Stereotaxis

STXS • AMEX

Stereotaxis is a medical - instruments & supplies company in the healthcare sector on AMEX, led by David L. Fischel, with a market cap of $221.2M. As of Q3 2025, 46% of shares are held by 101 institutional investors, with DAFNA Capital Management LLC as the largest holder at 15.02%.

CEODavid L. Fischel

Market Cap$221.2M

Medical - Instruments & Supplies

Healthcare

Employees122.0

Websitestereotaxis.com

Country

United States of America

Overview

Overview of institutional ownership in STXS as of Q3 2025 with a market cap of $283.2M

All Institutions

Institutions: 101
Value Held: $130.1M
Shares Held: 41.8M
Avg Position: $1.3M
Median Position: $105.6K

Hedge Funds

Hedge Funds: 15
Value Held: $65.4M
Shares Held: 21.0M
Avg Position: $4.4M
Median Position: $533.7K

Ownership Breakdown

Institutional (non-HF)

22.83%

$64.6M

Hedge Funds

23.1%

$65.4M

Retail & Other

54.07%

$153.1M

Based on market cap of $283.2M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in STXS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
D DAFNA Capital Management LLC Hedge Fund•Event Driven	Nathan Fischel CEO	$42.5M 10.70% of portfolio	15.02% 13.7M shares	≤ Q2 2013 Held for 12y 5m+	$397.7M
Lagoda Investment Management, L.P. Long Only Manager	Fatima Katarzyna Dickey Managing Partner	$14.6M 8.28% of portfolio	5.17% 4.7M shares	Q3 2019 Held for 6y 2m	$176.7M
B BlackRock, Inc. Institution	-	$12.4M 0.00% of portfolio	4.37% 4.0M shares	Q4 2019 Held for 5y 11m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$10.7M 0.00% of portfolio	3.78% 3.4M shares	Q4 2019 Held for 5y 11m	$6.69T
F Fort Hoosac Management, LLC Hedge Fund•Multi-Strategy	Paul Jerome Isaac President	$8.9M 6.08% of portfolio	3.13% 2.9M shares	Q3 2019 Held for 6y 2m	$145.9M
ESSEX INVESTMENT MANAGEMENT CO LLC Long Only Manager	Nancy Beth Prial CEO	$5.0M 0.76% of portfolio	1.75% 1.6M shares	Q4 2019 Held for 5y 11m	$652.5M
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$4.7M 0.00% of portfolio	1.66% 1.5M shares	Q4 2019 Held for 5y 11m	$1.57T
Archon Capital Management LLC Hedge Fund•Long/Short	Constantinos John Christofilis Managing Partner	$3.8M 2.28% of portfolio	1.35% 1.2M shares	Q2 2023 Held for 2y 5m	$167.6M
W Warberg Asset Management LLC Hedge Fund•Multi-Strategy	Jonathan Alan Blumberg Managing Partner	$3.3M 6.53% of portfolio	1.15% 1.0M shares	Q1 2024 Held for 1y 8m	$50.4M
P PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Long/Short	Matthew Nicholas Dunham President	$2.8M 0.30% of portfolio	0.99% 901.3K shares	Q2 2022 Held for 3y 5m	$948.6M

Net Capital Flow

Institutional buying and selling activity for STXS in Q3 2025

Traded: +$4.1M
Buyers: 52
Sellers: 27
Total Bought: +$7.0M
Total Sold: −$2.9M
Avg Position: $1.3M

Biggest Buyers

Institution	Net Bought	Current Position
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$1.1M +361.9K shares	$1.1M 361.9K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$1.0M +336.6K shares	$1.2M 380.4K shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	+$533.7K +171.6K shares	$533.7K 171.6K shares
J JANE STREET GROUP, LLC Institution	+$437.8K +140.8K shares	$552.2K 177.6K shares
VANGUARD GROUP INC Institution	+$430.7K +138.5K shares	$10.7M 3.4M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$412.6K +132.7K shares	$412.6K 132.7K shares
Marshall Wace LLP Institution	+$391.3K +125.8K shares	$391.3K 125.8K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$318.6K +102.4K shares	$318.6K 102.4K shares
Q Qube Research & Technologies Ltd Institution	+$294.7K +94.7K shares	$294.7K 94.7K shares
B BlackRock, Inc. Institution	+$282.0K +90.7K shares	$12.4M 4.0M shares

