OTF Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Blue Owl Technology Fin Corp (OTF) following the 2026 Q2 hedge fund 13F filings?

As of today, OTF has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), OTF gained +11.2% vs +8.7% 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.

Blue Owl Technology Fin Corp (OTF)

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

Smart Money Signals — OTF

Based on 167 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added OTF 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

167 hedge funds hold OTF 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 — +16600% more funds vs a year ago

fund count last 6Q

+166 new funds entered over the past year (+16600% 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 — 80% buying

148 buying37 selling

Last quarter: 148 funds were net buyers (58 opened a brand new position + 90 added to an existing one). Only 37 were sellers (14 trimmed + 23 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: 43 → 39 → 65 → 58. 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 — 80% entered in last year

■ 1% conviction (2yr+) ■ 19% medium ■ 80% 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.

💎

Buying through price weakness — shares +105%, value +72%

Value

+71%

+105%

Last quarter: funds added +105% more shares while total portfolio value only changed +72%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

0 → 43 → 39 → 65 → 58 new funds/Q

New funds entering each quarter: 43 → 39 → 65 → 58. A growing number of institutions are discovering OTF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 99% of holders entered in last year

■ 1% veterans ■ 0% 1-2yr ■ 99% new

Of 167 current holders: 165 (99%) entered in the past year, only 2 (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.

📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds

25 of 167 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

7.0

out of 10

High Exit Risk

Exit risk score 7.0/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	166	131	26.72%
13F Shares	163M	79M	105.52%
Total Value	$1.97B	$1.15B	71.65%
New Positions	57	65	-8
Increased Positions	90	50	+40
Closed Positions	22	10	+12
Reduced Positions	14	12	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

166

131

26.72%

13F Shares

163M

79M

105.52%

Total Value

$1.97B

$1.15B

71.65%

New Positions

-8

Increased Positions

+40

Closed Positions

+12

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

166 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

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

Top 25 OTF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	State of New Jersey Common Pension Fund E	100.00%	6,270,099	$64.9M
2	Orange County Employees Retirement System	75.13%	20,300,151	$210.1M
3	Caz Investments LP	48.69%	4,512,778	$46.7M
4	Cliffwater LLC	15.23%	5,908,955	$61.2M
5	Regents of the University of California	10.35%	43,624,472	$451.5M
6	North Ground Capital	3.45%	277,467	$2.9M
7	Requisite Capital Management, LLC	3.35%	1,885,709	$20.3M
8	Bayshore Capital Advisors, LLC	2.86%	590,905	$6.1M
9	Closed-End Fund Advisors, Inc.	1.61%	159,487	$1.7M
10	Auto-Owners Insurance Co	0.72%	3,083,763	$31.9M
11	TT Capital Management LLC	0.65%	81,100	$839K
12	Pettinga Financial Advisors LLC	0.63%	381,161	$3.9M
13	Prota Financial, LLC	0.62%	87,842	$936K
14	Qp Wealth Management, LLC	0.54%	36,515	$378K
15	Adapt Wealth Advisors, LLC	0.49%	144,325	$1.5M
16	Intrinsic Edge Capital Management LLC	0.37%	350,000	$3.6M
17	Forefront Analytics, LLC	0.33%	29,654	$307K
18	Pvg Asset Management Corp	0.33%	55,746	$577K
19	Vaquero Private Wealth, Ltd	0.22%	103,851	$1.1M
20	Truvestments Capital LLC	0.22%	142,309	$1.5M
21	Denali Advisors LLC	0.22%	206,906	$2.1M
22	Arax Advisory Partners	0.17%	2,436,370	$25.3M
23	Stephens Inc /Ar/	0.16%	1,379,124	$14.3M
24	Beacon Bridge Wealth Partners, LLC	0.16%	53,168	$550K
25	Tranquility Partners, LLC	0.14%	39,381	$408K

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 — Blue Owl Technology Fin Corp (OTF)

What does the Smart Money Trend signal show for OTF?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added OTF 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 OTF?

More buyers than sellers — 80% buying: Last quarter: 148 funds were net buyers (58 opened a brand new position + 90 added to an existing one). Only 37 were sellers (14 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OTF holders?

Smaller funds dominant — 8% AUM from top-100: 25 of 167 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OTF?

Mostly new holders — 80% 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.

Is it too late to buy Blue Owl Technology Fin Corp (OTF) following the 2026 Q2 hedge fund 13F filings?

As of today, OTF has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), OTF has gained +11.2% vs +8.7% 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.

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Blue Owl Technology Fin Corp (OTF)

Smart Money Signals — OTF

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +16600% more funds vs a year ago

More buyers than sellers — 80% buying

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

Mostly new holders — 80% entered in last year

Buying through price weakness — shares +105%, value +72%

Growing discovery — still being found

Early stage — 99% of holders entered in last year

Smaller funds dominant — 8% AUM from top-100

Institutional Sentiment Summary — OTF

Hedge Fund Ownership: OTF

Market Analysis: OTF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: OTF

Is It Too Late to Buy Blue Owl Technology Fin Corp (OTF) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: OTF

Statistics: OTF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Blue Owl Technology Fin Corp (OTF)

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