Msc Income Fund Inc (MSIF) Hedge Fund Ownership (Q1 2026)

Msc Income Fund Inc (MSIF)

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

Smart Money Signals — MSIF

Based on 158 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added MSIF 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

158 hedge funds hold MSIF 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 — +587% more funds vs a year ago

fund count last 6Q

+135 new funds entered over the past year (+587% 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 — 72% buying

132 buying51 selling

Last quarter: 132 funds were net buyers (43 opened a brand new position + 89 added to an existing one). Only 51 were sellers (21 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-25 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 15 → 67 → 68 → 43. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔄

Mostly new holders — 84% entered in last year

■ 1% conviction (2yr+) ■ 15% medium ■ 84% new

Only 1 funds (1%) 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.

💎

Buying through price weakness — shares +68%, value +44%

Value

+43%

+67%

Last quarter: funds added +68% more shares while total portfolio value only changed +44%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

23 → 15 → 67 → 68 → 43 new funds/Q

New funds entering each quarter: 15 → 67 → 68 → 43. A growing number of institutions are discovering MSIF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 99% of holders entered in last year

■ 1% veterans ■ 0% 1-2yr ■ 99% new

Of 158 current holders: 157 (99%) entered in the past year, only 1 (1%) 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.

✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds

16 of 158 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

7.1

out of 10

High Exit Risk

Exit risk score 7.1/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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	158	144	9.72%
13F Shares	13M	8M	67.81%
Total Value	$148M	$103M	43.86%
New Positions	43	68	-25
Increased Positions	89	64	+25
Closed Positions	29	18	+11
Reduced Positions	21	10	+11
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

158

144

9.72%

13F Shares

13M

67.81%

Total Value

$148M

$103M

43.86%

New Positions

-25

Increased Positions

+25

Closed Positions

+11

Reduced Positions

+11

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

158 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

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

Top 25 MSIF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Sanders Morris Harris LLC	15.19%	2,263,426	$26.2M
2	North Ground Capital	7.46%	537,600	$6.2M
3	Clayton Partners LLC	1.52%	200,000	$2.3M
4	Ares Management LLC	0.64%	1,267,910	$14.7M
5	Aviso Wealth Management	0.45%	114,250	$1.3M
6	Legacy Wealth Managment, LLC/ID	0.34%	71,950	$832K
7	FJ Capital Management LLC	0.31%	206,254	$2.4M
8	Alpine Global Management, LLC	0.29%	152,492	$1.8M
9	Rockport Wealth LLC	0.19%	97,151	$1.1M
10	Garrett Wealth Advisory Group, LLC	0.16%	90,038	$1.0M
11	MQS Management LLC	0.16%	11,080	$128K
12	Intrinsic Edge Capital Management LLC	0.16%	130,000	$1.5M
13	BOS Asset Management, LLC	0.15%	55,290	$640K
14	VARCOV Co.	0.15%	33,753	$391K
15	Strategic Financial Partners, Ltd.	0.12%	28,320	$328K
16	TCFG Investment Advisors, LLC	0.12%	31,281	$363K
17	Meridian Investment Counsel INC.	0.12%	47,950	$555K
18	Atom Investors LP	0.12%	112,619	$1.3M
19	Quaker Wealth Management, LLC	0.10%	29,849	$345K
20	Beacon Financial Advisory LLC	0.10%	41,917	$485K
21	Centaurus Financial, INC.	0.09%	210,296	$2.4M
22	Virtus Investment Advisers, LLC	0.09%	33,217	$384K
23	Triumph Capital Management	0.09%	40,773	$472K
24	BostonPremier Wealth LLC	0.07%	15,033	$174K
25	Carmel Capital Partners, LLC	0.06%	14,452	$167K

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 — Msc Income Fund Inc (MSIF)

What does the Smart Money Trend signal show for MSIF?

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

More buyers than sellers — 72% buying: Last quarter: 132 funds were net buyers (43 opened a brand new position + 89 added to an existing one). Only 51 were sellers (21 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MSIF holders?

Strong quality — 21% AUM from major funds: 16 of 158 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MSIF?

Mostly new holders — 84% entered in last year: Only 1 funds (1%) 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.

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Msc Income Fund Inc (MSIF)

Smart Money Signals — MSIF

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +587% more funds vs a year ago

More buyers than sellers — 72% buying

Fewer new buyers each quarter (-25 vs last Q)

Mostly new holders — 84% entered in last year

Buying through price weakness — shares +68%, value +44%

Growing discovery — still being found

Early stage — 99% of holders entered in last year

Strong quality — 21% AUM from major funds

Institutional Sentiment Summary — MSIF

Hedge Fund Ownership: MSIF

Market Analysis: MSIF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MSIF

Hedge Fund Positioning: MSIF

Statistics: MSIF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Msc Income Fund Inc (MSIF)

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