Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIDELITY COMWLTH TR (ONEQ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — ONEQ

Based on 382 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added ONEQ 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
382 hedge funds hold ONEQ 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 — +21% more funds vs a year ago

fund count last 6Q
+66 new funds entered over the past year (+21% 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.
🟡

Slight buying edge — 59% buying

194 buying136 selling
Last quarter: 194 funds bought or added vs 136 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 (+12 vs last Q)

new funds entering per quarter
Funds opening a new ONEQ position: 37 → 57 → 47 → 59. 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+) ■ 21% medium ■ 25% new
206 out of 382 hedge funds have held ONEQ 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.
💰

Value +24% but shares only +5% — price-driven

Value
+24%
Shares
+4%
Last quarter: the total dollar value of institutional holdings rose +24%, but actual share count only changed +5%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

51 → 37 → 57 → 47 → 59 new funds/Q
New funds entering each quarter: 37 → 57 → 47 → 59. A growing number of institutions are discovering ONEQ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 13% 1-2yr ■ 32% new
Of 384 current holders: 212 (55%) 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.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
16 of 382 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Hedge Fund Ownership: ONEQ

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

Market Analysis: ONEQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ONEQ

-- --

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.

31 top-rated funds 7 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: ONEQ
2026 Q1 Stats Unlock in 10 days 384 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 384 359 6.96%
13F Shares 19M 18M 4.89%
Total Value $1.96B $1.58B 24.28%
New Positions 59 47 +12
Increased Positions 137 116 +21
Closed Positions 34 28 +6
Reduced Positions 104 119 -15
Total Calls 2 2 -
Total Puts 1 1 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: ONEQ

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Valuation Measures Data as of: --

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Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

384 + investors

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

Top 25 institutional holders of ONEQ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 David Kennon Inc 7.15% 234,676 $19.9M
2 Prasad Wealth Partners, LLC 5.87% 253,916 $21.6M
3 LJI Wealth Management, LLC 5.20% 383,316 $32.5M
4 Keenan, LLC 3.83% 53,896 $4.5M
5 Heck Capital Advisors, LLC 3.69% 586,662 $49.8M
6 TCP Asset Management, LLC 3.30% 301,984 $25.6M
7 jvl associates llc 3.16% 110,900 $9.4M
8 Roxbury Financial LLC 3.07% 40,212 $3.4M
9 Cedar Point Capital Partners, LLC 2.85% 51,664 $4.4M
10 Hubbell Strickland Wealth Management, LLC 2.08% 61,341 $5.2M
11 Commonwealth Financial Services, LLC 1.96% 145,768 $12.4M
12 EQ LLC 1.44% 60,280 $5.1M
13 Analyst IMS Investment Management Services Ltd. 1.28% 499,133 $42K
14 Trevian Wealth Management LLC 1.26% 29,976 $2.5M
15 ARKANSAS FINANCIAL GROUP, INC. 1.19% 95,768 $8.5M
16 SENTINEL WEALTH MANAGEMENT, INC. 1.10% 16,240 $1.4M
17 Beckerman Institutional, LLC 1.08% 23,834 $2.0M
18 DEFINED WEALTH MANAGEMENT, LLC 1.06% 21,339 $1.8M
19 Ayalon Insurance Comp Ltd. 1.04% 59,810 $5K
20 KFA Private Wealth Group, LLC 0.91% 44,797 $3.8M
21 RiverTree Advisors, LLC 0.86% 16,023 $1.4M
22 Portfolio Strategies, Inc. 0.81% 77,124 $6.6M
23 Flavin Financial Services, Inc. 0.79% 13,850 $1.2M
24 Pacific Capital Wealth Advisors, Inc. 0.76% 53,391 $4.5M
25 PARAGON CAPITAL MANAGEMENT INC 0.76% 10,498 $891K
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 — FIDELITY COMWLTH TR (ONEQ)

What does the Smart Money Trend signal show for ONEQ?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added ONEQ 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 ONEQ?

Slight buying edge — 59% buying: Last quarter: 194 funds bought or added vs 136 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 ONEQ holders?

Strong quality — 28% AUM from major funds: 16 of 382 holders rank in the top 100 by AUM, accounting for 28% 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 ONEQ?

54% of holders stayed for 2+ years: 206 out of 382 hedge funds have held ONEQ 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.

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.