Pimco Equity Ser (RAFE): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Pimco Equity Ser (RAFE) following the 2026 Q1 hedge fund 13F filings?

As of today, RAFE has moved +5.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +3.7%. Since the quarter end (March 31, 2026), RAFE gained +14.1% vs +15.1% 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.

Pimco Equity Ser (RAFE)

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

Smart Money Signals — RAFE

Based on 41 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q

For 7 consecutive quarters, more hedge funds added RAFE 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

41 hedge funds hold RAFE 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 — +71% more funds vs a year ago

fund count last 6Q

+17 new funds entered over the past year (+71% 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 — 57% buying

25 buying19 selling

Last quarter: 25 funds bought or added vs 19 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: 3 → 3 → 12 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 12% medium ■ 41% new

19 out of 41 hedge funds have held RAFE 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.

➡️

Steady discovery — ~8 new funds/quarter

4 → 3 → 3 → 12 → 8 new funds/Q

New funds entering each quarter: 3 → 3 → 12 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 46% veterans vs 49% newcomers

■ 46% veterans ■ 5% 1-2yr ■ 49% new

Entry-cohort mix of 41 holders: 19 (46%) are 2+ year veterans, 2 entered 1–2 years ago, and 20 (49%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds

7 of 41 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	41	38	7.89%
13F Shares	2M	2M	13.69%
Total Value	$84M	$76M	10.06%
New Positions	8	12	-4
Increased Positions	17	13	+4
Closed Positions	5	2	+3
Reduced Positions	14	11	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

7.89%

13F Shares

13.69%

Total Value

$84M

$76M

10.06%

New Positions

-4

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

41 + investors

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

QUARTER:

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

Top 25 RAFE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Sellwood Investment Partners LLC	8.19%	499,411	$20.8M
2	Balanced Rock Investment Advisors LLC	4.35%	149,184	$6.2M
3	Bruce G. Allen Investments, LLC	1.00%	36,739	$1.5M
4	Northwest Bancshares, Inc.	0.90%	108,413	$4.5M
5	Financial Insights, Inc.	0.89%	63,092	$2.6M
6	Arlington Financial Advisors, LLC	0.73%	123,101	$5.1M
7	GenWealth Group, Inc.	0.64%	90,150	$3.8M
8	Mason & Associates Inc	0.16%	20,138	$820K
9	Williams & Novak, LLC	0.16%	5,000	$208K
10	Flynn Zito Capital Management, LLC	0.15%	11,561	$481K
11	RHS Financial, LLC	0.15%	7,453	$310K
12	Sprinkle Financial Consultants LLC	0.10%	5,304	$221K
13	Bond & Devick Financial Network, Inc.	0.09%	7,852	$327K
14	Walkner Condon Financial Advisors LLC	0.07%	13,289	$553K
15	Milestone Investment Advisors LLC	0.06%	5,956	$248K
16	Savant Capital, LLC	0.05%	254,719	$10.6M
17	KWB Wealth	0.04%	8,861	$372K
18	JNBA Financial Advisors	0.03%	9,344	$389K
19	Dynamic Advisor Solutions LLC	0.03%	20,952	$872K
20	Flagship Harbor Advisors, LLC	0.02%	13,430	$559K
21	Envestnet Portfolio Solutions, Inc.	0.02%	101,475	$4.2M
22	Ascentis Independent Advisors	0.01%	2,745	$114K
23	AdvisorNet Financial, Inc	0.01%	3,835	$160K
24	Commonwealth Equity Services, LLC	0.01%	113,440	$4.7M
25	Cetera Investment Advisers	0.00%	66,960	$2.8M

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 — Pimco Equity Ser (RAFE)

What does the Smart Money Trend signal show for RAFE?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added RAFE 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 RAFE?

Slight buying edge — 57% buying: Last quarter: 25 funds bought or added vs 19 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 RAFE holders?

Smaller funds dominant — 11% AUM from top-100: 7 of 41 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held RAFE?

46% of holders stayed for 2+ years: 19 out of 41 hedge funds have held RAFE 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 Pimco Equity Ser (RAFE) following the 2026 Q1 hedge fund 13F filings?

As of today, RAFE has moved +5.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +3.7%. Since the quarter end (March 31, 2026), RAFE has gained +14.1% vs +15.1% 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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Pimco Equity Ser (RAFE)

Smart Money Signals — RAFE

Buying streak — 7 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +71% more funds vs a year ago

Slight buying edge — 57% buying

Steady new buyers — ~8 new funds per quarter

46% of holders stayed for 2+ years

Steady discovery — ~8 new funds/quarter

Veteran-anchored — 46% veterans vs 49% newcomers

Smaller funds dominant — 11% AUM from top-100

Institutional Sentiment Summary — RAFE

Hedge Fund Ownership: RAFE

Market Analysis: RAFE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: RAFE

Is It Too Late to Buy Pimco Equity Ser (RAFE) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: RAFE

Statistics: RAFE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Pimco Equity Ser (RAFE)

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