Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vuzix Corp (VUZI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
47%

Smart Money Signals — VUZI

Based on 114 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added VUZI 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 (96% of max)

96% of all-time peak
114 hedge funds hold VUZI 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 — +16% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

55 buying62 selling
Last quarter: 62 funds reduced or exited vs 55 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.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new VUZI position: 35 → 25 → 21 → 28. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 19% medium ■ 24% new
65 out of 114 hedge funds have held VUZI 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 +1%, value -38%

Value
-38%
Shares
+1%
Last quarter: funds added +1% more shares while total portfolio value only changed -38%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

24 → 35 → 25 → 21 → 28 new funds/Q
New funds entering each quarter: 35 → 25 → 21 → 28. VUZI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 10% 1-2yr ■ 25% new
Of 120 current holders: 78 (65%) 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 114 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in VUZI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — VUZI

In 2026 Q1, 55 hedge funds were net buyers of VUZI (28 opened a new position, 27 added to an existing one), while 62 reduced or exited (42 trimmed, 20 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 50% of total institutional value in VUZI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 114.

Hedge Fund Ownership: VUZI

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

Market Analysis: VUZI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VUZI

-- --

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

Is It Too Late to Buy Vuzix Corp (VUZI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VUZI has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
VUZI
+35.1%
XLK
+39.1%

VUZI outperformed XLK by -4.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
VUZI
+1.3%
XLK
+4.8%

Since the filing became public, VUZI outperformed XLK by -3.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
0.4
/ 10
conviction
Hedge Fund Positioning: VUZI
113 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 113 106 6.6%
13F Shares 31M 30M 1.45%
Total Value $70M $114M -38.37%
New Positions 27 21 +6
Increased Positions 21 36 -15
Closed Positions 20 29 -9
Reduced Positions 42 28 +14
Total Calls 3 8 -62.5%
Total Puts 5 7 -28.57%
PUT/CALL Ratio 1.67 0.88 Bearish

Statistics: VUZI

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Financial Highlights

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Institutional Holders (2026 Q1)

113 + investors

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

QUARTER:
Top 25 VUZI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AIGH Capital Management LLC 1.04% 3,295,754 $7.6M
2 Taylor Frigon Capital Management LLC 0.42% 323,041 $746K
3 Laidlaw Wealth Management LLC 0.28% 34,352 $79K
4 Formula Growth Ltd 0.16% 150,000 $346K
5 Apis Capital Advisors, LLC 0.11% 320,000 $739K
6 Laurel Oak Wealth Management, LLC 0.06% 158,000 $365K
7 Thompson Davis & CO., INC. 0.03% 21,000 $49K
8 Alesco Advisors, LLC, An ESL Co 0.02% 267,011 $617K
9 Caitong International Asset Management Co., Ltd 0.01% 29,904 $69K
10 Mcrae Capital Management Inc 0.01% 23,000 $53K
11 Independent Wealth Network Inc. 0.01% 13,410 $31K
12 Waterford Advisors, LLC 0.01% 12,741 $26K
13 Vident Advisory, LLC 0.01% 262,071 $605K
14 Simmons Bank 0.00% 26,800 $62K
15 Stonebridge Financial Group, LLC 0.00% 21,509 $50K
16 Quent Capital, LLC 0.00% 24,825 $57K
17 B. Riley Wealth Advisors, Inc. 0.00% 30,000 $62K
18 NINE MASTS CAPITAL Ltd 0.00% 11,018 $25K
19 SFE Investment Counsel 0.00% 10,000 $23K
20 Mitsubishi UFJ Asset Management Co., Ltd. 0.00% 1,994,472 $4.6M
21 DnB Asset Management AS 0.00% 319,451 $738K
22 Leonteq Securities AG 0.00% 30,000 $69K
23 McAdam, LLC 0.00% 19,519 $45K
24 Capital Counsel LLC/Ny 0.00% 20,000 $46K
25 Insigneo Advisory Services, LLC 0.00% 10,945 $25K
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 — Vuzix Corp (VUZI)

What does the Smart Money Trend signal show for VUZI?

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

More sellers than buyers — 47% buying: Last quarter: 62 funds reduced or exited vs 55 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 VUZI holders?

Elite ownership — 50% AUM from top-100 funds: 35 of 114 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in VUZI. 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 VUZI?

57% of holders stayed for 2+ years: 65 out of 114 hedge funds have held VUZI 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.

Is it too late to buy Vuzix Corp (VUZI) following the 2026 Q1 hedge fund 13F filings?

As of today, VUZI has moved +1.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLK sector ETF — an outperformance of -3.5%. Since the quarter end (March 31, 2026), VUZI has gained +35.1% vs +39.1% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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