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Mistras Group

129 hedge funds and large institutions have $270M invested in Mistras Group in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

21% more capital invested

Capital invested by funds: $222M → $270M (+$47.5M)

5% more funds holding

Funds holding: 123129 (+6)

2.08% more ownership

Funds ownership: 55.73%57.81% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

17% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 47

97% less call options, than puts

Call options by funds: $53K | Put options by funds: $2.09M

Holders
129
Holders Change
+6
Holders Change %
+4.88%
% of All Funds
1.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
39
Reduced
47
Closed
12
Calls
$53K
Puts
$2.09M
Net Calls
-$2.04M
Net Calls Change
-$6.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$21.8K +$2.56K +177 +14%
Legal & General Group
102
Legal & General Group
United Kingdom
$16.4K
TRCT
103
Tower Research Capital (TRC)
New York
$16.1K -$19.9K -1,381 -56%
AIP
104
Ameritas Investment Partners
Nebraska
$14.9K
IRC
105
Investors Research Corp
Georgia
$11.8K
California State Teachers Retirement System (CalSTRS)
106
California State Teachers Retirement System (CalSTRS)
California
$8.9K -$2.37K -164 -21%
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$6.46K
HCA
108
Harbor Capital Advisors
Illinois
$6K +$2.7K +187 +98%
SCM
109
Sterling Capital Management
North Carolina
$5.38K -$5.1K -353 -49%
Osaic Holdings
110
Osaic Holdings
Arizona
$3.4K -$433 -30 -12%
TM
111
Torren Management
California
$1.86K -$30.5K -2,111 -94%
GI
112
GAMMA Investing
California
$1.79K +$159 +11 +10%
LFG
113
Larson Financial Group
Missouri
$1.49K -$14.4K -995 -91%
EWA
114
EverSource Wealth Advisors
Alabama
$990 +$130 +9 +16%
CMBA
115
C.M. Bidwell & Associates
Hawaii
$975
SS
116
SBI Securities
Japan
$931 +$217 +15 +31%
EP
117
Essential Partners
California
$532 +$14 +1 +3%
MPWT
118
MassMutual Private Wealth & Trust
Connecticut
$429 +$419 +29 New
AF
119
Allworth Financial
California
$400 +$361 +25 +1,250%
UBS AM
120
UBS AM
Illinois
$399 +$390 +27 New
IA
121
IFP Advisors
Florida
$325
RFP
122
Root Financial Partners
California
$207 +$202 +14 New
ASN
123
Advisory Services Network
Georgia
$177 +$173 +12 New
AIC
124
Archer Investment Corporation
Indiana
$148
MCM
125
MAI Capital Management
Ohio
$89 +$87 +6 New

MG Hedge Fund Activity: Q1 2026 in Review

129 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Mistras Group (MG) for Q1 2026, worth a combined $270M — up 21% from $222M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MG positions and 12 closed out — a net gain of 7 holders — while 39 added to existing stakes and 47 trimmed.

The largest buyer was Essex Investment Management, opening a new position worth an estimated $3.88M. The largest seller was Clearline Capital, cutting an estimated $2.09M.

  • 129 institutional investors held Mistras Group (MG) as of Q1 2026, up from 123 in Q4 2025.
  • Funds reported $270M of Mistras Group stock for Q1 2026, up 21% quarter-over-quarter.
  • 19 funds opened new Mistras Group positions in Q1 2026 and 12 closed out, a net change of +7 holders.
  • The largest Mistras Group buyer in Q1 2026 was Essex Investment Management, an estimated $3.88M added.
  • The largest Mistras Group seller in Q1 2026 was Clearline Capital, an estimated $2.09M sold.

Based on aggregated 13F filings for Q1 2026.