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
50%

Smart Money Signals — MFUS

Based on 30 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
30 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 — +36% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+36% 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.
🟡

Slight buying edge — 50% buying

15 buying15 selling
Last quarter: 15 funds bought or added vs 15 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 — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 2 → 6 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 27% medium ■ 23% new
15 out of 30 hedge funds have held MFUS 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 — ~3 new funds/quarter

4 → 6 → 2 → 6 → 3 new funds/Q
New funds entering each quarter: 6 → 2 → 6 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 47% of holders stayed 2+ years

■ 47% veterans ■ 10% 1-2yr ■ 43% new
Of 30 current holders: 14 (47%) 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.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
10 of 30 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 4 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: MFUS
2026 Q1 Stats Unlock in 17 days 30 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 30 30 -
13F Shares 3M 3M -2.66%
Total Value $173M $175M -1.06%
New Positions 3 6 -3
Increased Positions 12 14 -2
Closed Positions 3 0 +3
Reduced Positions 12 8 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MFUS

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Short % of Float --

Financial Highlights

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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.

Top 9 institutional holders of MFUS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Williams & Novak, LLC 6.41% 146,339 $8.6M
2 Austin Wealth Management, LLC 6.00% 448,541 $26.4M
3 FINANCIAL CONSULATE, INC 1.92% 263,494 $15.4M
4 Baker Ellis Asset Management LLC 1.59% 228,668 $13.4M
5 Mid-American Wealth Advisory Group, Inc. 0.32% 13,294 $753K
6 Walkner Condon Financial Advisors LLC 0.11% 14,306 $836K
7 Janney Montgomery Scott LLC 0.00% 25,790 $2K
8 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 7,897 $461K
9 Blue Trust, Inc. 0.00% 35 $2K
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 — 50% buying: Last quarter: 15 funds bought or added vs 15 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 — 7% AUM from top-100: 10 of 30 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MFUS?

50% of holders stayed for 2+ years: 15 out of 30 hedge funds have held MFUS 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.

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.