SOLITARIO RESOURCES CORP (XPL): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy SOLITARIO RESOURCES CORP (XPL) following the 2026 Q1 hedge fund 13F filings?

As of today, XPL has moved -6.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.9% for the SPY sector ETF — an outperformance of -7.6%. Since the quarter end (March 31, 2026), XPL gained +1.7% vs +14.7% 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.

SOLITARIO RESOURCES CORP (XPL)

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

Smart Money Signals — XPL

Based on 48 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 XPL 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

48 hedge funds hold XPL 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 — +30% more funds vs a year ago

fund count last 6Q

+11 new funds entered over the past year (+30% 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 — 60% buying

18 buying12 selling

Last quarter: 18 funds were net buyers (10 opened a brand new position + 8 added to an existing one). Only 12 were sellers (7 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 5 → 8 → 5 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 33% medium ■ 21% new

22 out of 48 hedge funds have held XPL 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.

💰

Price up while funds trimmed (+10% value, -6% shares)

Value

+10%

-5%

Last quarter: total value of institutional XPL holdings rose +10% even though funds reduced share count by 6%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

➡️

Steady discovery — ~10 new funds/quarter

1 → 5 → 8 → 5 → 10 new funds/Q

New funds entering each quarter: 5 → 8 → 5 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 23% 1-2yr ■ 23% new

Of 48 current holders: 26 (54%) 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.

📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds

11 of 48 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

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	48	43	11.63%
13F Shares	21M	22M	-5.62%
Total Value	$17M	$15M	10.15%
New Positions	10	5	+5
Increased Positions	8	10	-2
Closed Positions	5	6	-1
Reduced Positions	7	8	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

11.63%

13F Shares

21M

22M

-5.62%

Total Value

$17M

$15M

10.15%

New Positions

Increased Positions

-2

Closed Positions

-1

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

48 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 institutional holders of XPL — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	WEXFORD CAPITAL LP	0.22%	1,844,254	$1.5M
2	Total Wealth Planning & Management, Inc.	0.12%	205,966	$169K
3	AEGIS FINANCIAL CORP	0.09%	632,458	$519K
4	Focused Wealth Management, Inc	0.06%	762,900	$626K
5	EdgePoint Investment Group Inc.	0.05%	7,272,727	$6.0M
6	Fruth Investment Management	0.03%	150,000	—
7	Long Focus Capital Management, LLC	0.03%	1,409,700	$1.2M
8	U S GLOBAL INVESTORS INC	0.03%	310,000	$254K
9	Signature Equity Partners, LLC	0.02%	56,350	$46K
10	Shay Capital LLC	0.02%	268,168	$220K
11	Provident Wealth Management, LLC	0.01%	29,332	$24K
12	GSA CAPITAL PARTNERS LLP	0.00%	69,158	—
13	Lido Advisors, LLC	0.00%	864,319	$709K
14	RENAISSANCE TECHNOLOGIES LLC	0.00%	1,612,399	$1.3M
15	TWO SIGMA SECURITIES, LLC	0.00%	17,500	$14K
16	UPTICK PARTNERS, LLC	0.00%	10,000	$8K
17	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.00%	89,500	$73K
18	XTX Topco Ltd	0.00%	84,405	$69K
19	Private Advisor Group, LLC	0.00%	228,002	$187K
20	SPROTT INC.	0.00%	33,333	$27K
21	BANQUE PICTET & CIE SA	0.00%	100,000	$82K
22	Capital Advisors, Ltd. LLC	0.00%	5,000	—
23	NATIONAL BANK OF CANADA /FI/	0.00%	343,947	$392K
24	KESTRA PRIVATE WEALTH SERVICES, LLC	0.00%	10,596	$9K
25	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.00%	52,000	$44K

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 — SOLITARIO RESOURCES CORP (XPL)

What does the Smart Money Trend signal show for XPL?

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

More buyers than sellers — 60% buying: Last quarter: 18 funds were net buyers (10 opened a brand new position + 8 added to an existing one). Only 12 were sellers (7 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XPL holders?

Smaller funds dominant — 6% AUM from top-100: 11 of 48 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XPL?

46% of holders stayed for 2+ years: 22 out of 48 hedge funds have held XPL 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 SOLITARIO RESOURCES CORP (XPL) following the 2026 Q1 hedge fund 13F filings?

As of today, XPL has moved -6.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.9% for the SPY sector ETF — an outperformance of -7.6%. Since the quarter end (March 31, 2026), XPL has gained +1.7% vs +14.7% 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.

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SOLITARIO RESOURCES CORP (XPL)

Smart Money Signals — XPL

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +30% more funds vs a year ago

More buyers than sellers — 60% buying

Steady new buyers — ~10 new funds per quarter

46% of holders stayed for 2+ years

Price up while funds trimmed (+10% value, -6% shares)

Steady discovery — ~10 new funds/quarter

Deep conviction — 54% of holders stayed 2+ years

Smaller funds dominant — 6% AUM from top-100

Institutional Sentiment Summary — XPL

Hedge Fund Ownership: XPL

Market Analysis: XPL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XPL

Is It Too Late to Buy SOLITARIO RESOURCES CORP (XPL) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: XPL

Statistics: XPL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — SOLITARIO RESOURCES CORP (XPL)

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