Advisorshares Tr (MSOS): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Advisorshares Tr (MSOS) following the 2026 Q1 hedge fund 13F filings?

As of today, MSOS has moved +9.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +7.5%. Since the quarter end (March 31, 2026), MSOS gained +36.1% 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.

Advisorshares Tr (MSOS)

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

Smart Money Signals — MSOS

Based on 167 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their MSOS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 88% of 3.0Y peak

88% of all-time peak

167 funds currently hold this stock — 88% of the 3.0-year high of 190 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q

+11 new funds entered over the past year (+7% 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.

🟠

More sellers than buyers — 43% buying

70 buying92 selling

Last quarter: 92 funds reduced or exited vs 70 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-26 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 17 → 47 → 43 → 17. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 24% medium ■ 21% new

92 out of 167 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.

💎

Buying through price weakness — shares -27%, value -47%

Value

-47%

-27%

Last quarter: funds added -27% more shares while total portfolio value only changed -47%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~17 new funds/quarter

16 → 17 → 47 → 43 → 17 new funds/Q

New funds entering each quarter: 17 → 47 → 43 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 16% 1-2yr ■ 22% new

Of 183 current holders: 112 (61%) 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.

✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds

15 of 167 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	166	190	-12.63%
13F Shares	66M	90M	-27.02%
Total Value	$233M	$444M	-47.4%
New Positions	17	43	-26
Increased Positions	43	51	-8
Closed Positions	41	27	+14
Reduced Positions	50	49	+1
Total Calls	13	22	-40.91%
Total Puts	6	7	-14.29%
PUT/CALL Ratio	0.46	0.32	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

166

190

-12.63%

13F Shares

66M

90M

-27.02%

Total Value

$233M

$444M

-47.4%

New Positions

-26

Increased Positions

-8

Closed Positions

+14

Reduced Positions

Total Calls

-40.91%

Total Puts

-14.29%

PUT/CALL Ratio

0.46

0.32

Bullish

Institutional Holders (2026 Q1)

166 + investors

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

QUARTER:

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

Top 25 MSOS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Anson Funds Management LP	5.09%	16,330,922	$58.0M
2	AdvisorShares Investments LLC	2.70%	4,173,764	$14.8M
3	Kazazian Asset Management, LLC	2.04%	526,554	$1.9M
4	Raffles Associates LP	1.97%	640,000	$2.3M
5	Sender Co & Partners, Inc.	1.84%	851,638	$3.0M
6	Suvretta Capital Management, LLC	0.82%	9,046,200	$32.1M
7	Intrinsic Edge Capital Management LLC	0.66%	1,120,000	$4.0M
8	Murchinson Ltd.	0.45%	999,895	$3.5M
9	Intrepid Capital Management Inc	0.29%	212,250	$753K
10	One68 Global Capital, LLC	0.23%	20,000	$71K
11	Monaco Asset Management SAM	0.21%	325,000	$1.2M
12	Two Seas Capital LP	0.16%	3,302,409	$11.7M
13	Miller Global Investments, LLC	0.14%	42,790	$152K
14	Black Maple Capital Management LP	0.13%	65,000	$231K
15	Scoggin Management LP	0.13%	375,000	$1.3M
16	Ground Swell Capital, LLC	0.12%	17,306	$61K
17	JW Asset Management, LLC	0.12%	80,000	$284K
18	Two Seas Capital LP	0.11%	2,225,300	$7.9M
19	Stirlingshire Investments, Inc.	0.07%	24,039	$85K
20	Horrell Capital Management, Inc.	0.07%	42,507	$145K
21	Ewa, LLC	0.07%	81,039	$288K
22	LJI Wealth Management, LLC	0.06%	111,020	$394K
23	Venture Visionary Partners LLC	0.06%	481,044	$1.7M
24	Heritage Oak Wealth Advisors LLC	0.05%	44,706	$159K
25	Exit Wealth Advisors, LLC.	0.05%	26,654	$95K

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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MSOS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MSOS?

More sellers than buyers — 43% buying: Last quarter: 92 funds reduced or exited vs 70 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MSOS holders?

Strong quality — 22% AUM from major funds: 15 of 167 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MSOS?

55% of holders stayed for 2+ years: 92 out of 167 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.

Is it too late to buy Advisorshares Tr (MSOS) following the 2026 Q1 hedge fund 13F filings?

As of today, MSOS has moved +9.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +7.5%. Since the quarter end (March 31, 2026), MSOS has gained +36.1% 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.

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Advisorshares Tr (MSOS)

Smart Money Signals — MSOS

Selling streak — 1 quarter in a row

High ownership — 88% of 3.0Y peak

Steady growth — +7% more funds vs a year ago

More sellers than buyers — 43% buying

Fewer new buyers each quarter (-26 vs last Q)

55% of holders stayed for 2+ years

Buying through price weakness — shares -27%, value -47%

Steady discovery — ~17 new funds/quarter

Deep conviction — 61% of holders stayed 2+ years

Strong quality — 22% AUM from major funds

Institutional Sentiment Summary — MSOS

Hedge Fund Ownership: MSOS

Market Analysis: MSOS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MSOS

Is It Too Late to Buy Advisorshares Tr (MSOS) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: MSOS

Statistics: MSOS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Advisorshares Tr (MSOS)

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