Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

STONEX GROUP INC (SNEX)

346 + Investors. Track Smart Money conviction in SNEX. 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
51%

Smart Money Signals — SNEX

Based on 342 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 SNEX 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 (100% of max)

100% of all-time peak
342 hedge funds hold SNEX 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 — +26% more funds vs a year ago

fund count last 6Q
+70 new funds entered over the past year (+26% 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 — 51% buying

173 buying167 selling
Last quarter: 173 funds bought or added vs 167 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.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 61 → 59 → 60 → 53. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 28% medium ■ 25% new
162 out of 342 hedge funds have held SNEX 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.
➡️

Steady discovery — ~53 new funds/quarter

55 → 61 → 59 → 60 → 53 new funds/Q
New funds entering each quarter: 61 → 59 → 60 → 53. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 52% of holders stayed 2+ years

■ 52% veterans ■ 13% 1-2yr ■ 35% new
Of 346 current holders: 179 (52%) 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.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
43 of 342 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in SNEX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Hedge Fund Ownership: SNEX

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

Market Analysis: SNEX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SNEX

-- --

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.

22 top-rated funds 1 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: SNEX
2026 Q1 Stats Unlock in 9 days 346 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 346 349 -0.86%
13F Shares 42M 41M 0.96%
Total Value $3.68B $3.91B -5.76%
New Positions 54 62 -8
Increased Positions 125 141 -16
Closed Positions 57 46 +11
Reduced Positions 118 107 +11
Total Calls 3 6 -50.0%
Total Puts 2 2 -
PUT/CALL Ratio 0.67 0.33 Bullish

Statistics: SNEX

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)

346 + investors

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

Top 25 institutional holders of SNEX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Jefferson Bridge Capital, LLC 7.32% 91,425 $7.4M
2 Van Berkom & Associates Inc. 3.69% 1,384,258 $112K
3 Hiddenite Capital Partners LP 2.82% 133,389 $10.8M
4 Aubrey Capital Management Ltd 2.73% 63,000 $5.1M
5 HENNESSY ADVISORS INC 2.06% 706,050 $56.9M
6 Millington Financial Advisors, LLC 2.03% 45,391 $4.8M
7 Phocas Financial Corp. 1.72% 135,949 $11.0M
8 WOODMONT INVESTMENT COUNSEL LLC 1.70% 342,462 $27.6M
9 Riverwater Partners LLC 1.24% 46,032 $3.7M
10 Yorktown Management & Research Co Inc 1.06% 15,750 $1.3M
11 Future Fund LLC 0.96% 33,732 $2.7M
12 CHATHAM CAPITAL GROUP, INC. 0.90% 76,957 $6.2M
13 IBEX WEALTH ADVISORS 0.75% 100,289 $8.1M
14 O'Brien Greene & Co. Inc 0.67% 29,474 $2.4M
15 HARBOR CAPITAL ADVISORS, INC. 0.64% 98,507 $8K
16 Convergence Investment Partners, LLC 0.62% 46,780 $3.8M
17 SummerHaven Investment Management, LLC 0.58% 11,713 $945K
18 Perpetual Ltd 0.41% 329,912 $26.6M
19 Harbour Capital Advisors, LLC 0.41% 20,566 $2.1M
20 LEUTHOLD GROUP, LLC 0.40% 47,107 $3.8M
21 Tweedy, Browne Co LLC 0.35% 54,035 $4.4M
22 OAK RIDGE INVESTMENTS LLC 0.24% 45,406 $3.7M
23 BayBridge Capital Group, LLC 0.23% 3,958 $377K
24 PEREGRINE CAPITAL MANAGEMENT LLC 0.20% 67,765 $5.5M
25 CX Institutional 0.19% 79,093 $6K
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 — STONEX GROUP INC (SNEX)

What does the Smart Money Trend signal show for SNEX?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SNEX 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 SNEX?

Slight buying edge — 51% buying: Last quarter: 173 funds bought or added vs 167 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 SNEX holders?

Elite ownership — 47% AUM from top-100 funds: 43 of 342 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in SNEX. 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 SNEX?

47% of holders stayed for 2+ years: 162 out of 342 hedge funds have held SNEX 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.