Guru Ownership Trend
Guru Analysis for 美盛 (MOS)
美盛 (MOS), a key player in the 材料 sector, continues to attract institutional attention.
As of Q3 2025, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $434.84 M.
Top institutional holders include 克里夫·阿斯內斯 and 唐納德·史密斯公司.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $160.38 M net inflow during the quarter.
Recent activity highlights 克里夫·阿斯內斯 who increased their stake by 632.6%. Conversely, 史蒂夫·科恩 reduced exposure by 62.1%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.19% | Add 632.6% | 8,447,324 | $291.35 M | Q3 2025 | |
| 2.55% | Add 25.4% | 3,693,076 | $128.08 M | Q3 2025 | |
| 0.07% | Reduce -62.1% | 1,134,529 | $39.35 M | Q3 2025 | |
| 0.04% | Reduce -29.7% | 723,258 | $25.08 M | Q3 2025 | |
| 0.03% | Reduce -57.4% | 714,980 | $24.8 M | Q3 2025 | |
| 0.07% | Reduce -10.7% | 437,214 | $15.16 M | Q3 2025 | |
| 0.13% | Reduce -25.4% | 274,433 | $9.52 M | Q3 2025 | |
| 0.06% | 148,340 | $5.14 M | Q3 2025 | ||
| 0.63% | New Buy | 84,000 | $2.91 M | Q3 2025 | |
| 0.29% | Reduce -0.5% | 59,880 | $2.08 M | Q3 2025 | |
| 0.01% | New Buy | 57,540 | $2 M | Q3 2025 | |
| 0.01% | Reduce -5.7% | 29,500 | $1.02 M | Q3 2025 | |
| 0.00% | New Buy | 7,076 | $245,396 | Q3 2025 | |
| 0.00% | New Buy | 1,250 | $43,350 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for 美盛 (MOS)
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $160.38 M, with 6 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 1 fully exited MOS. The total reported sell value was $122.32 M.
Yes, 4 managers opened new positions in MOS, and 2 increased their existing holdings. The total reported buy value was $282.7 M.