Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vitesse Energy Inc (VTS)

227 + 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
↑ +4
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — VTS

Based on 230 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added VTS 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.
📊

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.
🟡

Slight buying edge — 56% buying

109 buying84 selling
Last quarter: 109 funds bought or added vs 84 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.
➡️

Steady new buyers — ~34 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 37 → 33 → 37 → 34. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 17% medium ■ 25% new
132 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.
➡️

Steady discovery — ~34 new funds/quarter

19 → 37 → 33 → 37 → 34 new funds/Q
New funds entering each quarter: 37 → 33 → 37 → 34. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 60% veterans vs 27% newcomers

■ 60% veterans ■ 13% 1-2yr ■ 27% new
Entry-cohort mix of 235 holders: 140 (60%) are 2+ year veterans, 31 entered 1–2 years ago, and 64 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
40 of 229 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 2026 Q2, 109 hedge funds were net buyers of VTS (34 opened a new position, 75 added to an existing one), while 84 reduced or exited (54 trimmed, 30 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 36% of total institutional value in VTS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). 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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 1 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: VTS
2026 Q3 Stats Unlock in 19 days 227 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 227 226 0.44%
13F Shares 28M 22M 28.02%
Total Value $465M $399M 16.48%
New Positions 34 37 -3
Increased Positions 74 62 +12
Closed Positions 32 42 -10
Reduced Positions 52 66 -14
Total Calls 3 4 -25.0%
Total Puts 3 4 -25.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: VTS

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Valuation Measures Data as of: --

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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
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Income Statement & Cash Flow
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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

227 + 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 VTS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 First Reserve GP XIII Ltd 100.00% 2,911,384 $45.9M
2 Kimmeridge Energy Management Company, LLC 5.95% 1,935,698 $50.5M
3 Cannell Capital LLC 3.82% 361,693 $5.7M
4 Elgethun Capital Management 2.06% 938,964 $14.8M
5 Crown Advisors Management, INC. 1.30% 150,000 $2.4M
6 Punch & Associates Investment Management, INC. 1.24% 1,586,924 $25.0M
7 Merrion Investment Management Co, LLC 0.66% 88,029 $1.4M
8 Norris Financial Group, LLC 0.47% 75,297 $1.2M
9 First Wilshire Securities Management Inc 0.42% 130,722 $2.1M
10 Mraz, Amerine & Associates, Inc. 0.37% 162,206 $2.6M
11 Inlet Private Wealth, LLC 0.34% 89,250 $1.4M
12 Lee Danner & Bass Inc 0.31% 337,470 $5.3M
13 Atom Investors LP 0.15% 103,947 $1.6M
14 Argentarii, LLC 0.14% 29,145 $478K
15 North Star Investment Management Corp. 0.13% 153,082 $2.4M
16 Militia Capital Management LLC 0.11% 57,576 $1.0M
17 Daytona Street Capital LLC 0.09% 8,000 $124K
18 PDT Partners, LLC 0.06% 76,219 $1.2M
19 Beck Mack & Oliver LLC 0.06% 197,940 $3.1M
20 Oxbow Advisors, LLC 0.06% 44,197 $697K
21 Abel Hall, LLC 0.06% 20,540 $324K
22 Gabelli Funds LLC 0.05% 513,533 $8.1M
23 Lafayette Investments, Inc. 0.05% 16,424 $259K
24 Heritage Wealth Management, Inc. 0.04% 11,198 $177K
25 Mangrove Partners IM, LLC 0.04% 40,708 $642K
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

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Frequently Asked Questions — Vitesse Energy Inc (VTS)

What does the Smart Money Trend signal show for VTS?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added VTS 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 VTS?

Slight buying edge — 56% buying: Last quarter: 109 funds bought or added vs 84 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 VTS holders?

Strong quality — 36% AUM from major funds: 40 of 229 holders rank in the top 100 by AUM, accounting for 36% 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 VTS?

57% of holders stayed for 2+ years: 132 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.

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