Mesoblast Ltd (MESO) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Mesoblast Ltd (MESO) following the 2026 Q2 hedge fund 13F filings?

As of today, MESO has moved +16.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to +2.5% for the XLV sector ETF — an outperformance of +14.0%. Since the quarter end (June 30, 2026), MESO gained +34.4% vs +8.1% for XLV. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Mesoblast Ltd (MESO)

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

Smart Money Signals — MESO

Based on 73 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added MESO 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 (99% of max)

99% of all-time peak

73 hedge funds hold MESO 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding MESO is almost the same as a year ago (+2 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 56% buying

36 buying28 selling

Last quarter: 36 funds bought or added vs 28 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 — ~11 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 12 → 13 → 11 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 26% long-term, 23% new

■ 26% conviction (2yr+) ■ 51% medium ■ 23% new

Of the 73 current holders: 19 (26%) held >2 years, 37 held 1–2 years, and 17 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

➡️

Steady discovery — ~11 new funds/quarter

16 → 12 → 13 → 11 → 11 new funds/Q

New funds entering each quarter: 12 → 13 → 11 → 11. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 27% veterans, 30% new entrants

■ 27% veterans ■ 43% 1-2yr ■ 30% new

Of 77 current holders: 21 (27%) held 2+ years, 33 held 1–2 years, 23 (30%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds

23 of 72 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in MESO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

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 Q2)	Prior (2026 Q1)	Change
Funds Holding	72	69	4.35%
13F Shares	6M	5M	32.84%
Total Value	$88M	$74M	18.21%
New Positions	11	11	-
Increased Positions	25	23	+2
Closed Positions	7	16	-9
Reduced Positions	18	18	-
Total Calls	3	3	-
Total Puts	2	3	-33.33%
PUT/CALL Ratio	0.67	1.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

4.35%

13F Shares

32.84%

Total Value

$88M

$74M

18.21%

New Positions

Increased Positions

Closed Positions

-9

Reduced Positions

Total Calls

Total Puts

-33.33%

PUT/CALL Ratio

0.67

1.0

Bullish

Institutional Holders (2026 Q2)

72 + investors

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

QUARTER:

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

Top 25 MESO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Penbrook Management LLC	0.75%	87,075	$1.2M
2	Lazari Capital Management, INC.	0.20%	47,421	$642K
3	Rialto Wealth Management, LLC	0.12%	46,500	$629K
4	R Squared Ltd	0.10%	14,492	$196K
5	BCS Private Wealth Management, Inc.	0.07%	16,000	$216K
6	Tobias Financial Advisors, INC.	0.02%	10,000	$135K
7	Arax Advisory Partners	0.02%	168,022	$2.3M
8	China Universal Asset Management Co., Ltd.	0.01%	8,319	$113K
9	Quadrature Capital Ltd	0.01%	53,126	$719K
10	Visionary Wealth Advisors	0.01%	10,325	$140K
11	XTX Topco Ltd	0.00%	24,962	$338K
12	M&G Plc	0.00%	59,100	$827K
13	GAMMA Investing LLC	0.00%	7,413	$100K
14	BNP Paribas Asset Management Holding S.A.	0.00%	259,700	$3.5M
15	Choreo, LLC	0.00%	12,450	$168K
16	Ballentine Partners, LLC	0.00%	10,448	$141K
17	&Partners	0.00%	27,567	$373K
18	Jane Street Group, LLC	0.00%	1,189,800	$16.1M
19	Signaturefd, LLC	0.00%	6,772	$92K
20	Citadel Advisors LLC	0.00%	734,700	$9.9M
21	Group One Trading LLC	0.00%	44,030	$596K
22	Rathbones Group PLC	0.00%	14,017	$190K
23	Caitong International Asset Management Co., Ltd	0.00%	365	$5K
24	Tower Research Capital LLC (TRC)	0.00%	1,607	$22K
25	Morgan Stanley	0.00%	718,608	$9.7M

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 — Mesoblast Ltd (MESO)

What does the Smart Money Trend signal show for MESO?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MESO 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 MESO?

Slight buying edge — 56% buying: Last quarter: 36 funds bought or added vs 28 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 MESO holders?

Elite ownership — 60% AUM from top-100 funds: 23 of 72 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in MESO. 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 MESO?

Mixed — 26% long-term, 23% new: Of the 73 current holders: 19 (26%) held >2 years, 37 held 1–2 years, and 17 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Mesoblast Ltd (MESO) following the 2026 Q2 hedge fund 13F filings?

As of today, MESO has moved +16.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to +2.5% for the XLV sector ETF — an outperformance of +14.0%. Since the quarter end (June 30, 2026), MESO has gained +34.4% vs +8.1% for XLV. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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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Mesoblast Ltd (MESO)

Smart Money Signals — MESO

Buying streak — 1 quarter in a row

At the ownership peak (99% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 56% buying

Steady new buyers — ~11 new funds per quarter

Mixed — 26% long-term, 23% new

Steady discovery — ~11 new funds/quarter

Mixed cohorts — 27% veterans, 30% new entrants

Elite ownership — 60% AUM from top-100 funds

Institutional Sentiment Summary — MESO

Hedge Fund Ownership: MESO

Market Analysis: MESO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MESO

Is It Too Late to Buy Mesoblast Ltd (MESO) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: MESO

Statistics: MESO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Mesoblast Ltd (MESO)

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