Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Strategy Shs (HNDL)

97 + 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
↓ -4
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — HNDL

Based on 98 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HNDL 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 — 89% of 3.0Y peak

89% of all-time peak
98 funds currently hold this stock — 89% of the 3.0-year high of 110 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding HNDL is almost the same as a year ago (+1 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

42 buying40 selling
Last quarter: 42 funds bought or added vs 40 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 — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 15 → 16 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 20% medium ■ 15% new
63 out of 98 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.
📊

Peak discovery — momentum slowing

8 → 19 → 15 → 16 → 12 new funds/Q
New funds entering each quarter: 19 → 15 → 16 → 12. HNDL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 10% 1-2yr ■ 18% new
Of 98 current holders: 70 (71%) 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.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
11 of 98 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.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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 Q1, 42 hedge funds were net buyers of HNDL (12 opened a new position, 30 added to an existing one), while 40 reduced or exited (24 trimmed, 16 sold completely) — a 51% 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: -4 funds (more exits than new entries). Total institutional holders: 98.

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.

Is It Too Late to Buy Strategy Shs (HNDL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HNDL 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 · 74d ago
HNDL
+4.1%
SPY
+14.1%

HNDL outperformed SPY by -10.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
HNDL
+0.6%
SPY
+0.3%

Since the filing became public, HNDL outperformed SPY by +0.3% .

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.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: HNDL
97 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 97 102 -4.9%
13F Shares 3M 3M -1.38%
Total Value $58M $69M -15.42%
New Positions 12 16 -4
Increased Positions 30 30 -
Closed Positions 17 10 +7
Reduced Positions 24 29 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HNDL

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

97 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OxenFree Capital LLC 0.54% 49,964 $1.1M
2 NFSG Corp 0.38% 105,459 $2.3M
3 Meadowbrook Wealth Management, LLC 0.29% 10,100 $221K
4 Wellington Shields & Co., LLC 0.18% 31,995 $699K
5 Beam Wealth Advisors, INC. 0.13% 24,188 $528K
6 Accel Wealth Management 0.11% 19,851 $434K
7 Berger Financial Group, Inc 0.11% 90,448 $2.0M
8 IMG Wealth Management, Inc. 0.09% 6,501 $142K
9 Realta Investment Advisors 0.09% 11,827 $258K
10 Asset Allocation Strategies LLC 0.06% 16,298 $356K
11 Jackson Hole Capital Partners, LLC 0.05% 15,000 $328K
12 Summit Financial, LLC 0.05% 194,286 $4.2M
13 Sequent Planning LLC 0.05% 10,165 $222K
14 Larson Financial Group LLC 0.04% 62,990 $1.4M
15 Sowell Financial Services LLC 0.03% 40,210 $878K
16 J.W. Cole Advisors, INC. 0.03% 42,860 $936K
17 Gts Securities LLC 0.02% 28,885 $631K
18 Nations Financial Group Inc, /Ia/ /Adv 0.02% 16,216 $354K
19 Patriot Financial Group Insurance Agency, LLC 0.02% 14,272 $312K
20 RFG Advisory, LLC 0.02% 43,265 $945K
21 PlanVest Financial, Inc 0.02% 970 $21K
22 Harbour Investments, INC. 0.01% 43,124 $942K
23 Regal Investment Advisors LLC 0.01% 10,839 $237K
24 Dynamic Advisor Solutions LLC 0.01% 19,610 $428K
25 Western Wealth Management, LLC 0.01% 14,608 $319K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HNDL 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 HNDL?

Slight buying edge — 51% buying: Last quarter: 42 funds bought or added vs 40 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: 11 of 98 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?

64% of holders stayed for 2+ years: 63 out of 98 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.

Is it too late to buy Strategy Shs (HNDL) following the 2026 Q1 hedge fund 13F filings?

As of today, HNDL has moved +0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.3%. Since the quarter end (March 31, 2026), HNDL has gained +4.1% vs +14.1% 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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