Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

RITHM ACQUISITION CORP (RAC/WS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
57%

Smart Money Signals — RAC/WS

Based on 34 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their RAC/WS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
34 hedge funds hold RAC/WS right now — the highest count in 2.8 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 — +3300% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+3300% 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 — 57% buying

8 buying6 selling
Last quarter: 8 funds bought or added vs 6 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.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 29 → 8 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 94% entered in last year

■ 0% conviction (2yr+) ■ 6% medium ■ 94% new
Only 0 funds (0%) 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

0 → 0 → 29 → 8 → 3 new funds/Q
New funds entering each quarter: 0 → 29 → 8 → 3. 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 — 94% of holders entered in last year

■ 6% veterans ■ 0% 1-2yr ■ 94% new
Of 34 current holders: 32 (94%) entered in the past year, only 2 (6%) 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
5 of 34 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.
7.2
out of 10
High Exit Risk
Exit risk score 7.2/10 — multiple crowding signals converge. Institutional ownership is at 97% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 — RAC/WS

In 2025 Q4, 8 hedge funds were net buyers of RAC/WS (3 opened a new position, 5 added to an existing one), while 6 reduced or exited (2 trimmed, 4 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 34.

Hedge Fund Ownership: RAC/WS

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

Market Analysis: RAC/WS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RAC/WS

-- --

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: RAC/WS
2026 Q1 Stats Unlock in 1 days 34 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 34 35 -2.86%
13F Shares 7M 7M -0.12%
Total Value $5M $920M -99.49%
New Positions 3 8 -5
Increased Positions 5 3 +2
Closed Positions 4 3 +1
Reduced Positions 2 5 -3
Total Calls 2 1 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RAC/WS

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Institutional Holders (2026 Q1)

34 + investors

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

QUARTER:
Top 25 institutional holders of RAC/WS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Conversant Capital LLC 0.07% 868,333 $540K
2 GRITSTONE ASSET MANAGEMENT LLC 0.05% 65,866 $42K
3 Boussard & Gavaudan Investment Management LLP 0.02% 266,666 $171K
4 METEORA CAPITAL, LLC 0.01% 292,210 $187K
5 PERISCOPE CAPITAL INC. 0.01% 145,800 $88K
6 Shaolin Capital Management LLC 0.01% 249,594 $160K
7 DLD Asset Management, LP 0.01% 88,433 $57K
8 AQR Arbitrage LLC 0.01% 482,046 $309K
9 K2 PRINCIPAL FUND, L.P. 0.00% 116,000 $65K
10 CSS LLC/IL 0.00% 144,966 $93K
11 Magnetar Financial LLC 0.00% 660,000 $410K
12 READYSTATE ASSET MANAGEMENT LP 0.00% 109,066 $70K
13 MOORE CAPITAL MANAGEMENT, LP 0.00% 166,666 $107K
14 Alberta Investment Management Corp 0.00% 326,666 $209K
15 WHITEBOX ADVISORS LLC 0.00% 133,333 $85K
16 TENOR CAPITAL MANAGEMENT Co., L.P. 0.00% 100,000 $64K
17 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.00% 24,978 $16K
18 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% 660,000 $422K
19 ARISTEIA CAPITAL, L.L.C. 0.00% 50,000 $30K
20 Verition Fund Management LLC 0.00% 145,714 $93K
21 PICTON MAHONEY ASSET MANAGEMENT 0.00% 99,999 $64K
22 Saba Capital Management, L.P. 0.00% 25,000 $15K
23 LMR Partners LLP 0.00% 266,666 $171K
24 Schonfeld Strategic Advisors LLC 0.00% 77,720 $47K
25 TORONTO DOMINION BANK 0.00% 346,100 $222K
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/WS)

What does the Smart Money Trend signal show for RAC/WS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their RAC/WS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for RAC/WS?

Slight buying edge — 57% buying: Last quarter: 8 funds bought or added vs 6 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 RAC/WS holders?

Smaller funds dominant — 10% AUM from top-100: 5 of 34 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/WS?

Mostly new holders — 94% entered in last year: Only 0 funds (0%) 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.