Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Andretti Acquisition Corp II (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
→ 0
Streak
1Q —
Buyers last Q
40%

Smart Money Signals — POLE

Based on 49 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
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.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 40% buying

10 buying15 selling
Last quarter: 15 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.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 12 → 7 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 22% entered in last year

■ 4% conviction (2yr+) ■ 73% medium ■ 22% 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 -1%, value -89%

Value
-89%
Shares
-1%
Last quarter: funds added -1% more shares while total portfolio value only changed -89%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

11 → 2 → 12 → 7 → 2 new funds/Q
New funds entering each quarter: 2 → 12 → 7 → 2. POLE is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 4% veterans, 39% new entrants

■ 4% veterans ■ 57% 1-2yr ■ 39% new
Of 49 current holders: 2 (4%) held 2+ years, 28 held 1–2 years, 19 (39%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
10 of 49 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 2026 Q2, 10 hedge funds were net buyers of POLE (2 opened a new position, 8 added to an existing one), while 15 reduced or exited (13 trimmed, 2 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: flat (entries and exits balanced). 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

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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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: POLE
49 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 49 49 -
13F Shares 22M 22M -1.35%
Total Value $232M $2.11B -88.98%
New Positions 2 7 -5
Increased Positions 8 7 +1
Closed Positions 2 7 -5
Reduced Positions 13 13 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: POLE

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

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 POLE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Crossingbridge Advisors, LLC 1.70% 897,151 $9.6M
2 RiverPark Advisors, LLC 1.31% 266,868 $2.9M
3 Wealthspring Capital LLC 0.87% 362,490 $3.9M
4 L1 Global Manager Pty Ltd 0.76% 100,000 $1.1M
5 Westchester Capital Management, LLC 0.58% 1,111,416 $11.9M
6 MMCAP International Inc. SPC 0.53% 580,000 $6.2M
7 Radcliffe Capital Management, L.P. 0.39% 478,678 $5.1M
8 First Trust Capital Management L.P. 0.37% 590,809 $6.4M
9 Berkley W R Corp 0.35% 683,233 $7.3M
10 Rivernorth Capital Management, LLC 0.25% 490,332 $5.3M
11 Polar Asset Management Partners Inc. 0.23% 1,300,000 $14.0M
12 AQR Arbitrage LLC 0.21% 1,350,637 $14.5M
13 Periscope Capital INC. 0.19% 200,000 $2.1M
14 Mizuho Securities USA LLC 0.17% 670,875 $7.1M
15 Highbridge Capital Management LLC 0.15% 578,858 $6.2M
16 Magnetar Financial LLC 0.14% 1,400,000 $15.1M
17 Wolverine Asset Management LLC 0.13% 1,344,191 $14.5M
18 Alberta Investment Management Corp 0.12% 1,980,000 $21.3M
19 TENOR CAPITAL MANAGEMENT Co., L.P. 0.11% 750,000 $8.1M
20 Picton Mahoney Asset Management 0.07% 915,000 $9.8M
21 Karpus Management, Inc. 0.07% 223,650 $2.4M
22 Heights Capital Management, Inc 0.06% 25,400 $273K
23 Lineage Point Capital LP 0.06% 28,453 $306K
24 Robinson Capital Management, LLC 0.06% 12,250 $132K
25 LMR Partners LLP 0.05% 1,350,000 $14.5M
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 (POLE)

What does the Smart Money Trend signal show for POLE?

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 POLE?

More sellers than buyers — 40% buying: Last quarter: 15 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 POLE holders?

Smaller funds dominant — 9% AUM from top-100: 10 of 49 holders rank in the top 100 by AUM, but together hold only 9% 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 — 22% 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.

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