Rithm Acquisition Corp (RAC) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Rithm Acquisition Corp (RAC) following the 2026 Q2 hedge fund 13F filings?

As of today, RAC 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), RAC gained +0.4% vs +8.5% 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.

Rithm Acquisition Corp (RAC)

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

Smart Money Signals — RAC

Based on 44 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 RAC 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

44 hedge funds hold RAC 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 — +4300% more funds vs a year ago

fund count last 6Q

+43 new funds entered over the past year (+4300% 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 — 48% buying

12 buying13 selling

Last quarter: 13 funds reduced or exited vs 12 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 — ~5 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 33 → 9 → 5 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 39% entered in last year

■ 5% conviction (2yr+) ■ 57% medium ■ 39% new

Only 2 funds (5%) 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.

⚠️

Saturation — most institutions already know this story

0 → 33 → 9 → 5 → 5 new funds/Q

New funds entering each quarter: 33 → 9 → 5 → 5. 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 — 95% of holders entered in last year

■ 5% veterans ■ 0% 1-2yr ■ 95% new

Of 44 current holders: 42 (95%) entered in the past year, only 2 (5%) 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 — 10% AUM from top-100

10% from top-100 AUM funds

6 of 44 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.6

out of 10

Moderate Exit Risk

Exit risk score 5.6/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	44	43	2.33%
13F Shares	19M	22M	-12.54%
Total Value	$196M	$227M	-13.66%
New Positions	5	5	-
Increased Positions	7	5	+2
Closed Positions	4	0	+4
Reduced Positions	9	12	-3
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

2.33%

13F Shares

19M

22M

-12.54%

Total Value

$196M

$227M

-13.66%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-3

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

44 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RAC. 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 RAC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Gritstone Asset Management LLC	1.99%	197,598	$2.1M
2	Fort Baker Capital Management LP	1.49%	1,950,405	$20.4M
3	Meteora Capital, LLC	1.24%	1,425,933	$14.9M
4	Periscope Capital INC.	0.35%	385,400	$4.0M
5	Radcliffe Capital Management, L.P.	0.32%	406,297	$4.2M
6	First Trust Capital Management L.P.	0.21%	352,000	$3.7M
7	AQR Arbitrage LLC	0.21%	1,435,463	$15.0M
8	Stanley-Laman Group, Ltd.	0.19%	202,829	$1.9M
9	Magnetar Financial LLC	0.19%	1,980,000	$20.7M
10	Berkley W R Corp	0.15%	298,200	$3.1M
11	DLD Asset Management, LP	0.14%	200,071	$2.1M
12	Lineage Point Capital LP	0.11%	50,333	$526K
13	Shaolin Capital Management LLC	0.10%	202,450	$2.1M
14	Moore Capital Management, LP	0.08%	500,000	$5.2M
15	Robinson Capital Management, LLC	0.07%	15,250	$160K
16	Picton Mahoney Asset Management	0.06%	805,089	$8.4M
17	Alberta Investment Management Corp	0.06%	980,000	$10.3M
18	Whitebox Advisors LLC	0.05%	400,000	$4.2M
19	TENOR CAPITAL MANAGEMENT Co., L.P.	0.04%	300,000	$3.1M
20	Hudson Bay Capital Management LP	0.04%	1,499,500	$15.7M
21	Rivernorth Capital Management, LLC	0.04%	74,628	$784K
22	Aristeia Capital, L.L.C.	0.04%	261,900	$2.7M
23	LMR Partners LLP	0.03%	800,000	$8.4M
24	Centiva Capital, LP	0.03%	336,651	$3.5M
25	Sona Asset Management (us) LLC	0.03%	136,178	$1.4M

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 — Rithm Acquisition Corp (RAC)

What does the Smart Money Trend signal show for RAC?

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

More sellers than buyers — 48% buying: Last quarter: 13 funds reduced or exited vs 12 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 RAC holders?

Smaller funds dominant — 10% AUM from top-100: 6 of 44 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held RAC?

Mostly new holders — 39% entered in last year: Only 2 funds (5%) 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 Rithm Acquisition Corp (RAC) following the 2026 Q2 hedge fund 13F filings?

As of today, RAC 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), RAC has gained +0.4% vs +8.5% 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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Rithm Acquisition Corp (RAC)

Smart Money Signals — RAC

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +4300% more funds vs a year ago

More sellers than buyers — 48% buying

Steady new buyers — ~5 new funds per quarter

Mostly new holders — 39% entered in last year

Saturation — most institutions already know this story

Early stage — 95% of holders entered in last year

Smaller funds dominant — 10% AUM from top-100

Institutional Sentiment Summary — RAC

Hedge Fund Ownership: RAC

Market Analysis: RAC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: RAC

Is It Too Late to Buy Rithm Acquisition Corp (RAC) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: RAC

Statistics: RAC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Rithm Acquisition Corp (RAC)

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