Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ADVISORSHARES TR (MSOS)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — MSOS

Based on 186 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added MSOS 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
186 hedge funds hold MSOS 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 — +8% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 2 quarters from the low — a sharp move.
🟡

Slight buying edge — 54% buying

98 buying84 selling
Last quarter: 98 funds bought or added vs 84 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 — ~42 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 17 → 46 → 42. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

51% conviction (2yr+) 23% medium 26% new
95 out of 186 hedge funds have held MSOS 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.
🚀

Acceleration phase — new buyers rushing in

47 → 16 → 17 → 46 → 42 new funds/Q
New funds entering each quarter: 16 → 17 → 46 → 42. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 57% of holders stayed 2+ years

57% veterans 12% 1-2yr 31% new
Of 206 current holders: 117 (57%) 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 — 6% AUM from top-100

6% from top-100 AUM funds
8 of 186 holders rank in the top 100 by AUM, but together hold only 6% 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.

Hedge Fund Ownership: MSOS

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

Market Analysis: MSOS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MSOS

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

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 3 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: MSOS
2026 Q1 Stats Unlock in 22 days 206 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 206 199 3.52%
13F Shares 90M 76M 18.69%
Total Value $444M $367M 20.77%
New Positions 44 52 -8
Increased Positions 86 80 +6
Closed Positions 30 23 +7
Reduced Positions 77 51 +26
Total Calls 22 25 -12.0%
Total Puts 7 11 -36.36%
PUT/CALL Ratio 0.32 0.44 Bullish

Statistics: MSOS

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)

206 + investors

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

Top 25 institutional holders of MSOS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 A. D. Beadell Investment Counsel, Inc. 0.19% 82,400
2 FNY Investment Advisers, LLC 0.16% 104,362
3 Miller Global Investments, LLC 0.14% 42,790 $152K
4 Ground Swell Capital, LLC 0.12% 17,306 $61K
5 EWA, LLC 0.07% 81,039 $288K
6 HERITAGE OAK WEALTH ADVISORS LLC 0.05% 44,706 $159K
7 Vigilare Wealth Management 0.05% 38,500 $137K
8 CONSOLIDATED CAPITAL MANAGEMENT, LLC 0.04% 34,407 $122K
9 Concurrent Investment Advisors, LLC 0.04% 1,004,507 $3.6M
10 PFS Partners, LLC 0.02% 10,880 $39K
11 apricus wealth, LLC 0.02% 10,000 $36K
12 K.J. Harrison & Partners Inc 0.02% 26,762 $95K
13 UHLMANN PRICE SECURITIES, LLC 0.01% 53,055 $188K
14 Northside Capital Management, LLC 0.01% 32,290 $115K
15 Mesirow Financial Investment Management, Inc. 0.01% 125,600 $446K
16 Private Advisor Group, LLC 0.00% 191,164 $679K
17 Financial Life Planners 0.00% 1,140 $4K
18 Portus Wealth Advisors, LLC 0.00% 660 $2K
19 Cornerstone Wealth Management, LLC 0.00% 12,178 $43K
20 J.W. COLE ADVISORS, INC. 0.00% 15,875 $56K
21 TSFG, LLC 0.00% 3,010
22 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.00% 21,524 $76K
23 Perigon Wealth Management, LLC 0.00% 21,113 $75K
24 Investment Research & Advisory Group, Inc. 0.00% 800 $3K
25 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 173,119 $615K
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 — ADVISORSHARES TR (MSOS)

What does the Smart Money Trend signal show for MSOS?

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

Slight buying edge — 54% buying: Last quarter: 98 funds bought or added vs 84 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 MSOS holders?

Smaller funds dominant — 6% AUM from top-100: 8 of 186 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MSOS?

51% of holders stayed for 2+ years: 95 out of 186 hedge funds have held MSOS 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.