Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Holley Inc (HLLY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
2Q ▼
Buyers last Q
45%

Smart Money Signals — HLLY

Based on 129 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

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

High ownership — 93% of 3.0Y peak

93% of all-time peak
129 funds currently hold this stock — 93% of the 3.0-year high of 138 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 45% buying

62 buying77 selling
Last quarter: 77 funds reduced or exited vs 62 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 — ~22 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 41 → 27 → 21 → 22. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 29% medium ■ 23% new
62 out of 129 hedge funds have held HLLY 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 +2%, value -15%

Value
-15%
Shares
+2%
Last quarter: funds added +2% more shares while total portfolio value only changed -15%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

13 → 41 → 27 → 21 → 22 new funds/Q
New funds entering each quarter: 41 → 27 → 21 → 22. HLLY is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 53% veterans vs 26% newcomers

■ 53% veterans ■ 20% 1-2yr ■ 26% new
Entry-cohort mix of 129 holders: 69 (53%) are 2+ year veterans, 26 entered 1–2 years ago, and 34 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
40 of 129 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — HLLY

In 2026 Q2, 62 hedge funds were net buyers of HLLY (22 opened a new position, 40 added to an existing one), while 77 reduced or exited (50 trimmed, 27 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 36% of total institutional value in HLLY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 129.

Hedge Fund Ownership: HLLY

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

Market Analysis: HLLY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HLLY

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: HLLY
129 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 129 134 -3.73%
13F Shares 73M 72M 1.99%
Total Value $185M $219M -15.18%
New Positions 22 21 +1
Increased Positions 39 54 -15
Closed Positions 27 25 +2
Reduced Positions 51 37 +14
Total Calls 0 0 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HLLY

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Institutional Holders (2026 Q2)

129 + investors

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

QUARTER:
Top 25 HLLY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Blue Owl Capital Holdings LP 1.68% 4,376,888 $11.2M
2 Clearlake Capital Group, L.P. 1.33% 2,750,000 $7.0M
3 Mink Brook Asset Management LLC 0.62% 551,738 $1.4M
4 Skylands Capital, LLC 0.34% 1,069,829 $2.7M
5 EntryPoint Capital, LLC 0.19% 77,630 $278K
6 Hillsdale Investment Management Inc. 0.12% 2,021,361 $5.2M
7 Wasatch Advisors LP 0.08% 4,887,038 $12.5M
8 Advisory Research Inc 0.08% 315,821 $805K
9 Western Standard LLC 0.08% 92,896 $237K
10 R Squared Ltd 0.05% 36,786 $94K
11 Bridgeway Capital Management, LLC 0.04% 995,316 $2.5M
12 Penn Capital Management Company, LLC 0.04% 246,360 $628K
13 Allspring Global Investments Holdings, LLC 0.04% 9,807,451 $24.0M
14 Boston Partners 0.02% 7,005,583 $17.9M
15 Bamco Inc /Ny/ 0.01% 3,250,000 $8.3M
16 Empowered Funds, LLC 0.01% 588,016 $1.5M
17 Panagora Asset Management Inc 0.00% 602,000 $1.5M
18 Russell Investments Group, Ltd. 0.00% 1,586,315 $4.0M
19 ExodusPoint Capital Management, LP 0.00% 202,774 $517K
20 Renaissance Technologies LLC 0.00% 747,400 $1.9M
21 XTX Topco Ltd 0.00% 71,018 $181K
22 Engineers Gate Manager LP 0.00% 70,176 $179K
23 First Eagle Investment Management, LLC 0.00% 455,797 $1.2M
24 Two Sigma Investments, LP 0.00% 888,208 $2.3M
25 Diversified Trust Co 0.00% 38,530 $98K
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 — Holley Inc (HLLY)

What does the Smart Money Trend signal show for HLLY?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their HLLY 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 HLLY?

More sellers than buyers — 45% buying: Last quarter: 77 funds reduced or exited vs 62 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 HLLY holders?

Strong quality — 36% AUM from major funds: 40 of 129 holders rank in the top 100 by AUM, accounting for 36% 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 HLLY?

48% of holders stayed for 2+ years: 62 out of 129 hedge funds have held HLLY 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.

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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