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Victoria's Secret & Co.

VSCO Consumer Discretionary
$45.6 +$0.74 (1.65%)
Market Cap: $3.66 B
Gurus Holding
7
Popularity Rank
#1196
% of Shares Held
3.72%
Net Activity (Q4 2025)
+$4.64 M

Guru Ownership Trend

Guru Analysis for Victoria's Secret & Co. (VSCO)

Victoria's Secret & Co. (VSCO), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $136.2 M.

Top institutional holders include David Einhorn and Paul Tudor Jones.

Institutional sentiment is currently Bullish. This is evidenced by a $4.64 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 243.3%. Conversely, Chuck Royce reduced exposure by 26.9%.

Key Holders

Top 5 by Value

$94.14 M
$16.79 M
$15.79 M
$14.87 M
$11.24 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$24.93 M
Total Buy Value
New Buys 2
Additions 2
-$20.29 M
Total Sell Value
Reductions 3
Sold Out 3

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
6
Net Buyers
4

FAQs for Victoria's Secret & Co. (VSCO)

Major holders include David Einhorn ($94.14 M), Paul Tudor Jones ($16.79 M), Chuck Royce ($15.79 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 2.99 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $4.64 M, with 4 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited VSCO. The total reported sell value was $20.29 M.

Yes, 2 managers opened new positions in VSCO, and 2 increased their existing holdings. The total reported buy value was $24.93 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
3.30% Reduce -10.1% 1,737,869 $94.14 M Q4 2025
0.03% Add 243.3% 310,031 $16.79 M Q4 2025
0.16% Reduce -26.9% 291,492 $15.79 M Q4 2025
0.05% Reduce -0.2% 274,467 $14.87 M Q4 2025
0.01% Add 56.8% 207,546 $11.24 M Q4 2025
0.03% New Buy 161,092 $8.73 M Q4 2025
0.00% New Buy 4,258 $230,656 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form