13F holdings
MORGAN STANLEY portfolio
Managed by . 8,287 reported positions worth $1.66T as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.
$1.66T
Book value
8,287
Positions
21%
Top 10 weight
+527
New this quarter
-436
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 45 days old on 2026-05-15, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (527)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $1.4B | 6,969,314 | 0.08% |
| AMCR | AMCOR PLC | $209.1M | 5,261,194 | 0.01% |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $183.1M | 2,812,539 | 0.01% |
| QGEN | QIAGEN NV | $167.8M | 4,190,913 | 0.01% |
| BLCR | BLACKROCK ETF TRUST | $153.3M | 3,733,458 | 0.01% |
| PNFP | PINNACLE FINL PARTNERS INC | $140.2M | 1,627,480 | 0.01% |
| INDV | INDIVIOR PHARMACEUTICALS INC | $106.9M | 3,505,817 | 0.01% |
| LMUB | ISHARES TR | $70.4M | 1,409,170 | 0.00% |
| VSNT | VERSANT MEDIA GROUP INC | $66.8M | 1,803,757 | 0.00% |
| PIPR | PIPER SANDLER COMPANIES | $55.2M | 720,685 | 0.00% |
| ORCL 6.5 01/15/29 D | ORACLE CORP | $43.4M | 964,711 | 0.00% |
| TGRT | T ROWE PRICE ETF INC | $39.8M | 1,011,697 | 0.00% |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $25.6M | 1,242,690 | 0.00% |
| EQPT | EQUIPMENTSHARE COM INC | $25.1M | 1,232,476 | 0.00% |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $24.7M | 469,129 | 0.00% |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $20.3M | 406,026 | 0.00% |
| FTW | PRESIDIO PRODTN CO | $18.9M | 1,717,391 | 0.00% |
| MDA | MDA SPACE LTD | $18.4M | 724,923 | 0.00% |
| AGIX | KRANESHARES TRUST | $18.0M | 550,305 | 0.00% |
| AGL | AGILON HEALTH INC | $16.6M | 2,099,451 | 0.00% |
| TAGG | T ROWE PRICE ETF INC | $16.6M | 389,805 | 0.00% |
| EVPF | MORGAN STANLEY ETF TRUST | $16.2M | 328,544 | 0.00% |
| ASST | STRIVE INC | $15.2M | 1,513,010 | 0.00% |
| ATAI | ATAIBECKLEY INC | $13.6M | 3,852,772 | 0.00% |
| XC | WISDOMTREE TR | $13.1M | 421,348 | 0.00% |
Closed out (436)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | ASTRAZENECA PLC | $1.3B | 13,878,726 | 0.00% |
| CYBR | CYBERARK SOFTWARE LTD | $409.5M | 917,999 | 0.00% |
| EXK | EXACT SCIENCES CORP | $330.1M | 3,250,329 | 0.00% |
| AMCR | AMCOR PLC | $252.2M | 30,237,924 | 0.00% |
| QGEN | QIAGEN NV | $193.7M | 4,306,976 | 0.00% |
| XBXMX | NUVEEN S&P 500 BUY-WRITE INC | $176.9M | 12,037,265 | 0.00% |
| INDV | INDIVIOR PLC | $157.1M | 4,377,774 | 0.00% |
| PINNACLE FINL PARTNERS I | PINNACLE FINL PARTNERS INC | $140.8M | 1,475,422 | 0.00% |
| 8QR | CONFLUENT INC | $138.1M | 4,567,873 | 0.00% |
| DAY | DAYFORCE INC | $135.7M | 1,962,343 | 0.00% |
| CMA | COMERICA INC | $129.9M | 1,494,011 | 0.00% |
| FYBR | FRONTIER COMMUNICATIONS PARE | $123.0M | 3,230,076 | 0.00% |
| CDTX | CIDARA THERAPEUTICS INC | $119.9M | 542,722 | 0.00% |
| SYU1 | SYNOVUS FINL CORP | $84.3M | 1,683,475 | 0.00% |
| RNAGBP | AVIDITY BIOSCIENCES INC | $78.8M | 1,092,482 | 0.00% |
| 62C | PIPER SANDLER COMPANIES | $69.5M | 204,613 | 0.00% |
