Who Owns VENU?

Venu Holding Corporation — Institutional Ownership & 13F Holdings

$4.04

+0.04 (+0.88%)

Market Cap

$171.4M

Shares Outstanding

40,308,662

Institutional Holders

17

Total Inst. Value

$10.9M

% of Float Held

QoQ Holder Change

Institutional data as of Q1 2025

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1First Western Trust Bank$5.3M577,120
2BARD ASSOCIATES INC$2.0M211,090
3MORGAN STANLEY$858K92,823
4Focus Partners Wealth$596K64,407
5Fort Point Capital Partners LLC$559K60,419
6Apollon Wealth Management, LLC$393K42,474
7Willis Investment Counsel$299K32,306
8Pallas Capital Advisors LLC$193K20,833
9EXCHANGE TRADED CONCEPTS, LLC$171K18,515
10GABELLI FUNDS LLC$157K17,000

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
BARD ASSOCIATES INC+8K$2.0M
Fort Point Capital Partners LLC+40K$559K
UBS Group AG+416$44K

Top Sellers

FundShares RemovedValue
GABELLI FUNDS LLC-48K$157K
Apollon Wealth Management, LLC-27$393K

Related Stocks

Frequently Asked Questions

How many institutional investors hold VENU?

As of Q1 2025, 17 institutional investors report holding VENU (Venu Holding Corporation) in their 13F filings.

Which hedge fund owns the most VENU?

The largest institutional holder of VENU is First Western Trust Bank with $5.3M in shares.

Are institutions buying or selling VENU?

This quarter, 11 institutions opened new positions in VENU and 4 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.