Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NEW YORK LIFE INVESTMENTS ET (QAI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — QAI

Based on 96 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 QAI 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 (97% of max)

97% of all-time peak
96 hedge funds hold QAI 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
+4 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.
🟡

Slight buying edge — 59% buying

54 buying38 selling
Last quarter: 54 funds bought or added vs 38 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 (+8 vs last Q)

new funds entering per quarter
Funds opening a new QAI position: 13 → 13 → 11 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 21% medium ■ 11% new
65 out of 96 hedge funds have held QAI 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.
📈

Growing discovery — still being found

14 → 13 → 13 → 11 → 19 new funds/Q
New funds entering each quarter: 13 → 13 → 11 → 19. A growing number of institutions are discovering QAI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 7% 1-2yr ■ 22% new
Of 96 current holders: 68 (71%) 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
14 of 96 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.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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.

Institutional Sentiment Summary — QAI

In 2025 Q4, 54 hedge funds were net buyers of QAI (19 opened a new position, 35 added to an existing one), while 38 reduced or exited (26 trimmed, 12 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 28% of total institutional value in QAI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 96.

Hedge Fund Ownership: QAI

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

Market Analysis: QAI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QAI

-- --

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.

12 top-rated funds 2 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: QAI
2026 Q1 Stats Unlock in 6 days 96 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 96 89 7.87%
13F Shares 22M 17M 27.97%
Total Value $739M $575M 28.59%
New Positions 19 11 +8
Increased Positions 35 34 +1
Closed Positions 12 15 -3
Reduced Positions 26 25 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QAI

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

96 + investors

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

Top 25 institutional holders of QAI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Alaska Wealth Advisors, LLC 4.33% 1,057,898 $36.1M
2 Alaska Permanent Capital Management, LLC 3.88% 1,623,616 $55.4M
3 CONSULTIVA WEALTH MANAGEMENT, CORP. 3.29% 33,290 $1.1M
4 Endowment Wealth Management, Inc. 3.27% 216,639 $7.4M
5 Live Oak Investment Partners 2.74% 135,894 $4.6M
6 Baron Financial Group, LLC 1.81% 98,371 $3.4M
7 Hyposwiss Advisors SA 1.77% 52,505 $1.8M
8 LFA - Lugano Financial Advisors SA 1.70% 98,012 $3.3M
9 Verdence Capital Advisors LLC 1.48% 747,275 $25.5M
10 Tredje AP-fonden 1.17% 6,275,000 $214.1M
11 Pitcairn Wealth Advisors LLC 1.14% 368,985 $12.4M
12 BROWN WEALTH MANAGEMENT, LLC 1.13% 128,608 $4.4M
13 Darwin Wealth Management, LLC 1.07% 100,599 $3.4M
14 Twelve Points Wealth Management LLC 0.46% 61,831 $2.1M
15 Empirical Asset Management, LLC 0.38% 42,777 $1.5M
16 Patten Group, Inc. 0.37% 62,060 $2.1M
17 PROSPERITY BANCSHARES INC 0.33% 12,034 $411K
18 ASPIRIANT, LLC 0.19% 196,822 $6.7M
19 Elyxium Wealth, LLC 0.11% 9,847 $336K
20 UMB Bank, n.a. 0.10% 216,880 $7.4M
21 Cooper Financial Group 0.06% 17,174 $586K
22 PEOPLES FINANCIAL SERVICES CORP. 0.05% 3,182 $109K
23 GREENWOOD CAPITAL ASSOCIATES LLC 0.04% 10,055 $343K
24 NBC SECURITIES, INC. 0.03% 13,660 $466K
25 Hexagon Capital Partners LLC 0.03% 6,999 $239K
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 — NEW YORK LIFE INVESTMENTS ET (QAI)

What does the Smart Money Trend signal show for QAI?

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

Slight buying edge — 59% buying: Last quarter: 54 funds bought or added vs 38 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 QAI holders?

Strong quality — 28% AUM from major funds: 14 of 96 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 QAI?

68% of holders stayed for 2+ years: 65 out of 96 hedge funds have held QAI 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.