Updated Mar 4, 2026 · 2187 articles
Insights
Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.
Capital World Investors' $735.30B 13F Put Broadcom Ahead of NVIDIA
Capital World Investors ended Q4 2025 with $735.30B across 574 positions, led by Broadcom instead of NVIDIA — a revealing look at how one of the world's largest active stock pickers is positioning for a broader market.
Sarah MitchellGoldman Sachs' $811B Q4 Portfolio Puts Tesla in the Top 5 — Ahead of Alphabet, Amazon, and Meta
Goldman Sachs' Q4 2025 13F reveals an $811B portfolio where Tesla at $18.3B ranks #5 — above Alphabet, Amazon, and Meta. NVIDIA leads at $41.8B, but the real story is Goldman's $28.4B SPY position and what the flat QoQ growth signals.
Marcus ChenJPMorgan's $1.59 Trillion Q4 Filing: NVIDIA Reclaims #1 as Broadcom Crashes the Top 5
JPMorgan Chase's Q4 2025 13F reveals a $1.59T portfolio where NVIDIA reclaimed the #1 spot at $85B, Broadcom surged into the top 5 at $32.5B, and Alphabet's two classes combined to $51.8B. The AI infrastructure thesis is deepening.
Alex RiveraMorgan Stanley's $1.68 Trillion Portfolio Has 8,095 Stocks. Here's Where the Real Bets Are.
Morgan Stanley's Q4 2025 13F reveals an ultra-diversified $1.68T portfolio across 8,095 positions — but the top-5 concentration is just 15.3%. We break down where the wealth management giant is actually placing conviction bets.
Sarah MitchellFidelity's $1.96 Trillion Q4 Portfolio: Trimming Meta by $4.3 Billion While Doubling Down on Alphabet
FMR LLC's Q4 2025 13F reveals a $1.96T portfolio across 5,359 positions. The world's third-largest asset manager cut Meta by $4.3B and NVIDIA by $2.8B — but added $5.3B to Alphabet's two share classes. Here's what the rotation signals.
Marcus ChenSix Members of One Family Have Filed 14,000 Insider Transactions at a Forklift Company. They're Net Buyers.
The Rankin family controls 44% of Hyster-Yale and has filed more insider transactions than most Fortune 500 CEO teams combined — across three public companies they built from a coal business.
Sarah MitchellHe Ran Symantec and Chaired Microsoft. Now John Thompson Sells $600K in Rubrik Stock Every Month.
John W. Thompson has filed 2,034 insider transactions across seven public companies over two decades. His latest chapter: a clockwork monthly selling program at cybersecurity firm Rubrik.
Alex RiveraHow Zoom's CEO Sells 12,100 Shares Every Single Day — and Why It Hasn't Stopped
Eric Yuan has filed 1,506 Form 4 transactions since Zoom's 2019 IPO — converting and selling shares on a daily mechanical schedule. Career total: $1.3B sold, zero bought. He also quietly sits on the Intuit board.
Marcus ChenRalph Lauren Has Never Bought a Share of His Own Company. He's Sold $1.7 Billion.
The founder of the $14B fashion empire has filed 1,507 Form 4 transactions since 2004 — all sells, gifts, and tax withholdings. Zero purchases. His latest move: a $71.5M sale near the all-time high, followed by a $400M gift.
Sarah MitchellCarl Icahn Has $2.6B in IEP Unit Transfers Since 2003. The SEC Wanted to Know Why.
The legendary activist investor settled SEC charges over undisclosed pledges of Icahn Enterprises units — while the stock fell 85% from its peak. A breakdown of 410 transactions across 25 companies.
Marcus ChenThe Founder of Charles Schwab Just Sold $70M of His Own Stock. Wall Street Still Says Buy.
Charles R. Schwab exercised options at $26 and sold at $103–106 in a two-week sprint right after record Q4 earnings. Co-Chairman Bettinger is selling too — but analysts see 30% upside.
Alex RiveraSaba Capital Is Dumping BlackRock Funds and Buying Into Germany — Here’s What the $76.8M Activist Is Doing Now
Boaz Weinstein’s hedge fund sold $5.8M of ECAT and PDX in two weeks while quietly accumulating New Germany Fund shares — a shift that signals new activist targets in 2026.
Alex RiveraBraze, Inc. insider flow update: Magnuson William's post-2026-01-30 transaction pattern
Magnuson William's BRZE insider record stands at $7.1M cumulative sales (latest filing 2026-01-30); focus on sequence, transaction-code mix, and ownership trend over time.
Alex RiveraWiseman Susan and BRZE: what the latest Form 4 cycle says about ownership trend
Wiseman Susan's BRZE insider record stands at $13.5M cumulative sales (latest filing 2026-01-30); focus on sequence, transaction-code mix, and ownership trend over time.
Alex RiveraAfter 2026-01-30, Winkles Isabelle's BRZE filings point to a sequence worth tracking
Winkles Isabelle's BRZE insider record stands at $17.5M cumulative sales (latest filing 2026-01-30); focus on sequence, transaction-code mix, and ownership trend over time.
Alex RiveraHyman Jonathan's latest BRZE filing window: code mix, cadence, and remaining ownership
Hyman Jonathan's BRZE insider record stands at $22.4M cumulative sales (latest filing 2026-01-30); focus on sequence, transaction-code mix, and ownership trend over time.
Alex RiveraAfter 2026-01-30, Bender Jeremy's DAWN filings point to a sequence worth tracking
Bender Jeremy's DAWN insider record stands at $5.2M cumulative sales (latest filing 2026-01-30); focus on sequence, transaction-code mix, and ownership trend over time.
Alex RiveraUMBF insider tape update: KEMPER J MARINER now at $91.2M cumulative sales, but timing is key
KEMPER J MARINER's UMBF insider record stands at $91.2M cumulative sales (latest filing 2026-02-02); focus on sequence, transaction-code mix, and ownership trend over time.
Alex RiveraTRUSCOTT WILLIAM F's latest AMP filing window: code mix, cadence, and remaining ownership
TRUSCOTT WILLIAM F's AMP insider record stands at $118.1M cumulative sales (latest filing 2026-02-02); focus on sequence, transaction-code mix, and ownership trend over time.
Alex RiveraKNX insider tape update: KNIGHT KEVIN P now at $193.8M cumulative sales, but timing is key
KNIGHT KEVIN P's KNX insider record stands at $193.8M cumulative sales (latest filing 2026-01-31); focus on sequence, transaction-code mix, and ownership trend over time.
Alex Rivera