Biggest Sellers

Institution	Net Sold	Current Position
S State of Wyoming Institution	−$832.2K −392.6K shares	Sold Off 0 shares
P PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Long/Short	−$740.2K −238.0K shares	$2.8M 901.3K shares
W Warberg Asset Management LLC Hedge Fund•Multi-Strategy	−$475.4K −151.6K shares	$3.3M 1.0M shares
MORGAN STANLEY RIA/Wealth	−$203.1K −65.3K shares	$366.1K 117.7K shares
Archon Capital Management LLC Hedge Fund•Long/Short	−$179.9K −57.9K shares	$3.8M 1.2M shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$84.4K −27.2K shares	$59.2K 19.0K shares
Diametric Capital, LP Hedge Fund•Long/Short	−$58.4K −18.8K shares	$195.5K 62.9K shares
CITIGROUP INC Institution	−$55.7K −17.9K shares	$9.7K 3.1K shares
SPRINGBOK CAPITAL MANAGEMENT, LLC Fund of Funds	−$45.2K −14.5K shares	$54.1K 17.4K shares
T Tower Research Capital LLC Institution	−$39.4K −12.7K shares	$14.0K 4.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited STXS in Q3 2025

New Positions: 8
New Value: $200.9K
Exited Positions: 3
Exited Value: $856.4K

New Positions

Institution	Position Value
OCCUDO QUANTITATIVE STRATEGIES LP Hedge Fund•Market Neutral	$127.1K 40.9K shares
MONETA GROUP INVESTMENT ADVISORS LLC RIA/Wealth	$43.1K 13.9K shares
Rockefeller Capital Management L.P. Long Only Manager	$14.0K 4.5K shares
Larson Financial Group LLC RIA/Wealth	$8.2K 2.6K shares
Tradewinds Capital Management, LLC RIA/Wealth	$6.2K 2.0K shares
SRS Capital Advisors, Inc. RIA/Wealth	$2.2K 708.0 shares
Sunbelt Securities, Inc. RIA/Wealth	$134.0 43.0 shares
IFP Advisors, Inc RIA/Wealth	$34.0 11.0 shares

Exited Positions

Institution	Previous Position
S State of Wyoming Institution	$832.2K 392.6K shares
W WOLVERINE TRADING, LLC Institution	$23.7K 10.3K shares
Compass Planning Associates Inc RIA/Wealth	$517.0 244.0 shares

Options Activity

Institutions with the largest Call and Put options positions in STXS as of Q3 2025

Call Positions: 2
Call Value: $42.9K
Put Positions: 3
Put Value: $97.1K

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$42.9K 138.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$62.8K 202.0 contracts
W WOLVERINE TRADING, LLC Institution	$34.3K 112.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts

Most Committed Institutions

Institutions with STXS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
D DAFNA Capital Management LLC Hedge Fund•Event Driven	Nathan Fischel CEO	10.70% $42.5M	15.02% 13.7M shares	≤ Q2 2013 Held for 12y 5m+	$397.7M
Lagoda Investment Management, L.P. Long Only Manager	Fatima Katarzyna Dickey Managing Partner	8.28% $14.6M	5.17% 4.7M shares	Q3 2019 Held for 6y 2m	$176.7M
W Warberg Asset Management LLC Hedge Fund•Multi-Strategy	Jonathan Alan Blumberg Managing Partner	6.53% $3.3M	1.15% 1.0M shares	Q1 2024 Held for 1y 8m	$50.4M
F Fort Hoosac Management, LLC Hedge Fund•Multi-Strategy	Paul Jerome Isaac President	6.08% $8.9M	3.13% 2.9M shares	Q3 2019 Held for 6y 2m	$145.9M
Archon Capital Management LLC Hedge Fund•Long/Short	Constantinos John Christofilis Managing Partner	2.28% $3.8M	1.35% 1.2M shares	Q2 2023 Held for 2y 5m	$167.6M
ESSEX INVESTMENT MANAGEMENT CO LLC Long Only Manager	Nancy Beth Prial CEO	0.76% $5.0M	1.75% 1.6M shares	Q4 2019 Held for 5y 11m	$652.5M
P PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Long/Short	Matthew Nicholas Dunham President	0.30% $2.8M	0.99% 901.3K shares	Q2 2022 Held for 3y 5m	$948.6M
Legato Capital Management LLC Fund of Funds	Victor Louis Hymes CEO	0.16% $1.4M	0.51% 460.3K shares	Q4 2022 Held for 2y 11m	$915.6M
WEALTH EFFECTS LLC RIA/Wealth	William Anthony Liberti CEO	0.08% $233.4K	0.08% 75.1K shares	Q4 2021 Held for 3y 11m	$310.3M
T TCFG WEALTH MANAGEMENT, LLC Institution	-	0.07% $189.8K	0.07% 61.0K shares	Q3 2024 Held for 1y 2m	$253.5M

Hedge Fund Spotlight

Discover hedge funds investing in STXS

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Stereotaxis

Market Value: $318.6K
Shares Held: 102.4K
Portfolio Weight: 0.00%
Owned Since: 2020-Q2

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