Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tidal Trust I (HFGM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
3Q ▲
Buyers last Q
73%

Smart Money Signals — HFGM

Based on 28 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q
For 3 consecutive quarters, more hedge funds added HFGM 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
28 hedge funds hold HFGM right now — the highest count in 1.0 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.
🟢

More buyers than sellers — 73% buying

22 buying8 selling
Last quarter: 22 funds were net buyers (5 opened a brand new position + 17 added to an existing one). Only 8 were sellers (4 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 11 → 13 → 5. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 82% entered in last year

■ 0% conviction (2yr+) ■ 18% medium ■ 82% new
Only 0 funds (0%) 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.
📊

Peak discovery — momentum slowing

11 → 13 → 5 new funds/Q
New funds entering each quarter: 11 → 13 → 5. HFGM is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 28 current holders: 28 (100%) entered in the past year, only 0 (0%) 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
3 of 28 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.
7.1
out of 10
High Exit Risk
Exit risk score 7.1/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 — HFGM

In 2026 Q1, 22 hedge funds were net buyers of HFGM (5 opened a new position, 17 added to an existing one), while 8 reduced or exited (4 trimmed, 4 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 28.

Hedge Fund Ownership: HFGM

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

Market Analysis: HFGM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HFGM

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: HFGM
2026 Q2 Stats Unlock in 5 days 28 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 28 27 3.7%
13F Shares 2M 1M 72.05%
Total Value $68M $38M 78.18%
New Positions 5 13 -8
Increased Positions 17 8 +9
Closed Positions 4 2 +2
Reduced Positions 4 5 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HFGM

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Institutional Holders (2026 Q2)

28 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 HFGM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tactive Advisors, LLC 3.21% 426,576 $13.0M
2 Weil Company, Inc. 1.76% 327,272 $10.0M
3 Oregon Pacific Wealth Management, LLC 1.20% 42,023 $1.3M
4 Insight Wealth Strategies, LLC 1.11% 376,670 $11.4M
5 Invenio Wealth Partners LLC 1.09% 99,527 $3.0M
6 Encompass More Asset Management 0.82% 185,377 $5.7M
7 Magnolia Private Wealth, LLC 0.75% 44,724 $1.4M
8 Clg LLC 0.72% 106,627 $3.3M
9 Brookwood Investment Group LLC 0.70% 204,511 $6.2M
10 Arrowroot Family Office, LLC 0.54% 61,750 $1.9M
11 RHS Financial, LLC 0.49% 39,888 $1.2M
12 Brady Martz Wealth Solutions, LLC 0.38% 83,178 $2.5M
13 Compass Financial Management LLC 0.28% 75,326 $2.3M
14 Signet Private Wealth LLC 0.25% 10,137 $310K
15 Accurate Wealth Management, LLC 0.17% 57,888 $1.8M
16 SMART Wealth LLC 0.14% 21,015 $642K
17 GenTrust, LLC 0.12% 101,854 $3.1M
18 Wealthcare Advisory Partners LLC 0.11% 198,552 $6.1M
19 Mather Group, LLC. 0.06% 236,633 $7.2M
20 Arete Wealth Advisors, LLC 0.04% 43,827 $1.3M
21 Focus Partners Advisor Solutions, LLC 0.02% 83,178 $2.5M
22 HighTower Advisors, LLC 0.01% 233,800 $7.1M
23 Corient Private Wealth LP 0.01% 144,479 $4.4M
24 Harbor Investment Advisory, LLC 0.00% 2,310 $71K
25 Truist Financial Corp 0.00% 62,442 $1.9M
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 — Tidal Trust I (HFGM)

What does the Smart Money Trend signal show for HFGM?

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

More buyers than sellers — 73% buying: Last quarter: 22 funds were net buyers (5 opened a brand new position + 17 added to an existing one). Only 8 were sellers (4 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HFGM holders?

Smaller funds dominant — 4% AUM from top-100: 3 of 28 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 HFGM?

Mostly new holders — 82% entered in last year: Only 0 funds (0%) 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.

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