Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Advisorshares Tr (MSOX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — MSOX

Based on 17 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MSOX 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 — 89% of 3.0Y peak

89% of all-time peak
17 funds currently hold this stock — 89% of the 3.0-year high of 19 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +89% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+89% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟠

More sellers than buyers — 48% buying

12 buying13 selling
Last quarter: 13 funds reduced or exited vs 12 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.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 11 → 7 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 59% entered in last year

■ 24% conviction (2yr+) ■ 18% medium ■ 59% new
Only 4 funds (24%) 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 (+37% value, -15% shares)

Value
+37%
Shares
-15%
Last quarter: total value of institutional MSOX holdings rose +37% even though funds reduced share count by 15%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~7 new funds/quarter

3 → 5 → 11 → 7 → 7 new funds/Q
New funds entering each quarter: 5 → 11 → 7 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 50% veterans vs 41% newcomers

■ 50% veterans ■ 9% 1-2yr ■ 41% new
Entry-cohort mix of 22 holders: 11 (50%) are 2+ year veterans, 2 entered 1–2 years ago, and 9 (41%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
4 of 16 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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 — MSOX

In 2026 Q2, 12 hedge funds were net buyers of MSOX (7 opened a new position, 5 added to an existing one), while 13 reduced or exited (4 trimmed, 9 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 17.

Hedge Fund Ownership: MSOX

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

Market Analysis: MSOX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MSOX

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: MSOX
16 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 16 19 -15.79%
13F Shares 2M 2M -15.44%
Total Value $5M $4M 37.45%
New Positions 7 7 -
Increased Positions 4 7 -3
Closed Positions 9 6 +3
Reduced Positions 2 3 -1
Total Calls 3 2 50.0%
Total Puts 3 3 -
PUT/CALL Ratio 1.0 1.5 Neutral

Statistics: MSOX

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Financial Highlights

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Institutional Holders (2026 Q2)

16 + investors

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

QUARTER:
Top 22 MSOX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Raffles Associates LP 0.59% 195,747 $656K
2 Pacific Excel Wealth Advisors, Inc. 0.04% 33,100 $111K
3 Heritage Family Offices, LLP 0.04% 33,100 $111K
4 Howard Financial Services, LTD. 0.04% 120,000 $402K
5 Farringdon Capital, Ltd. 0.02% 12,825 $43K
6 StoneX Group Inc. 0.01% 37,155 $135K
7 Two Sigma Securities, LLC 0.00% 11,958 $40K
8 Beacon Pointe Advisors, LLC 0.00% 12,500 $42K
9 Citadel Advisors LLC 0.00% 392,155 $1.3M
10 Citadel Advisors LLC 0.00% 233,545 $782K
11 Susquehanna International Group, LLP 0.00% 229,000 $767K
12 Jane Street Group, LLC 0.00% 98,600 $330K
13 Susquehanna International Group, LLP 0.00% 60,595 $203K
14 Susquehanna International Group, LLP 0.00% 56,300 $189K
15 Federation des caisses Desjardins du Quebec 0.00% 1,270 $4K
16 UBS Group AG 0.00% 22,841 $77K
17 IFP Advisors, Inc 0.00% 100 —
18 Citadel Advisors LLC 0.00% 13,214 $44K
19 Jane Street Group, LLC 0.00% 13,900 $47K
20 Morgan Stanley 0.00% 4,000 $13K
21 Tower Research Capital LLC (TRC) 0.00% 1 —
22 Jpmorgan Chase & Co 0.00% 60 —
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 (MSOX)

What does the Smart Money Trend signal show for MSOX?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MSOX 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 MSOX?

More sellers than buyers — 48% buying: Last quarter: 13 funds reduced or exited vs 12 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 MSOX holders?

Smaller funds dominant — 7% AUM from top-100: 4 of 16 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MSOX?

Mostly new holders — 59% entered in last year: Only 4 funds (24%) 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.

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