Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DESWELL INDS INC (DSWL)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
40%

Smart Money Signals — DSWL

Based on 13 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
13 hedge funds hold DSWL 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.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 40% buying

2 buying3 selling
Last quarter: 3 funds reduced or exited vs 2 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.
➡️

Steady new buyers — ~0 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 3 → 2 → 0. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

69% of holders stayed for 2+ years

69% conviction (2yr+) 15% medium 15% new
9 out of 13 hedge funds have held DSWL 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.
💎

Buying through price weakness — shares +23%, value +6%

Value
+5%
Shares
+22%
Last quarter: funds added +23% more shares while total portfolio value only changed +6%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
⚠️

Saturation — most institutions already know this story

1 → 2 → 3 → 2 → 0 new funds/Q
New funds entering each quarter: 2 → 3 → 2 → 0. 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.
🏛️

Deep conviction — 69% of holders stayed 2+ years

69% veterans 15% 1-2yr 15% new
Of 13 current holders: 9 (69%) 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.

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
6 of 13 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.
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 — DSWL

In 2026 Q1, 2 hedge funds were net buyers of DSWL (2 added to existing positions), while 3 reduced or exited (3 trimmed their position) — a 40% buyer ratio, indicating roughly balanced activity. 23% of total institutional value in DSWL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 13.

Hedge Fund Ownership: DSWL

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

Market Analysis: DSWL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DSWL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy DESWELL INDS INC (DSWL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DSWL has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 67d ago
DSWL
+9.8%
XLK
+35.7%

DSWL outperformed XLK by -25.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 22d ago
DSWL
-2.4%
XLK
+2.3%

Since the filing became public, DSWL outperformed XLK by -4.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
0.4
/ 10
conviction
Hedge Fund Positioning: DSWL
13 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 13 13 -
13F Shares 980K 799K 22.68%
Total Value $3M $3M 5.64%
New Positions 0 2 -2
Increased Positions 2 1 +1
Closed Positions 0 1 -1
Reduced Positions 3 7 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DSWL

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

13 + investors

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

QUARTER:
Top 13 institutional holders of DSWL — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Royal Palms Capital LLC 1.90% 642,017 $1.9M
2 Garde Capital, Inc. 0.01% 83,048 $248K
3 RBF Capital, LLC 0.00% 25,003 $75K
4 MORGAN STANLEY 0.00% 201,580 $603K
5 ACADIAN ASSET MANAGEMENT LLC 0.00% 3,690
6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 20,366 $61K
7 BNP PARIBAS FINANCIAL MARKETS 0.00% 3,199 $10K
8 SBI Securities Co., Ltd. 0.00% 28
9 OSAIC HOLDINGS, INC. 0.00% 200
10 UBS Group AG 0.00% 632 $2K
11 Russell Investments Group, Ltd. 0.00% 64
12 CITIGROUP INC 0.00% 1
13 WELLS FARGO & COMPANY/MN 0.00%
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 — DESWELL INDS INC (DSWL)

What does the Smart Money Trend signal show for DSWL?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for DSWL?

More sellers than buyers — 40% buying: Last quarter: 3 funds reduced or exited vs 2 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 DSWL holders?

Strong quality — 23% AUM from major funds: 6 of 13 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 DSWL?

69% of holders stayed for 2+ years: 9 out of 13 hedge funds have held DSWL 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.

Is it too late to buy DESWELL INDS INC (DSWL) following the 2026 Q1 hedge fund 13F filings?

As of today, DSWL has moved -2.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.3% for the XLK sector ETF — an outperformance of -4.7%. Since the quarter end (March 31, 2026), DSWL has gained +9.8% vs +35.7% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →