Based on 9 hedge funds · latest filing: 2026 Q1 · updated quarterly
➡️
No change last quarter
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🔻
Below peak — only 69% of 3.0Y high
69% of all-time peak
Only 9 funds hold VLVLY today versus a peak of 13 funds at 2023 Q2 — just 69% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📶
Steady growth — +12% more funds vs a year ago
fund count last 6Q
+1 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢
More buyers than sellers — 60% buying
6 buying4 selling
Last quarter: 6 funds were net buyers (1 opened a brand new position + 5 added to an existing one). Only 4 were sellers (3 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
➡️
Steady new buyers — ~1 new funds per quarter
new funds entering per quarter
Funds opening this position for the first time: 1 → 0 → 3 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒
44% of holders stayed for 2+ years
■ 44% conviction (2yr+)
■ 22% medium
■ 33% new
4 out of 9 hedge funds have held VLVLY 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 — ~1 new funds/quarter
1 → 1 → 0 → 3 → 1 new funds/Q
New funds entering each quarter: 1 → 0 → 3 → 1. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊
Mixed cohorts — 33% veterans, 44% new entrants
■ 33% veterans
■ 22% 1-2yr
■ 44% new
Of 9 current holders: 3 (33%) held 2+ years, 2 held 1–2 years, 4 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆
Elite ownership — 49% AUM from top-100 funds
49% from top-100 AUM funds
2 of 9 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in VLVLY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
Exit risk score 2.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.