Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco Equity Ser (MFUS)

30 + 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
→ 0
Streak
1Q —
Buyers last Q
59%

Smart Money Signals — MFUS

Based on 31 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
31 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.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

19 buying13 selling
Last quarter: 19 funds bought or added vs 13 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 6 → 4 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 35% long-term, 26% new

■ 35% conviction (2yr+) ■ 39% medium ■ 26% new
Of the 31 current holders: 11 (35%) held >2 years, 12 held 1–2 years, and 8 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 — ~5 new funds/quarter

7 → 2 → 6 → 4 → 5 new funds/Q
New funds entering each quarter: 2 → 6 → 4 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 35% veterans, 42% new entrants

■ 35% veterans ■ 23% 1-2yr ■ 42% new
Of 31 current holders: 11 (35%) held 2+ years, 7 held 1–2 years, 13 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
9 of 31 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Institutional Sentiment Summary — MFUS

In 2026 Q1, 19 hedge funds were net buyers of MFUS (5 opened a new position, 14 added to an existing one), while 13 reduced or exited (8 trimmed, 5 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 31.

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.

Is It Too Late to Buy Pimco Equity Ser (MFUS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MFUS has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
MFUS
nan%
SPY
+13.9%

MFUS outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
MFUS
nan%
SPY
+0.2%

Since the filing became public, MFUS outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 4 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: MFUS
30 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 30 31 -3.23%
13F Shares 3M 3M -1.07%
Total Value $174M $173M 0.5%
New Positions 5 4 +1
Increased Positions 14 12 +2
Closed Positions 6 3 +3
Reduced Positions 8 12 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MFUS

View More

Valuation Measures Data as of: --

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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

30 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Schiavi & Co LLC 22.59% 1,302,965 $76.1M
2 Williams & Novak, LLC 6.41% 146,339 $8.6M
3 Austin Wealth Management, LLC 6.00% 448,541 $26.4M
4 Marshall Investment Management, LLC 5.45% 194,540 $11.4M
5 Entrewealth, LLC 3.77% 144,109 $8.4M
6 Financial Consulate, Inc 1.92% 263,494 $15.4M
7 Baker Ellis Asset Management LLC 1.59% 228,668 $13.4M
8 First Growth Capital LLC 1.01% 19,214 $1.1M
9 Mid-American Wealth Advisory Group, Inc. 0.32% 13,294 $753K
10 Caerus Investment Advisors, LLC 0.23% 9,560 $558K
11 Walkner Condon Financial Advisors LLC 0.11% 14,306 $836K
12 Integrated Wealth Concepts LLC 0.00% 7,946 $464K
13 Sunbelt Securities, Inc. 0.00% 728 $42K
14 Cetera Investment Advisers 0.00% 36,233 $2.1M
15 Geneos Wealth Management Inc. 0.00% 553 $32K
16 Commonwealth Equity Services, LLC 0.00% 7,897 $461K
17 Citadel Advisors LLC 0.00% 38,437 $2.2M
18 LPL Financial LLC 0.00% 21,819 $1.3M
19 Goldman Sachs Group Inc 0.00% 47,849 $2.8M
20 Aqr Capital Management LLC 0.00% 9,560 $558K
21 Envestnet Asset Management Inc 0.00% 9,817 $573K
22 Raymond James Financial Inc 0.00% 8,352 $488K
23 Osaic Holdings, INC. 0.00% 1,462 $85K
24 Advisory Services Network, LLC 0.00% 136 $8K
25 Wells Fargo & Company/Mn 0.00% 3,117 $182K
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?

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 MFUS?

Slight buying edge — 59% buying: Last quarter: 19 funds bought or added vs 13 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MFUS holders?

Smaller funds dominant — 4% AUM from top-100: 9 of 31 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MFUS?

Mixed — 35% long-term, 26% new: Of the 31 current holders: 11 (35%) held >2 years, 12 held 1–2 years, and 8 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.

Is it too late to buy Pimco Equity Ser (MFUS) following the 2026 Q1 hedge fund 13F filings?

As of today, MFUS has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), MFUS has gained nan% vs +13.9% for SPY. 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.

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.

Full history →