Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VITESSE ENERGY INC (VTS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — VTS

Based on 230 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their VTS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
230 funds currently hold this stock — 94% of the 3.0-year high of 244 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding VTS is almost the same as a year ago (-4 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 45% buying

95 buying114 selling
Last quarter: 114 funds reduced or exited vs 95 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~33 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 38 → 18 → 37 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 22% medium ■ 20% new
133 out of 230 hedge funds have held VTS 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.
💎

Buying through price weakness — shares +0%, value -17%

Value
-17%
Shares
+0%
Last quarter: funds added +0% more shares while total portfolio value only changed -17%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

35 → 38 → 18 → 37 → 33 new funds/Q
New funds entering each quarter: 38 → 18 → 37 → 33. A growing number of institutions are discovering VTS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 14% 1-2yr ■ 28% new
Of 237 current holders: 139 (59%) 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 — 49% AUM from top-100 funds

49% from top-100 AUM funds
43 of 230 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in VTS. 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 — VTS

In 2025 Q4, 95 hedge funds were net buyers of VTS (33 opened a new position, 62 added to an existing one), while 114 reduced or exited (79 trimmed, 35 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 49% of total institutional value in VTS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 230.

Hedge Fund Ownership: VTS

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

Market Analysis: VTS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VTS

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 0 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: VTS
2026 Q1 Stats Unlock in 4 days 225 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 225 228 -1.32%
13F Shares 22M 22M 0.44%
Total Value $417M $505M -17.35%
New Positions 30 33 -3
Increased Positions 67 83 -16
Closed Positions 34 27 +7
Reduced Positions 93 64 +29
Total Calls 4 5 -20.0%
Total Puts 4 5 -20.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: VTS

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Financial Highlights

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Institutional Holders (2026 Q1)

225 + investors

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

QUARTER:
Top 25 institutional holders of VTS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 First Reserve GP XIII Ltd 100.00% 2,911,384 $52.9M
2 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1.40% 1,333,720 $24.2M
3 Merrion Investment Management Co, LLC 0.86% 88,029 $1.6M
4 FIRST WILSHIRE SECURITIES MANAGEMENT INC 0.54% 131,679 $2.4M
5 Inlet Private Wealth, LLC 0.43% 92,900 $1.7M
6 Mraz, Amerine & Associates, Inc. 0.41% 154,605 $2.8M
7 LEE DANNER & BASS INC 0.40% 346,470 $6.3M
8 Militia Capital Management LLC 0.24% 57,576 $1.0M
9 Numerai GP LLC 0.22% 122,396 $2.2M
10 Argentarii, LLC 0.19% 29,145 $529K
11 HARBOR CAPITAL ADVISORS, INC. 0.18% 123,555 $2K
12 North Star Investment Management Corp. 0.15% 135,054 $2.5M
13 Heritage Wealth Management, Inc. 0.14% 15,650 $284K
14 Elgethun Capital Management 0.12% 40,514 $736K
15 Daytona Street Capital LLC 0.11% 8,000 $143K
16 Security National Bank 0.10% 37,544 $682K
17 Atom Investors LP 0.10% 73,353 $1.3M
18 Aventail Capital Group, LP 0.09% 102,251 $1.9M
19 BECK MACK & OLIVER LLC 0.07% 198,292 $3.6M
20 one8zero8, LLC 0.07% 17,350 $315K
21 Lafayette Investments, Inc. 0.06% 16,497 $300K
22 Oxbow Advisors, LLC 0.06% 36,197 $657K
23 EntryPoint Capital, LLC 0.05% 10,081 $183K
24 Waterfront Wealth Inc. 0.05% 14,885 $270K
25 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% 22,223 $404K
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 — VITESSE ENERGY INC (VTS)

What does the Smart Money Trend signal show for VTS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their VTS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for VTS?

More sellers than buyers — 45% buying: Last quarter: 114 funds reduced or exited vs 95 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for VTS holders?

Elite ownership — 49% AUM from top-100 funds: 43 of 230 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in VTS. 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 VTS?

58% of holders stayed for 2+ years: 133 out of 230 hedge funds have held VTS 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.