Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ANDRETTI ACQUISITION CORP II ORD SHS CL A (POLE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — POLE

Based on 49 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added POLE 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
49 hedge funds hold POLE 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 — +44% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+44% 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 — 50% buying

20 buying20 selling
Last quarter: 20 funds bought or added vs 20 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 (+10 vs last Q)

new funds entering per quarter
Funds opening a new POLE position: 13 → 11 → 2 → 12. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 41% entered in last year

■ 4% conviction (2yr+) ■ 55% medium ■ 41% new
Only 2 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.
💎

Buying through price weakness — shares -0%, value -99%

Value
-99%
Shares
0%
Last quarter: funds added -0% more shares while total portfolio value only changed -99%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
⚠️

Saturation — most institutions already know this story

33 → 13 → 11 → 2 → 12 new funds/Q
New funds entering each quarter: 13 → 11 → 2 → 12. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 90% of holders entered in last year

■ 8% veterans ■ 2% 1-2yr ■ 90% new
Of 49 current holders: 44 (90%) entered in the past year, only 4 (8%) 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 — 15% AUM from top-100

15% from top-100 AUM funds
10 of 49 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — POLE

In 2025 Q4, 20 hedge funds were net buyers of POLE (12 opened a new position, 8 added to an existing one), while 20 reduced or exited (11 trimmed, 9 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 49.

Hedge Fund Ownership: POLE

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

Market Analysis: POLE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: POLE

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: POLE
2026 Q1 Stats Unlock in 1 days 49 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 49 46 6.52%
13F Shares 22M 22M -0.25%
Total Value $235M $24.88B -99.06%
New Positions 12 2 +10
Increased Positions 8 5 +3
Closed Positions 9 3 +6
Reduced Positions 11 14 -3
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: POLE

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Financial Highlights

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Institutional Holders (2026 Q1)

49 + investors

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

QUARTER:
Top 25 institutional holders of POLE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Crossingbridge Advisors, LLC 2.00% 1,037,522 $11.0M
2 RiverPark Advisors, LLC 1.03% 266,868 $2.8M
3 Wealthspring Capital LLC 0.92% 362,780 $3.9M
4 Kepos Capital LP 0.87% 50,000 —
5 L1 Global Manager Pty Ltd 0.71% 100,000 $1.1M
6 Westchester Capital Management, LLC 0.54% 1,111,416 $11.8M
7 MMCAP International Inc. SPC 0.53% 580,000 $6.2M
8 Radcliffe Capital Management, L.P. 0.38% 478,678 $5.1M
9 First Trust Capital Management L.P. 0.33% 590,809 $6.3M
10 Polar Asset Management Partners Inc. 0.27% 1,250,000 $13.3M
11 BERKLEY W R CORP 0.26% 462,495 $4.9M
12 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.26% 490,332 $5.2M
13 AQR Arbitrage LLC 0.24% 1,384,983 $14.8M
14 PERISCOPE CAPITAL INC. 0.24% 200,000 $2.1M
15 MIZUHO SECURITIES USA LLC 0.17% 670,875 $7.1M
16 Magnetar Financial LLC 0.15% 1,400,000 $14.9M
17 WOLVERINE ASSET MANAGEMENT LLC 0.14% 1,344,311 $14.3M
18 O'Connor Alternative Investments LLC 0.14% 150,000 $1.6M
19 Alberta Investment Management Corp 0.13% 1,980,000 $21.1M
20 TENOR CAPITAL MANAGEMENT Co., L.P. 0.12% 750,000 $8.0M
21 Karpus Management, Inc. 0.08% 238,650 $2.5M
22 HEIGHTS CAPITAL MANAGEMENT, INC 0.08% 26,600 $283K
23 Lineage Point Capital LP 0.07% 28,453 $303K
24 PICTON MAHONEY ASSET MANAGEMENT 0.07% 900,000 $9.6M
25 HIGHBRIDGE CAPITAL MANAGEMENT LLC 0.06% 176,241 $1.9M
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 — ANDRETTI ACQUISITION CORP II ORD SHS CL A (POLE)

What does the Smart Money Trend signal show for POLE?

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

Slight buying edge — 50% buying: Last quarter: 20 funds bought or added vs 20 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 POLE holders?

Smaller funds dominant — 15% AUM from top-100: 10 of 49 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held POLE?

Mostly new holders — 41% entered in last year: Only 2 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.