Stonex Group Inc (SNEX) Hedge Fund Ownership (Q1 2026)

Stonex Group Inc (SNEX)

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

Smart Money Signals — SNEX

Based on 382 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added SNEX 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

382 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 — +22% more funds vs a year ago

fund count last 6Q

+70 new funds entered over the past year (+22% 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 — 84% buying

349 buying65 selling

Last quarter: 349 funds were net buyers (62 opened a brand new position + 287 added to an existing one). Only 65 were sellers (29 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter

Funds opening a new SNEX position: 61 → 62 → 54 → 62. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 27% medium ■ 26% new

178 out of 382 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.

💎

Buying through price weakness — shares +54%, value +21%

Value

+20%

+53%

Last quarter: funds added +54% more shares while total portfolio value only changed +21%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~62 new funds/quarter

64 → 61 → 62 → 54 → 62 new funds/Q

New funds entering each quarter: 61 → 62 → 54 → 62. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 50% veterans vs 37% newcomers

■ 50% veterans ■ 13% 1-2yr ■ 37% new

Entry-cohort mix of 387 holders: 195 (50%) are 2+ year veterans, 49 entered 1–2 years ago, and 143 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds

54 of 379 holders are among the 100 largest funds by AUM, controlling 57% 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.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	381	355	7.32%
13F Shares	64M	42M	53.73%
Total Value	$4.48B	$3.70B	20.89%
New Positions	61	54	+7
Increased Positions	287	124	+163
Closed Positions	35	57	-22
Reduced Positions	27	118	-91
Total Calls	4	3	33.33%
Total Puts	4	2	100.0%
PUT/CALL Ratio	1.0	0.67	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

381

355

7.32%

13F Shares

64M

42M

53.73%

Total Value

$4.48B

$3.70B

20.89%

New Positions

Increased Positions

287

124

+163

Closed Positions

-22

Reduced Positions

118

-91

Total Calls

33.33%

Total Puts

100.0%

PUT/CALL Ratio

1.0

0.67

Neutral

Institutional Holders (2026 Q2)

381 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SNEX. 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 SNEX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Dupont Capital Management Corp	63.10%	11,605	$1.4M
2	AltraVue Capital, LLC	11.76%	1,377,144	$163.2M
3	Jefferson Bridge Capital, LLC	8.42%	81,970	$9.7M
4	Motley Fool Wealth Management, LLC	5.52%	3,068	$364K
5	Punch & Associates Investment Management, INC.	4.07%	694,090	$82.2M
6	Nine Ten Capital Management LLC	3.12%	84,679	$10.0M
7	Aubrey Capital Management Ltd	2.87%	58,050	$4.6M
8	MRP Capital Investments, LLC	2.61%	29,933	$3.5M
9	Hennessy Advisors Inc	2.14%	564,600	$66.9M
10	Woodmont Investment Counsel LLC	2.06%	317,920	$37.7M
11	12th Street Asset Management Company, LLC	2.04%	120,677	$14.3M
12	Millington Financial Advisors, LLC	1.77%	65,692	$4.5M
13	Phocas Financial Corp.	1.71%	103,699	$12.3M
14	Hiddenite Capital Partners LP	1.36%	133,389	$15.8M
15	Legato Capital Management LLC	1.33%	135,460	$16.1M
16	Future Fund LLC	1.22%	35,892	$4.3M
17	Yorktown Management & Research Co Inc	1.14%	15,750	$1.9M
18	Harvest Investment Services, LLC	1.04%	56,938	$6.7M
19	Riverwater Partners LLC	1.02%	29,035	$3.4M
20	Ibex Wealth Advisors	0.96%	103,473	$12.3M
21	Eddie Patel Inc	0.93%	13,183	$1.6M
22	O'Brien Greene & Co. Inc	0.93%	28,474	$3.4M
23	Motley Fool Asset Management LLC	0.92%	200,904	$23.8M
24	Wasatch Advisors LP	0.91%	1,179,158	$139.7M
25	Lisanti Capital Growth, LLC	0.90%	34,680	$4.1M

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?

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

More buyers than sellers — 84% buying: Last quarter: 349 funds were net buyers (62 opened a brand new position + 287 added to an existing one). Only 65 were sellers (29 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SNEX holders?

Elite ownership — 57% AUM from top-100 funds: 54 of 379 holders are among the 100 largest funds by AUM, controlling 57% 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: 178 out of 382 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.

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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Stonex Group Inc (SNEX)

Smart Money Signals — SNEX

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +22% more funds vs a year ago

More buyers than sellers — 84% buying

More new buyers each quarter (+8 vs last Q)

47% of holders stayed for 2+ years

Buying through price weakness — shares +54%, value +21%

Steady discovery — ~62 new funds/quarter

Veteran-anchored — 50% veterans vs 37% newcomers

Elite ownership — 57% AUM from top-100 funds

Institutional Sentiment Summary — SNEX

Hedge Fund Ownership: SNEX

Market Analysis: SNEX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SNEX

Hedge Fund Positioning: SNEX

Statistics: SNEX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Stonex Group Inc (SNEX)

Welcome to 13Foresight!