| CADE | CADENCE BANK | $67.8M | 1,582,463 | 0.00% |
| TELFY | TELEFONICA S A | $49.6M | 12,241,319 | 0.00% |
| NGDN | NEW GOLD INC CDA | $40.2M | 4,620,607 | 0.00% |
| VTYXUSD | VENTYX BIOSCIENCES INC | $38.8M | 4,292,951 | 0.00% |
| AGILON HEALTH INC | AGILON HEALTH INC | $37.1M | 53,877,223 | 0.00% |
| TGNA | TEGNA INC | $36.6M | 1,888,199 | 0.00% |
| CIVI | CIVITAS RESOURCES INC | $28.6M | 1,054,859 | 0.00% |
| XDIAX | NUVEEN DOW 30 DYNMC OVERWRT | $26.2M | 1,714,813 | 0.00% |
| 9HI | HILLENBRAND INC | $25.5M | 804,946 | 0.00% |
Added to (3265)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AAPL | APPLE INC | $62.0B | 244,474,722 | 3.74% | +6% |
| NVDA | NVIDIA CORPORATION | $59.8B | 342,954,346 | 3.60% | +6% |
| MSFT | MICROSOFT CORP | $46.2B | 124,881,288 | 2.79% | +3% |
| AMZN | AMAZON COM INC | $36.2B | 173,925,856 | 2.18% | +8% |
| SPY | STATE STR SPDR S&P 500 ETF T | $26.3B | 40,502,730 | 1.59% | +38% |
| AVGO | BROADCOM INC | $23.5B | 75,935,152 | 1.42% | +4% |
| META | META PLATFORMS INC | $21.8B | 38,078,962 | 1.31% | +1% |
| JPM | JPMORGAN CHASE & CO | $20.2B | 68,544,442 | 1.21% | +3% |
| TSLA | TESLA INC | $14.6B | 39,177,400 | 0.88% | +9% |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $12.9B | 26,854,441 | 0.78% | +2% |
| IWF | ISHARES TR | $12.7B | 29,764,605 | 0.76% | +8% |
| QQQ | INVESCO QQQ TR | $12.4B | 21,535,425 | 0.75% | +34% |
| WMT | WALMART INC | $10.7B | 85,906,471 | 0.64% | +2% |
| COST | COSTCO WHOLESALE CORPORATION | $9.9B | 9,898,711 | 0.59% | +4% |
| NFLX | NETFLIX INC. | $9.5B | 99,018,124 | 0.57% | +16% |
Trimmed (3261)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| UHG | UNITED HOMES GROUP INC | $1 | 1 | 0.00% | -100% |
| VTGN | VISTAGEN THERAPEUTICS INC | $1 | 1 | 0.00% | -100% |
| TMAT | NORTHERN LTS FD TR IV | $38 | 1 | 0.00% | -100% |
| ESLA | ESTRELLA IMMUNOPHARMA INC | $1 | 1 | 0.00% | -100% |
| GROW | U S GLOBAL INVS INC | $3 | 1 | 0.00% | -100% |
| EMXF | ISHARES TR | $63 | 1 | 0.00% | -100% |
| GMOM | CAMBRIA ETF TR | $59 | 1 | 0.00% | -100% |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $36 | 1 | 0.00% | -100% |
| SEIV | SEI EXCHANGE TRADED FUNDS | $54 | 1 | 0.00% | -100% |
| SPXL | DIREXION SHARES ETF TRUST | $356 | 1 | 0.00% | -100% |
| RUNN | STRATEGIC TRUST | $6,217 | 193 | 0.00% | -100% |
| DDM | PROSHARES TR | $79 | 1 | 0.00% | -100% |
| SOGP | SOUND GROUP INC | $1,182 | 70 | 0.00% | -100% |
| AMBR | AMBER INTL HLDG LTD | $172 | 73 | 0.00% | -100% |
| DUO | FANGDD NETWORK GROUP LTD | $17 | 15 | 0.00% | -100% |
The book
Largest 150 of 8,287 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AAPL | APPLE INC | $62.0B | 244,474,722 | 3.74% | — |
| NVDA | NVIDIA CORPORATION | $59.8B | 342,954,346 | 3.60% | — |
| MSFT | MICROSOFT CORP | $46.2B | 124,881,288 | 2.79% | — |
| AMZN | AMAZON COM INC | $36.2B | 173,925,856 | 2.18% | — |
| GOOGL | ALPHABET INC | $34.8B | 120,955,598 | 2.10% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $26.3B | 40,502,730 | 1.59% | — |
