Monitor for follow-on buying from active managers; current cluster is passive-driven, so a move into active conviction could amplify upside. Watch for inclusion in broader indices or ETFs that may have triggered this rebalancing.
Executive Summary
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and Schwab — significantly increased their positions in Red Cat Holdings (RCAT) during Q4 2024, collectively adding $3.4 million in new exposure with no institutional selling observed. This coordinated accumulation suggests growing institutional interest, likely driven by index inclusion or passive rebalancing given the fund types involved.
Key Financial Metrics
Institutional Positions
Net institutional flow: $3.4M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | DOUBLED | +2208.6% | $2.9M | $2.9M |
| Wells Fargo | DOUBLED | +446.5% | $134.0K | $129.0K |
| Schwab | ADD | +63.4% | $386.0K | $339.0K |
Key Facts
- Morgan Stanley doubled its stake, increasing shares from 9.9K to 228.6K (218.7K share increase), adding $2.9M in value.
- Wells Fargo increased its position by 446.5%, adding 8.6K shares and $130K in value.
- Schwab added 11.7K shares (63.4% increase), boosting its holding value by $340K.
- No institutional selling was detected in the quarter — all tracked institutions either held or bought.
Financial Impact
Institutions added a net $3.4M in new positions during Q4 2024, bringing total tracked institutional holdings to $3.5M.
Risk Factors
- Signal is driven entirely by passive institutions, which may not reflect fundamental conviction.
- Low absolute dollar size of positions — total cluster is only $3.5M, suggesting limited institutional appetite beyond index mandates.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-RCAT-2024-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 4d ago | 8-K | $4.40 | awaiting T+5 | — | — |
Oct 2, 2026 25d ago | Press Release | $6.40 $5.77 | ▼ −9.84% | ▼ −11.00% | — |
Oct 1, 2026 26d ago | Press Release | $6.33 $5.91 | ▼ −6.64% | ▼ −7.94% | — |
Aug 19, 2026 9w ago | Insider Cluster | $9.53 $9.28 | ▼ −2.62% | ▼ −3.74% | — |
Aug 13, 2026 10w ago | Insider Cluster | $11.13 $9.62 | ▼ −13.57% | ▼ −12.20% | — |
Aug 10, 2026 11w ago | Press Release | $10.00 $10.44 | ▲ +4.40% | ▲ +4.45% | — |
Jul 30, 2026 12w ago | Press Release | $7.38 $8.67 | ▲ +17.48% | ▲ +13.86% | — |
Jul 22, 2026 13w ago | 8-K | $7.83 $6.77 | ▲ +13.54% | ▲ +11.14% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $12.01 $11.20 | ▼ −6.74% | ▼ −7.18% | — |
May 21, 2026 22w ago | Press Release | $9.03 $14.15 | ▲ +56.70% | ▲ +55.10% | — |
US Market Status
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