Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Chagee Hldgs Ltd (CHA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — CHA

Based on 40 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CHA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
40 funds currently hold this stock — 89% of the 3.0-year high of 45 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +3900% more funds vs a year ago

fund count last 6Q
+39 new funds entered over the past year (+3900% 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 sellers than buyers — 46% buying

24 buying28 selling
Last quarter: 28 funds reduced or exited vs 24 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 (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 41 → 21 → 19 → 10. 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 — 62% entered in last year

■ 8% conviction (2yr+) ■ 30% medium ■ 62% new
Only 3 funds (8%) 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.
⚠️

Saturation — most institutions already know this story

1 → 41 → 21 → 19 → 10 new funds/Q
New funds entering each quarter: 41 → 21 → 19 → 10. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 80% of holders entered in last year

■ 20% veterans ■ 0% 1-2yr ■ 80% new
Of 40 current holders: 32 (80%) entered in the past year, only 8 (20%) 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.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
17 of 40 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.4
out of 10
Moderate Exit Risk
Exit risk score 5.4/10 — 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 — CHA

In 2026 Q1, 24 hedge funds were net buyers of CHA (10 opened a new position, 14 added to an existing one), while 28 reduced or exited (13 trimmed, 15 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 23% of total institutional value in CHA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 40.

Hedge Fund Ownership: CHA

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

Market Analysis: CHA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CHA

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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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: CHA
47 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 47 40 17.5%
13F Shares 15M 15M -0.47%
Total Value $151M $147M 2.58%
New Positions 16 10 +6
Increased Positions 12 14 -2
Closed Positions 9 15 -6
Reduced Positions 14 13 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CHA

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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 Q2)

47 + investors

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

QUARTER:
Top 25 CHA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fosun International Ltd 12.20% 5,848,854 $54.5M
2 PineBridge Investments Asia Ltd 0.27% 65,000 $781K
3 IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.11% 143,084 $1.7M
4 Fox Run Management, L.L.C. 0.04% 21,000 $252K
5 Polymer Capital Management (HK) LTD 0.03% 45,000 $541K
6 Marshall Wace, LLP 0.02% 1,810,441 $21.8M
7 Empowered Funds, LLC 0.02% 271,174 $3.3M
8 Caitong International Asset Management Co., Ltd 0.01% 7,967 $96K
9 Point72 Asset Management, L.P. 0.01% 734,651 $8.8M
10 Susquehanna Portfolio Strategies, LLC 0.01% 33,473 $402K
11 Engineers Gate Manager LP 0.00% 29,397 $353K
12 Walleye Capital LLC 0.00% 53,286 $640K
13 Millennium Management LLC 0.00% 518,507 $6.2M
14 Citadel Advisors LLC 0.00% 806,734 $9.7M
15 Schonfeld Strategic Advisors LLC 0.00% 25,519 $307K
16 Trexquant Investment LP 0.00% 14,894 $179K
17 Silver Grove Financial Group, Inc. 0.00% 105 $1K
18 Morgan Stanley 0.00% 975,440 $11.7M
19 UBS Group AG 0.00% 265,846 $3.2M
20 Renaissance Technologies LLC 0.00% 22,700 $273K
21 Aberdeen Group plc 0.00% 20,965 $252K
22 Hrt Financial LP 0.00% 14,416 $173K
23 Mariner, LLC 0.00% 22,382 $269K
24 HSBC Holdings plc 0.00% 54,735 $659K
25 BlackRock, Inc. 0.00% 1,121,952 $13.5M
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 — Chagee Hldgs Ltd (CHA)

What does the Smart Money Trend signal show for CHA?

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

More sellers than buyers — 46% buying: Last quarter: 28 funds reduced or exited vs 24 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 CHA holders?

Strong quality — 23% AUM from major funds: 17 of 40 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CHA?

Mostly new holders — 62% entered in last year: Only 3 funds (8%) 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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