Latest research, educational guides, and news from the world of institutional investing.
Tempus AI CEO Eric Lefkofsky sold roughly $7.7M of TEM stock in late March, but the transaction landed while Tempus was still carrying strong 2026 growth expectations and heavy analyst attention.
PBF Energy chairman Thomas Nimbley sold about $2.6M of stock after exercising options, a filing that arrived as PBF talked about better gross refining margins and a Martinez restart.
Klaviyo co-founder Andrew Bialecki sold $3.6M of Class A shares in March, but the filing still showed a dominant control position through other share classes and structures.
IAC bought roughly $37.2M of MGM stock across two March filings, extending Barry Dillers long-running accumulation into a period of improving BetMGM and 2026 optimism.
HPE CEO Antonio Neri sold about $6.7M of stock in late March while HPE was balancing Juniper integration, AI-networking ambitions, and a cost-reset story.
Gap CEO Horacio Barbeito sold roughly $2.7M of stock in March just after Gap outlined its 2026 priorities around Old Navy, new store formats, and the next stage of its brand reset.
IMC-Chicago filed a $275.42B Q4 2025 13F showing 84 new positions, 84 exits, and a book dominated by ETF, index, and derivative-style exposures.
CTC LLC filed Q4 2025 with $204.89B in reported 13F value. But CTC is a Chicago-based options market maker — its holdings reflect hedging and trading inventory, not traditional investment conviction.
AQR Capital Management ended Q4 2025 with a $190.63B 13F, a 21.2% quarter-over-quarter jump in visible holdings value, and 69 new positions.
James Winston King's March 2026 GWRE sale followed Guidewire's stronger outlook and cloud momentum, adding a fresh insider signal during a fast rerating phase.
F5 CEO François Locoh-Donou disclosed a fresh March sale after the company raised FY2026 expectations and expanded its AI-era application security platform.
Todd McKinnon's latest Okta sales came days after the company's FY2026 results, but Form 4 Table II still reports 6,383,887 derivative/indirect shares.
MITSUBISHI UFJ FINANCIAL GROUP disclosed a one-line Q4 2025 13F portfolio worth $66.94B, fully allocated to MS.
Fisher Asset Management reported $292.99B in Q4 2025 13F AUM, combining mega-cap equities with a large IEF allocation.
Barclays reported $416.70B in Q4 2025 13F AUM, with SPY alone at 18.7% and top-five concentration near 35%.
Before copying a trade idea from institutional filings, run this 10-minute sanity-check workflow using filer quality, concentration context, and stock-level holder data.
A position's dollar value can rise even when a manager trims shares. Learn how to use both value and share count to avoid false conclusions in 13F analysis.
Many investors misread 13F timing. Learn the difference between report date and filing date so you stop reacting to positions that were set weeks earlier.
Geode Capital reported $1.62T in Q4 2025 13F AUM, with NVDA, AAPL, and MSFT leading a 27.0% top-five concentration profile.
Learn exactly what triggers Smart Alerts on 13F Insight, how to read each signal, and a practical workflow to turn unusual institutional activity into better decisions.