Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

COREWEAVE INC (CRWV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +56
Streak
4Q ▲
Buyers last Q
60%

Smart Money Signals — CRWV

Based on 691 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added CRWV 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
691 hedge funds hold CRWV 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 — +69000% more funds vs a year ago

fund count last 6Q
+690 new funds entered over the past year (+69000% 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 — 60% buying

533 buying355 selling
Last quarter: 533 funds were net buyers (240 opened a brand new position + 293 added to an existing one). Only 355 were sellers (171 trimmed + 184 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-61 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 98 → 341 → 301 → 240. 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 — 84% entered in last year

■ 2% conviction (2yr+) ■ 14% medium ■ 84% new
Only 17 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.
💎

Buying through price weakness — shares +9%, value -45%

Value
-44%
Shares
+8%
Last quarter: funds added +9% more shares while total portfolio value only changed -45%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

0 → 98 → 341 → 301 → 240 new funds/Q
New funds entering each quarter: 98 → 341 → 301 → 240. A growing number of institutions are discovering CRWV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 98% of holders entered in last year

■ 2% veterans ■ 0% 1-2yr ■ 98% new
Of 782 current holders: 764 (98%) entered in the past year, only 18 (2%) 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 — 22% AUM from major funds

22% from top-100 AUM funds
38 of 691 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
7.1
out of 10
High Exit Risk
Exit risk score 7.1/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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.

Hedge Fund Ownership: CRWV

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

Market Analysis: CRWV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CRWV

-- --

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.

85 top-rated funds 10 high-conviction
Consensus
8.4
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: CRWV
2026 Q1 Stats Unlock in 11 days 782 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 782 731 6.98%
13F Shares 391M 359M 8.8%
Total Value $28.11B $50.87B -44.74%
New Positions 247 317 -70
Increased Positions 430 367 +63
Closed Positions 196 82 +114
Reduced Positions 259 128 +131
Total Calls 63 67 -5.97%
Total Puts 60 61 -1.64%
PUT/CALL Ratio 0.95 0.91 Neutral

Statistics: CRWV

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

782 + investors

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

Top 25 institutional holders of CRWV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CISCO SYSTEMS, INC. 25.99% 1,063,980 $82.4M
2 BLUEFIN CAPITAL MANAGEMENT, LLC 17.91% 1,010,256 $72.3M
3 Renaissance Capital LLC 11.47% 141,927 $15.8M
4 BLUEFIN CAPITAL MANAGEMENT, LLC 4.37% 4,403,800 $17.6M
5 GLYNN CAPITAL MANAGEMENT LLC 3.79% 102,307 $7.9M
6 BLUEFIN CAPITAL MANAGEMENT, LLC 3.62% 1,484,900 $14.6M
7 Warm Springs Advisors Inc. 2.30% 35,000 $2.7M
8 Ahara Advisors LLC 2.20% 33,838 $2.4M
9 HERBST GROUP, LLC 1.68% 35,205 $2.7M
10 Andina Capital Management, LLC 1.68% 24,486 $1.9M
11 Portman Square Capital LLP 1.64% 550,000 $42.6M
12 Gunderson Capital Management LLC 1.42% 43,701 $3.4M
13 Capstone Capital Management Ltd 1.41% 18,050 $1.4M
14 Bosman Wealth Management, LLC 1.39% 20,391 $1.6M
15 Meadowbrook Wealth Management, LLC 1.38% 13,475 $1.0M
16 FLOYD FINANCIAL GROUP LLC 1.34% 16,910 $2.0M
17 Elevation Advisory Partners LLC 1.28% 12,629 $1.4M
18 Purkiss Capital Advisors LLC 1.27% 37,400 $2.9M
19 AGP FRANKLIN, LLC 1.25% 32,306 $2.5M
20 Amova Asset Management Americas, Inc. 1.23% 1,123,843 $87.0M
21 Rakuten Securities, Inc. 1.16% 35,953 $2.8M
22 Quadrant Private Wealth Management, LLC 0.93% 77,766 $6.0M
23 NFSG Corp 0.90% 70,427 $5.5M
24 Wealth Management Partners, LLC 0.72% 32,441 $2.5M
25 REX Advisers, LLC 0.68% 26,700 $224K
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 — COREWEAVE INC (CRWV)

What does the Smart Money Trend signal show for CRWV?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added CRWV 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 CRWV?

More buyers than sellers — 60% buying: Last quarter: 533 funds were net buyers (240 opened a brand new position + 293 added to an existing one). Only 355 were sellers (171 trimmed + 184 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CRWV holders?

Strong quality — 22% AUM from major funds: 38 of 691 holders rank in the top 100 by AUM, accounting for 22% 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 CRWV?

Mostly new holders — 84% entered in last year: Only 17 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.