Marcus Chen
Senior Market Analyst
Senior Market Analyst at 13F Insight. Covers institutional portfolio strategy, 13F filings, and smart money trends.
A note from Marcus
Hi, I'm Marcus. I spent six years on the buy side staring at 13F filings for a hedge fund, and the thing that bothered me most wasn't the work — it was knowing that the average investor never gets to see what I was looking at, even though it's all public.
That's why I'm here. Every research piece you'll see under my name comes from real SEC data, run through real institutional logic, and translated into something you can actually act on. I write long when the data deserves it and short when it doesn't.
If you ever spot a number that looks off, email me. I'd rather be corrected than wrong.
Articles by Marcus Chen (311)
- Research
AllianceBernstein L.P. Q4 2025: $316.67B Giant's Tactical Pivot and Tech Concentration
AllianceBernstein L.P. (CIK 0001109448) maintains a $316B portfolio with heavy conviction in AI and technology infrastructure as of Q4 2025.
- Research
Amundi Asset Management Q4 2025: Tech Concentration and the $368B Institutional Pivot
Amundi's Q4 2025 filing reveals a massive $367.99B portfolio with aggressive weighting in AI and semiconductor leaders, led by a $22.6B position in NVIDIA.
- Research
Legal & General Group Plc Q4 2025 Deep Dive: A $450B Giant’s Tech-Heavy Transition
Legal & General Group Plc revealed a massive $450.91B portfolio in Q4 2025, dominated by U.S. mega-cap tech giants like NVDA, AAPL, and MSFT.
- Research
State Street's $2.98 Trillion Q4 Portfolio: Decoding the 928% Netflix Accumulation
State Street Corp's Q4 2025 filing reveals a massive accumulation of Netflix, mirroring moves by other institutional giants. We analyze the $2.98 trillion portfolio's latest tactical shifts.
- Research
BlackRock's $5.9 Trillion Q4 Strategy: The 900% Netflix Surge and the New Tech Guard
BlackRock's Q4 2025 filing reveals a massive tactical pivot, headlined by a staggering 903% increase in Netflix shares. We analyze the world's largest asset manager's $5.9 trillion footprint.
- Research
TCW Group's Q4 2025 Strategy: A $13.9B Bet on the AI Core
TCW Group Inc. reported a $13.96B 13F portfolio in Q4 2025, with a significant 8.3% concentration in NVIDIA leading its growth-focused book.
- Research
Maverick Capital's $9.3B Tactical Reset: Lee Ainslie's Q4 2025 AI Pivot
Maverick Capital reported a $9.32B portfolio in Q4 2025, revealing a disciplined rotation into AI infrastructure and semi-conductor giants.
- Research
Ameriprise Financial Inc. Q4 2025 13F Analysis: A $442B Portfolio Refresh
Ameriprise Financial Inc. revealed a massive $442.51B portfolio in Q4 2025, showing a significant tactical pivot into mega-cap technology.
- Research
Saba Capital's Q4 2025 Overhaul: Boaz Weinstein's $3.37B Pivot into Closed-End Funds
Saba Capital Management executed a massive portfolio rotation in Q4 2025, initiating new top-tier positions in several closed-end funds including ECAT and NFJ.
- News
Ares Management Records $30B Q1 Fundraising: The Institutional Surge into Private Credit
Ares Management sets a new fundraising record in Q1 2026. We analyze the institutional holder base and the private credit boom.
- News
Exxon Mobil Q1 Earnings: Why 4,835 Institutions Are Watching the Hedging Gap
Exxon Mobil reports Q1 earnings amidst oil price surges and hedging losses. We dive into the institutional holder base to see who is doubling down.
- Research
BlackRock, Inc. Q4 2025: Analyzing the Tactical Shifts of a .92 Trillion Giant
BlackRock's Q4 2025 filing reveals a massive .92T portfolio with significant concentration in AI and mega-cap tech. We dive into the data to see what the world's largest asset manager is doing.
- Research
Goldman Sachs Q4 2025 13F: Navigating the AI Frontier with $815 Billion in Assets
Goldman Sachs maintains a massive $815 billion 13F portfolio, with its top bets focused squarely on the leaders of the artificial intelligence revolution.
- Research
JPMorgan Chase Q4 2025 13F: A $1.59 Trillion Strategy Focused on Mega-Cap Tech
JPMorgan's latest 13F filing reveals a massive $1.59 trillion portfolio with a sharp focus on AI leaders and mega-cap technology giants.