MARCUS CORP DEL COM (MCS): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

MARCUS CORP DEL COM (MCS)

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

Smart Money Signals — MCS

Based on 132 hedge funds · latest filing: 2025 Q4 · 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 — 88% of 3.0Y peak

88% of all-time peak

132 funds currently hold this stock — 88% of the 3.0-year high of 150 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q

15 fewer hedge funds hold MCS compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟠

More sellers than buyers — 46% buying

63 buying74 selling

Last quarter: 74 funds reduced or exited vs 63 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.

📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter

Funds opening a new MCS position: 27 → 16 → 15 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 18% medium ■ 15% new

88 out of 132 hedge funds have held MCS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~23 new funds/quarter

36 → 27 → 16 → 15 → 23 new funds/Q

New funds entering each quarter: 27 → 16 → 15 → 23. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 7% 1-2yr ■ 21% new

Of 133 current holders: 96 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds

28 of 132 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.0

out of 10

Low Exit Risk

Exit risk score 3.0/10 — 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	133	134	-0.75%
13F Shares	19M	19M	2.0%
Total Value	$299M	$294M	1.96%
New Positions	23	15	+8
Increased Positions	41	36	+5
Closed Positions	23	26	-3
Reduced Positions	52	57	-5
Total Calls	1	1	-
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	1.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

133

134

-0.75%

13F Shares

19M

2.0%

Total Value

$299M

$294M

1.96%

New Positions

Increased Positions

Closed Positions

-3

Reduced Positions

-5

Total Calls

Total Puts

-100.0%

PUT/CALL Ratio

0.0

1.0

Bullish

Institutional Holders (2026 Q1)

133 + investors

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

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

Top 18 institutional holders of MCS — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	KLCM Advisors, Inc.	1.50%	1,038,615	$17.8M
2	DIVERSIFIED MANAGEMENT INC	0.11%	36,425	$625K
3	Mesirow Financial Investment Management, Inc.	0.06%	213,262	$3.7M
4	OARSMAN CAPITAL, INC.	0.06%	26,275	$451K
5	AlphaQuest LLC	0.00%	4,862	$75K
6	GAMMA Investing LLC	0.00%	3,709	$64K
7	Concurrent Investment Advisors, LLC	0.00%	14,081	$242K
8	Versant Capital Management, Inc	0.00%	1,387	$24K
9	Torren Management, LLC	0.00%	272	$5K
10	State of Alaska, Department of Revenue	0.00%	5,761	—
11	Police & Firemen's Retirement System of New Jersey	0.00%	5,890	$101K
12	HSBC HOLDINGS PLC	0.00%	87,933	$1.5M
13	Ares Financial Consulting, LLC	0.00%	37	—
14	Private Wealth Management Group, LLC	0.00%	94	$2K
15	Sterling Capital Management LLC	0.00%	756	$13K
16	NISA INVESTMENT ADVISORS, LLC	0.00%	467	$8K
17	HANTZ FINANCIAL SERVICES, INC.	0.00%	62	—
18	Root Financial Partners, LLC	0.00%	19	—

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 — MARCUS CORP DEL COM (MCS)

What does the Smart Money Trend signal show for MCS?

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 MCS?

More sellers than buyers — 46% buying: Last quarter: 74 funds reduced or exited vs 63 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 MCS holders?

Strong quality — 39% AUM from major funds: 28 of 132 holders rank in the top 100 by AUM, accounting for 39% 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 MCS?

67% of holders stayed for 2+ years: 88 out of 132 hedge funds have held MCS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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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MARCUS CORP DEL COM (MCS)

Smart Money Signals — MCS

No change last quarter

High ownership — 88% of 3.0Y peak

Outflows — 10% fewer funds vs a year ago

More sellers than buyers — 46% buying

More new buyers each quarter (+8 vs last Q)

67% of holders stayed for 2+ years

Steady discovery — ~23 new funds/quarter

Deep conviction — 72% of holders stayed 2+ years

Strong quality — 39% AUM from major funds

Hedge Fund Ownership: MCS

Market Analysis: MCS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MCS

Hedge Fund Positioning: MCS

Statistics: MCS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — MARCUS CORP DEL COM (MCS)

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