Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VUZIX CORP (VUZI)

116 + Investors. Track Smart Money conviction in VUZI. 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
↓ -7
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — VUZI

Based on 104 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 VUZI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
104 funds currently hold this stock — 86% of the 3.0-year high of 121 funds (reached 2023 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+14 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 — 48% buying

56 buying61 selling
Last quarter: 61 funds reduced or exited vs 56 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.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 24 → 35 → 23 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 12% medium 25% new
65 out of 104 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.
💰

Value +54% but shares only +27% — price-driven

Value
+54%
Shares
+27%
Last quarter: the total dollar value of institutional holdings rose +54%, but actual share count only changed +27%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📊

Peak discovery — momentum slowing

33 → 24 → 35 → 23 → 20 new funds/Q
New funds entering each quarter: 24 → 35 → 23 → 20. 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 — 72% of holders stayed 2+ years

72% veterans 6% 1-2yr 22% new
Of 116 current holders: 83 (72%) 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 — 61% AUM from top-100 funds

61% from top-100 AUM funds
28 of 104 holders are among the 100 largest funds by AUM, controlling 61% 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.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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: 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

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

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: VUZI
2026 Q1 Stats Unlock in 20 days 116 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 116 121 -4.13%
13F Shares 30M 24M 27.46%
Total Value $114M $74M 54.46%
New Positions 20 23 -3
Increased Positions 50 49 +1
Closed Positions 29 18 +11
Reduced Positions 44 51 -7
Total Calls 8 8 -
Total Puts 7 5 40.0%
PUT/CALL Ratio 0.88 0.62 Neutral

Statistics: VUZI

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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)

116 + investors

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

Top 22 institutional holders of VUZI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Taylor Frigon Capital Management LLC 0.42% 323,041 $746K
2 LAUREL OAK WEALTH MANAGEMENT, LLC 0.06% 158,000 $365K
3 THOMPSON DAVIS & CO., INC. 0.03% 21,000 $49K
4 Independent Wealth Network Inc. 0.01% 13,410 $31K
5 Simmons Bank 0.00% 26,800 $62K
6 Stonebridge Financial Group, LLC 0.00% 21,509 $50K
7 Quent Capital, LLC 0.00% 24,825 $57K
8 B. Riley Wealth Advisors, Inc. 0.00% 30,000 $62K
9 Leonteq Securities AG 0.00% 30,000 $69K
10 SBI Securities Co., Ltd. 0.00% 7,869 $18K
11 NBC SECURITIES, INC. 0.00% 2,500 $6K
12 Sound Income Strategies, LLC 0.00% 3,000 $7K
13 ProShare Advisors LLC 0.00% 76,830 $177K
14 Police & Firemen's Retirement System of New Jersey 0.00% 13,094 $30K
15 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 34,251 $79K
16 GAMMA Investing LLC 0.00% 940 $2K
17 SG Americas Securities, LLC 0.00% 37,791
18 SALEM INVESTMENT COUNSELORS INC 0.00% 350
19 Sterling Capital Management LLC 0.00% 525 $1K
20 Root Financial Partners, LLC 0.00% 19
21 TOTH FINANCIAL ADVISORY CORP 0.00% 5
22 Farther Finance Advisors, LLC 0.00% 5
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?

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

More sellers than buyers — 48% buying: Last quarter: 61 funds reduced or exited vs 56 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 — 61% AUM from top-100 funds: 28 of 104 holders are among the 100 largest funds by AUM, controlling 61% 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?

62% of holders stayed for 2+ years: 65 out of 104 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.

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.