Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tidal Trust II (MSFO)

22 + Investors. Track Smart Money conviction in MSFO. 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
58%

Smart Money Signals — MSFO

Based on 22 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
22 hedge funds hold MSFO right now — the highest count in 2.5 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 — +83% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+83% 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 — 58% buying

14 buying10 selling
Last quarter: 14 funds bought or added vs 10 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 — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 4 → 6 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 32% entered in last year

■ 9% conviction (2yr+) ■ 59% medium ■ 32% new
Only 2 funds (9%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares -8%, value -31%

Value
-31%
Shares
-8%
Last quarter: funds added -8% more shares while total portfolio value only changed -31%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

5 → 8 → 4 → 6 → 4 new funds/Q
New funds entering each quarter: 8 → 4 → 6 → 4. MSFO is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 9% veterans, 52% new entrants

■ 9% veterans ■ 39% 1-2yr ■ 52% new
Of 23 current holders: 2 (9%) held 2+ years, 9 held 1–2 years, 12 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
8 of 22 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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 — MSFO

In 2026 Q1, 14 hedge funds were net buyers of MSFO (4 opened a new position, 10 added to an existing one), while 10 reduced or exited (6 trimmed, 4 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 22.

Hedge Fund Ownership: MSFO

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

Market Analysis: MSFO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MSFO

-- --

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

Is It Too Late to Buy Tidal Trust II (MSFO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MSFO 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 · 78d ago
MSFO
-6.0%
SPY
+15.9%

MSFO outperformed SPY by -21.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
MSFO
-9.1%
SPY
+2.0%

Since the filing became public, MSFO outperformed SPY by -11.1% .

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 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: MSFO
22 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 22 22 -
13F Shares 5M 5M -8.32%
Total Value $56M $81M -31.2%
New Positions 4 6 -2
Increased Positions 9 7 +2
Closed Positions 4 2 +2
Reduced Positions 6 5 +1
Total Calls 0 1 -100.0%
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MSFO

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Valuation Measures Data as of: --

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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

22 + investors

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

QUARTER:
Top 23 MSFO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tidal Investments LLC 0.11% 4,627,476 $53.4M
2 ZEGA Investments, LLC 0.02% 15,318 $177K
3 Mcguire Capital Advisors Inc 0.02% 2,300 $27K
4 Visionary Wealth Advisors 0.02% 31,375 $362K
5 Cavalier Investments, LLC 0.01% 31,657 $366K
6 NFSG Corp 0.00% 2,050 $24K
7 Clark Wealth Partners 0.00% 327 $4K
8 SWAN Capital LLC 0.00% 112 $1K
9 IFP Advisors, Inc 0.00% 600 $7K
10 Steward Partners Investment Advisory, LLC 0.00% 2,025 $23K
11 Geneos Wealth Management Inc. 0.00% 285 $3K
12 Jane Street Group, LLC 0.00% 40,573 $469K
13 Citadel Advisors LLC 0.00% 23,300 $269K
14 Citadel Advisors LLC 0.00% 23,270 $269K
15 Susquehanna International Group, LLP 0.00% 25,444 $294K
16 UBS Group AG 0.00% 10,174 $118K
17 Simplex Trading, LLC 0.00% 193 $2K
18 Osaic Holdings, INC. 0.00% 65 —
19 Harbour Investments, INC. 0.00% 2 —
20 Royal Bank of Canada 0.00% 200 $2K
21 Allworth Financial LP 0.00% 1 —
22 Fmr LLC 0.00% 7 —
23 Wells Fargo & Company/Mn 0.00% 1 —
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 — Tidal Trust II (MSFO)

What does the Smart Money Trend signal show for MSFO?

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 MSFO?

Slight buying edge — 58% buying: Last quarter: 14 funds bought or added vs 10 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 MSFO holders?

Smaller funds dominant — 2% AUM from top-100: 8 of 22 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MSFO?

Mostly new holders — 32% entered in last year: Only 2 funds (9%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Tidal Trust II (MSFO) following the 2026 Q1 hedge fund 13F filings?

As of today, MSFO has moved -9.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -11.1%. Since the quarter end (March 31, 2026), MSFO has gained -6.0% vs +15.9% 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.

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