| AVGO | BROADCOM INC | $23.5B | 75,935,152 | 1.42% | — |
| META | META PLATFORMS INC | $21.8B | 38,078,962 | 1.31% | — |
| GOOG | ALPHABET INC | $20.6B | 71,667,565 | 1.24% | — |
| JPM | JPMORGAN CHASE & CO | $20.2B | 68,544,442 | 1.21% | — |
| IVV | ISHARES TR | $15.3B | 23,381,866 | 0.92% | — |
| TSLA | TESLA INC | $14.6B | 39,177,400 | 0.88% | — |
| VOO | VANGUARD INDEX FDS | $14.6B | 24,365,727 | 0.88% | — |
| LLY | ELI LILLY & CO | $14.2B | 15,437,458 | 0.86% | — |
| V | VISA INC | $13.9B | 45,979,950 | 0.84% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $12.9B | 26,854,441 | 0.78% | — |
| IWF | ISHARES TR | $12.7B | 29,764,605 | 0.76% | — |
| QQQ | INVESCO QQQ TR | $12.4B | 21,535,425 | 0.75% | — |
| EXMOC | EXXON MOBIL CORP | $12.2B | 71,718,998 | 0.73% | — |
| JNJ | JOHNSON & JOHNSON | $10.9B | 44,721,167 | 0.66% | — |
| WMT | WALMART INC | $10.7B | 85,906,471 | 0.64% | — |
| COST | COSTCO WHOLESALE CORPORATION | $9.9B | 9,898,711 | 0.59% | — |
| NFLX | NETFLIX INC. | $9.5B | 99,018,124 | 0.57% | — |
| IEFA | ISHARES TR | $9.5B | 105,157,541 | 0.57% | — |
| BND | VANGUARD BD INDEX FDS | $9.2B | 125,018,604 | 0.55% | — |
| IWD | ISHARES TR | $9.0B | 42,227,257 | 0.54% | — |
| IEMG | ISHARES INC | $8.8B | 126,259,202 | 0.53% | — |
| ABBV | ABBVIE INC | $8.3B | 38,016,774 | 0.50% | — |
| CVX | CHEVRON CORPORATION | $7.6B | 36,847,021 | 0.46% | — |
| MA | MASTERCARD INCORPORATED | $7.6B | 15,162,577 | 0.46% | — |
| IWM | ISHARES TR | $7.4B | 29,761,929 | 0.44% | — |
| HD | HOME DEPOT INC | $7.4B | 22,369,334 | 0.44% | — |
| PG | PROCTER & GAMBLE CO | $7.1B | 49,216,260 | 0.43% | — |
| KO | COCA COLA CO | $7.0B | 91,894,070 | 0.42% | — |
| VTV | VANGUARD INDEX FDS | $6.6B | 33,645,562 | 0.40% | — |
| RSP | INVESCO EXCHANGE TRADED FD T | $6.6B | 34,154,520 | 0.39% | — |
| VUG | VANGUARD INDEX FDS | $6.5B | 14,863,770 | 0.39% | — |
| CSCO | CISCO SYS INC | $6.0B | 77,731,032 | 0.36% | — |
| NEE | NEXTERA ENERGY INC | $6.0B | 64,751,882 | 0.36% | — |
| CRM | SALESFORCE INC | $5.9B | 31,675,603 | 0.36% | — |
| RTX | RTX CORPORATION | $5.8B | 30,123,739 | 0.35% | — |
| GS | GOLDMAN SACHS GROUP INC | $5.8B | 6,816,599 | 0.35% | — |
| MRK | MERCK & CO INC | $5.7B | 47,632,487 | 0.35% | — |
| MU | MICRON TECHNOLOGY INC | $5.7B | 16,842,006 | 0.34% | — |
| AMGN | AMGEN INC | $5.6B | 15,836,058 | 0.34% | — |
| GEV | GE VERNOVA INC | $5.6B | 6,369,723 | 0.33% | — |
| UBER | UBER TECHNOLOGIES INC | $5.5B | 77,069,501 | 0.33% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $5.4B | 84,618,722 | 0.33% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $5.3B | 10,863,528 | 0.32% | — |
| CAT | CATERPILLAR INC | $5.3B | 7,499,662 | 0.32% | — |
| BAC | BANK AMERICA CORP | $5.3B | 108,670,801 | 0.32% | — |
| PANW | PALO ALTO NETWORKS INC | $5.2B | 32,318,958 | 0.31% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.0B | 14,767,680 | 0.30% | — |
| MCD | MCDONALDS CORP | $4.9B | 15,618,509 | 0.29% | — |
