Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FOLD HLDGS INC (FLD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
4Q ▲
Buyers last Q
54%

Smart Money Signals — FLD

Based on 43 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 FLD 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 — 77% of 3.0Y peak

77% of all-time peak
43 funds currently hold this stock — 77% of the 3.0-year high of 56 funds (reached 2023 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +975% more funds vs a year ago

fund count last 6Q
+39 new funds entered over the past year (+975% 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.
🟡

Slight buying edge — 54% buying

28 buying24 selling
Last quarter: 28 funds bought or added vs 24 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 22 → 17 → 19 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 58% entered in last year

■ 2% conviction (2yr+) ■ 40% medium ■ 58% new
Only 1 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 -1%, value -99%

Value
-99%
Shares
-1%
Last quarter: funds added -1% more shares while total portfolio value only changed -99%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~17 new funds/quarter

1 → 22 → 17 → 19 → 17 new funds/Q
New funds entering each quarter: 22 → 17 → 19 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 67% of holders entered in last year

■ 31% veterans ■ 2% 1-2yr ■ 67% new
Of 45 current holders: 30 (67%) entered in the past year, only 14 (31%) 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.
🏆

Elite ownership — 76% AUM from top-100 funds

76% from top-100 AUM funds
16 of 43 holders are among the 100 largest funds by AUM, controlling 76% of total institutional value in FLD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.3
out of 10
Moderate Exit Risk
Exit risk score 5.3/10 — 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 — FLD

In 2025 Q4, 28 hedge funds were net buyers of FLD (17 opened a new position, 11 added to an existing one), while 24 reduced or exited (13 trimmed, 11 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 76% of total institutional value in FLD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 43.

Hedge Fund Ownership: FLD

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

Market Analysis: FLD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FLD

-- --

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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: FLD
2026 Q1 Stats Unlock in 2 days 45 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 45 40 12.5%
13F Shares 4M 4M -1.19%
Total Value $9M $1.46B -99.37%
New Positions 17 21 -4
Increased Positions 11 8 +3
Closed Positions 11 9 +2
Reduced Positions 15 5 +10
Total Calls 3 3 -
Total Puts 0 2 -100.0%
PUT/CALL Ratio 0.0 0.67 Bullish

Statistics: FLD

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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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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

45 + investors

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

QUARTER:
Top 25 institutional holders of FLD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 EverSource Wealth Advisors, LLC 0.59% 494,261 $19.2M
2 Blue Owl Capital Holdings LP 0.30% 856,632 $1.1M
3 Union Square Park Capital Management, LLC 0.11% 89,130 $233K
4 Cypress Point Wealth Management, LLC 0.02% 53,604 $71K
5 Abel Hall, LLC 0.01% 23,764 $31K
6 Shay Capital LLC 0.00% 28,144 $37K
7 FNY Investment Advisers, LLC 0.00% 3,000 —
8 JPMORGAN CHASE & CO 0.00% 10,020 $12.5M
9 HIGHBRIDGE CAPITAL MANAGEMENT LLC 0.00% 10,020 $13K
10 Tower Research Capital LLC (TRC) 0.00% 6,718 $9K
11 Baird Financial Group, Inc. 0.00% 105,150 $139K
12 Mariner, LLC 0.00% 67,869 $90K
13 PRIVATE TRUST CO NA 0.00% 750 —
14 MARSHALL WACE, LLP 0.00% 62,189 $82K
15 AQR CAPITAL MANAGEMENT LLC 0.00% 116,250 $153K
16 VANGUARD CAPITAL MANAGEMENT LLC 0.00% 1,739,664 $2.3M
17 VANGUARD FIDUCIARY TRUST CO 0.00% 104,214 $138K
18 CITADEL ADVISORS LLC 0.00% 163,900 $216K
19 Wealth Preservation Advisors, LLC 0.00% 23 —
20 OSAIC HOLDINGS, INC. 0.00% 12,154 $16K
21 Ameritas Investment Partners, Inc. 0.00% 503 —
22 CWM, LLC 0.00% 5,650 $7K
23 NEW YORK STATE COMMON RETIREMENT FUND 0.00% 9,300 $12K
24 RHUMBLINE ADVISERS 0.00% 10,992 $15K
25 JANE STREET GROUP, LLC 0.00% 47,000 $62K
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 — FOLD HLDGS INC (FLD)

What does the Smart Money Trend signal show for FLD?

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

Slight buying edge — 54% buying: Last quarter: 28 funds bought or added vs 24 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FLD holders?

Elite ownership — 76% AUM from top-100 funds: 16 of 43 holders are among the 100 largest funds by AUM, controlling 76% of total institutional value in FLD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FLD?

Mostly new holders — 58% entered in last year: Only 1 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.