What the smart money is buying and selling
Every quarter, institutional investors managing $100M+ must disclose their U.S. equity holdings to the SEC. We track 18 of the world's most-watched funds — Berkshire, Pershing Square, Scion (Burry), Tiger Global, Coatue, Greenlight (Einhorn), Bridgewater, Citadel, and others — and surface what they're adding, trimming, buying new, and exiting vs the prior quarter. Filings hit ~45 days after quarter-end.
Action Spotlight
The three most actionable signals from this quarter's filings. Net action score = (funds adding + new) − (funds trimming + exiting). Signals above ±8 are rare and statistically meaningful.
Famous-Fund Activity
Buffett, Burry, Klarman, Einhorn, Ackman, and Lone Pine run highly concentrated books (often <40 positions). Their NEW buys and EXITs are far higher-signal than diversified hedge funds. Below shows the latest quarter's deltas for each.
Most bought · Most sold
Stocks ranked by how many tracked funds increased their position (left) or trimmed/exited (right) vs last quarter. Multiple funds moving the same direction is a stronger signal than one big position. Each row shows the ticker, count of funds taking action, and a visualization bar showing fund distribution.
Most-held names
Tickers held by the most funds in the watchlist. High consensus = "everyone owns it" — these are usually mega-cap quality names that fit most strategies. Low consensus = differentiated bets where the manager has conviction beyond the herd.
Rare picks
Positions held by only ONE fund in the watchlist with a value above $50M. These are differentiated bets — when a single high-conviction manager is alone in a name, it's where they expect outperformance vs the consensus. The fund chip identifies who owns it.
Each manager's portfolio
The 18 funds we track, with their top 10 positions and changes vs the prior quarter. Click into any fund's JSON for full holdings detail.