KIMBALL ELECTRONICS INC (KE): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

KIMBALL ELECTRONICS INC (KE)

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

Smart Money Signals — KE

Based on 177 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added KE 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 (100% of max)

100% of all-time peak

177 hedge funds hold KE 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 — +18% more funds vs a year ago

fund count last 6Q

+27 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 56% buying

93 buying74 selling

Last quarter: 93 funds bought or added vs 74 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.

⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 24 → 25 → 35 → 27. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 16% medium ■ 24% new

106 out of 177 hedge funds have held KE 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.

📈

Growing discovery — still being found

17 → 24 → 25 → 35 → 27 new funds/Q

New funds entering each quarter: 24 → 25 → 35 → 27. A growing number of institutions are discovering KE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 8% 1-2yr ■ 27% new

Of 177 current holders: 114 (64%) 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.

🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds

34 of 177 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in KE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	177	171	3.51%
13F Shares	20M	20M	3.28%
Total Value	$560M	$584M	-4.05%
New Positions	27	35	-8
Increased Positions	67	53	+14
Closed Positions	19	18	+1
Reduced Positions	55	62	-7
Total Calls	0	1	-100.0%
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	1.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

177

171

3.51%

13F Shares

20M

3.28%

Total Value

$560M

$584M

-4.05%

New Positions

-8

Increased Positions

+14

Closed Positions

Reduced Positions

-7

Total Calls

-100.0%

Total Puts

-100.0%

PUT/CALL Ratio

0.0

1.0

Bullish

Institutional Holders (2026 Q1)

177 + investors

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

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

Top 25 institutional holders of KE — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	GRACE & WHITE INC /NY	1.11%	266,222	$6.3M
2	SummerHaven Investment Management, LLC	0.55%	37,828	$896K
3	Pinnacle Holdings, LLC	0.51%	67,047	$1.6M
4	OXFORD FINANCIAL GROUP, LTD. LLC	0.44%	342,460	$8.1M
5	Cardinal Capital Management	0.33%	108,430	$2.6M
6	Inspire Investing, LLC	0.18%	92,989	$2.2M
7	Legacy Financial Advisors, Inc.	0.15%	45,373	$1.1M
8	SAPIENT CAPITAL LLC	0.07%	209,365	$5.0M
9	WEDGE CAPITAL MANAGEMENT L L P/NC	0.04%	97,239	$2.3M
10	Abacus Wealth Partners, LLC	0.04%	17,068	$404K
11	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	0.03%	2,567	$61K
12	AlphaQuest LLC	0.02%	13,463	$375K
13	LOM Asset Management Ltd	0.02%	3,000	$71K
14	Y-Intercept (Hong Kong) Ltd	0.02%	41,502	$983K
15	Founders Capital Management	0.02%	1,500	$36K
16	SAX WEALTH ADVISORS, LLC	0.01%	7,475	$208K
17	LOS ANGELES CAPITAL MANAGEMENT LLC	0.01%	97,935	$2.3M
18	Assenagon Asset Management S.A.	0.01%	226,492	$5.4M
19	RITHOLTZ WEALTH MANAGEMENT	0.01%	17,885	$424K
20	Versant Capital Management, Inc	0.01%	2,562	$61K
21	JFS WEALTH ADVISORS, LLC	0.01%	4,002	$95K
22	Sterling Capital Management LLC	0.01%	11,481	$272K
23	Covestor Ltd	0.00%	306	—
24	BOKF, NA	0.00%	12,660	$300K
25	IFP Advisors, Inc	0.00%	7,830	$185K

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 — KIMBALL ELECTRONICS INC (KE)

What does the Smart Money Trend signal show for KE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added KE 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 KE?

Slight buying edge — 56% buying: Last quarter: 93 funds bought or added vs 74 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 KE holders?

Elite ownership — 51% AUM from top-100 funds: 34 of 177 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in KE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held KE?

60% of holders stayed for 2+ years: 106 out of 177 hedge funds have held KE 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.

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KIMBALL ELECTRONICS INC (KE)

Smart Money Signals — KE

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +18% more funds vs a year ago

Slight buying edge — 56% buying

Fewer new buyers each quarter (-8 vs last Q)

60% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 64% of holders stayed 2+ years

Elite ownership — 51% AUM from top-100 funds

Hedge Fund Ownership: KE

Market Analysis: KE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: KE

Hedge Fund Positioning: KE

Statistics: KE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — KIMBALL ELECTRONICS INC (KE)

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