Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

K&F Growth Acquisition Corp (KFIIR)

39 + Investors. Track Smart Money conviction in KFIIR. 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
46%

Smart Money Signals — KFIIR

Based on 39 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 KFIIR 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
39 hedge funds hold KFIIR right now — the highest count in 2.2 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 — +8% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

6 buying7 selling
Last quarter: 7 funds reduced or exited vs 6 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 4 → 1 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 21% entered in last year

■ 0% conviction (2yr+) ■ 79% medium ■ 21% new
Only 0 funds (0%) 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 +7%, value -21%

Value
-21%
Shares
+6%
Last quarter: funds added +7% more shares while total portfolio value only changed -21%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

15 → 4 → 4 → 1 → 4 new funds/Q
New funds entering each quarter: 4 → 4 → 1 → 4. KFIIR is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 62% of holders entered in last year

■ 0% veterans ■ 38% 1-2yr ■ 62% new
Of 39 current holders: 24 (62%) entered in the past year, only 0 (0%) 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 — 4% AUM from top-100

4% from top-100 AUM funds
2 of 39 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — KFIIR

In 2026 Q2, 6 hedge funds were net buyers of KFIIR (4 opened a new position, 2 added to an existing one), while 7 reduced or exited (7 trimmed their position) — a 46% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 39.

Hedge Fund Ownership: KFIIR

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

Market Analysis: KFIIR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KFIIR

-- --

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: KFIIR
39 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 39 35 11.43%
13F Shares 23M 22M 6.71%
Total Value $3M $4M -21.45%
New Positions 4 1 +3
Increased Positions 2 4 -2
Closed Positions 0 3 -3
Reduced Positions 7 7 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KFIIR

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

39 + investors

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

QUARTER:
Top 25 KFIIR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Harraden Circle Investments, LLC 0.05% 3,355,167 $420K
2 Decagon Asset Management LLP 0.03% 1,116,707 $140K
3 HGC Investment Management Inc. 0.02% 750,000 $94K
4 Gritstone Asset Management LLC 0.02% 148,744 $19K
5 Meteora Capital, LLC 0.01% 615,252 $77K
6 Periscope Capital INC. 0.01% 550,000 $69K
7 RLH Capital LLC 0.01% 98,500 $12K
8 Shaolin Capital Management LLC 0.01% 878,156 $110K
9 DLD Asset Management, LP 0.00% 466,667 $58K
10 TENOR CAPITAL MANAGEMENT Co., L.P. 0.00% 2,000,000 $250K
11 Radcliffe Capital Management, L.P. 0.00% 360,850 $44K
12 Rivernorth Capital Management, LLC 0.00% 509,744 $61K
13 Berkley W R Corp 0.00% 332,574 $43K
14 Westchester Capital Management, LLC 0.00% 250,000 $30K
15 Magnetar Financial LLC 0.00% 1,250,000 $161K
16 K2 Principal Fund, L.P. 0.00% 118,722 $15K
17 Sculptor Capital LP 0.00% 1,035,200 $127K
18 Quarry LP 0.00% 98,500 $12K
19 Moore Capital Management, LP 0.00% 500,000 $63K
20 Alberta Investment Management Corp 0.00% 1,237,500 $155K
21 Boothbay Fund Management, LLC 0.00% 432,000 $54K
22 Polar Asset Management Partners Inc. 0.00% 250,000 $31K
23 Verition Fund Management LLC 0.00% 720,408 $90K
24 Whitebox Advisors LLC 0.00% 225,000 $28K
25 LMR Partners LLP 0.00% 750,000 $94K
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 — K&F Growth Acquisition Corp (KFIIR)

What does the Smart Money Trend signal show for KFIIR?

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

More sellers than buyers — 46% buying: Last quarter: 7 funds reduced or exited vs 6 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for KFIIR holders?

Smaller funds dominant — 4% AUM from top-100: 2 of 39 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held KFIIR?

Mostly new holders — 21% entered in last year: Only 0 funds (0%) 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.

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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