Advisorshares Tr (MSOS) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Advisorshares Tr (MSOS) following the 2026 Q2 hedge fund 13F filings?

As of today, MSOS has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), MSOS gained -8.9% vs +4.0% 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.

Advisorshares Tr (MSOS)

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

Smart Money Signals — MSOS

Based on 167 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their MSOS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 87% of 3.0Y peak

87% of all-time peak

167 funds currently hold this stock — 87% of the 3.0-year high of 191 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q

+11 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 2 quarters from the low — a sharp move.

🟠

More sellers than buyers — 43% buying

70 buying93 selling

Last quarter: 93 funds reduced or exited vs 70 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-26 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 18 → 47 → 43 → 17. 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.

🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 24% medium ■ 21% new

92 out of 167 hedge funds have held MSOS 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.

💎

Buying through price weakness — shares -27%, value -47%

Value

-47%

-27%

Last quarter: funds added -27% more shares while total portfolio value only changed -47%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~17 new funds/quarter

16 → 18 → 47 → 43 → 17 new funds/Q

New funds entering each quarter: 18 → 47 → 43 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 61% veterans vs 22% newcomers

■ 61% veterans ■ 16% 1-2yr ■ 22% new

Entry-cohort mix of 183 holders: 112 (61%) are 2+ year veterans, 30 entered 1–2 years ago, and 41 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds

15 of 164 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

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 Q1)	Prior (2025 Q4)	Change
Funds Holding	166	190	-12.63%
13F Shares	66M	90M	-27.02%
Total Value	$233M	$444M	-47.4%
New Positions	17	43	-26
Increased Positions	43	51	-8
Closed Positions	41	27	+14
Reduced Positions	50	49	+1
Total Calls	13	22	-40.91%
Total Puts	6	7	-14.29%
PUT/CALL Ratio	0.46	0.32	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

166

190

-12.63%

13F Shares

66M

90M

-27.02%

Total Value

$233M

$444M

-47.4%

New Positions

-26

Increased Positions

-8

Closed Positions

+14

Reduced Positions

Total Calls

-40.91%

Total Puts

-14.29%

PUT/CALL Ratio

0.46

0.32

Bullish

Institutional Holders (2026 Q2)

166 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MSOS. 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 MSOS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Anson Funds Management LP	3.66%	12,136,662	$61.7M
2	Kazazian Asset Management, LLC	2.40%	526,554	$2.7M
3	Anson Funds Management LP	1.61%	5,322,500	$27.0M
4	Raffles Associates LP	1.36%	295,000	$1.5M
5	Clayton Partners LLC	1.00%	300,000	$1.5M
6	AdvisorShares Investments LLC	0.95%	1,548,425	$7.9M
7	Montanova Capital, LLC	0.90%	9,738,524	$49.5M
8	Murchinson Ltd.	0.88%	1,249,895	$6.3M
9	Hedges Asset Management LLC	0.47%	141,000	$716K
10	Intrinsic Edge Capital Management LLC	0.42%	800,000	$4.1M
11	Compass Financial Management LLC	0.39%	644,107	$3.3M
12	Intrepid Capital Management Inc	0.37%	206,050	$1.0M
13	Stirlingshire Investments, Inc.	0.25%	66,892	$340K
14	JW Asset Management, LLC	0.25%	155,000	$787K
15	Sender Co & Partners, Inc.	0.24%	162,091	$823K
16	Two Seas Capital LP	0.22%	2,225,300	$11.3M
17	Black Maple Capital Management LP	0.19%	65,000	$330K
18	Miller Global Investments, LLC	0.18%	42,790	$217K
19	Manatuck Hill Partners, LLC	0.15%	90,750	$461K
20	Elequin Capital, LP	0.12%	788,113	$4.0M
21	Scoggin Management LP	0.11%	200,000	$1.0M
22	Strategic Financial Concepts, LLC	0.10%	69,133	$351K
23	Worth Asset Management, LLC	0.09%	58,067	$295K
24	Horrell Capital Management, Inc.	0.08%	36,507	$185K
25	Vigilare Wealth Management	0.08%	48,500	$246K

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 — Advisorshares Tr (MSOS)

What does the Smart Money Trend signal show for MSOS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MSOS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MSOS?

More sellers than buyers — 43% buying: Last quarter: 93 funds reduced or exited vs 70 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MSOS holders?

Smaller funds dominant — 13% AUM from top-100: 15 of 164 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MSOS?

55% of holders stayed for 2+ years: 92 out of 167 hedge funds have held MSOS 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 Advisorshares Tr (MSOS) following the 2026 Q2 hedge fund 13F filings?

As of today, MSOS has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), MSOS has gained -8.9% vs +4.0% 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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Advisorshares Tr (MSOS)

Smart Money Signals — MSOS

Selling streak — 1 quarter in a row

High ownership — 87% of 3.0Y peak

Steady growth — +7% more funds vs a year ago

More sellers than buyers — 43% buying

Fewer new buyers each quarter (-26 vs last Q)

55% of holders stayed for 2+ years

Buying through price weakness — shares -27%, value -47%

Steady discovery — ~17 new funds/quarter

Veteran-anchored — 61% veterans vs 22% newcomers

Smaller funds dominant — 13% AUM from top-100

Institutional Sentiment Summary — MSOS

Hedge Fund Ownership: MSOS

Market Analysis: MSOS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MSOS

Is It Too Late to Buy Advisorshares Tr (MSOS) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: MSOS

Statistics: MSOS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Advisorshares Tr (MSOS)

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