Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UNITED AIRLS HLDGS INC (UAL)

1K + Investors. Track Smart Money conviction in UAL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +106
Streak
3Q ▲
Buyers last Q
60%

Smart Money Signals — UAL

Based on 965 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added UAL 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
965 hedge funds hold UAL 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.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+154 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

576 buying388 selling
Last quarter: 576 funds were net buyers (199 opened a brand new position + 377 added to an existing one). Only 388 were sellers (295 trimmed + 93 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+54 vs last Q)

new funds entering per quarter
Funds opening a new UAL position: 158 → 140 → 145 → 199. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 22% medium ■ 21% new
542 out of 965 hedge funds have held UAL 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.
💰

Value +16% but shares only +0% — price-driven

Value
+15%
Shares
+0%
Last quarter: the total dollar value of institutional holdings rose +16%, but actual share count only changed +0%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

248 → 158 → 140 → 145 → 199 new funds/Q
New funds entering each quarter: 158 → 140 → 145 → 199. A growing number of institutions are discovering UAL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 9% 1-2yr ■ 26% new
Of 1,031 current holders: 668 (65%) 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 — 48% AUM from top-100 funds

48% from top-100 AUM funds
45 of 965 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in UAL. 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.

Hedge Fund Ownership: UAL

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

Market Analysis: UAL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UAL

-- --

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

114 top-rated funds 8 high-conviction
Consensus
8.9
/ 10
breadth
×
Elite
5.6
/ 10
conviction
Hedge Fund Positioning: UAL
2026 Q1 Stats Unlock in 9 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1031 936 10.15%
13F Shares 323M 322M 0.3%
Total Value $35.94B $31.00B 15.93%
New Positions 203 150 +53
Increased Positions 486 405 +81
Closed Positions 97 117 -20
Reduced Positions 391 410 -19
Total Calls 38 45 -15.56%
Total Puts 37 38 -2.63%
PUT/CALL Ratio 0.97 0.84 Neutral

Statistics: UAL

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

1K + investors

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

Top 25 institutional holders of UAL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 U S GLOBAL INVESTORS INC 8.42% 784,599 $72.2M
2 SIERRA SUMMIT ADVISORS LLC 1.89% 141,310 $13.0M
3 Oxinas Partners, LLC 1.77% 42,006 $3.9M
4 Board of the Pension Protection Fund 1.19% 14,100 $1.3M
5 ABC ARBITRAGE SA 0.83% 68,240 $6.3M
6 Dorsey Wright & Associates 0.77% 67,298 $6.2M
7 NCP Inc. 0.69% 4,500 $414K
8 REXFORD CAPITAL INC 0.67% 10,166 $936K
9 MEEDER ASSET MANAGEMENT INC 0.62% 117,912 $10.9M
10 Mount Lucas Management LP 0.56% 16,339 $1.5M
11 Alteri Wealth LLC 0.53% 17,695 $1.6M
12 Douglas Lane & Associates, LLC 0.50% 376,728 $34.7M
13 Avondale Wealth Management 0.48% 10,650 $981K
14 Sanchez Gaunt Capital Management, LLC 0.47% 8,102 $746K
15 Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.46% 2,023 $186K
16 Pacer Advisors, Inc. 0.41% 1,719,186 $158.3M
17 BW Gestao de Investimentos Ltda. 0.41% 132,400 $12.2M
18 Center For Asset Management LLC 0.38% 8,229 $758K
19 Whalen Wealth Management Inc. 0.38% 7,619 $701K
20 SEAMOUNT FINANCIAL GROUP INC 0.33% 7,931 $730K
21 MOSAIC FINANCIAL GROUP, LLC 0.31% 4,694 —
22 ASSETMARK, INC 0.30% 1,617,257 $148.9M
23 LOS ANGELES CAPITAL MANAGEMENT LLC 0.29% 789,823 $72.7M
24 Navigation Group, LLC 0.28% 12,910 $1.2M
25 HANSEATIC MANAGEMENT SERVICES INC 0.27% 3,066 $282K
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 — UNITED AIRLS HLDGS INC (UAL)

What does the Smart Money Trend signal show for UAL?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added UAL 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 UAL?

More buyers than sellers — 60% buying: Last quarter: 576 funds were net buyers (199 opened a brand new position + 377 added to an existing one). Only 388 were sellers (295 trimmed + 93 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UAL holders?

Elite ownership — 48% AUM from top-100 funds: 45 of 965 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in UAL. 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 UAL?

56% of holders stayed for 2+ years: 542 out of 965 hedge funds have held UAL 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.