HVII Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Hennessy Cap Invt Corp VII (HVII) following the 2026 Q2 hedge fund 13F filings?

As of today, HVII has moved -39.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.2% for the XLF sector ETF — an outperformance of -38.1%. Since the quarter end (June 30, 2026), HVII gained -38.9% vs +7.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Hennessy Cap Invt Corp VII (HVII)

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

Smart Money Signals — HVII

Based on 53 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 HVII 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 (96% of max)

96% of all-time peak

53 hedge funds hold HVII 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.

📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q

+7 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 52% buying

16 buying15 selling

Last quarter: 16 funds bought or added vs 15 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 — ~8 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 3 → 22 → 6 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 40% entered in last year

■ 2% conviction (2yr+) ■ 58% medium ■ 40% new

Only 1 funds (2%) 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.

💎

Buying through price weakness — shares -9%, value -99%

Value

-99%

-8%

Last quarter: funds added -9% more shares while total portfolio value only changed -99%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

⚠️

Saturation — most institutions already know this story

21 → 3 → 22 → 6 → 8 new funds/Q

New funds entering each quarter: 3 → 22 → 6 → 8. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

🌱

Early stage — 68% of holders entered in last year

■ 2% veterans ■ 30% 1-2yr ■ 68% new

Of 53 current holders: 36 (68%) entered in the past year, only 1 (2%) 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 — 10% AUM from top-100

10% from top-100 AUM funds

8 of 53 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	53	52	1.92%
13F Shares	17M	18M	-8.69%
Total Value	$166M	$17.33B	-99.04%
New Positions	8	6	+2
Increased Positions	8	12	-4
Closed Positions	7	9	-2
Reduced Positions	8	9	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

1.92%

13F Shares

17M

18M

-8.69%

Total Value

$166M

$17.33B

-99.04%

New Positions

Increased Positions

-4

Closed Positions

-2

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

53 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 HVII holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	RiverPark Advisors, LLC	2.27%	475,322	$5.0M
2	Verbena Value LP	2.11%	1,222,740	$12.8M
3	Gritstone Asset Management LLC	1.99%	197,899	$2.1M
4	Crossingbridge Advisors, LLC	1.73%	940,222	$9.8M
5	Cannon Global Investment Management, LLC	1.73%	58,400	$610K
6	Wealthspring Capital LLC	0.83%	353,542	$3.7M
7	Berkley W R Corp	0.55%	1,101,473	$11.5M
8	Highbridge Capital Management LLC	0.43%	1,690,479	$17.6M
9	Stoic Point Capital Management LLC	0.42%	50,000	$504K
10	Radcliffe Capital Management, L.P.	0.42%	525,544	$5.5M
11	Meteora Capital, LLC	0.26%	300,000	$3.1M
12	TENOR CAPITAL MANAGEMENT Co., L.P.	0.22%	1,500,000	$15.7M
13	Rivernorth Capital Management, LLC	0.20%	398,656	$4.2M
14	AQR Arbitrage LLC	0.15%	1,011,784	$10.6M
15	Heights Capital Management, Inc	0.14%	60,000	$627K
16	DLD Asset Management, LP	0.10%	146,667	$1.5M
17	Periscope Capital INC.	0.09%	100,000	$1.0M
18	Mizuho Securities USA LLC	0.06%	263,595	$2.7M
19	Magnetar Financial LLC	0.06%	665,000	$6.9M
20	Shaolin Capital Management LLC	0.06%	117,465	$1.2M
21	Robinson Capital Management, LLC	0.06%	12,250	$128K
22	Moore Capital Management, LP	0.05%	300,000	$3.1M
23	K2 Principal Fund, L.P.	0.04%	46,922	$490K
24	Sculptor Capital LP	0.03%	347,606	$3.6M
25	Whitebox Advisors LLC	0.03%	200,000	$2.1M

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 — Hennessy Cap Invt Corp VII (HVII)

What does the Smart Money Trend signal show for HVII?

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

Slight buying edge — 52% buying: Last quarter: 16 funds bought or added vs 15 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 HVII holders?

Smaller funds dominant — 10% AUM from top-100: 8 of 53 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held HVII?

Mostly new holders — 40% entered in last year: Only 1 funds (2%) 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.

Is it too late to buy Hennessy Cap Invt Corp VII (HVII) following the 2026 Q2 hedge fund 13F filings?

As of today, HVII has moved -39.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.2% for the XLF sector ETF — an outperformance of -38.1%. Since the quarter end (June 30, 2026), HVII has gained -38.9% vs +7.2% for XLF. 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.

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Hennessy Cap Invt Corp VII (HVII)

Smart Money Signals — HVII

Buying streak — 1 quarter in a row

At the ownership peak (96% of max)

Steady growth — +15% more funds vs a year ago

Slight buying edge — 52% buying

Steady new buyers — ~8 new funds per quarter

Mostly new holders — 40% entered in last year

Buying through price weakness — shares -9%, value -99%

Saturation — most institutions already know this story

Early stage — 68% of holders entered in last year

Smaller funds dominant — 10% AUM from top-100

Institutional Sentiment Summary — HVII

Hedge Fund Ownership: HVII

Market Analysis: HVII

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HVII

Is It Too Late to Buy Hennessy Cap Invt Corp VII (HVII) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: HVII

Statistics: HVII

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Hennessy Cap Invt Corp VII (HVII)

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