Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

STEREOTAXIS INC (STXS)

108 + Investors. Track Smart Money conviction in STXS. 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
↑ +5
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — STXS

Based on 105 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 STXS 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
105 hedge funds hold STXS 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 — +25% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+25% 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.
🟢

More buyers than sellers — 61% buying

59 buying38 selling
Last quarter: 59 funds were net buyers (16 opened a brand new position + 43 added to an existing one). Only 38 were sellers (27 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 7 → 19 → 16. 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+) 23% medium 19% new
61 out of 105 hedge funds have held STXS 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 +2%, value -24%

Value
-24%
Shares
+2%
Last quarter: funds added +2% 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.
🚀

Acceleration phase — new buyers rushing in

11 → 11 → 7 → 19 → 16 new funds/Q
New funds entering each quarter: 11 → 7 → 19 → 16. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 67% of holders stayed 2+ years

67% veterans 10% 1-2yr 23% new
Of 108 current holders: 72 (67%) 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.

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
25 of 105 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Hedge Fund Ownership: STXS

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

Market Analysis: STXS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STXS

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

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 1 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: STXS
2026 Q1 Stats Unlock in 22 days 108 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 108 102 5.88%
13F Shares 43M 42M 2.26%
Total Value $98M $130M -24.36%
New Positions 16 19 -3
Increased Positions 44 38 +6
Closed Positions 11 3 +8
Reduced Positions 30 23 +7
Total Calls 2 1 100.0%
Total Puts 2 2 -
PUT/CALL Ratio 1.0 2.0 Neutral

Statistics: STXS

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

108 + investors

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

Top 19 institutional holders of STXS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WEALTH EFFECTS LLC 0.04% 68,500 $126K
2 TCFG WEALTH MANAGEMENT, LLC 0.04% 64,015 $118K
3 THOMPSON DAVIS & CO., INC. 0.04% 29,999 $55K
4 Daytona Street Capital LLC 0.01% 10,000 $19K
5 Investors Research Corp 0.01% 17,950 $33K
6 Leonteq Securities AG 0.01% 74,994 $138K
7 Tradewinds Capital Management, LLC 0.00% 13,600 $25K
8 Benin Management CORP 0.00% 10,500 $19K
9 Clayton Financial Group LLC 0.00% 2,700 $5K
10 Roble, Belko & Company, Inc 0.00% 10,000
11 Hickory Point Bank & Trust 0.00% 1,500 $3K
12 Forum Financial Management, LP 0.00% 26,518 $49K
13 Farther Finance Advisors, LLC 0.00% 3,851 $7K
14 True Wealth Design, LLC 0.00% 52
15 Sterling Capital Management LLC 0.00% 501
16 GAMMA Investing LLC 0.00% 98
17 SJS Investment Consulting Inc. 0.00% 2
18 IFP Advisors, Inc 0.00% 5
19 SBI Securities Co., Ltd. 0.00% 3
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 — STEREOTAXIS INC (STXS)

What does the Smart Money Trend signal show for STXS?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added STXS 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 STXS?

More buyers than sellers — 61% buying: Last quarter: 59 funds were net buyers (16 opened a brand new position + 43 added to an existing one). Only 38 were sellers (27 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for STXS holders?

Strong quality — 20% AUM from major funds: 25 of 105 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held STXS?

58% of holders stayed for 2+ years: 61 out of 105 hedge funds have held STXS 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.