Quarterly deep analysis of institutional holdings, hedge fund strategies, and market trends.
BlackRock reported $5.92T in 13F AUM for 2025Q4 across 500 positions, with NVDA as the top holding at $362.80B (7.13%). The top five positions account for 25.1%, while IVV appears as the firm’s #13 position, highlighting its ETF ecosystem scale.
STATE STREET CORP reported $2.98T in Q4 2025 13F AUM with 500 positions. The filing shows a 65% rise from $1.80T in 2023Q3, led by mega-cap exposures and a top-5 concentration of 24.3%.
Vanguard Group's Q4 2025 13F shows $6.90T in reported AUM, 500 positions, and NVDA as its largest disclosed position at 6.92% ($422.74B).
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC reported $472.97B for 2025Q4, with NVDA at 8.13% and top-5 concentration at 27.42%.
Diesslin Group, Inc. reported $251.64M for 2025Q4, with BRK/B at 23.93% and top-5 concentration at 66.61%.
BANK OF MONTREAL /CAN/ reported $288.73B for 2025Q4, with NVDA at 5.02% and top-5 concentration at 18.22%.
ENVESTNET ASSET MANAGEMENT INC reported $337.09B for 2025Q4, with IVV at 6.17% and top-5 concentration at 14.27%.
National Pension Service reported $135.07B for 2025Q4, with NVDA at 6.92% and top-5 concentration at 24.48%.
FIRST TRUST ADVISORS LP reported $137.60B for 2025Q4, with CSCO at 1.72% and top-5 concentration at 7.55%.
Creative Planning reported $139.71B for 2025Q4, with IVV at 11.94% and top-5 concentration at 32.71%.
Mitsubishi UFJ Asset Management Co., Ltd. reported $147.50B for 2025Q4, with NVDA at 6.85% and top-5 concentration at 25.68%.
JONES FINANCIAL COMPANIES LLLP reported $164.02B for 2025Q4, with VUG at 11.91% and top-5 concentration at 40.43%.
Pantera Capital Partners LP reported $164.21M for 2025Q4, with FIGR at 38.37% and top-5 concentration at 89.93%.
Sumitomo Mitsui Trust Group, Inc. reported $170.27B for 2025Q4, with NVDA at 7.17% and top-5 concentration at 24.74%.
PRINCIPAL FINANCIAL GROUP INC reported $195.86B for 2025Q4, with NVDA at 4.11% and top-5 concentration at 16.05%.
THRYVE WEALTH MANAGEMENT LLC reported $202.09M for 2025Q4, with QQQ at 20.05% and top-5 concentration at 45.44%.
Cosmic Management, LLC reported $324.63M for 2025Q4, with FIG at 46.68% and top-5 concentration at 100.01%.
ARK's Q4 2025 13F reveals a $15.07B portfolio where Tesla commands 8.7% and NVIDIA sits at just 1.6%. After an AUM trough of $7.09B in Q1 2025, the fund has doubled back to $15B — and the innovation thesis hasn't budged.
Dodge & Cox closed 2025Q4 with $185.26B across 222 positions and a 74.75 WhaleScore, pairing steady scale with broad value-style exposure across financials, healthcare, and energy.
Optiver Holding B.V.’s Q4 2025 filing shows $268.81B in 13F AUM and a 61.58% top-5 concentration anchored by index-linked exposure, offering a high-conviction read on market-making inventory structure.