M3brigade Acquisition V Corp (MBAV): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy M3brigade Acquisition V Corp (MBAV) following the 2026 Q1 hedge fund 13F filings?

As of today, MBAV has moved -9.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.4% for the XLF sector ETF — an outperformance of -14.0%. Since the quarter end (March 31, 2026), MBAV gained -9.2% vs +8.0% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

M3brigade Acquisition V Corp (MBAV)

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

Smart Money Signals — MBAV

Based on 49 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q

The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

📊

High ownership — 79% of 3.0Y peak

79% of all-time peak

49 funds currently hold this stock — 79% of the 3.0-year high of 62 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q

+9 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟠

More sellers than buyers — 40% buying

16 buying24 selling

Last quarter: 24 funds reduced or exited vs 16 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.

➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 27 → 15 → 9 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 39% entered in last year

■ 6% conviction (2yr+) ■ 55% medium ■ 39% new

Only 3 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💰

Price up while funds trimmed (+20% value, -4% shares)

Value

+19%

-4%

Last quarter: total value of institutional MBAV holdings rose +20% even though funds reduced share count by 4%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

⚠️

Saturation — most institutions already know this story

5 → 27 → 15 → 9 → 9 new funds/Q

New funds entering each quarter: 27 → 15 → 9 → 9. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

🌱

Early stage — 65% of holders entered in last year

■ 6% veterans ■ 29% 1-2yr ■ 65% new

Of 49 current holders: 32 (65%) entered in the past year, only 3 (6%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds

8 of 49 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — 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 (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	49	49	-
13F Shares	28M	29M	-4.19%
Total Value	$366M	$305M	19.8%
New Positions	9	9	-
Increased Positions	7	14	-7
Closed Positions	9	22	-13
Reduced Positions	15	14	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

13F Shares

28M

29M

-4.19%

Total Value

$366M

$305M

19.8%

New Positions

Increased Positions

-7

Closed Positions

-13

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

49 + investors

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

QUARTER:

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

Top 25 MBAV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Bck Capital Management LP	18.15%	388,000	$4.2M
2	Feynman Point Asset Management LLC	3.97%	300,000	$3.2M
3	Meteora Capital, LLC	3.08%	3,889,047	$41.8M
4	Crossingbridge Advisors, LLC	2.70%	1,390,442	$14.9M
5	Heights Capital Management, Inc	1.50%	500,000	$5.4M
6	RiverPark Advisors, LLC	1.14%	294,172	$3.2M
7	Harraden Circle Investments, LLC	1.08%	500,000	$5.4M
8	Shay Capital LLC	0.90%	1,000,000	$10.7M
9	Polar Asset Management Partners Inc.	0.82%	3,812,849	$40.9M
10	RLH Capital LLC	0.80%	146,347	$1.6M
11	Berkley W R Corp	0.56%	963,675	$10.3M
12	MMCAP International Inc. SPC	0.51%	550,000	$5.9M
13	Saba Capital Management, L.P.	0.47%	1,585,000	$17.0M
14	Tuttle Capital Management, LLC	0.35%	20,000	$215K
15	Quarry LP	0.28%	146,347	$1.6M
16	HGC Investment Management Inc.	0.24%	100,600	$1.1M
17	Alberta Investment Management Corp	0.16%	2,475,000	$26.6M
18	Jain Global LLC	0.13%	2,846,250	$30.6M
19	Periscope Capital INC.	0.12%	100,000	$1.1M
20	Deltec Asset Management LLC	0.10%	50,000	$537K
21	Boothbay Fund Management, LLC	0.09%	629,956	$6.8M
22	GABELLI & Co INVESTMENT ADVISERS, INC.	0.06%	40,150	$431K
23	DLD Asset Management, LP	0.06%	60,000	$644K
24	Anson Funds Management LP	0.05%	50,000	$537K
25	Radcliffe Capital Management, L.P.	0.04%	51,523	$553K

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 — M3brigade Acquisition V Corp (MBAV)

What does the Smart Money Trend signal show for MBAV?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for MBAV?

More sellers than buyers — 40% buying: Last quarter: 24 funds reduced or exited vs 16 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 MBAV holders?

Strong quality — 21% AUM from major funds: 8 of 49 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MBAV?

Mostly new holders — 39% entered in last year: Only 3 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy M3brigade Acquisition V Corp (MBAV) following the 2026 Q1 hedge fund 13F filings?

As of today, MBAV has moved -9.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.4% for the XLF sector ETF — an outperformance of -14.0%. Since the quarter end (March 31, 2026), MBAV has gained -9.2% vs +8.0% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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M3brigade Acquisition V Corp (MBAV)

Smart Money Signals — MBAV

No change last quarter

High ownership — 79% of 3.0Y peak

Fast accumulation — +22% more funds vs a year ago

More sellers than buyers — 40% buying

Steady new buyers — ~9 new funds per quarter

Mostly new holders — 39% entered in last year

Price up while funds trimmed (+20% value, -4% shares)

Saturation — most institutions already know this story

Early stage — 65% of holders entered in last year

Strong quality — 21% AUM from major funds

Institutional Sentiment Summary — MBAV

Hedge Fund Ownership: MBAV

Market Analysis: MBAV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MBAV

Is It Too Late to Buy M3brigade Acquisition V Corp (MBAV) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: MBAV

Statistics: MBAV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — M3brigade Acquisition V Corp (MBAV)

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