Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MANAGED PORTFOLIO SERIES (KHPI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
6Q ▲
Buyers last Q
81%

Smart Money Signals — KHPI

Based on 70 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added KHPI 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
70 hedge funds hold KHPI 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.
🚀

Fast accumulation — +119% more funds vs a year ago

fund count last 6Q
+38 new funds entered over the past year (+119% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 81% buying

59 buying14 selling
Last quarter: 59 funds were net buyers (13 opened a brand new position + 46 added to an existing one). Only 14 were sellers (7 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 20 → 12 → 20 → 13. 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.
🔄

Mostly new holders — 47% entered in last year

■ 1% conviction (2yr+) ■ 51% medium ■ 47% new
Only 1 funds (1%) 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.
➡️

Steady discovery — ~13 new funds/quarter

28 → 20 → 12 → 20 → 13 new funds/Q
New funds entering each quarter: 20 → 12 → 20 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 93% of holders entered in last year

■ 1% veterans ■ 6% 1-2yr ■ 93% new
Of 70 current holders: 65 (93%) entered in the past year, only 1 (1%) 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.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
5 of 70 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — 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.

Institutional Sentiment Summary — KHPI

In 2025 Q4, 59 hedge funds were net buyers of KHPI (13 opened a new position, 46 added to an existing one), while 14 reduced or exited (7 trimmed, 7 sold completely) — a 81% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 30% of total institutional value in KHPI 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: 70.

Hedge Fund Ownership: KHPI

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

Market Analysis: KHPI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KHPI

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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.

5 top-rated funds 2 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: KHPI
2026 Q1 Stats Unlock in 6 days 70 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 70 64 9.38%
13F Shares 8M 6M 30.98%
Total Value $200M $153M 30.71%
New Positions 13 20 -7
Increased Positions 46 34 +12
Closed Positions 7 9 -2
Reduced Positions 7 8 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KHPI

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Financial Highlights

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Institutional Holders (2026 Q1)

70 + investors

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

Top 25 institutional holders of KHPI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HERITAGE OAK WEALTH ADVISORS LLC 5.49% 708,031 $17.3M
2 HFG Wealth Management, LLC 2.32% 174,490 $4.2M
3 Delta Investment Management, LLC 1.06% 245,514 $5.9M
4 United Advisor Group, LLC 0.70% 234,135 $5.7M
5 CPR Investments Inc. 0.68% 42,023 $1.0M
6 Intrepid Financial Planning Group LLC 0.59% 60,157 $1.5M
7 Triumph Capital Management 0.52% 105,694 $2.6M
8 Ascension Capital Advisors, Inc. 0.43% 56,346 $1.4M
9 Fulcrum Equity Management 0.42% 18,131 $439K
10 Apollon Wealth Management, LLC 0.32% 805,072 $19.5M
11 CoreCap Advisors, LLC 0.20% 237,298 $5.7M
12 SWMG, LLC 0.18% 25,984 $629K
13 Balefire, LLC 0.17% 37,496 $908K
14 Cornerstone Wealth Management, LLC 0.14% 117,385 $2.8M
15 Prospera Financial Services Inc 0.14% 360,013 $8.7M
16 Sigma Planning Corp 0.14% 208,294 $5.0M
17 Virtue Capital Management, LLC 0.13% 36,019 $866K
18 Strategic Blueprint, LLC 0.13% 91,729 $2.2M
19 MONEY CONCEPTS CAPITAL CORP 0.12% 89,665 $2.2M
20 WORLD EQUITY GROUP, INC. 0.10% 16,017 $388K
21 Rossby Financial, LCC 0.09% 18,600 $453K
22 Onyx Bridge Wealth Group LLC 0.07% 28,500 $690K
23 Atria Investments, Inc 0.06% 222,710 $5.4M
24 PRIVATE TRUST CO NA 0.05% 25,345 $614K
25 TITLEIST ASSET MANAGEMENT, LLC 0.05% 28,169 $682K
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 — MANAGED PORTFOLIO SERIES (KHPI)

What does the Smart Money Trend signal show for KHPI?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added KHPI 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 KHPI?

More buyers than sellers — 81% buying: Last quarter: 59 funds were net buyers (13 opened a brand new position + 46 added to an existing one). Only 14 were sellers (7 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for KHPI holders?

Strong quality — 30% AUM from major funds: 5 of 70 holders rank in the top 100 by AUM, accounting for 30% 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 KHPI?

Mostly new holders — 47% entered in last year: Only 1 funds (1%) 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.