Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MICROVAST HOLDINGS INC (MVST)

176 + Investors. Track Smart Money conviction in MVST. 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
↑ +18
Streak
5Q ▲
Buyers last Q
57%

Smart Money Signals — MVST

Based on 168 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added MVST 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
168 hedge funds hold MVST 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 — +147% more funds vs a year ago

fund count last 6Q
+100 new funds entered over the past year (+147% 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

98 buying74 selling
Last quarter: 98 funds bought or added vs 74 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 (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 29 → 48 → 54 → 39. 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.
🔒

41% of holders stayed for 2+ years

41% conviction (2yr+) 26% medium 33% new
69 out of 168 hedge funds have held MVST 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 +4%, value -24%

Value
-23%
Shares
+4%
Last quarter: funds added +4% more shares while total portfolio value only changed -24%. 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

21 → 29 → 48 → 54 → 39 new funds/Q
New funds entering each quarter: 29 → 48 → 54 → 39. A growing number of institutions are discovering MVST each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 58% of holders stayed 2+ years

58% veterans 7% 1-2yr 35% new
Of 176 current holders: 102 (58%) 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 — 50% AUM from top-100 funds

50% from top-100 AUM funds
35 of 168 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in MVST. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.4
out of 10
Moderate Exit Risk
Exit risk score 5.4/10 — 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.

Hedge Fund Ownership: MVST

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

Market Analysis: MVST

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MVST

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: MVST
2026 Q1 Stats Unlock in 22 days 176 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 176 160 10.0%
13F Shares 86M 83M 4.15%
Total Value $242M $318M -23.84%
New Positions 39 54 -15
Increased Positions 74 61 +13
Closed Positions 23 16 +7
Reduced Positions 66 56 +10
Total Calls 4 6 -33.33%
Total Puts 6 5 20.0%
PUT/CALL Ratio 1.5 0.83 Bearish

Statistics: MVST

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Valuation Measures Data as of: --

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Enterprise Value --
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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) --
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Institutional Holders (2026 Q1)

176 + investors

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

Top 19 institutional holders of MVST — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ground Swell Capital, LLC 0.03% 11,314 $17K
2 Sandro Wealth Management LLC 0.01% 11,000 $16K
3 Hickory Point Bank & Trust 0.00% 5,000 $8K
4 Platform Technology Partners 0.00% 15,000 $22K
5 SBI Securities Co., Ltd. 0.00% 73,582 $110K
6 Marex Group plc 0.00% 32,800 $15K
7 CoreCap Advisors, LLC 0.00% 7,500 $11K
8 State of Alaska, Department of Revenue 0.00% 13,569
9 Sterling Capital Management LLC 0.00% 3,230 $5K
10 IFP Advisors, Inc 0.00% 2,850 $4K
11 SG Americas Securities, LLC 0.00% 45,784
12 ProShare Advisors LLC 0.00% 28,844 $43K
13 GAMMA Investing LLC 0.00% 749 $1K
14 Sound Income Strategies, LLC 0.00% 600
15 SIGNATUREFD, LLC 0.00% 1,822 $3K
16 Pictet Asset Management Holding SA 0.00% 22,383 $34K
17 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 13,929 $21K
18 Farther Finance Advisors, LLC 0.00% 1,120 $2K
19 SJS Investment Consulting Inc. 0.00% 27
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 — MICROVAST HOLDINGS INC (MVST)

What does the Smart Money Trend signal show for MVST?

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

Slight buying edge — 57% buying: Last quarter: 98 funds bought or added vs 74 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 MVST holders?

Elite ownership — 50% AUM from top-100 funds: 35 of 168 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in MVST. 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 MVST?

41% of holders stayed for 2+ years: 69 out of 168 hedge funds have held MVST 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.