Stock Analysis
Data Source: SEC EDGAR 13F
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Morgan Stanley Pathway Fds (MSSM)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — MSSM

Based on 22 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 MSSM 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
22 hedge funds hold MSSM 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 — +47% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+47% 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

11 buying11 selling
Last quarter: 11 funds bought or added vs 11 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 — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 5 → 12 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 50% entered in last year

0% conviction (2yr+) 50% medium 50% 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.
💰

Price up while funds trimmed (+14% value, -5% shares)

Value
+13%
Shares
-5%
Last quarter: total value of institutional MSSM holdings rose +14% even though funds reduced share count by 5%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~8 new funds/quarter

6 → 7 → 5 → 12 → 8 new funds/Q
New funds entering each quarter: 7 → 5 → 12 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 55% of holders entered in last year

0% veterans 45% 1-2yr 55% new
Of 22 current holders: 12 (55%) 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 — 99% AUM from top-100 funds

99% from top-100 AUM funds
6 of 22 holders are among the 100 largest funds by AUM, controlling 99% of total institutional value in MSSM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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.

Institutional Sentiment Summary — MSSM

In 2026 Q2, 11 hedge funds were net buyers of MSSM (8 opened a new position, 3 added to an existing one), while 11 reduced or exited (5 trimmed, 6 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 99% of total institutional value in MSSM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 22.

Hedge Fund Ownership: MSSM

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

Market Analysis: MSSM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MSSM

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: MSSM
22 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 22 20 10.0%
13F Shares 8M 9M -5.29%
Total Value $527M $463M 13.68%
New Positions 8 12 -4
Increased Positions 3 1 +2
Closed Positions 6 7 -1
Reduced Positions 5 5 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MSSM

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Institutional Holders (2026 Q2)

22 + investors

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

QUARTER:
Top 22 MSSM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Morgan Stanley 0.03% 8,432,674 $522.5M
2 Leavell Investment Management, INC. 0.01% 6,054 $375K
3 StoneX Group Inc. 0.01% 4,338 $260K
4 Fifth Third Bancorp 0.00% 12,109 $750K
5 Sarver Vrooman Wealth Advisors 0.00% 24 $1K
6 Colonial Trust Advisors 0.00% 104 $6K
7 Aventura Private Wealth, LLC 0.00% 18 $1K
8 Steward Partners Investment Advisory, LLC 0.00% 481 $30K
9 Creative Financial Designs Inc /Adv 0.00% 48 $3K
10 Citadel Advisors LLC 0.00% 17,321 $1.1M
11 Susquehanna International Group, LLP 0.00% 23,463 $1.5M
12 Buck Wealth Strategies, LLC 0.00% 11
13 IFP Advisors, Inc 0.00% 58 $4K
14 NewEdge Advisors, LLC 0.00% 227 $14K
15 Mercer Global Advisors Inc /Adv 0.00% 264 $16K
16 Integrated Wealth Concepts LLC 0.00% 35 $2K
17 Northwestern Mutual Wealth Management Co 0.00% 243 $15K
18 Osaic Holdings, INC. 0.00% 88 $5K
19 Wells Fargo & Company/Mn 0.00% 554 $34K
20 Assetmark, Inc 0.00% 14
21 UBS Group AG 0.00% 62 $4K
22 Royal Bank of Canada 0.00% 29 $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 — Morgan Stanley Pathway Fds (MSSM)

What does the Smart Money Trend signal show for MSSM?

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

Slight buying edge — 50% buying: Last quarter: 11 funds bought or added vs 11 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 MSSM holders?

Elite ownership — 99% AUM from top-100 funds: 6 of 22 holders are among the 100 largest funds by AUM, controlling 99% of total institutional value in MSSM. 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 MSSM?

Mostly new holders — 50% 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.

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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