Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Zions Bancorporation Natl As (ZION)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — ZION

Based on 559 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added ZION 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
559 hedge funds hold ZION 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 — +12% more funds vs a year ago

fund count last 6Q
+60 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

315 buying242 selling
Last quarter: 315 funds bought or added vs 242 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 (-28 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 69 → 68 → 105 → 77. 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.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 17% medium ■ 18% new
362 out of 559 hedge funds have held ZION 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.
📈

Growing discovery — still being found

92 → 69 → 68 → 105 → 77 new funds/Q
New funds entering each quarter: 69 → 68 → 105 → 77. A growing number of institutions are discovering ZION each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 21% newcomers

■ 69% veterans ■ 10% 1-2yr ■ 21% new
Entry-cohort mix of 578 holders: 400 (69%) are 2+ year veterans, 58 entered 1–2 years ago, and 120 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
57 of 557 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in ZION. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — ZION

In 2026 Q1, 315 hedge funds were net buyers of ZION (77 opened a new position, 238 added to an existing one), while 242 reduced or exited (168 trimmed, 74 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 53% of total institutional value in ZION is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 559.

Hedge Fund Ownership: ZION

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

Market Analysis: ZION

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ZION

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 1 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: ZION
2026 Q2 Stats Unlock in 4 days 556 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 556 555 0.18%
13F Shares 118M 122M -3.02%
Total Value $6.49B $7.13B -8.87%
New Positions 75 105 -30
Increased Positions 232 192 +40
Closed Positions 74 55 +19
Reduced Positions 163 172 -9
Total Calls 11 11 -
Total Puts 10 12 -16.67%
PUT/CALL Ratio 0.91 1.09 Neutral

Statistics: ZION

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 Q2)

556 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ZION. 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.
Top 25 ZION holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rhino Investment Partners, Inc 2.83% 135,198 $9.4M
2 Elizabeth Park Capital Advisors, Ltd. 2.76% 57,850 $4.0M
3 Fiduciary Management Inc /Wi/ 2.55% 2,591,257 $179.3M
4 Azora Capital LP 2.20% 754,919 $52.2M
5 Siena Capital Partners GP, LLC 1.70% 101,290 $7.0M
6 Calydon Capital 1.18% 116,551 $8.1M
7 Basswood Capital Management, L.L.C. 1.17% 425,137 $29.4M
8 Flywheel Private Wealth LLC 0.77% 22,500 $1.6M
9 iSAM Funds (UK) Ltd 0.70% 14,300 $989K
10 Arbejdsmarkedets Tillaegspension 0.67% 443,800 $30.7M
11 Wedge Capital Management L L P/Nc 0.60% 524,818 $36.3M
12 Global Financial Private Client, LLC 0.57% 30,268 $2.1M
13 SummitTX Capital, L.P. 0.56% 316,241 $21.9M
14 Michels Family Financial, LLC 0.52% 11,745 $813K
15 Private Advisory Group LLC 0.51% 136,742 $9.5M
16 Fuller & Thaler Asset Management, INC. 0.50% 2,649,694 $183.3M
17 Interval Partners, LP 0.48% 266,355 $18.4M
18 Convergence Investment Partners, LLC 0.46% 70,623 $4.9M
19 nVerses Capital, LLC 0.39% 3,691 $255K
20 Cottonwood Capital Advisors, LLC 0.33% 7,989 $553K
21 Freestone Grove Partners LP 0.33% 741,232 $51.3M
22 Numerai GP LLC 0.33% 57,771 $4.0M
23 Seizert Capital Partners, LLC 0.32% 112,522 $7.8M
24 Lunt Capital Management, Inc. 0.32% 12,607 $872K
25 Algert Global LLC 0.30% 365,260 $25.3M
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 — Zions Bancorporation Natl As (ZION)

What does the Smart Money Trend signal show for ZION?

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

Slight buying edge — 57% buying: Last quarter: 315 funds bought or added vs 242 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 ZION holders?

Elite ownership — 53% AUM from top-100 funds: 57 of 557 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in ZION. 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 ZION?

65% of holders stayed for 2+ years: 362 out of 559 hedge funds have held ZION 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.

Full history →