DEMZ Hedge Fund Ownership (Q2 2026)

Advisors Inner Circle Fd III (DEMZ)

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

Smart Money Signals — DEMZ

Based on 26 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 DEMZ 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

26 hedge funds hold DEMZ 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 — +53% more funds vs a year ago

fund count last 6Q

+9 new funds entered over the past year (+53% 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 — 73% buying

11 buying4 selling

Last quarter: 11 funds were net buyers (5 opened a brand new position + 6 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 1 → 7 → 3 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 35% long-term, 42% new

■ 35% conviction (2yr+) ■ 23% medium ■ 42% new

Of the 26 current holders: 9 (35%) held >2 years, 6 held 1–2 years, and 11 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

💰

Value +58% but shares only +33% — price-driven

Value

+57%

+33%

Last quarter: the total dollar value of institutional holdings rose +58%, but actual share count only changed +33%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

➡️

Steady discovery — ~5 new funds/quarter

2 → 1 → 7 → 3 → 5 new funds/Q

New funds entering each quarter: 1 → 7 → 3 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 38% veterans, 38% new entrants

■ 38% veterans ■ 23% 1-2yr ■ 38% new

Of 26 current holders: 10 (38%) held 2+ years, 6 held 1–2 years, 10 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds

6 of 26 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.

4.6

out of 10

Moderate Exit Risk

Exit risk score 4.6/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	26	23	13.04%
13F Shares	338K	254K	33.15%
Total Value	$16M	$10M	57.82%
New Positions	5	3	+2
Increased Positions	6	7	-1
Closed Positions	2	3	-1
Reduced Positions	2	8	-6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

13.04%

13F Shares

338K

254K

33.15%

Total Value

$16M

$10M

57.82%

New Positions

Increased Positions

-1

Closed Positions

-1

Reduced Positions

-6

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

26 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 DEMZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Reflection Asset Management	0.48%	18,025	$784K
2	Accordant Advisory Group Inc	0.33%	10,400	$497K
3	Financially Speaking Inc	0.21%	1,058	$43K
4	Steph & Co	0.04%	3,672	$175K
5	Envestnet Portfolio Solutions, Inc.	0.04%	158,754	$7.6M
6	Bank of New Hampshire	0.04%	3,625	$173K
7	MCF Advisors LLC	0.02%	10,768	$514K
8	First Heartland Consultants, Inc.	0.01%	4,800	$229K
9	AdvisorNet Financial, Inc	0.01%	4,005	$191K
10	Laird Norton Wetherby Trust Company, LLC	0.01%	7,990	$381K
11	Godfrey Financial Associates, Inc.	0.01%	178	$8K
12	Harbour Investments, INC.	0.00%	5,754	$275K
13	Parallel Advisors, LLC	0.00%	4,968	$237K
14	Creative Planning	0.00%	56,802	$2.7M
15	Osaic Holdings, INC.	0.00%	27,280	$1.3M
16	Johnson Financial Group, Inc.	0.00%	437	$21K
17	Arax Advisory Partners	0.00%	1,030	$49K
18	Brown Advisory Inc	0.00%	4,309	$206K
19	Farther Finance Advisors, LLC	0.00%	399	$19K
20	Citadel Advisors LLC	0.00%	14,046	$671K
21	Susquehanna International Group, LLP	0.00%	14,984	$715K
22	Allworth Financial LP	0.00%	176	$8K
23	US Bancorp \de\	0.00%	361	$17K
24	Royal Bank of Canada	0.00%	533	$25K
25	Fmr LLC	0.00%	1,499	$72K

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 — Advisors Inner Circle Fd III (DEMZ)

What does the Smart Money Trend signal show for DEMZ?

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

More buyers than sellers — 73% buying: Last quarter: 11 funds were net buyers (5 opened a brand new position + 6 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DEMZ holders?

Strong quality — 22% AUM from major funds: 6 of 26 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 DEMZ?

Mixed — 35% long-term, 42% new: Of the 26 current holders: 9 (35%) held >2 years, 6 held 1–2 years, and 11 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.

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Advisors Inner Circle Fd III (DEMZ)

Smart Money Signals — DEMZ

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +53% more funds vs a year ago

More buyers than sellers — 73% buying

Steady new buyers — ~5 new funds per quarter

Mixed — 35% long-term, 42% new

Value +58% but shares only +33% — price-driven

Steady discovery — ~5 new funds/quarter

Mixed cohorts — 38% veterans, 38% new entrants

Strong quality — 22% AUM from major funds

Institutional Sentiment Summary — DEMZ

Hedge Fund Ownership: DEMZ

Market Analysis: DEMZ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DEMZ

Hedge Fund Positioning: DEMZ

Statistics: DEMZ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Advisors Inner Circle Fd III (DEMZ)

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