Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Phio Pharmaceuticals Corp (PHIO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
45%

Smart Money Signals — PHIO

Based on 24 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
24 hedge funds hold PHIO 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 — +118% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+118% 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 sellers than buyers — 45% buying

10 buying12 selling
Last quarter: 12 funds reduced or exited vs 10 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 3 → 8 → 14 → 4. 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 — 62% entered in last year

■ 4% conviction (2yr+) ■ 33% medium ■ 62% new
Only 1 funds (4%) 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 — ~4 new funds/quarter

4 → 3 → 8 → 14 → 4 new funds/Q
New funds entering each quarter: 3 → 8 → 14 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 4% veterans, 50% new entrants

■ 4% veterans ■ 46% 1-2yr ■ 50% new
Of 24 current holders: 1 (4%) held 2+ years, 11 held 1–2 years, 12 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
8 of 24 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.5
out of 10
Moderate Exit Risk
Exit risk score 6.5/10 — 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 — PHIO

In 2026 Q2, 10 hedge funds were net buyers of PHIO (4 opened a new position, 6 added to an existing one), while 12 reduced or exited (8 trimmed, 4 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 36% of total institutional value in PHIO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 24.

Hedge Fund Ownership: PHIO

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

Market Analysis: PHIO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PHIO

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: PHIO
24 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 24 24 -
13F Shares 647K 668K -3.2%
Total Value $663K $791K -16.23%
New Positions 4 14 -10
Increased Positions 6 5 +1
Closed Positions 4 7 -3
Reduced Positions 8 0 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PHIO

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Institutional Holders (2026 Q2)

24 + investors

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

QUARTER:
Top 22 PHIO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 XTX Topco Ltd 0.00% 18,475 $19K
2 Bridgeway Capital Management, LLC 0.00% 12,000 $12K
3 Tower Research Capital LLC (TRC) 0.00% 6,206 $6K
4 Nomura Asset Management International INC. 0.00% 50,000 $51K
5 Spire Wealth Management 0.00% 1,990 $2K
6 Cetera Investment Advisers 0.00% 47,500 $49K
7 SBI Securities Co., Ltd. 0.00% 1,247 $1K
8 Hrt Financial LP 0.00% 13,182 $13K
9 Two Sigma Investments, LP 0.00% 21,501 $22K
10 Captrust Financial Advisors 0.00% 10,000 $10K
11 Jane Street Group, LLC 0.00% 117,755 $121K
12 Vanguard Fiduciary Trust Co 0.00% 38,169 $39K
13 Citadel Advisors LLC 0.00% 47,150 $48K
14 Citigroup Inc 0.00% 11,605 $12K
15 Osaic Holdings, INC. 0.00% 2,000 $2K
16 Vanguard Capital Management LLC 0.00% 94,262 $97K
17 Activest Wealth Management 0.00% 9 —
18 Caitong International Asset Management Co., Ltd 0.00% 6 —
19 UBS Group AG 0.00% 5,387 $6K
20 Morgan Stanley 0.00% 6,000 $6K
21 Assetmark, Inc 0.00% 110 —
22 Barclays plc 0.00% 231 —
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 — Phio Pharmaceuticals Corp (PHIO)

What does the Smart Money Trend signal show for PHIO?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for PHIO?

More sellers than buyers — 45% buying: Last quarter: 12 funds reduced or exited vs 10 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PHIO holders?

Strong quality — 36% AUM from major funds: 8 of 24 holders rank in the top 100 by AUM, accounting for 36% 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 PHIO?

Mostly new holders — 62% entered in last year: Only 1 funds (4%) 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.

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