Stock Analysis
Data Source: SEC EDGAR 13F
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Virtus Artificial Intelligen (AIO)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
5Q ▲
Buyers last Q
57%

Smart Money Signals — AIO

Based on 84 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added AIO 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
84 hedge funds hold AIO 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 — +29% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+29% 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.
🟡

Slight buying edge — 57% buying

46 buying34 selling
Last quarter: 46 funds bought or added vs 34 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.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 14 → 12 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

48% conviction (2yr+) 26% medium 26% new
40 out of 84 hedge funds have held AIO 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 +36% but shares only +4% — price-driven

Value
+35%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +36%, but actual share count only changed +4%. 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.
➡️

Steady discovery — ~17 new funds/quarter

13 → 15 → 14 → 12 → 17 new funds/Q
New funds entering each quarter: 15 → 14 → 12 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 49% veterans vs 33% newcomers

49% veterans 18% 1-2yr 33% new
Entry-cohort mix of 84 holders: 41 (49%) are 2+ year veterans, 15 entered 1–2 years ago, and 28 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
14 of 84 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in AIO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — AIO

In 2026 Q2, 46 hedge funds were net buyers of AIO (17 opened a new position, 29 added to an existing one), while 34 reduced or exited (24 trimmed, 10 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 62% of total institutional value in AIO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 84.

Hedge Fund Ownership: AIO

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

Market Analysis: AIO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AIO

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: AIO
84 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 84 77 9.09%
13F Shares 7M 6M 3.55%
Total Value $184M $136M 35.84%
New Positions 17 12 +5
Increased Positions 29 34 -5
Closed Positions 10 11 -1
Reduced Positions 24 22 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AIO

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Institutional Holders (2026 Q2)

84 + investors

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

QUARTER:
Top 25 AIO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PMG Family Office LLC 0.96% 37,136 $1.0M
2 Decision Investments, Inc 0.39% 15,183 $426K
3 1607 Capital Partners, LLC 0.35% 143,676 $4.0M
4 Karpus Management, Inc. 0.26% 324,291 $9.1M
5 Landscape Capital Management, L.L.C. 0.21% 114,093 $3.2M
6 Sykon Capital LLC 0.15% 17,606 $494K
7 Alteri Wealth LLC 0.13% 17,313 $486K
8 Saba Capital Management, L.P. 0.13% 179,928 $5.1M
9 Ameriflex Group, INC. 0.12% 10,800 $303K
10 David J Yvars Group 0.11% 8,617 $242K
11 Serenus Wealth Advisors, LLC 0.11% 22,119 $621K
12 Clay Northam Wealth Management, LLC 0.11% 7,661 $215K
13 Hennion & Walsh Asset Management, Inc. 0.10% 119,516 $3.4M
14 SeaCrest Wealth Management, LLC 0.09% 30,250 $849K
15 Chapin Davis, INC. 0.08% 17,000 $477K
16 Advisors Asset Management, Inc. 0.07% 168,611 $4.7M
17 Kingswood Wealth Advisors, LLC 0.04% 38,858 $1.1M
18 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% 12,737 $358K
19 Strategic Advocates LLC 0.04% 323 $9K
20 Summit Financial, LLC 0.03% 111,041 $3.1M
21 Spirepoint Private Client, LLC 0.03% 13,933 $391K
22 Blue Bell Private Wealth Management, LLC 0.03% 8,669 $243K
23 Stockman Wealth Management, Inc. 0.02% 8,131 $228K
24 Oppenheimer & Co Inc 0.02% 72,744 $2.0M
25 Steward Partners Investment Advisory, LLC 0.02% 151,097 $4.2M
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 — Virtus Artificial Intelligen (AIO)

What does the Smart Money Trend signal show for AIO?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added AIO 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 AIO?

Slight buying edge — 57% buying: Last quarter: 46 funds bought or added vs 34 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 AIO holders?

Elite ownership — 62% AUM from top-100 funds: 14 of 84 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in AIO. 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 AIO?

48% of holders stayed for 2+ years: 40 out of 84 hedge funds have held AIO 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.

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