Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FATE THERAPEUTICS INC (FATE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
3Q ▲
Buyers last Q
43%

Smart Money Signals — FATE

Based on 142 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added FATE 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.
📊

High ownership — 80% of 3.0Y peak

80% of all-time peak
142 funds currently hold this stock — 80% of the 3.0-year high of 178 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
13 fewer hedge funds hold FATE compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 43% buying

55 buying73 selling
Last quarter: 73 funds reduced or exited vs 55 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 — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 28 → 23 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 22% medium ■ 16% new
88 out of 142 hedge funds have held FATE 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 -10%, value -30%

Value
-30%
Shares
-10%
Last quarter: funds added -10% more shares while total portfolio value only changed -30%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~23 new funds/quarter

33 → 18 → 28 → 23 → 23 new funds/Q
New funds entering each quarter: 18 → 28 → 23 → 23. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 12% 1-2yr ■ 23% new
Of 145 current holders: 95 (66%) 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 — 35% AUM from major funds

35% from top-100 AUM funds
38 of 142 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 — FATE

In 2025 Q4, 55 hedge funds were net buyers of FATE (23 opened a new position, 32 added to an existing one), while 73 reduced or exited (54 trimmed, 19 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 35% of total institutional value in FATE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 142.

Hedge Fund Ownership: FATE

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

Market Analysis: FATE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FATE

-- --

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

Is It Too Late to Buy FATE THERAPEUTICS INC (FATE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FATE has moved relative to its sector benchmark (XLV) 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 · 50d ago
FATE
+68.2%
XLV
-11.8%

FATE outperformed XLV by +80.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 5d ago
FATE
+7.4%
XLV
-5.2%

Since the filing became public, FATE outperformed XLV by +12.6% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 0 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: FATE
152 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 152 142 7.04%
13F Shares 76M 72M 5.05%
Total Value $85M $71M 20.17%
New Positions 26 23 +3
Increased Positions 52 31 +21
Closed Positions 16 19 -3
Reduced Positions 34 53 -19
Total Calls 3 1 200.0%
Total Puts 2 2 -
PUT/CALL Ratio 0.67 2.0 Bullish

Statistics: FATE

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)

152 + investors

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

QUARTER:
Top 25 institutional holders of FATE — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Redmile Group, LLC 1.02% 12,872,946 $15.4M
2 JOHNSON & JOHNSON 0.62% 3,379,064 $4.1M
3 Bruce & Co., Inc. 0.27% 789,188 $947K
4 Monaco Asset Management SAM 0.18% 810,000 $972K
5 DAFNA Capital Management LLC 0.15% 550,000 $660K
6 Privium Fund Management B.V. 0.10% 414,311 $497K
7 TANG CAPITAL MANAGEMENT LLC 0.07% 1,167,773 $1.4M
8 Irenic Capital Management LP 0.07% 878,055 $1.1M
9 SCHULHOFF & CO INC 0.05% 100,000 $120K
10 Parametrica Management Ltd 0.03% 18,472 $22K
11 GSA CAPITAL PARTNERS LLP 0.02% 298,881 —
12 FPC INVESTMENT ADVISORY, INC. 0.02% 26,456 $35K
13 Headlands Technologies LLC 0.02% 125,708 $151K
14 R Squared Ltd 0.01% 18,524 $22K
15 Abel Hall, LLC 0.01% 36,748 $44K
16 XTX Topco Ltd 0.01% 389,169 $467K
17 National Philanthropic Trust 0.01% 125,000 $410K
18 ACADIAN ASSET MANAGEMENT LLC 0.01% 4,120,200 $5K
19 Northern Lights Advisors, Inc. 0.01% 10,040 $10K
20 Leo Wealth, LLC 0.01% 70,439 $85K
21 RENAISSANCE TECHNOLOGIES LLC 0.01% 2,974,683 $3.6M
22 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% 185,000 $222K
23 Virtu Financial LLC 0.00% 76,561 —
24 TWO SIGMA INVESTMENTS, LP 0.00% 3,466,786 $4.2M
25 TWO SIGMA ADVISERS, LP 0.00% 1,651,700 $1.6M
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 — FATE THERAPEUTICS INC (FATE)

What does the Smart Money Trend signal show for FATE?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added FATE 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 FATE?

More sellers than buyers — 43% buying: Last quarter: 73 funds reduced or exited vs 55 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 FATE holders?

Strong quality — 35% AUM from major funds: 38 of 142 holders rank in the top 100 by AUM, accounting for 35% 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 FATE?

62% of holders stayed for 2+ years: 88 out of 142 hedge funds have held FATE 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 FATE THERAPEUTICS INC (FATE) following the 2026 Q1 hedge fund 13F filings?

As of today, FATE has moved +7.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to -5.2% for the XLV sector ETF — an outperformance of +12.6%. Since the quarter end (March 31, 2026), FATE has gained +68.2% vs -11.8% for XLV. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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 →