OSISKO DEVELOPMENT CORP (ODV): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

OSISKO DEVELOPMENT CORP (ODV)

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

Smart Money Signals — ODV

Based on 100 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 ODV 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

100 hedge funds hold ODV 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 — +138% more funds vs a year ago

fund count last 6Q

+58 new funds entered over the past year (+138% 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 — 72% buying

66 buying26 selling

Last quarter: 66 funds were net buyers (31 opened a brand new position + 35 added to an existing one). Only 26 were sellers (17 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~31 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 15 → 18 → 27 → 31. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 56% entered in last year

■ 22% conviction (2yr+) ■ 22% medium ■ 56% new

Only 22 funds (22%) 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 +40%, value -95%

Value

-94%

+39%

Last quarter: funds added +40% more shares while total portfolio value only changed -95%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

🚀

Acceleration phase — new buyers rushing in

13 → 15 → 18 → 27 → 31 new funds/Q

New funds entering each quarter: 15 → 18 → 27 → 31. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 61% of holders entered in last year

■ 28% veterans ■ 10% 1-2yr ■ 61% new

Of 106 current holders: 65 (61%) entered in the past year, only 30 (28%) 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.

🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds

26 of 100 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in ODV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

6.0

out of 10

Moderate Exit Risk

Exit risk score 6.0/10 — 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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	106	83	27.71%
13F Shares	95M	68M	39.69%
Total Value	$329M	$6.40B	-94.85%
New Positions	31	29	+2
Increased Positions	43	31	+12
Closed Positions	10	7	+3
Reduced Positions	21	10	+11
Total Calls	5	5	-
Total Puts	3	3	-
PUT/CALL Ratio	0.6	0.6	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

106

27.71%

13F Shares

95M

68M

39.69%

Total Value

$329M

$6.40B

-94.85%

New Positions

Increased Positions

+12

Closed Positions

Reduced Positions

+11

Total Calls

Total Puts

PUT/CALL Ratio

0.6

Bullish

Institutional Holders (2026 Q1)

106 + investors

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

QUARTER:

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

Top 25 institutional holders of ODV — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Condire Management, LP	7.87%	25,050,980	$81.4M
2	Arbiter Partners Capital Management LLC	3.89%	2,087,496	$6.8M
3	Nokomis Capital, L.L.C.	1.86%	2,000,000	$6.5M
4	Anson Funds Management LP	1.10%	3,862,208	$12.6M
5	Mudita Advisors LLP	0.73%	1,100,000	$3.6M
6	THOMIST CAPITAL MANAGEMENT, LP	0.69%	790,000	$2.6M
7	Invenomic Capital Management LP	0.53%	3,563,786	$11.6M
8	GMT CAPITAL CORP	0.46%	3,127,600	$10.2M
9	ARMOR ADVISORS, L.L.C.	0.39%	353,000	$1.1M
10	Pinnacle Wealth Management Group, Inc.	0.38%	238,083	$774K
11	Pekin Hardy Strauss, Inc.	0.15%	451,000	$1.5M
12	SPROTT INC.	0.13%	1,397,688	$4.5M
13	Ruffer LLP	0.13%	957,579	$3.1M
14	U S GLOBAL INVESTORS INC	0.09%	250,000	$811K
15	Woodline Partners LP	0.09%	7,674,288	$24.9M
16	TEACHER RETIREMENT SYSTEM OF TEXAS	0.09%	6,400,000	$20.8M
17	Murchinson Ltd.	0.08%	200,000	$650K
18	Cardinal Point Capital Management ULC	0.04%	198,000	$641K
19	VAN ECK ASSOCIATES CORP	0.02%	9,984,538	$32K
20	FIL Ltd	0.02%	6,551,300	$21.3M
21	EDMOND DE ROTHSCHILD HOLDING S.A.	0.01%	291,542	$944K
22	SCHRODER INVESTMENT MANAGEMENT GROUP	0.01%	5,190,950	$15.7M
23	PRINCIPAL FINANCIAL GROUP INC	0.01%	7,403,436	$23.9M
24	Jump Financial, LLC	0.01%	235,842	$766K
25	XTX Topco Ltd	0.01%	180,202	$586K

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 — OSISKO DEVELOPMENT CORP (ODV)

What does the Smart Money Trend signal show for ODV?

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

More buyers than sellers — 72% buying: Last quarter: 66 funds were net buyers (31 opened a brand new position + 35 added to an existing one). Only 26 were sellers (17 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ODV holders?

Elite ownership — 43% AUM from top-100 funds: 26 of 100 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in ODV. 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 ODV?

Mostly new holders — 56% entered in last year: Only 22 funds (22%) 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.

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OSISKO DEVELOPMENT CORP (ODV)

Smart Money Signals — ODV

Buying streak — 6 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +138% more funds vs a year ago

More buyers than sellers — 72% buying

Steady new buyers — ~31 new funds per quarter

Mostly new holders — 56% entered in last year

Buying through price weakness — shares +40%, value -95%

Acceleration phase — new buyers rushing in

Early stage — 61% of holders entered in last year

Elite ownership — 43% AUM from top-100 funds

Institutional Sentiment Summary — ODV

Hedge Fund Ownership: ODV

Market Analysis: ODV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ODV

Hedge Fund Positioning: ODV

Statistics: ODV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — OSISKO DEVELOPMENT CORP (ODV)

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