MSLC Hedge Fund Ownership (Q2 2026)

Morgan Stanley Pathway Fds (MSLC)

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

Smart Money Signals — MSLC

Based on 34 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added MSLC 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

34 hedge funds hold MSLC 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 — +112% more funds vs a year ago

fund count last 6Q

+18 new funds entered over the past year (+112% 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

21 buying15 selling

Last quarter: 21 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 — ~13 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 9 → 8 → 17 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 65% entered in last year

■ 0% conviction (2yr+) ■ 35% medium ■ 65% new

Only 0 funds (0%) 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.

📈

Growing discovery — still being found

7 → 9 → 8 → 17 → 13 new funds/Q

New funds entering each quarter: 9 → 8 → 17 → 13. A growing number of institutions are discovering MSLC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 74% of holders entered in last year

■ 0% veterans ■ 26% 1-2yr ■ 74% new

Of 34 current holders: 25 (74%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

🏆

Elite ownership — 100% AUM from top-100 funds

100% from top-100 AUM funds

8 of 34 holders are among the 100 largest funds by AUM, controlling 100% of total institutional value in MSLC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

6.0

out of 10

Moderate Exit Risk

Exit risk score 6.0/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	34	29	17.24%
13F Shares	48M	48M	0.12%
Total Value	$2.79B	$2.46B	13.54%
New Positions	13	17	-4
Increased Positions	8	4	+4
Closed Positions	8	8	-
Reduced Positions	7	3	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

17.24%

13F Shares

48M

0.12%

Total Value

$2.79B

$2.46B

13.54%

New Positions

-4

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

34 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 MSLC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Morgan Stanley	0.15%	47,320,632	$2.78B
2	Leavell Investment Management, INC.	0.03%	15,043	$883K
3	Aventura Private Wealth, LLC	0.02%	1,277	$75K
4	B. Riley Wealth Advisors, Inc.	0.01%	4,520	$264K
5	StoneX Group Inc.	0.01%	5,197	$304K
6	Western Wealth Management, LLC	0.01%	5,939	$349K
7	Wedmont Private Capital	0.01%	3,377	$201K
8	Fifth Third Bancorp	0.01%	57,512	$3.4M
9	Sarver Vrooman Wealth Advisors	0.00%	79	$5K
10	HB Wealth Management, LLC	0.00%	5,398	$317K
11	Colonial Trust Advisors	0.00%	426	$25K
12	Geneos Wealth Management Inc.	0.00%	1,089	$64K
13	Trust Co of Vermont	0.00%	507	$30K
14	Steward Partners Investment Advisory, LLC	0.00%	3,320	$195K
15	Savant Capital, LLC	0.00%	5,468	$302K
16	Stifel Financial Corp	0.00%	17,342	$1.0M
17	Creative Financial Designs Inc /Adv	0.00%	294	$17K
18	Buck Wealth Strategies, LLC	0.00%	49	$3K
19	IFP Advisors, Inc	0.00%	283	$17K
20	Citadel Advisors LLC	0.00%	44,446	$2.6M
21	Mariner, LLC	0.00%	4,450	$261K
22	Cetera Investment Advisers	0.00%	4,980	$292K
23	LPL Financial LLC	0.00%	19,659	$1.2M
24	NewEdge Advisors, LLC	0.00%	1,300	$76K
25	Northwestern Mutual Wealth Management Co	0.00%	5,234	$307K

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 — Morgan Stanley Pathway Fds (MSLC)

What does the Smart Money Trend signal show for MSLC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added MSLC 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 MSLC?

Slight buying edge — 58% buying: Last quarter: 21 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 MSLC holders?

Elite ownership — 100% AUM from top-100 funds: 8 of 34 holders are among the 100 largest funds by AUM, controlling 100% of total institutional value in MSLC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MSLC?

Mostly new holders — 65% entered in last year: Only 0 funds (0%) 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.

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.

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Morgan Stanley Pathway Fds (MSLC)

Smart Money Signals — MSLC

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +112% more funds vs a year ago

Slight buying edge — 58% buying

Steady new buyers — ~13 new funds per quarter

Mostly new holders — 65% entered in last year

Growing discovery — still being found

Early stage — 74% of holders entered in last year

Elite ownership — 100% AUM from top-100 funds

Institutional Sentiment Summary — MSLC

Hedge Fund Ownership: MSLC

Market Analysis: MSLC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MSLC

Hedge Fund Positioning: MSLC

Statistics: MSLC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Morgan Stanley Pathway Fds (MSLC)

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