Who Owns VSEE?

VSee Health, Inc. — Institutional Ownership & 13F Holdings

$0.22

+0.00 (+1.32%)

Market Cap

$4.6M

Shares Outstanding

16,264,501

Institutional Holders

12

Total Inst. Value

$1.0M

% of Float Held

12.2%

QoQ Holder Change

+9

Institutional data as of Q1 2025

New Positions

3

Closed Positions

3

Increased

4

Decreased

2

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1HB Wealth Management, LLCNew$723K602,652
2UBS Group AG$108K90,150
3GEODE CAPITAL MANAGEMENT, LLC$90K76,446
4XTX Topco LtdNew$34K28,631
5STATE STREET CORP$22K18,900
6CITADEL ADVISORS LLC$19K15,655
7OSAIC HOLDINGS, INC.New$18K15,185
8Tower Research Capital LLC (TRC)$5K4,195
9MORGAN STANLEY$4K4,000
10Ancora Advisors LLC$1K19,700

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
HB Wealth Management, LLCNew+603K$723K
UBS Group AG+31K$108K
GEODE CAPITAL MANAGEMENT, LLC+9K$90K
XTX Topco LtdNew+29K$34K
OSAIC HOLDINGS, INC.New+15K$18K

Top Sellers

FundShares RemovedValue
CITADEL ADVISORS LLC-8K$19K
SBI Securities Co., Ltd.-72$25

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Frequently Asked Questions

How many institutional investors hold VSEE?

As of Q1 2025, 12 institutional investors report holding VSEE (VSee Health, Inc.) in their 13F filings.

What percentage of VSee Health, Inc. is owned by institutions?

Institutional investors hold approximately 12.2% of VSee Health, Inc.'s float as reported in SEC 13F filings.

Which hedge fund owns the most VSEE?

The largest institutional holder of VSEE is HB Wealth Management, LLC with $723K in shares.

Are institutions buying or selling VSEE?

This quarter, 3 institutions opened new positions in VSEE and 3 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.