Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PIMCO EQUITY SER (MFDX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
5Q ▲
Buyers last Q
73%

Smart Money Signals — MFDX

Based on 48 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added MFDX 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
48 hedge funds hold MFDX 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 — +55% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+55% 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 — 73% buying

35 buying13 selling
Last quarter: 35 funds were net buyers (9 opened a brand new position + 26 added to an existing one). Only 13 were sellers (6 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 10 → 8 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 35% long-term, 31% new

■ 35% conviction (2yr+) ■ 33% medium ■ 31% new
Of the 48 current holders: 17 (35%) held >2 years, 16 held 1–2 years, and 15 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 — ~9 new funds/quarter

12 → 5 → 10 → 8 → 9 new funds/Q
New funds entering each quarter: 5 → 10 → 8 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 33% veterans, 48% new entrants

■ 33% veterans ■ 19% 1-2yr ■ 48% new
Of 48 current holders: 16 (33%) held 2+ years, 9 held 1–2 years, 23 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
9 of 48 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — MFDX

In 2025 Q4, 35 hedge funds were net buyers of MFDX (9 opened a new position, 26 added to an existing one), while 13 reduced or exited (6 trimmed, 7 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 48.

Hedge Fund Ownership: MFDX

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

Market Analysis: MFDX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MFDX

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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.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: MFDX
2026 Q1 Stats Unlock in 9 days 48 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 48 46 4.35%
13F Shares 9M 9M 2.82%
Total Value $338M $318M 6.47%
New Positions 9 8 +1
Increased Positions 26 19 +7
Closed Positions 7 3 +4
Reduced Positions 6 15 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MFDX

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

48 + investors

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

Top 25 institutional holders of MFDX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FINANCIAL CONSULATE, INC 8.37% 1,686,385 $67.2M
2 Stratos Investment Management, LLC 2.06% 1,292,905 $51.5M
3 Williams & Novak, LLC 2.04% 67,889 $2.7M
4 Austin Wealth Management, LLC 1.91% 208,639 $8.4M
5 IFC Advisors LLC 0.95% 166,028 $6.6M
6 BKM Wealth Management, LLC 0.39% 26,947 $1.1M
7 Riverbend Wealth Management, LLC 0.32% 13,992 $557K
8 EVOLVE PRIVATE WEALTH, LLC 0.22% 104,286 $4.2M
9 EQ WEALTH ADVISORS, LLC 0.22% 9,446 $376K
10 Walkner Condon Financial Advisors LLC 0.19% 36,440 $1.5M
11 McAdam, LLC 0.07% 38,897 $1.5M
12 Sovran Advisors, LLC 0.06% 19,671 $817K
13 L & S Advisors Inc 0.05% 9,615 $383K
14 Stratos Wealth Partners, LTD. 0.02% 50,613 $2.0M
15 Merit Financial Group, LLC 0.02% 51,710 $2.1M
16 Capital Advisors, Ltd. LLC 0.01% 3,195 —
17 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% 27,856 $1.1M
18 Stratos Wealth Advisors, LLC 0.01% 5,187 $207K
19 MATHER GROUP, LLC. 0.01% 24,716 $984K
20 WEBSTER BANK, N. A. 0.01% 2,204 $88K
21 Janney Montgomery Scott LLC 0.01% 77,082 $3K
22 FARMERS & MERCHANTS INVESTMENTS INC 0.01% 6,000 $239K
23 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% 148,171 $5.9M
24 LPL Financial LLC 0.00% 319,065 $12.7M
25 FOUNDATIONS INVESTMENT ADVISORS, LLC 0.00% 5,635 $224K
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 (MFDX)

What does the Smart Money Trend signal show for MFDX?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added MFDX 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 MFDX?

More buyers than sellers — 73% buying: Last quarter: 35 funds were net buyers (9 opened a brand new position + 26 added to an existing one). Only 13 were sellers (6 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MFDX holders?

Smaller funds dominant — 6% AUM from top-100: 9 of 48 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MFDX?

Mixed — 35% long-term, 31% new: Of the 48 current holders: 17 (35%) held >2 years, 16 held 1–2 years, and 15 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.

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.