Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Strategy Shs (SSUS)

65 + Investors. Track Smart Money conviction in SSUS. 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
30%

Smart Money Signals — SSUS

Based on 66 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

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

High ownership — 93% of 3.0Y peak

93% of all-time peak
66 funds currently hold this stock — 93% of the 3.0-year high of 71 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold SSUS compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 30% buying

19 buying45 selling
Last quarter: 45 funds sold vs only 19 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 11 → 7 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 27% medium ■ 20% new
35 out of 66 hedge funds have held SSUS 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 — ~8 new funds/quarter

6 → 5 → 11 → 7 → 8 new funds/Q
New funds entering each quarter: 5 → 11 → 7 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 55% veterans vs 21% newcomers

■ 55% veterans ■ 24% 1-2yr ■ 21% new
Entry-cohort mix of 66 holders: 36 (55%) are 2+ year veterans, 16 entered 1–2 years ago, and 14 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
11 of 66 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

Institutional Sentiment Summary — SSUS

In 2026 Q1, 19 hedge funds were net buyers of SSUS (8 opened a new position, 11 added to an existing one), while 45 reduced or exited (36 trimmed, 9 sold completely) — a 30% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 66.

Hedge Fund Ownership: SSUS

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

Market Analysis: SSUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SSUS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Strategy Shs (SSUS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SSUS has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 23d ago
SSUS
-0.9%
SPY
-0.2%

SSUS outperformed SPY by -0.7% since June 30, 2026.

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: SSUS
2026 Q2 Stats Unlock in 27 days 65 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 65 67 -2.99%
13F Shares 8M 9M -8.36%
Total Value $383M $441M -13.15%
New Positions 7 7 -
Increased Positions 11 24 -13
Closed Positions 9 7 +2
Reduced Positions 36 26 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SSUS

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

65 + investors

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

QUARTER:
Top 25 SSUS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Independent Wealth Advisors LLC 3.83% 75,347 $3.7M
2 Pacific Sage Partners, LLC 2.86% 389,686 $18.2M
3 J2 Capital Management Inc 2.46% 76,711 $3.6M
4 SkyOak Wealth, LLC 1.26% 147,572 $6.9M
5 Ashton Thomas Private Wealth, LLC 1.23% 1,111,165 $51.9M
6 Roman Butler Fullerton & Co 0.71% 53,244 $2.6M
7 Tailwinds Wealth, LLC 0.57% 4,936 $230K
8 IHT Wealth Management, LLC 0.54% 495,627 $23.1M
9 Prospera Financial Services Inc 0.46% 606,601 $28.3M
10 Integrated Wealth Concepts LLC 0.33% 884,151 $41.3M
11 Discipline Wealth Solutions, LLC 0.30% 62,033 $2.9M
12 AlphaCore Capital LLC 0.20% 183,764 $8.6M
13 OneDigital Investment Advisors LLC 0.15% 337,714 $15.8M
14 Keating Financial Advisory Services, Inc. 0.12% 16,522 $771K
15 Arq Wealth Advisors, LLC 0.11% 12,522 $585K
16 Destiny Wealth Partners, LLC 0.10% 19,877 $928K
17 Vise Technologies, Inc. 0.09% 93,695 $4.6M
18 Heritage Oak Wealth Advisors LLC 0.08% 5,415 $253K
19 Wealth Effects LLC 0.08% 4,703 $220K
20 Freedom Investment Management, Inc. 0.07% 4,903 $229K
21 Cwm, LLC 0.07% 532,307 $24.9M
22 Leonard Rickey Investment Advisors P.L.L.C. 0.06% 6,867 $321K
23 Elevation Point Wealth Partners, LLC 0.04% 40,877 $1.9M
24 Gts Securities LLC 0.04% 25,939 $1.2M
25 Steward Partners Investment Advisory, LLC 0.04% 162,848 $7.6M
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 — Strategy Shs (SSUS)

What does the Smart Money Trend signal show for SSUS?

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

Heavy selling pressure — only 30% buying: Last quarter: 45 funds sold vs only 19 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for SSUS holders?

Smaller funds dominant — 17% AUM from top-100: 11 of 66 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SSUS?

53% of holders stayed for 2+ years: 35 out of 66 hedge funds have held SSUS 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.

Is it too late to buy Strategy Shs (SSUS) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), SSUS has gained -0.9% vs -0.2% for SPY. 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.

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.

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