PIMCO ETF TR (LONZ): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

PIMCO ETF TR (LONZ)

60 + Investors. Track Smart Money conviction in LONZ. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — LONZ

Based on 60 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 LONZ 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 — 76% of 3.0Y peak

76% of all-time peak

60 funds currently hold this stock — 76% of the 3.0-year high of 79 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 24% fewer funds vs a year ago

fund count last 6Q

19 fewer hedge funds hold LONZ compared to a year ago (-24% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟠

More sellers than buyers — 45% buying

31 buying38 selling

Last quarter: 38 funds reduced or exited vs 31 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.

⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 13 → 8 → 13 → 7. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

📌

Mixed — 33% long-term, 27% new

■ 33% conviction (2yr+) ■ 40% medium ■ 27% new

Of the 60 current holders: 20 (33%) held >2 years, 24 held 1–2 years, and 16 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

➡️

Steady discovery — ~7 new funds/quarter

38 → 13 → 8 → 13 → 7 new funds/Q

New funds entering each quarter: 13 → 8 → 13 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 38% veterans, 43% new entrants

■ 38% veterans ■ 18% 1-2yr ■ 43% new

Of 60 current holders: 23 (38%) held 2+ years, 11 held 1–2 years, 26 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds

7 of 60 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

2.7

out of 10

Low Exit Risk

Exit risk score 2.7/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	60	67	-10.45%
13F Shares	7M	10M	-32.48%
Total Value	$359M	$533M	-32.56%
New Positions	7	13	-6
Increased Positions	24	23	+1
Closed Positions	14	6	+8
Reduced Positions	24	26	-2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

-10.45%

13F Shares

10M

-32.48%

Total Value

$359M

$533M

-32.56%

New Positions

-6

Increased Positions

Closed Positions

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

60 + investors

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

FILTER: All New Added To Reduced No Change | Overweight >5%

Top 17 institutional holders of LONZ — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Mid-American Wealth Advisory Group, Inc.	1.99%	93,530	$4.7M
2	Elm3 Financial Group, LLC	0.95%	22,820	$1.1M
3	Bright Futures Wealth Management, LLC.	0.37%	11,070	$547K
4	Total Clarity Wealth Management, Inc.	0.29%	24,885	$1.2M
5	EVOLUTION WEALTH MANAGEMENT INC.	0.13%	3,536	$175K
6	Tactive Advisors, LLC	0.12%	8,797	$434K
7	Gradient Investments LLC	0.12%	154,671	$7.6M
8	Clear Creek Financial Management, LLC	0.08%	22,401	$1.1M
9	J.W. COLE ADVISORS, INC.	0.08%	50,122	$2.5M
10	ARMSTRONG ADVISORY GROUP, INC	0.08%	23,577	$1.2M
11	NAPLES GLOBAL ADVISORS, LLC	0.07%	20,210	$998K
12	Family Investment Center, Inc.	0.04%	4,073	$201K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.00%	40,357	$2.0M
14	Networth Advisors, LLC	0.00%	90	$4K
15	Private Advisor Group, LLC	0.00%	5,332	$263K
16	GILPIN WEALTH MANAGEMENT, LLC	0.00%	20	—
17	COMMONWEALTH EQUITY SERVICES, LLC	0.00%	4,800	$237K

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 — PIMCO ETF TR (LONZ)

What does the Smart Money Trend signal show for LONZ?

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

More sellers than buyers — 45% buying: Last quarter: 38 funds reduced or exited vs 31 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 LONZ holders?

Smaller funds dominant — 14% AUM from top-100: 7 of 60 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held LONZ?

Mixed — 33% long-term, 27% new: Of the 60 current holders: 20 (33%) held >2 years, 24 held 1–2 years, and 16 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

PIMCO ETF TR (LONZ)

Smart Money Signals — LONZ

Selling streak — 1 quarter in a row

High ownership — 76% of 3.0Y peak

Outflows — 24% fewer funds vs a year ago

More sellers than buyers — 45% buying

Fewer new buyers each quarter (-6 vs last Q)

Mixed — 33% long-term, 27% new

Steady discovery — ~7 new funds/quarter

Mixed cohorts — 38% veterans, 43% new entrants

Smaller funds dominant — 14% AUM from top-100

Hedge Fund Ownership: LONZ

Market Analysis: LONZ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LONZ

Hedge Fund Positioning: LONZ

Statistics: LONZ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — PIMCO ETF TR (LONZ)

Welcome to 13Foresight!