Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Strategy Shs (HNDL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — HNDL

Based on 104 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added HNDL 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 — 94% of 3.0Y peak

94% of all-time peak
104 funds currently hold this stock — 94% of the 3.0-year high of 111 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

44 buying37 selling
Last quarter: 44 funds bought or added vs 37 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: 15 → 16 → 12 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 16% new
66 out of 104 hedge funds have held HNDL 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.
➡️

Steady discovery — ~17 new funds/quarter

19 → 15 → 16 → 12 → 17 new funds/Q
New funds entering each quarter: 15 → 16 → 12 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

■ 68% veterans ■ 10% 1-2yr ■ 22% new
Entry-cohort mix of 104 holders: 71 (68%) are 2+ year veterans, 10 entered 1–2 years ago, and 23 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
12 of 104 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — HNDL

In 2026 Q2, 44 hedge funds were net buyers of HNDL (17 opened a new position, 27 added to an existing one), while 37 reduced or exited (26 trimmed, 11 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 31% of total institutional value in HNDL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 104.

Hedge Fund Ownership: HNDL

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

Market Analysis: HNDL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HNDL

-- --

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: HNDL
104 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 104 98 6.12%
13F Shares 3M 3M -1.24%
Total Value $59M $58M 2.12%
New Positions 17 12 +5
Increased Positions 27 30 -3
Closed Positions 11 16 -5
Reduced Positions 26 24 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HNDL

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

104 + investors

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

QUARTER:
Top 25 HNDL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OxenFree Capital LLC 0.56% 53,708 $1.2M
2 NFSG Corp 0.30% 106,418 $2.4M
3 Wellington Shields & Co., LLC 0.25% 49,225 $1.1M
4 Meadowbrook Wealth Management, LLC 0.25% 10,100 $230K
5 IMG Wealth Management, Inc. 0.16% 12,469 $285K
6 Beam Wealth Advisors, INC. 0.13% 24,188 $528K
7 Accel Wealth Management 0.10% 19,339 $442K
8 Berger Financial Group, Inc 0.09% 79,284 $1.8M
9 Realta Investment Advisors 0.08% 10,827 $247K
10 Asset Allocation Strategies LLC 0.06% 16,960 $387K
11 Sequent Planning LLC 0.05% 10,901 $249K
12 Pension & Wealth Management Advisors, INC. 0.05% 2,822 $55K
13 Summit Financial, LLC 0.05% 186,552 $4.3M
14 Larson Financial Group LLC 0.04% 61,290 $1.4M
15 Sowell Financial Services LLC 0.03% 40,232 $919K
16 IHT Wealth Management, LLC 0.02% 51,003 $1.2M
17 Gts Securities LLC 0.02% 37,649 $860K
18 Nations Financial Group Inc, /Ia/ /Adv 0.02% 16,081 $367K
19 RFG Advisory, LLC 0.02% 47,859 $1.1M
20 J.W. Cole Advisors, INC. 0.02% 42,687 $975K
21 PlanVest Financial, Inc 0.01% 970 $22K
22 Harbour Investments, INC. 0.01% 40,896 $934K
23 Regal Investment Advisors LLC 0.01% 10,553 $241K
24 Western Wealth Management, LLC 0.01% 14,207 $325K
25 Vision Financial Markets LLC 0.01% 536 $12K
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 — Strategy Shs (HNDL)

What does the Smart Money Trend signal show for HNDL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added HNDL 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 HNDL?

Slight buying edge — 54% buying: Last quarter: 44 funds bought or added vs 37 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 HNDL holders?

Strong quality — 31% AUM from major funds: 12 of 104 holders rank in the top 100 by AUM, accounting for 31% 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 HNDL?

63% of holders stayed for 2+ years: 66 out of 104 hedge funds have held HNDL 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.

Full history →