Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ZIONS BANCORPORATION NATL AS (ZION)

544 + 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
↑ +47
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — ZION

Based on 525 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
525 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 — +16% more funds vs a year ago

fund count last 6Q
+72 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

289 buying220 selling
Last quarter: 289 funds bought or added vs 220 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.
📈

More new buyers each quarter (+36 vs last Q)

new funds entering per quarter
Funds opening a new ZION position: 88 → 63 → 64 → 100. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 17% medium ■ 15% new
357 out of 525 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.
➡️

Steady discovery — ~100 new funds/quarter

67 → 88 → 63 → 64 → 100 new funds/Q
New funds entering each quarter: 88 → 63 → 64 → 100. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 9% 1-2yr ■ 19% new
Of 544 current holders: 392 (72%) 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
41 of 525 holders are among the 100 largest funds by AUM, controlling 48% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 2025 Q4, 289 hedge funds were net buyers of ZION (100 opened a new position, 189 added to an existing one), while 220 reduced or exited (167 trimmed, 53 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 48% of total institutional value in ZION is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +47 funds (more new holders than closures). Total institutional holders: 525.

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

Financial Services Banks - Regional

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.

66 top-rated funds 0 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: ZION
2026 Q1 Stats Unlock in 7 days 544 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 544 501 8.58%
13F Shares 121M 118M 2.93%
Total Value $7.07B $6.64B 6.4%
New Positions 101 65 +36
Increased Positions 231 189 +42
Closed Positions 56 55 +1
Reduced Positions 178 211 -33
Total Calls 11 13 -15.38%
Total Puts 11 13 -15.38%
PUT/CALL Ratio 1.0 1.0 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 Q1)

544 + investors

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

Top 25 institutional holders of ZION — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FLYWHEEL PRIVATE WEALTH LLC 0.74% 22,500 $1.3M
2 Private Advisory Group LLC 0.65% 171,645 $9.9M
3 Arbejdsmarkedets Tillaegspension 0.65% 450,669 $26.0M
4 WEDGE CAPITAL MANAGEMENT L L P/NC 0.58% 544,243 $31.4M
5 Global Financial Private Client, LLC 0.56% 29,671 $1.7M
6 BW Gestao de Investimentos Ltda. 0.51% 265,000 $15.3M
7 LSV ASSET MANAGEMENT 0.49% 3,910,279 $225K
8 Michels Family Financial, LLC 0.48% 11,605 $669K
9 COTTONWOOD CAPITAL ADVISORS, LLC 0.46% 11,392 $656K
10 DIVERSIFIED MANAGEMENT INC 0.38% 38,108 $2.2M
11 EASTERLY INVESTMENT PARTNERS LLC 0.33% 76,474 $4.3M
12 SIERRA SUMMIT ADVISORS LLC 0.29% 35,172 $2.0M
13 Pinnacle Holdings, LLC 0.25% 13,244 $763K
14 SEIZERT CAPITAL PARTNERS, LLC 0.22% 81,975 $4.7M
15 Carson Advisory Inc. 0.21% 7,038 $406K
16 Ironwood Financial, llc 0.21% 20,568 $1.2M
17 Sippican Capital Advisors 0.20% 5,050 $291K
18 SALZHAUER MICHAEL 0.20% 7,200 $415K
19 GRIMES & Co WEALTH MANAGEMENT, LLC 0.19% 120,989 $7.0M
20 Physician Wealth Advisors, Inc. 0.18% 22,464 $1.3M
21 AVAII WEALTH MANAGEMENT, LLC 0.18% 8,706 $502K
22 Tweedy, Browne Co LLC 0.17% 37,877 $2.2M
23 Lynx Investment Advisory 0.17% 6,131 $353K
24 denkapparat Operations GmbH 0.15% 6,294 $363K
25 CVA Family Office, LLC 0.15% 24,455 $1.4M
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 — 2 quarters in a row: For 2 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: 289 funds bought or added vs 220 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 — 48% AUM from top-100 funds: 41 of 525 holders are among the 100 largest funds by AUM, controlling 48% 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?

68% of holders stayed for 2+ years: 357 out of 525 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.