biotherapeutics Inc (BOLT)

What does the Smart Money Trend signal show for BOLT?

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

More buyers than sellers — 60% buying: Last quarter: 9 funds were net buyers (4 opened a brand new position + 5 added to an existing one). Only 6 were sellers (4 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BOLT holders?

Smaller funds dominant — 15% AUM from top-100: 8 of 24 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 BOLT?

50% of holders stayed for 2+ years: 12 out of 24 hedge funds have held BOLT 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.

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