Smart money intelligence from institutional investors holdings

Track hedge fund holdings and insider trading signals

See what top funds and company insiders are buying, selling, and holding, based on SEC 13F and Form 4 filings.

Trending among tracked funds: SE AVGO BMY GOOGL ADBE

Managers

Top institutional portfolios to watch

All investors

Where funds concentrate capital often points to their strongest convictions.

Portfolio value: $272.8B
Top holdings: AAPL, AXP, BAC, KO, CVX
Last filed: Feb 17, 2026
Portfolio value: $35.4B
Top holdings: BRK-B, WM, CNI, MSFT, CAT
Last filed: Feb 17, 2026
Portfolio value: $8.4B
Top holdings: IEP, CVI, SWX, UAN, SATS
Last filed: Feb 17, 2026
Portfolio value: $3.6B
Top holdings: GOOG, GOOGL, BAC, PDD, BRK-B
Last filed: Feb 17, 2026
Portfolio value: $9.1B
Top holdings: MA, BN, KKR, V, MCO
Last filed: Feb 13, 2026
Portfolio value: $5.2M
Top holdings: QSR, AMZN, WTW, ELV, UNP
Last filed: Feb 13, 2026

Signals

Today's top signals

The most notable recent moves from institutional 13F filings and Form 4 insider reports.

Consensus

Stocks held by many tracked funds in Q2 2026

Full list

Stocks that show up in many tracked portfolios at once.

MICROSOFT CORP (MSFT) held by 38 tracked funds worth $29.4B combined
ALPHABET INC (GOOGL) held by 31 tracked funds worth $18.4B combined
AMAZON COM INC (AMZN) held by 27 tracked funds worth $16.9B combined
VISA INC (V) held by 25 tracked funds worth $19.6B combined
ALPHABET INC (GOOG) held by 25 tracked funds worth $12.3B combined
META PLATFORMS INC (META) held by 24 tracked funds worth $11.4B combined

Market Activity

Biggest smart money moves in Q2 2026

Major buys and sells from hedge funds and company insiders based on recent SEC filings.

Institutional Activity

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HHH

Bill Ackman reduced exposure to HOWARD HUGHES HOLDINGS INC (HHH) by about $22.5M, based on recent SEC 13F activity.

SEG

Bill Ackman reduced exposure to SEAPORT ENTMT GROUP INC (SEG) by about $2.0M, based on recent SEC 13F activity.

IEP

Carl Icahn added to exposure in ICAHN ENTERPRISES LP (IEP) by about $484.2M, based on recent SEC 13F activity.

LOGC

David Abrams added to exposure in CONTEXTLOGIC INC - A (LOGC) by about $12.3M, based on recent SEC 13F activity.

Insider Activity

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N/A

ACKMAN WILLIAM A reduced exposure to Pershing Square SPARC Holdings, Ltd./DE (N/A) by about $0, based on a recent Form 4.

JPM

BACON ASHLEY reduced exposure to JPMORGAN CHASE & CO by about $4.6M, based on a recent Form 4.

JPM

Barnum Jeremy reduced exposure to JPMORGAN CHASE & CO by about $3.5M, based on a recent Form 4.

JPM

Beer Lori A reduced exposure to JPMORGAN CHASE & CO by about $2.2M, based on a recent Form 4.

Deep-Dive Analysis

Latest investor analysis

Focused coverage of key portfolio shifts and conviction moves.

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