Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MBX BIOSCIENCES INC (MBX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
6Q ▲
Buyers last Q
65%

Smart Money Signals — MBX

Based on 137 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added MBX 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
137 hedge funds hold MBX 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 — +128% more funds vs a year ago

fund count last 6Q
+77 new funds entered over the past year (+128% 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.
🟢

More buyers than sellers — 65% buying

98 buying53 selling
Last quarter: 98 funds were net buyers (41 opened a brand new position + 57 added to an existing one). Only 53 were sellers (29 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~41 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 28 → 21 → 41 → 41. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 51% entered in last year

■ 4% conviction (2yr+) ■ 45% medium ■ 51% new
Only 6 funds (4%) 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 (+77% value, -2% shares)

Value
+77%
Shares
-1%
Last quarter: total value of institutional MBX holdings rose +77% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

32 → 28 → 21 → 41 → 41 new funds/Q
New funds entering each quarter: 28 → 21 → 41 → 41. 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.
🌱

Early stage — 73% of holders entered in last year

■ 7% veterans ■ 20% 1-2yr ■ 73% new
Of 142 current holders: 104 (73%) entered in the past year, only 10 (7%) 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.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
26 of 137 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.7
out of 10
Moderate Exit Risk
Exit risk score 5.7/10 — 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 — MBX

In 2025 Q4, 98 hedge funds were net buyers of MBX (41 opened a new position, 57 added to an existing one), while 53 reduced or exited (29 trimmed, 24 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 137.

Hedge Fund Ownership: MBX

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

Market Analysis: MBX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MBX

Healthcare Biotechnology

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 3 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: MBX
2026 Q1 Stats Unlock in 8 days 142 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 142 130 9.23%
13F Shares 49M 50M -1.85%
Total Value $1.52B $856M 77.23%
New Positions 41 47 -6
Increased Positions 58 37 +21
Closed Positions 29 9 +20
Reduced Positions 39 33 +6
Total Calls 4 8 -50.0%
Total Puts 3 8 -62.5%
PUT/CALL Ratio 0.75 1.0 Neutral

Statistics: MBX

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

142 + investors

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

Top 25 institutional holders of MBX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aaron Wealth Advisors LLC 1.98% 1,168,176 $34.9M
2 Koa Wealth Management, LLC 0.39% 17,913 $535K
3 Goelzer Investment Management, Inc. 0.24% 164,172 $4.9M
4 Optimize Financial Inc 0.21% 14,508 $433K
5 ACT CAPITAL MANAGEMENT, LLC 0.21% 9,000 $269K
6 Candriam S.C.A. 0.05% 294,374 $8.8M
7 Cygnus Capital Advisors, LLC 0.04% 1,800 —
8 China Universal Asset Management Co., Ltd. 0.02% 7,968 $238K
9 TEMA ETFS LLC 0.02% 8,877 $265K
10 PROFUND ADVISORS LLC 0.01% 8,388 $250K
11 EXCHANGE TRADED CONCEPTS, LLC 0.01% 34,264 $1.0M
12 ALPS ADVISORS INC 0.01% 36,550 $1.1M
13 TD ASSET MANAGEMENT INC 0.00% 115,998 $3.5M
14 INTECH INVESTMENT MANAGEMENT LLC 0.00% 6,844 $204K
15 Police & Firemen's Retirement System of New Jersey 0.00% 7,520 $224K
16 UBS Group AG 0.00% 346,914 $10.4M
17 VANGUARD FIDUCIARY TRUST CO 0.00% 170,154 $5.1M
18 VANGUARD CAPITAL MANAGEMENT LLC 0.00% 1,477,592 $44.1M
19 Cornerstone Financial Management LLC 0.00% 34 $1K
20 State of New Jersey Common Pension Fund D 0.00% 7,673 $229K
21 RHUMBLINE ADVISERS 0.00% 33,871 $1.0M
22 Swiss National Bank 0.00% 44,400 $1.3M
23 Creative Planning 0.00% 35,970 $1.1M
24 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% 5,600 $167K
25 KLP KAPITALFORVALTNING AS 0.00% 4,900 $146K
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 — MBX BIOSCIENCES INC (MBX)

What does the Smart Money Trend signal show for MBX?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added MBX 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 MBX?

More buyers than sellers — 65% buying: Last quarter: 98 funds were net buyers (41 opened a brand new position + 57 added to an existing one). Only 53 were sellers (29 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MBX holders?

Smaller funds dominant — 17% AUM from top-100: 26 of 137 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MBX?

Mostly new holders — 51% entered in last year: Only 6 funds (4%) 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.