Updated Mar 17, 2026 · 608 articles
Research
Quarterly deep analysis of institutional holdings, hedge fund strategies, and market trends from SEC 13F filings.
Groupama's Q4 2025 Filing Kept a U.S. Mega-Cap Spine Inside a 437-Line Global Book
Groupama looked diversified on the surface in Q4 2025, but the portfolio's real backbone still ran through U.S. software, semis, and money-center finance.
Marcus ChenBSN Capital's Q4 2025 Filing Put 21.8% Into Nvidia and Built a 41-Line Concentration Machine
BSN Capital did not hide its hierarchy in Q4 2025: Nvidia dominated the book, and the supporting cast still left the portfolio looking intentionally concentrated.
Marcus ChenBanque Transatlantique's Q4 2025 Portfolio Put 33.5% Into Three Names and Still Called It Diversified
Banque Transatlantique reported 278 positions in Q4 2025, but Microsoft, Nvidia, and Amazon still formed a decisive top-of-book ladder.
Marcus ChenEmployees Provident Fund Board Built a 73-Line Q4 2025 Book Around Nvidia and Microsoft
Malaysia's Employees Provident Fund Board kept its U.S. book relatively compact in Q4 2025, with Nvidia and Microsoft doing most of the heavy lifting.
Marcus ChenHSBC's Q4 2025 Filing Still Ran Through Nvidia and Microsoft Across 11,612 Reported Holdings
HSBC reported one of the market's broadest Q4 2025 books, but the top of that book still concentrated heavily in the same U.S. platform names leading the global tape.
Marcus ChenMengis Capital Added 139 New Positions in Q4 2025 but Still Built the Book Around Apple and Microsoft
Mengis Capital's filing changed shape dramatically in Q4 2025. Even so, the rebuilt portfolio still chose Apple, Microsoft, Alphabet, JPMorgan, and Chevron as its opening statement.
Marcus ChenWick Capital's Q4 2025 Filing Puts 23.4% Into ITOT and Builds a 46.1% Top-Five ETF Fortress
Wick Capital's Q4 2025 book is not a stock-picker's filing. ITOT, VTI, IVVB, IVV, and GBXA consume 46.1% of the portfolio, making allocation structure the real signal.
Marcus ChenNWF Advisory's $904.9M Q4 Filing Puts Berkshire, XLK, and VOO at the Center While Micron Jumps Into the Core
NWF Advisory Services built a blended portfolio in Q4 2025: Berkshire for quality, XLK for tech beta, VOO and IVV for benchmark exposure, and a fast-rising Micron line for a more specific semiconductor view.
Marcus ChenSHP Wealth Management's ETF Fortress: $1.29B Portfolio Built on VOO Dominance
SHP Wealth Management's $1.29B portfolio centers on a 27.4% VOO allocation, demonstrating a sophisticated ETF-first strategy with factor tilts and income overlays.
Marcus ChenAnchor Investment Management Built Netflix 938% While Keeping a 300-Stock Core
Anchor Investment Management's Q4 2025 filing stayed diversified, but the growth sleeve changed meaningfully: Netflix rose 938%, ServiceNow jumped 453%, and QQQM expanded to $19.5B.
Marcus ChenOak Grove Capital's Semiconductor Conviction: Micron & NVIDIA Dominate $844M Portfolio
Oak Grove Capital concentrates 50.2% of its $844M portfolio in Micron and NVIDIA, signaling conviction in AI-driven semiconductor demand across the entire chip ecosystem.
Marcus ChenRenaissance Technologies Q4 2025: The Alphabet Dump, NVIDIA Slash, and What the $64.5M Portfolio Really Tells Us
Renaissance Technologies’ Q4 2025 13F reveals a dramatic Alphabet exit (-89% to -94%), an 85% NVIDIA trim, and a 2,545% NFLX build. But the tiny $64.5M AUM confirms this is NOT the Medallion Fund—here is what the public portfolio actually signals.
Alex RiveraAQR Capital’s Q4 2025 Filing: 16,900+ Positions and the Momentum Machine in Full Swing
Cliff Asness’s AQR Capital disclosed $190.6B across 16,934 holdings in its Q4 2025 13F—one of the broadest institutional books in the market. Massive momentum-driven adds in NOW (+953%), NFLX (+691%), and CMG (+342%) reveal a factor engine firing on all cylinders.
Marcus ChenWellington Management Q4 2025: $571B Giant Makes Bold Bets on DoorDash and Netflix
Wellington Management’s Q4 2025 13F shows aggressive conviction in DoorDash (+593%) and Netflix (+560%), while slashing Boeing and Exact Sciences. Inside the moves of a $571 billion active powerhouse.
Alex RiveraPoint72 Q4 2025: Steve Cohen’s $89.4B Fund Makes a $1.56B QQQ Bet While Loading Up on Defensive Plays
Point72 Asset Management’s Q4 2025 13F reveals a $1.56B new QQQ position alongside dramatic increases in UNH (+1,201%), PEP (+965%), and GLD (+891%) — a dual signal of tech conviction and defensive hedging from Steve Cohen’s team.
Alex RiveraT. Rowe Price Q4 2025: 4,500 Positions, One Massive Netflix Bet
T. Rowe Price’s Q4 2025 13F reveals a +686% surge in Netflix shares alongside a sprawling 4,500-position book. We break down the conviction moves hiding inside one of America’s largest active managers.
Marcus ChenBridgewater’s Q4 2025 Repositioning: A $2.87B IVV Bet and 290 New Positions
Bridgewater Associates doubled its AUM to $27.4B in Q4 2025, anchored by a massive $2.87B iShares S&P 500 ETF position. With 290 new positions and 281 exits, the post-Dalio team is rewriting the playbook.
Alex RiveraMillennium Management Q4 2025: Izzy Englander’s Multi-Pod Giant Reveals Equity Rotation Patterns
Millennium Management’s Q4 2025 13F filing shows $237.8M in public equity holdings — a tiny slice of the firm’s $60B+ AUM — with 145 new positions and 145 exits reflecting the multi-pod hedge fund’s rapid-fire rotation strategy.
Marcus ChenTwo Sigma’s Q4 2025 Sector Rotation: Dumping Financials, Loading Tech and Biotech ETFs
Two Sigma Investments executed a massive sector rotation in Q4 2025, exiting $583M in financials while building $403M positions in tech ETFs. With 168 new positions and 168 exits, the quant fund’s algorithmic signals point to a decisive shift.
Marcus Chen
Sarah Mitchell