Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIREXION SHARES ETF TRUST (COM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
4Q ▼
Buyers last Q
50%

Smart Money Signals — COM

Based on 57 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds reduced or closed their COM 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 — 83% of 3.0Y peak

83% of all-time peak
57 funds currently hold this stock — 83% of the 3.0-year high of 69 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 17% fewer funds vs a year ago

fund count last 6Q
12 fewer hedge funds hold COM compared to a year ago (-17% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

27 buying27 selling
Last quarter: 27 funds bought or added vs 27 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 7 → 6 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 21% medium ■ 19% new
34 out of 57 hedge funds have held COM 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 — ~8 new funds/quarter

13 → 9 → 7 → 6 → 8 new funds/Q
New funds entering each quarter: 9 → 7 → 6 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 5% 1-2yr ■ 30% new
Of 57 current holders: 37 (65%) 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.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
6 of 57 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — 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 — COM

In 2025 Q4, 27 hedge funds were net buyers of COM (8 opened a new position, 19 added to an existing one), while 27 reduced or exited (18 trimmed, 9 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This extends a 4-quarter selling streak, suggesting sustained institutional caution. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 57.

Hedge Fund Ownership: COM

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

Market Analysis: COM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: COM

-- --

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: COM
2026 Q1 Stats Unlock in 8 days 57 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 57 58 -1.72%
13F Shares 4M 3M 13.64%
Total Value $113M $97M 16.68%
New Positions 8 6 +2
Increased Positions 19 18 +1
Closed Positions 9 15 -6
Reduced Positions 18 23 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: COM

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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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) --
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Institutional Holders (2026 Q1)

57 + investors

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

Top 25 institutional holders of COM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pasadena Private Wealth, LLC 1.66% 357,317 $12.0M
2 Global View Capital Management LLC 1.17% 130,999 $4.4M
3 TriaGen Wealth Management LLC 1.06% 115,648 $3.9M
4 Ifrah Financial Services, Inc. 1.05% 118,860 $4.0M
5 Riverbend Wealth Management, LLC 0.47% 24,373 $818K
6 Rooted Wealth Advisors, Inc. 0.36% 40,888 $1.4M
7 Stratos Investment Management, LLC 0.22% 165,135 $5.5M
8 Wilkerson Advisory Group LLC 0.21% 18,525 $622K
9 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.16% 92,972 $3.1M
10 Gen-Wealth Partners Inc 0.14% 13,392 $450K
11 IRON Financial LLC 0.13% 8,646 $290K
12 WESPAC Advisors, LLC 0.12% 6,712 $225K
13 B. Riley Wealth Advisors, Inc. 0.08% 37,219 $1.2M
14 Integrity Advisory Solutions, LLC 0.08% 17,233 $579K
15 Brookwood Investment Group LLC 0.07% 15,996 $537K
16 Nvest Wealth Strategies, Inc. 0.06% 2,499 $84K
17 Signal Advisors Wealth, LLC 0.05% 20,066 $674K
18 IFP Advisors, Inc 0.03% 48,357 $1.6M
19 Ball & Co Wealth Management Inc. 0.03% 1,183 —
20 NTV ASSET MANAGEMENT LLC 0.03% 8,260 $277K
21 UMB Bank, n.a. 0.03% 60,862 $2.0M
22 PFG Advisors 0.03% 15,726 $528K
23 Mosley Wealth Management 0.02% 1,794 $52K
24 PRIVATE TRUST CO NA 0.02% 6,075 $204K
25 Wealthcare Advisory Partners LLC 0.02% 24,897 $836K
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 — DIREXION SHARES ETF TRUST (COM)

What does the Smart Money Trend signal show for COM?

Selling streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds reduced or closed their COM 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 COM?

Slight buying edge — 50% buying: Last quarter: 27 funds bought or added vs 27 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for COM holders?

Smaller funds dominant — 8% AUM from top-100: 6 of 57 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held COM?

60% of holders stayed for 2+ years: 34 out of 57 hedge funds have held COM 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.