Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bioxcel Therapeutics Inc (BTAI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
66%

Smart Money Signals — BTAI

Based on 46 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BTAI 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
46 hedge funds hold BTAI 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 — +44% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+44% 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 — 66% buying

25 buying13 selling
Last quarter: 25 funds were net buyers (13 opened a brand new position + 12 added to an existing one). Only 13 were sellers (9 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new BTAI position: 12 → 11 → 7 → 13. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 35% entered in last year

■ 2% conviction (2yr+) ■ 63% medium ■ 35% 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 — ~13 new funds/quarter

9 → 12 → 11 → 7 → 13 new funds/Q
New funds entering each quarter: 12 → 11 → 7 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 4% veterans, 52% new entrants

■ 4% veterans ■ 43% 1-2yr ■ 52% new
Of 46 current holders: 2 (4%) held 2+ years, 20 held 1–2 years, 24 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
16 of 46 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in BTAI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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.

Institutional Sentiment Summary — BTAI

In 2026 Q2, 25 hedge funds were net buyers of BTAI (13 opened a new position, 12 added to an existing one), while 13 reduced or exited (9 trimmed, 4 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. 51% of total institutional value in BTAI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 46.

Hedge Fund Ownership: BTAI

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

Market Analysis: BTAI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BTAI

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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: BTAI
46 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 46 37 24.32%
13F Shares 6M 5M 13.5%
Total Value $9M $7M 17.89%
New Positions 13 7 +6
Increased Positions 12 10 +2
Closed Positions 4 12 -8
Reduced Positions 9 8 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BTAI

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Financial Highlights

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Institutional Holders (2026 Q2)

46 + investors

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

QUARTER:
Top 25 BTAI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Oaktree Fund Advisors, LLC 0.60% 245,585 $346K
2 Oaktree Capital Management LP 0.03% 1,380,248 $1.9M
3 Headlands Technologies LLC 0.00% 25,556 $36K
4 Portfolio Strategies, Inc. 0.00% 16,831 $24K
5 Two Sigma Securities, LLC 0.00% 10,796 $15K
6 StoneX Group Inc. 0.00% 20,684 $29K
7 Millennium Management LLC 0.00% 2,114,710 $3.0M
8 &Partners 0.00% 83,588 $118K
9 Quadrature Capital Ltd 0.00% 38,038 $54K
10 Silver Grove Financial Group, Inc. 0.00% 331 —
11 Diversify Wealth Management, LLC 0.00% 15,000 $13K
12 Diversify Advisory Services, LLC 0.00% 15,000 $13K
13 Beacon Pointe Advisors, LLC 0.00% 18,837 $27K
14 HighTower Advisors, LLC 0.00% 41,000 $58K
15 Vanguard Fiduciary Trust Co 0.00% 136,937 $193K
16 Jones Financial Companies Lllp 0.00% 63,139 $83K
17 UBS Group AG 0.00% 158,065 $223K
18 Vanguard Capital Management LLC 0.00% 919,545 $1.3M
19 Osaic Holdings, INC. 0.00% 16,214 $23K
20 Citadel Advisors LLC 0.00% 149,220 $210K
21 Washington Trust Advisors, Inc. 0.00% 82 —
22 Tower Research Capital LLC (TRC) 0.00% 227 —
23 NewEdge Advisors, LLC 0.00% 1,331 $2K
24 Fmr LLC 0.00% 90,300 $127K
25 BlackRock, Inc. 0.00% 179,433 $253K
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 — Bioxcel Therapeutics Inc (BTAI)

What does the Smart Money Trend signal show for BTAI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BTAI 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 BTAI?

More buyers than sellers — 66% buying: Last quarter: 25 funds were net buyers (13 opened a brand new position + 12 added to an existing one). Only 13 were sellers (9 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BTAI holders?

Elite ownership — 51% AUM from top-100 funds: 16 of 46 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in BTAI. 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 BTAI?

Mostly new holders — 35% 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.

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