Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VICTORY CAP HLDGS INC DEL (VCTR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — VCTR

Based on 287 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 VCTR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
287 hedge funds hold VCTR 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.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

132 buying157 selling
Last quarter: 157 funds reduced or exited vs 132 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.
⚠️

Fewer new buyers each quarter (-22 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 41 → 49 → 57 → 35. 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.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 32% medium ■ 21% new
134 out of 287 hedge funds have held VCTR 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.
➡️

Steady discovery — ~35 new funds/quarter

45 → 41 → 49 → 57 → 35 new funds/Q
New funds entering each quarter: 41 → 49 → 57 → 35. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 51% of holders stayed 2+ years

■ 51% veterans ■ 19% 1-2yr ■ 30% new
Of 290 current holders: 147 (51%) 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 — 47% AUM from top-100 funds

47% from top-100 AUM funds
39 of 287 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in VCTR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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: VCTR

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

Market Analysis: VCTR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VCTR

-- --

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

45 top-rated funds 1 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: VCTR
2026 Q1 Stats Unlock in 15 days 290 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 290 299 -3.01%
13F Shares 51M 50M 1.17%
Total Value $3.20B $3.23B -1.0%
New Positions 35 57 -22
Increased Positions 100 107 -7
Closed Positions 44 42 +2
Reduced Positions 116 94 +22
Total Calls 2 3 -33.33%
Total Puts 2 1 100.0%
PUT/CALL Ratio 1.0 0.33 Neutral

Statistics: VCTR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

290 + investors

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

Top 25 institutional holders of VCTR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Laurus Global Equity Management Inc. 1.24% 19,350 $1.3M
2 Kendall Capital Management 1.19% 88,911 $5.8M
3 Annex Advisory Services, LLC 0.73% 591,842 $38.8M
4 MOODY NATIONAL BANK TRUST DIVISION 0.55% 87,467 $5.7M
5 Huntleigh Advisors, Inc. 0.50% 44,470 $2.9M
6 Directional Asset Management 0.37% 6,141 $402K
7 VISTA FINANCE, LLC 0.28% 5,407 $354K
8 Legacy Wealth Asset Management, LLC 0.28% 17,475 $1.1M
9 Redhawk Wealth Advisors, Inc. 0.28% 38,363 $2.5M
10 City Center Advisors, LLC 0.20% 3,374 $221K
11 Kaizen Financial Strategies 0.18% 6,060 $437K
12 Sendero Wealth Management, LLC 0.15% 21,053 $1.4M
13 Planned Solutions, Inc. 0.08% 3,546 $232K
14 DAGCO, INC. 0.07% 5,126 $336K
15 Moran Wealth Management, LLC 0.06% 32,415 $2.1M
16 GREENWOOD CAPITAL ASSOCIATES LLC 0.06% 7,894 $517K
17 AlphaQuest LLC 0.06% 15,652 $987K
18 DGS Capital Management, LLC 0.05% 4,218 $276K
19 WESBANCO BANK INC 0.04% 21,462 $1.4M
20 Bayforest Capital Ltd 0.03% 433 $28K
21 Swedbank AB 0.03% 410,000 $26.8M
22 HOHIMER WEALTH MANAGEMENT, LLC 0.03% 3,288 $215K
23 Louisiana State Employees Retirement System 0.02% 21,100 $1K
24 WEDGE CAPITAL MANAGEMENT L L P/NC 0.02% 18,682 $1.2M
25 NBC SECURITIES, INC. 0.02% 4,203 $275K
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 — VICTORY CAP HLDGS INC DEL (VCTR)

What does the Smart Money Trend signal show for VCTR?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their VCTR 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 VCTR?

More sellers than buyers — 46% buying: Last quarter: 157 funds reduced or exited vs 132 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 VCTR holders?

Elite ownership — 47% AUM from top-100 funds: 39 of 287 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in VCTR. 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 VCTR?

47% of holders stayed for 2+ years: 134 out of 287 hedge funds have held VCTR 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.