Redwire Corporation (RDW) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Redwire Corporation (RDW) following the 2026 Q2 hedge fund 13F filings?

As of today, RDW has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLI sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), RDW gained +9.2% vs +0.7% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Redwire Corporation (RDW)

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

Smart Money Signals — RDW

Based on 261 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q

For 10 consecutive quarters, more hedge funds added RDW 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

261 hedge funds hold RDW 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 — +80% more funds vs a year ago

fund count last 6Q

+116 new funds entered over the past year (+80% 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 buyers than sellers — 73% buying

210 buying76 selling

Last quarter: 210 funds were net buyers (91 opened a brand new position + 119 added to an existing one). Only 76 were sellers (35 trimmed + 41 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter

Funds opening a new RDW position: 56 → 44 → 78 → 91. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 53% entered in last year

■ 19% conviction (2yr+) ■ 28% medium ■ 53% new

Only 49 funds (19%) 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.

🚀

Acceleration phase — new buyers rushing in

52 → 56 → 44 → 78 → 91 new funds/Q

New funds entering each quarter: 56 → 44 → 78 → 91. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 62% of holders entered in last year

■ 25% veterans ■ 14% 1-2yr ■ 62% new

Of 279 current holders: 172 (62%) entered in the past year, only 69 (25%) 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.

🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds

45 of 254 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in RDW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

5.2

out of 10

Moderate Exit Risk

Exit risk score 5.2/10 — 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	260	210	23.81%
13F Shares	137M	147M	-6.76%
Total Value	$1.12B	$1.11B	0.75%
New Positions	90	78	+12
Increased Positions	115	88	+27
Closed Positions	40	39	+1
Reduced Positions	34	30	+4
Total Calls	16	12	33.33%
Total Puts	9	8	12.5%
PUT/CALL Ratio	0.56	0.67	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

260

210

23.81%

13F Shares

137M

147M

-6.76%

Total Value

$1.12B

$1.11B

0.75%

New Positions

+12

Increased Positions

115

+27

Closed Positions

Reduced Positions

Total Calls

33.33%

Total Puts

12.5%

PUT/CALL Ratio

0.56

0.67

Bullish

Institutional Holders (2026 Q2)

260 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RDW. 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 RDW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Corecam Pte. Ltd.	2.04%	440,247	$5.4M
2	Firsthand Capital Management, Inc.	1.95%	100,000	$1.2M
3	Corecam AG	1.76%	168,500	$2.1M
4	Kessler Investment Group, LLC	1.20%	230,133	$2.8M
5	Register Financial Advisors LLC	0.88%	235,300	$2.9M
6	Langley Wealth Management, LLC	0.70%	11,799	$107K
7	AlphaCentric Advisors LLC	0.67%	65,000	$795K
8	Capelight Capital Asset Management LP	0.59%	100,000	$1.2M
9	Ae Industrial Partners, LP	0.55%	617,086	$7.5M
10	RPG Investment Advisory, LLC	0.34%	269,437	$3.3M
11	Marex Group Ltd	0.32%	6,142,044	$75.1M
12	Defiance ETFs, LLC	0.31%	1,922,416	$23.0M
13	Crawford Fund Management, LLC	0.29%	156,000	$1.9M
14	Mission Financial Group, LLC	0.28%	27,600	$338K
15	Werlinich Asset Management, LLC	0.25%	53,350	$652K
16	Tema Etfs LLC	0.25%	621,162	$7.6M
17	Aster Capital Management (DIFC) Ltd	0.22%	58,276	$950K
18	Mirae Asset Global Investments Co., Ltd.	0.21%	11,851,668	$144.9M
19	Caitong International Asset Management Co., Ltd	0.20%	120,284	$1.5M
20	Seven Grand Managers, LLC	0.20%	400,000	$4.9M
21	Littlejohn Financial Services, INC.	0.17%	18,763	$229K
22	Renaissance Technologies LLC	0.16%	9,399,700	$115.0M
23	Element Wealth, LLC	0.15%	33,683	$412K
24	Dover Advisors, LLC	0.15%	47,770	$363K
25	North Star Investment Management Corp.	0.11%	165,910	$2.0M

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 — Redwire Corporation (RDW)

What does the Smart Money Trend signal show for RDW?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added RDW 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 RDW?

More buyers than sellers — 73% buying: Last quarter: 210 funds were net buyers (91 opened a brand new position + 119 added to an existing one). Only 76 were sellers (35 trimmed + 41 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RDW holders?

Elite ownership — 48% AUM from top-100 funds: 45 of 254 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in RDW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held RDW?

Mostly new holders — 53% entered in last year: Only 49 funds (19%) 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 Redwire Corporation (RDW) following the 2026 Q2 hedge fund 13F filings?

As of today, RDW has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLI sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), RDW has gained +9.2% vs +0.7% for XLI. 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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Redwire Corporation (RDW)

Smart Money Signals — RDW

Buying streak — 10 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +80% more funds vs a year ago

More buyers than sellers — 73% buying

More new buyers each quarter (+13 vs last Q)

Mostly new holders — 53% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 62% of holders entered in last year

Elite ownership — 48% AUM from top-100 funds

Institutional Sentiment Summary — RDW

Hedge Fund Ownership: RDW

Market Analysis: RDW

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: RDW

Is It Too Late to Buy Redwire Corporation (RDW) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: RDW

Statistics: RDW

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Redwire Corporation (RDW)

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