Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Onemain Hldgs Inc (OMF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +41
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — OMF

Based on 522 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 OMF 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
522 hedge funds hold OMF 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 — +17% more funds vs a year ago

fund count last 6Q
+77 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

300 buying223 selling
Last quarter: 300 funds bought or added vs 223 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.
📈

More new buyers each quarter (+21 vs last Q)

new funds entering per quarter
Funds opening a new OMF position: 75 → 79 → 74 → 95. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 24% medium ■ 22% new
281 out of 522 hedge funds have held OMF 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.
➡️

Steady discovery — ~95 new funds/quarter

83 → 75 → 79 → 74 → 95 new funds/Q
New funds entering each quarter: 75 → 79 → 74 → 95. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 58% veterans vs 27% newcomers

■ 58% veterans ■ 15% 1-2yr ■ 27% new
Entry-cohort mix of 538 holders: 314 (58%) are 2+ year veterans, 81 entered 1–2 years ago, and 143 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
63 of 519 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in OMF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
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 — OMF

In 2026 Q2, 300 hedge funds were net buyers of OMF (95 opened a new position, 205 added to an existing one), while 223 reduced or exited (169 trimmed, 54 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 58% of total institutional value in OMF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +41 funds (more new holders than closures). Total institutional holders: 522.

Hedge Fund Ownership: OMF

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

Market Analysis: OMF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OMF

-- --

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

Is It Too Late to Buy Onemain Hldgs Inc (OMF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OMF has moved relative to its sector benchmark (XLF) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 73d ago
OMF
+2.7%
XLF
+6.8%

OMF outperformed XLF by -4.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 28d ago
OMF
-4.7%
XLF
-1.6%

Since the filing became public, OMF outperformed XLF by -3.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 4 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: OMF
518 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 518 481 7.69%
13F Shares 118M 107M 10.53%
Total Value $6.73B $5.60B 20.15%
New Positions 95 74 +21
Increased Positions 196 196 -
Closed Positions 55 84 -29
Reduced Positions 168 159 +9
Total Calls 11 11 -
Total Puts 8 10 -20.0%
PUT/CALL Ratio 0.73 0.91 Neutral

Statistics: OMF

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Financial Highlights

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Institutional Holders (2026 Q2)

518 + investors

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

QUARTER:
Top 25 OMF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brave Warrior Advisors, LLC 10.08% 7,585,152 $462.5M
2 Pb Investment Partners, L.P. 8.12% 200,052 $12.2M
3 Sea Cliff Partners Management, LP 6.57% 242,991 $14.8M
4 Barnett & Company, Inc. 4.93% 109,290 $6.7M
5 Cooperman Leon G 3.66% 2,130,000 $129.9M
6 Certuity, LLC 2.80% 931,578 $56.8M
7 Azora Capital LP 2.73% 1,063,857 $64.9M
8 Fiduciary Management Inc /Wi/ 2.67% 3,080,673 $187.8M
9 Basswood Capital Management, L.L.C. 2.06% 847,066 $51.6M
10 Patient Capital Management, LLC 1.40% 702,369 $42.8M
11 Sippican Capital Advisors 1.22% 32,856 $2.0M
12 Miller Value Partners, LLC 1.20% 82,941 $5.1M
13 Seelaus Asset Management LLC 1.10% 25,621 $1.6M
14 Taylor Frigon Capital Management LLC 1.00% 35,145 $2.1M
15 Unifi Asset Management LP 0.86% 18,561 $1.3M
16 Sage Investment Counsel LLC 0.75% 12,304 $750K
17 Impact Capital Partners LLC 0.72% 43,202 $2.6M
18 Arbejdsmarkedets Tillaegspension 0.67% 504,900 $30.8M
19 Argent Capital Management LLC 0.62% 322,505 $19.7M
20 Wbi Investments, LLC 0.61% 40,444 $2.5M
21 Asio Capital, LLC 0.61% 77,540 $4.7M
22 Range Financial Group LLC 0.59% 35,257 $2.1M
23 Dark Forest Capital Management LP 0.46% 116,682 $7.1M
24 Severin Investments, LLC 0.40% 8,606 $525K
25 Logan Capital Management Inc 0.34% 151,702 $9.2M
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 — Onemain Hldgs Inc (OMF)

What does the Smart Money Trend signal show for OMF?

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

Slight buying edge — 57% buying: Last quarter: 300 funds bought or added vs 223 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 OMF holders?

Elite ownership — 58% AUM from top-100 funds: 63 of 519 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in OMF. 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 OMF?

54% of holders stayed for 2+ years: 281 out of 522 hedge funds have held OMF 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.

Is it too late to buy Onemain Hldgs Inc (OMF) following the 2026 Q2 hedge fund 13F filings?

As of today, OMF has moved -4.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the XLF sector ETF — an outperformance of -3.1%. Since the quarter end (June 30, 2026), OMF has gained +2.7% vs +6.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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