Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

LISTED FDS TR (INFL)

144 + Investors. Track Smart Money conviction in INFL. 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
64%

Smart Money Signals — INFL

Based on 143 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added INFL 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
143 hedge funds hold INFL 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 — +13% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 64% buying

88 buying49 selling
Last quarter: 88 funds were net buyers (20 opened a brand new position + 68 added to an existing one). Only 49 were sellers (35 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new INFL position: 25 → 26 → 10 → 20. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 24% medium ■ 22% new
76 out of 143 hedge funds have held INFL 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

26 → 25 → 26 → 10 → 20 new funds/Q
New funds entering each quarter: 25 → 26 → 10 → 20. INFL 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 — 58% of holders stayed 2+ years

■ 58% veterans ■ 12% 1-2yr ■ 29% new
Of 144 current holders: 84 (58%) 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 — 38% AUM from major funds

38% from top-100 AUM funds
13 of 143 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — INFL

In 2025 Q4, 88 hedge funds were net buyers of INFL (20 opened a new position, 68 added to an existing one), while 49 reduced or exited (35 trimmed, 14 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. 38% of total institutional value in INFL 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: 143.

Hedge Fund Ownership: INFL

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

Market Analysis: INFL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: INFL

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 5 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: INFL
2026 Q1 Stats Unlock in 7 days 144 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 144 137 5.11%
13F Shares 19M 18M 2.37%
Total Value $838M $825M 1.63%
New Positions 20 10 +10
Increased Positions 68 58 +10
Closed Positions 14 18 -4
Reduced Positions 35 44 -9
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: INFL

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Institutional Holders (2026 Q1)

144 + investors

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

Top 25 institutional holders of INFL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OXFORD FINANCIAL GROUP, LTD. LLC 11.07% 3,947,452 $205.5M
2 Bayshore Capital Advisors, LLC 7.26% 330,506 $17.2M
3 Atlas Wealth Partners, LLC 7.22% 134,961 $7.0M
4 One Charles Private Wealth Services, LLC 6.46% 495,718 $25.8M
5 Longview Financial Advisors, Inc. 5.64% 177,208 $9.2M
6 COOPER INVESTORS PTY LTD 3.67% 172,724 $9.0M
7 Hilltop National Bank 3.47% 280,389 $14.6M
8 PECAUT & CO. 2.53% 149,401 $7.8M
9 DIVERSIFIED MANAGEMENT INC 2.05% 229,919 $12.0M
10 Clarity Asset Management, Inc. 1.33% 50,440 $2.6M
11 Triad Investment Management 1.16% 60,786 $3.2M
12 Bright Futures Wealth Management, LLC. 0.70% 19,768 $1.0M
13 EagleClaw Capital Managment, LLC 0.64% 88,302 $4.6M
14 Philip James Wealth Mangement, LLC 0.61% 102,071 $5.3M
15 FIRST FOUNDATION ADVISORS 0.52% 246,486 $12.8M
16 Abacus Planning Group, Inc. 0.41% 58,728 $3.1M
17 Copia Wealth Management 0.41% 11,373 $592K
18 Waterloo Capital, L.P. 0.36% 97,940 $5.1M
19 SFI Advisors, LLC 0.29% 5,357 $279K
20 MACROVIEW INVESTMENT MANAGEMENT LLC 0.28% 7,882 $410K
21 Moors & Cabot, Inc. 0.27% 121,626 $6.3M
22 Essex Financial Services, Inc. 0.27% 92,231 $4.8M
23 Straight Path Wealth Management 0.26% 18,905 $984K
24 Autumn Glory Partners, LLC 0.26% 13,623 $709K
25 Pekin Hardy Strauss, Inc. 0.26% 47,566 $2.5M
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 — LISTED FDS TR (INFL)

What does the Smart Money Trend signal show for INFL?

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

More buyers than sellers — 64% buying: Last quarter: 88 funds were net buyers (20 opened a brand new position + 68 added to an existing one). Only 49 were sellers (35 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for INFL holders?

Strong quality — 38% AUM from major funds: 13 of 143 holders rank in the top 100 by AUM, accounting for 38% 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 INFL?

53% of holders stayed for 2+ years: 76 out of 143 hedge funds have held INFL 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.