Latest research, educational guides, and news from the world of institutional investing.
WhaleScore is a portfolio quality heuristic on 13F Insight that ranges from 0 to 100. Here is what it measures, how to interpret it, and how to use it for smarter institutional research.
Not all 13F portfolios carry equal signal. Here is how Top-5 concentration and position count help distinguish conviction stock pickers from index trackers.
Every 13F filing describes positions from at least 45 days ago. Here is why the delay exists and how to use institutional holdings data correctly.
13D filings reveal activist intent while 13G filings signal passive accumulation. Here is how to tell the difference and what each means for stocks you follow.
Fisher Asset Management reported $292.99B in Q4 2025 13F AUM, with Nvidia and Apple leading the book while iShares Treasury and corporate bond ETFs added a clear defensive sleeve.
Swiss National Bank reported a $168.01B 13F portfolio for Q4 2025. The filing shows how a reserve manager gets US equity exposure: passive, diversified, and overwhelmingly tilted toward mega-cap technology.
Berkshire Hathaway closed 2025Q4 with $274.16B in reported 13F assets, 110 disclosed holdings, and an 85.75 WhaleScore that led all filers. The quarter reads like a high-conviction Buffett snapshot just as Greg Abel steps into the CEO role.
CalPERS ended Q4 2025 with $174.90B in reported 13F AUM, led by a $19.81B VOO stake and heavyweight positions in Nvidia, Microsoft, Apple, and Alphabet.
Capital Research Global Investors finished Q4 2025 with $541.73B in 13F assets, a slightly larger book, and a clearer preference for Apple, NVIDIA, and other AI-linked compounders over Meta and Amazon.
Millennium ended Q4 2025 with $237.79B in visible 13F assets, 5,950 holdings, and a top book dominated by IWM, IVV, QQQ, and NVDA. Q1 2026 will show whether the platform keeps leaning into ETF-heavy crowding.
Two CoreWeave executives exercised stock and sold roughly 252,085 shares on April 13, 2026. The combined sale value was about $28 million while CRWV later traded at $118.69 on April 16, 2026.
Bridgewater ended Q4 2025 with $27.42B in visible 13F AUM, 1,040 holdings, and a surprisingly index-heavy core led by SPY and IVV. Q1 2026 will show whether that reset was tactical or durable.
Norges Bank's Q4 2025 13F disclosed $934.76B across just 1,577 positions, showing why sovereign-scale capital can still look highly selective in U.S. equities.
Norway's sovereign wealth fund disclosed a $934.76B U.S. equity portfolio in Q4 2025, led by a $62.24B NVIDIA stake and a tightly curated mega-cap core.
Bank of New York Mellon ended Q4 2025 with a $567.68B 13F portfolio across 33,186 positions, but the real takeaway is how small that disclosed equity book is versus the bank's $59.3T custody platform and $2.2T managed asset base.
Martin Roper monetized 50,000 Vita Coco options for about $2.5 million in April, weeks after COCO hit a 52-week high and after the company posted 18% full-year sales growth.
Norway Government Pension Fund Global reported $934.76 billion in US equities across just 1,577 positions in Q4 2025. Here is how the world largest sovereign wealth fund selects its US holdings.
Bank of New York Mellon reported $567.68 billion in 13F value for Q4 2025 across 33,186 positions. Here is how the world's largest custodian bank invests its own capital.
Dimensional Fund Advisors ended 2025 with $476.72B of reported 13F AUM and 13,709 holdings, showing how a Fama-French-style factor process still works at immense scale.
Norges Bank holds $935 billion in US equities across 1,577 positions. Here is how sovereign wealth fund 13Fs differ from hedge funds, and why GIC and ADIA should be read through a broader long-term lens.