Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco Equity Ser (MFUS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
71%

Smart Money Signals — MFUS

Based on 36 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MFUS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
36 hedge funds hold MFUS 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 — +38% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+38% 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 — 71% buying

27 buying11 selling
Last quarter: 27 funds were net buyers (9 opened a brand new position + 18 added to an existing one). Only 11 were sellers (7 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 4 → 5 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 33% long-term, 28% new

■ 33% conviction (2yr+) ■ 39% medium ■ 28% new
Of the 36 current holders: 12 (33%) held >2 years, 14 held 1–2 years, and 10 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.
💰

Value +33% but shares only +16% — price-driven

Value
+33%
Shares
+16%
Last quarter: the total dollar value of institutional holdings rose +33%, but actual share count only changed +16%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~9 new funds/quarter

2 → 6 → 4 → 5 → 9 new funds/Q
New funds entering each quarter: 6 → 4 → 5 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 31% veterans, 39% new entrants

■ 31% veterans ■ 31% 1-2yr ■ 39% new
Of 36 current holders: 11 (31%) held 2+ years, 11 held 1–2 years, 14 (39%) 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
10 of 36 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 — MFUS

In 2026 Q2, 27 hedge funds were net buyers of MFUS (9 opened a new position, 18 added to an existing one), while 11 reduced or exited (7 trimmed, 4 sold completely) — a 71% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 36.

Hedge Fund Ownership: MFUS

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

Market Analysis: MFUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MFUS

-- --

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 4 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: MFUS
36 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 36 31 16.13%
13F Shares 3M 3M 16.34%
Total Value $232M $174M 33.19%
New Positions 9 5 +4
Increased Positions 18 14 +4
Closed Positions 4 5 -1
Reduced Positions 7 8 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MFUS

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Institutional Holders (2026 Q2)

36 + investors

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

QUARTER:
Top 25 MFUS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Schiavi & Co LLC 24.01% 1,353,022 $90.9M
2 Williams & Novak Wealth Management, LLC 6.62% 149,114 $10.0M
3 Austin Wealth Management, LLC 6.12% 446,808 $29.0M
4 Marshall Investment Management, LLC 5.14% 184,309 $12.4M
5 Entrewealth, LLC 3.73% 152,070 $10.1M
6 Walled Lake Planning & Wealth Management, LLC 2.36% 139,119 $9.3M
7 Financial Consulate, Inc 2.06% 276,018 $18.5M
8 Baker Ellis Asset Management LLC 1.69% 242,122 $16.3M
9 First Growth Capital LLC 0.95% 18,599 $1.2M
10 SFG Wealth Management, LLC. 0.62% 25,460 $1.7M
11 Mid-American Wealth Advisory Group, Inc. 0.38% 15,609 $1.0M
12 Caerus Investment Advisors, LLC 0.25% 11,374 $764K
13 Operose Advisors LLC 0.20% 15,114 $1.0M
14 Walkner Condon Financial Advisors LLC 0.14% 17,728 $1.2M
15 Eq Wealth Advisors, LLC 0.12% 3,189 $214K
16 Cetera Investment Advisers 0.00% 46,819 $3.1M
17 Integrated Wealth Concepts LLC 0.00% 8,045 $541K
18 Mml Investors Services, LLC 0.00% 9,726 $653K
19 Wells Fargo & Company/Mn 0.00% 101,561 $6.8M
20 Commonwealth Equity Services, LLC 0.00% 9,610 $646K
21 Geneos Wealth Management Inc. 0.00% 528 $35K
22 Citadel Advisors LLC 0.00% 67,694 $4.5M
23 Harbour Investments, INC. 0.00% 554 $37K
24 Jpmorgan Chase & Co 0.00% 101,082 $6.8M
25 LPL Financial LLC 0.00% 23,476 $1.6M
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 (MFUS)

What does the Smart Money Trend signal show for MFUS?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MFUS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MFUS?

More buyers than sellers — 71% buying: Last quarter: 27 funds were net buyers (9 opened a brand new position + 18 added to an existing one). Only 11 were sellers (7 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MFUS holders?

Smaller funds dominant — 10% AUM from top-100: 10 of 36 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 MFUS?

Mixed — 33% long-term, 28% new: Of the 36 current holders: 12 (33%) held >2 years, 14 held 1–2 years, and 10 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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