Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco Equity Ser (MFDX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
67%

Smart Money Signals — MFDX

Based on 59 hedge funds · latest filing: 2026 Q2 · 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
59 hedge funds hold MFDX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+28% 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 buyers than sellers — 67% buying

38 buying19 selling
Last quarter: 38 funds were net buyers (7 opened a brand new position + 31 added to an existing one). Only 19 were sellers (12 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 9 → 11 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 32% long-term, 24% new

■ 32% conviction (2yr+) ■ 44% medium ■ 24% new
Of the 59 current holders: 19 (32%) held >2 years, 26 held 1–2 years, and 14 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

13 → 8 → 9 → 11 → 7 new funds/Q
New funds entering each quarter: 8 → 9 → 11 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 37% veterans, 41% new entrants

■ 37% veterans ■ 22% 1-2yr ■ 41% new
Of 59 current holders: 22 (37%) held 2+ years, 13 held 1–2 years, 24 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
14 of 59 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Institutional Sentiment Summary — MFDX

In 2026 Q2, 38 hedge funds were net buyers of MFDX (7 opened a new position, 31 added to an existing one), while 19 reduced or exited (12 trimmed, 7 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 59.

Hedge Fund Ownership: MFDX

How many hedge funds hold MFDX — quarterly history vs. share price
Quarterly hedge fund ownership of MFDX vs. share price

Market Analysis: MFDX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MFDX

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: MFDX
2026 Q3 Stats Unlock in 4 days 59 + Investors

Track Smart Money conviction in MFDX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 59 59 -
13F Shares 9M 9M 3.29%
Total Value $378M $350M 7.97%
New Positions 7 11 -4
Increased Positions 31 21 +10
Closed Positions 7 4 +3
Reduced Positions 12 18 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MFDX

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Institutional Holders (2026 Q3)

59 + investors

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

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 MFDX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Schiavi & Co LLC 34.93% 3,165,111 $131.0M
2 Financial Consulate, Inc 7.80% 1,694,433 $70.2M
3 Williams & Novak Wealth Management, LLC 2.24% 91,489 $3.8M
4 Stratos Investment Management, LLC 2.19% 1,271,437 $52.6M
5 Austin Wealth Management, LLC 1.78% 207,104 $8.5M
6 Entrewealth, LLC 1.10% 74,654 $3.1M
7 BKM Wealth Management, LLC 0.41% 30,583 $1.3M
8 Redwood Financial Network Corp 0.30% 13,272 $549K
9 Riverbend Wealth Management, LLC 0.27% 14,354 $594K
10 Operose Advisors LLC 0.26% 32,708 $1.4M
11 Evolve Private Wealth, LLC 0.20% 103,608 $4.3M
12 Walkner Condon Financial Advisors LLC 0.15% 31,980 $1.3M
13 McAdam, LLC 0.05% 34,031 $1.4M
14 Magnus Financial Group LLC 0.05% 16,709 $692K
15 Sovran Advisors, LLC 0.04% 14,773 $611K
16 JT Stratford LLC 0.04% 8,839 $366K
17 Mariner, LLC 0.04% 886,102 $36.7M
18 Stratos Wealth Partners, LTD. 0.03% 68,866 $2.9M
19 Mainstream Capital Management LLC 0.03% 1,086 $45K
20 Catalyst Financial Partners LLC 0.02% 5,495 $227K
21 Stratos Wealth Advisors, LLC 0.02% 6,986 $289K
22 StoneX Group Inc. 0.01% 5,919 $245K
23 Mather Group, LLC. 0.01% 24,706 $1.0M
24 Farmers & Merchants Investments Inc 0.01% 6,000 $248K
25 Downshift Financial, LLC 0.00% 234 $10K
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 Equity Ser (MFDX)

What does the Smart Money Trend signal show for MFDX?

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 MFDX?

More buyers than sellers — 67% buying: Last quarter: 38 funds were net buyers (7 opened a brand new position + 31 added to an existing one). Only 19 were sellers (12 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MFDX holders?

Smaller funds dominant — 10% AUM from top-100: 14 of 59 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MFDX?

Mixed — 32% long-term, 24% new: Of the 59 current holders: 19 (32%) held >2 years, 26 held 1–2 years, and 14 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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