Mgm Resorts International (MGM) Hedge Fund & Institutional Holdings (Q2 2026)

MGM ranks #814 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

MGM is a top-conviction position for Mudita Advisors LLP — at 9.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in MGM belongs to Davis Selected Advisers, but the position matters far more to Mudita Advisors LLP, who has 9.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

California State Teachers Retirement System has added to its MGM position for two straight quarters, increasing it by $200.0M to reach $207.0M today.

Cliff Asness has trimmed its MGM position for two straight quarters, cutting it by $170.8M while still holding $97.8M.

MGM is down 1.4% today, but institutions show net buying of $477.1M this quarter — a divergence between today's price move and the underlying institutional flow.

MGM posted net income of $425.9M over the trailing twelve months, and currently trades at a P/E of 26.5.

• Profitable — net income of $425.9M over the trailing twelve months
• Revenue grew 3.2% year over year
• Net income declined year over year, from $539.5M to $425.9M
• Generated $2.5B in positive operating cash flow
• Current ratio of 1.23x — below the conventional 1.5x liquidity buffer
• Liabilities run 15.68x equity — a highly leveraged balance sheet worth noting