Who Owns KAMO?
MANAGED PORTFOLIO SERIES — Institutional Ownership & 13F Holdings
$24.77
+0.03 (+0.12%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
150
Total Inst. Value
$513.5M
% of Float Held
—
QoQ Holder Change
+64
Institutional data as of Q1 2025
New Positions
46
Closed Positions
15
Increased
44
Decreased
34
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $108.9M | 2,994,589 |
| 2 | BANK OF AMERICA CORP /DE/ | $49.5M | 1,360,834 |
| 3 | Arvest Bank Trust Division | $46.1M | 1,278,426 |
| 4 | Magnus Financial Group LLC | $30.9M | 849,398 |
| 5 | TRAPHAGEN INVESTMENT ADVISORS LLC | $25.2M | 692,171 |
| 6 | ATWOOD & PALMER INC | $23.9M | 656,996 |
| 7 | FOSTER & MOTLEY INCNew | $23.6M | 649,290 |
| 8 | ARVEST INVESTMENTS, INC. | $15.3M | 421,932 |
| 9 | UBS Group AG | $14.8M | 404,488 |
| 10 | WELLS FARGO & COMPANY/MN | $14.3M | 393,565 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +86K | $108.9M |
| BANK OF AMERICA CORP /DE/ | +515K | $49.5M |
| Magnus Financial Group LLC | +17K | $30.9M |
| FOSTER & MOTLEY INCNew | +649K | $23.6M |
| ARVEST INVESTMENTS, INC. | +8K | $15.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Arvest Bank Trust Division | -89K | $46.1M |
| TRAPHAGEN INVESTMENT ADVISORS LLC | -45K | $25.2M |
| HighTower Advisors, LLC | -25K | $1.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -24K | $352K |
| JANE STREET GROUP, LLC | -19K | $1.7M |
Frequently Asked Questions
How many institutional investors hold KAMO?
As of Q1 2025, 150 institutional investors report holding KAMO (MANAGED PORTFOLIO SERIES) in their 13F filings.
Which hedge fund owns the most KAMO?
The largest institutional holder of KAMO is MORGAN STANLEY with $108.9M in shares.
Are institutions buying or selling KAMO?
This quarter, 46 institutions opened new positions in KAMO and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.