Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UBS AG (GLDI)

27 + Investors. Track Smart Money conviction in GLDI. 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
65%

Smart Money Signals — GLDI

Based on 27 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 GLDI 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
27 hedge funds hold GLDI 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.
🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+29% 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.
🟢

More buyers than sellers — 65% buying

17 buying9 selling
Last quarter: 17 funds were net buyers (8 opened a brand new position + 9 added to an existing one). Only 9 were sellers (5 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 5 → 8 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 30% long-term, 48% new

■ 30% conviction (2yr+) ■ 22% medium ■ 48% new
Of the 27 current holders: 8 (30%) held >2 years, 6 held 1–2 years, and 13 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~8 new funds/quarter

4 → 2 → 5 → 8 → 8 new funds/Q
New funds entering each quarter: 2 → 5 → 8 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 56% of holders entered in last year

■ 33% veterans ■ 11% 1-2yr ■ 56% new
Of 27 current holders: 15 (56%) entered in the past year, only 9 (33%) 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.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
5 of 27 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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 — GLDI

In 2025 Q4, 17 hedge funds were net buyers of GLDI (8 opened a new position, 9 added to an existing one), while 9 reduced or exited (5 trimmed, 4 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 30% of total institutional value in GLDI 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: 27.

Hedge Fund Ownership: GLDI

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

Market Analysis: GLDI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GLDI

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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
0.6
/ 10
conviction
Hedge Fund Positioning: GLDI
2026 Q1 Stats Unlock in 7 days 27 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 27 23 17.39%
13F Shares 110K 97K 13.69%
Total Value $19M $16M 17.66%
New Positions 8 8 -
Increased Positions 9 11 -2
Closed Positions 4 3 +1
Reduced Positions 5 1 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GLDI

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
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 GLDI. Verified SEC 13F-HR filings.

Top 22 institutional holders of GLDI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Oakmont Advisory Group, LLC 0.85% 4,592 $798K
2 Split Rock Private Trading & Wealth Management, LLC 0.74% 5,729 $951K
3 Claris Financial LLC 0.71% 7,465 $1.3M
4 Oasis Advisors, LLC 0.66% 7,186 $1.2M
5 MADDEN SECURITIES Corp 0.63% 12,565 $2.1M
6 DECISION INVESTMENTS, INC 0.25% 1,321 $219K
7 DOVER ADVISORS, LLC 0.24% 3,487 $579K
8 Tactive Advisors, LLC 0.13% 2,827 $469K
9 Freestone Capital Holdings, LLC 0.04% 8,000 $1.3M
10 Dynamic Advisor Solutions LLC 0.02% 3,118 $518K
11 INDEPENDENT FINANCIAL GROUP, LLC 0.01% 1,798 $299K
12 Mutual Advisors, LLC 0.01% 1,973 $328K
13 Orion Porfolio Solutions, LLC 0.01% 4,931 $819K
14 Aventura Private Wealth, LLC 0.01% 109 $18K
15 Private Advisor Group, LLC 0.01% 6,787 $1.1M
16 Kestra Advisory Services, LLC 0.00% 3,507 $582K
17 CoreCap Advisors, LLC 0.00% 136 $23K
18 LPL Financial LLC 0.00% 14,733 $2.4M
19 Steward Partners Investment Advisory, LLC 0.00% 450 $75K
20 JANE STREET GROUP, LLC 0.00% 12,519 $2.1M
21 UBS Group AG 0.00% 9 $1K
22 WELLS FARGO & COMPANY/MN 0.00% 1 —
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 — UBS AG (GLDI)

What does the Smart Money Trend signal show for GLDI?

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

More buyers than sellers — 65% buying: Last quarter: 17 funds were net buyers (8 opened a brand new position + 9 added to an existing one). Only 9 were sellers (5 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GLDI holders?

Strong quality — 30% AUM from major funds: 5 of 27 holders rank in the top 100 by AUM, accounting for 30% 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 GLDI?

Mixed — 30% long-term, 48% new: Of the 27 current holders: 8 (30%) held >2 years, 6 held 1–2 years, and 13 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.