Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FOLD HLDGS INC (FLDDW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
2Q ▼
Buyers last Q
33%

Smart Money Signals — FLDDW

Based on 27 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their FLDDW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 64% of 3.0Y high

64% of all-time peak
Only 27 funds hold FLDDW today versus a peak of 42 funds at 2023 Q3 — just 64% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 13% fewer funds vs a year ago

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

Heavy selling pressure — only 33% buying

4 buying8 selling
Last quarter: 8 funds sold vs only 4 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 3 → 0 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 19% medium ■ 11% new
19 out of 27 hedge funds have held FLDDW 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.
💰

Price up while funds trimmed (+2352% value, -21% shares)

Value
+2351%
Shares
-21%
Last quarter: total value of institutional FLDDW holdings rose +2352% even though funds reduced share count by 21%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
⚠️

Saturation — most institutions already know this story

30 → 1 → 3 → 0 → 2 new funds/Q
New funds entering each quarter: 1 → 3 → 0 → 2. 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 — 81% of holders stayed 2+ years

■ 81% veterans ■ 0% 1-2yr ■ 19% new
Of 27 current holders: 22 (81%) 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.
🏆

Elite ownership — 98% AUM from top-100 funds

98% from top-100 AUM funds
5 of 27 holders are among the 100 largest funds by AUM, controlling 98% of total institutional value in FLDDW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.3
out of 10
Low Exit Risk
Exit risk score 2.3/10 — 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 — FLDDW

In 2026 Q1, 4 hedge funds were net buyers of FLDDW (2 opened a new position, 2 added to an existing one), while 8 reduced or exited (3 trimmed, 5 sold completely) — a 33% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. 98% of total institutional value in FLDDW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 27.

Hedge Fund Ownership: FLDDW

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

Market Analysis: FLDDW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FLDDW

-- --

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

Is It Too Late to Buy FOLD HLDGS INC (FLDDW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FLDDW has moved relative to its sector benchmark (SPY) 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 · 71d ago
FLDDW
-96.9%
SPY
+11.7%

FLDDW outperformed SPY by -108.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 26d ago
FLDDW
+0.0%
SPY
-1.7%

Since the filing became public, FLDDW outperformed SPY by +1.7% .

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
0.0
/ 10
conviction
Hedge Fund Positioning: FLDDW
27 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 27 30 -10.0%
13F Shares 6M 8M -21.2%
Total Value $30M $1M 2351.66%
New Positions 2 0 +2
Increased Positions 2 2 -
Closed Positions 5 1 +4
Reduced Positions 3 4 -1
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FLDDW

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

27 + investors

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

QUARTER:
Top 25 institutional holders of FLDDW — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Q Global Advisors, LLC 0.02% 203,778 —
2 FIFTH LANE CAPITAL, LP 0.00% 26,193 $3K
3 K2 PRINCIPAL FUND, L.P. 0.00% 380,780 $42K
4 VR Advisory Services Ltd 0.00% 187,500 $21K
5 Saba Capital Management, L.P. 0.00% 568,730 $68K
6 MMCAP International Inc. SPC 0.00% 175,000 $19K
7 CSS LLC/IL 0.00% 204,299 $22K
8 JPMORGAN CHASE & CO 0.00% 265,421 $29.2M
9 HIGHBRIDGE CAPITAL MANAGEMENT LLC 0.00% 265,421 $29K
10 Boussard & Gavaudan Investment Management LLP 0.00% 72,260 $8K
11 Shaolin Capital Management LLC 0.00% 182,488 $20K
12 ARISTEIA CAPITAL, L.L.C. 0.00% 265,897 $32K
13 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 0.00% 425,000 $47K
14 WOLVERINE ASSET MANAGEMENT LLC 0.00% 148,063 $16K
15 Context Capital Management, LLC 0.00% 56,950 $6K
16 Alberta Investment Management Corp 0.00% 200,000 $22K
17 LMR Partners LLP 0.00% 538,182 $59K
18 TORONTO DOMINION BANK 0.00% 711,302 $78K
19 Verition Fund Management LLC 0.00% 150,000 $16K
20 WHITEBOX ADVISORS LLC 0.00% 46,500 $5K
21 Baird Financial Group, Inc. 0.00% 255,994 $28K
22 Clear Street Group Inc. 0.00% 64,455 $7K
23 D. E. Shaw & Co., Inc. 0.00% 375,000 $41K
24 Parallax Volatility Advisers, L.P. 0.00% 15,835 $3K
25 MILLENNIUM MANAGEMENT LLC 0.00% 138,500 $15K
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 (FLDDW)

What does the Smart Money Trend signal show for FLDDW?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their FLDDW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FLDDW?

Heavy selling pressure — only 33% buying: Last quarter: 8 funds sold vs only 4 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 FLDDW holders?

Elite ownership — 98% AUM from top-100 funds: 5 of 27 holders are among the 100 largest funds by AUM, controlling 98% of total institutional value in FLDDW. 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 FLDDW?

70% of holders stayed for 2+ years: 19 out of 27 hedge funds have held FLDDW 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 FOLD HLDGS INC (FLDDW) following the 2026 Q1 hedge fund 13F filings?

As of today, FLDDW has moved +0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.7% for the SPY sector ETF — an outperformance of +1.7%. Since the quarter end (March 31, 2026), FLDDW has gained -96.9% vs +11.7% for SPY. 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.

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