Quarterly deep analysis of institutional holdings, hedge fund strategies, and market trends.
Simplex Trading reported a $177.41B Q4 2025 13F, but the filing reads less like a stock portfolio and more like an options-heavy market-structure book. That distinction is the whole story.
Q1 2026 13F filings are due May 15, 2026. Track Berkshire, Millennium, Bridgewater and more. See expected filing dates, AI/sector themes, and how to access data the moment it drops.
Scotiabank's $131.31B investment arm entered 114 new positions in Q4 2025 while trimming its dominant internal fund by 25% — one of the most aggressive quarterly reshuffles among top-100 filers.
The 220-year-old London-based asset manager's US equity book reveals a distinctly European conviction — GOOGL as the #3 holding at 6.03%, plus aggressive adds in TEVA (+261%), CX (+406%), and new global commodity ETF positions.
CalPERS' latest 13F reveals $174.90B in reported AUM with VOO at 11.89% — nearly $20B in one S&P 500 ETF. Combined with NVDA at 8.55%, the top-2 holdings account for 20.44% of this pension giant's portfolio.
Israel Englander's multi-strategy giant allocated $34.15B to broad ETFs (IWM, IVV, QQQ, SPY) — the signature of pod-based beta hedging — while making outsized bets on WMT (+679% shares) and Bitcoin via IBIT.
Arrowstreet Capital's systematic models triggered one of Q4 2025's most aggressive Apple trims (-38% shares) while more than doubling Google. With 93 new positions and $170.74B in 13F assets, here's what the quant signals are saying.
Massachusetts Financial Services has seen AUM decline from $334B to $310B over 8 quarters — yet the 100-year-old fund is making its most aggressive portfolio rotation in years, slashing DXCM (-86%), TEAM (-80%), and VEEV (-78%) while piling into streaming and cloud.
UBS Asset Management's $472.97B portfolio reveals aggressive mega-cap tech concentration with NVDA at 8.13% weight, a $2.2B real estate exit from PLD and EQIX, and a staggering +1,064% increase in Netflix shares.
Janus Henderson (WhaleScore 75.50) opened 67 new positions while exiting 67 in Q4 2025 — a 13.4% turnover rate signaling active repositioning. New biotech/med-device bets (ISRG, GPCR, PTGX) hint at a healthcare conviction thesis.
Deutsche Bank AG's Q4 2025 13F reveals a systematic rebalancing at $307B AUM — cutting GOOGL (-14%), META (-11%), and AVGO (-10%) while loading Netflix shares by 968% and ServiceNow by 386%.
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.
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%.
Geode Capital reported $1.62T in Q4 2025 13F AUM, with NVDA, AAPL, and MSFT leading a 27.0% top-five concentration profile.
Morgan Stanley reported $1.67T in Q4 2025 13F AUM with just 18.8% in its top five holdings, highlighting one of the broadest mega-filer books while still keeping AAPL ahead of NVDA.
FMR LLC closed 2025Q4 with $1.96T in reported 13F AUM, 500 positions, and a 10.29% stake in NVDA ($181.10B), the sharpest single-stock concentration among mega-filers.