Latest research, educational guides, and news from the world of institutional investing.
Manufacturers Life Insurance Company, The finished 2025Q4 with $121.70B in reported 13F AUM and a holdings count that fell to 2,850 even as Microsoft, Nvidia, and Amazon led the visible equity book.
Clearbridge Investments closed 2025Q4 with $124.90B in reported 13F AUM, 500 positions, and a top disclosed book led by a new $6.24B Nvidia stake.
Salesforce Chair and CEO Marc Benioff's long-term selling strategy highlights systematic diversification while retaining massive multi-class voting power.
When mega-filers load up on SPY or QQQ, are they hedging, or just parking cash? Here's how to distinguish macro positioning from genuine conviction.
Qualys CEO Sumedh Thakar executes a planned 10b5-1 sale in early 2026, coinciding with a record-setting Q4 earnings report that saw the cybersecurity leader beat analyst expectations.
Equinix Executive Chairman Charles Meyers continues systematic 10b5-1 sales as he transitions leadership roles, amid record-breaking data center demand.
Adobe's record-setting CEO Shantanu Narayen unloads a massive $506 million position as he prepares to step down, signaling the end of an era for the creative software giant.
TD Asset Management's latest 13F features a robust $124 billion portfolio blending Canadian bank stability with an aggressive rotation into US tech, led by a 730% surge in Netflix shares.
State Farm's highly concentrated Q4 portfolio reveals massive conviction in Eli Lilly (10.5%) and Caterpillar (7.8%), showcasing a unique defensive value strategy.
Wolverine Trading's latest 13F reveals a highly concentrated $138.7 billion portfolio led by a massive $15.8 billion stake in the SPY ETF and significant bets on NVDA and TSLA.
Corient Private Wealth's portfolio expanded by over 133% in Q4 2025, driven by a hyper-aggressive pivot into Tesla (+3325% shares) and Netflix (+3776% shares).
Karl Glassman, a major insider at Leggett & Platt, has disclosed a series of transactions totaling $22.4 million as the company navigates a major strategic shift and dividend reduction.
VeriFone director Barry Zwarenstein has executed another round of systematic sales, bringing his total proceeds to over $85 million as the company's ownership structure evolves.
One of First Solar's most prominent insiders, Michael Ahearn, has completed one of the largest insider selling campaigns in recent memory, totaling over $740 million.
A single insider buy is interesting, but an 'insider cluster' is powerful. Learn how to identify when multiple executives are buying at once.
Don't panic when you see a fund trimming its top holdings. Learn how to distinguish between tactical rebalancing and a real shift in investment thesis.
Learn the critical differences between delayed 13F reports and the rapid-fire 13D filings that signal active institutional moves.
Q4 2025 13F filings are in. Here's what the smartest institutional money actually did last quarter — the big additions, the quiet exits, and the themes nobody is talking about.
Horizon Kinetics co-founder Murray Stahl kept adding RENN Fund shares in late March 2026. The dollars were small, but the setup matters because he sits at the center of the funds strategy, board, and ownership story.
A stocks rank in a portfolio can jump even when the manager barely touched the shares. Here is how to read rank changes without turning market movement into a false signal.