Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ADVISORS INNER CIRCLE FD II (EDGU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
28%

Smart Money Signals — EDGU

Based on 16 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added EDGU 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
16 hedge funds hold EDGU 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 — +14% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 28% buying

5 buying13 selling
Last quarter: 13 funds sold vs only 5 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 4 → 5 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 50% entered in last year

■ 6% conviction (2yr+) ■ 44% medium ■ 50% new
Only 1 funds (6%) 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.
➡️

Steady discovery — ~4 new funds/quarter

14 → 3 → 4 → 5 → 4 new funds/Q
New funds entering each quarter: 3 → 4 → 5 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 94% of holders entered in last year

■ 6% veterans ■ 0% 1-2yr ■ 94% new
Of 16 current holders: 15 (94%) entered in the past year, only 1 (6%) 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.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
4 of 16 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.6
out of 10
Moderate Exit Risk
Exit risk score 5.6/10 — 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.

Institutional Sentiment Summary — EDGU

In 2025 Q4, 5 hedge funds were net buyers of EDGU (4 opened a new position, 1 added to an existing one), while 13 reduced or exited (10 trimmed, 3 sold completely) — a 28% buyer ratio, indicating net institutional distribution. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 16.

Hedge Fund Ownership: EDGU

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

Market Analysis: EDGU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EDGU

-- --

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: EDGU
2026 Q1 Stats Unlock in 3 days 16 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 16 15 6.67%
13F Shares 1M 2M -13.69%
Total Value $43M $48M -12.12%
New Positions 4 5 -1
Increased Positions 1 4 -3
Closed Positions 3 3 -
Reduced Positions 10 5 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EDGU

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

16 + investors

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

QUARTER:
Top 18 institutional holders of EDGU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AMG Asset Management Group, Inc. 0.89% 41,399 $1.2M
2 Silver Grove Financial Group, Inc. 0.40% 18,107 $503K
3 Orion Porfolio Solutions, LLC 0.33% 1,380,884 $38.4M
4 3EDGE Asset Management, LP 0.11% 79,585 $2.2M
5 POTOMAC FUND MANAGEMENT INC /ADV 0.06% 60,145 $1.7M
6 Basepoint Wealth LLC 0.05% 2,836 $79K
7 Strategic Blueprint, LLC 0.04% 26,965 $749K
8 Mowery & Schoenfeld Wealth Management, LLC 0.04% 963 $27K
9 GTS SECURITIES LLC 0.03% 32,222 $895K
10 OSAIC HOLDINGS, INC. 0.02% 582,090 $16.2M
11 DIVERSIFY WEALTH MANAGEMENT, LLC 0.01% 23,329 $694K
12 Private Advisor Group, LLC 0.00% 25,131 $698K
13 Ashton Thomas Private Wealth, LLC 0.00% 4,682 $130K
14 ENVESTNET ASSET MANAGEMENT INC 0.00% 71,217 $2.0M
15 TSFG, LLC 0.00% 101 —
16 LPL Financial LLC 0.00% 18,102 $503K
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 8,268 $230K
18 UBS Group AG 0.00% 136 $4K
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 II (EDGU)

What does the Smart Money Trend signal show for EDGU?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added EDGU 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 EDGU?

Heavy selling pressure — only 28% buying: Last quarter: 13 funds sold vs only 5 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for EDGU holders?

Smaller funds dominant — 4% AUM from top-100: 4 of 16 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EDGU?

Mostly new holders — 50% entered in last year: Only 1 funds (6%) 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.