| AMD | ADVANCED MICRO DEVICES INC | $4.8B | 23,781,608 | 0.29% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $4.8B | 19,630,951 | 0.29% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $4.7B | 32,202,689 | 0.28% | — |
| GLD | SPDR GOLD TR | $4.7B | 10,912,378 | 0.28% | — |
| ETN | EATON CORP PLC | $4.7B | 13,111,623 | 0.28% | — |
| VTI | VANGUARD INDEX FDS | $4.6B | 14,341,153 | 0.28% | — |
| ORCL | ORACLE CORP | $4.3B | 29,132,672 | 0.26% | — |
| TJX | TJX COS INC NEW | $4.3B | 26,724,660 | 0.26% | — |
| HONGBP | HONEYWELL INTL INC | $4.2B | 18,428,804 | 0.25% | — |
| PEP | PEPSICO INC | $4.1B | 26,581,174 | 0.25% | — |
| WFC | WELLS FARGO & CO | $4.1B | 51,687,402 | 0.25% | — |
| SPOT | SPOTIFY TECHNOLOGY S A | $4.1B | 8,380,266 | 0.24% | — |
| LRCX | LAM RESEARCH CORP | $4.1B | 18,971,122 | 0.24% | — |
| UNH | UNITEDHEALTH GROUP INC | $4.0B | 14,963,569 | 0.24% | — |
| GE | GE AEROSPACE | $4.0B | 14,267,249 | 0.24% | — |
| AMAT | APPLIED MATLS INC | $4.0B | 11,843,881 | 0.24% | — |
| PM | PHILIP MORRIS INTL INC | $4.0B | 24,405,704 | 0.24% | — |
| IVW | ISHARES TR | $3.9B | 34,306,897 | 0.23% | — |
| AXP | AMERICAN EXPRESS CO | $3.9B | 12,808,752 | 0.23% | — |
| BX | BLACKSTONE INC | $3.7B | 32,494,438 | 0.23% | — |
| VZ | VERIZON COMMUNICATIONS INC | $3.7B | 74,068,170 | 0.22% | — |
| LIN | LINDE PLC | $3.6B | 7,358,093 | 0.22% | — |
| UNP | UNION PAC CORP | $3.6B | 14,884,882 | 0.22% | — |
| LMT | LOCKHEED MARTIN CORP | $3.4B | 5,664,857 | 0.21% | — |
| SPGI | S&P GLOBAL INC | $3.4B | 7,908,180 | 0.20% | — |
| BLK | BLACKROCK INC | $3.3B | 3,437,546 | 0.20% | — |
| NET | CLOUDFLARE INC | $3.3B | 15,883,321 | 0.20% | — |
| DIS | DISNEY WALT CO | $3.3B | 33,798,796 | 0.20% | — |
| GILD | GILEAD SCIENCES INC | $3.2B | 23,299,295 | 0.20% | — |
| AGG | ISHARES TR | $3.2B | 32,522,000 | 0.19% | — |
| C | CITIGROUP INC | $3.2B | 27,842,086 | 0.19% | — |
| IVE | ISHARES TR | $3.2B | 14,923,957 | 0.19% | — |
| JPST | J P MORGAN EXCHANGE TRADED F | $3.1B | 61,139,019 | 0.19% | — |
| ABT | ABBOTT LABORATORIES | $3.1B | 30,101,596 | 0.19% | — |
| T | AT&T INC | $3.0B | 105,195,019 | 0.18% | — |
| TMUS | T-MOBILE US INC | $3.0B | 14,387,032 | 0.18% | — |
| SHOP | SHOPIFY INC | $2.9B | 24,704,666 | 0.18% | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.9B | 54,017,258 | 0.18% | — |
| EFA | ISHARES TR | $2.9B | 29,921,159 | 0.18% | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $2.8B | 13,018,448 | 0.17% | — |
| ISRG | INTUITIVE SURGICAL INC | $2.8B | 6,058,840 | 0.17% | — |
| BIL | SPDR SERIES TRUST | $2.8B | 30,458,772 | 0.17% | — |
| CME | CME GROUP INC | $2.8B | 9,406,843 | 0.17% | — |
| MELI | MERCADOLIBRE INC | $2.7B | 1,585,256 | 0.17% | — |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2.7B | 47,488,354 | 0.16% | — |
| ADI | ANALOG DEVICES INC | $2.6B | 8,259,494 | 0.16% | — |
| LOW | LOWES COS INC | $2.6B | 11,096,154 | 0.16% | — |
| KLAC | KLA CORP | $2.6B | 1,773,150 | 0.16% | — |
| XLK | SELECT SECTOR SPDR TR | $2.6B | 19,619,077 | 0.16% | — |
| PFE | PFIZER INC | $2.6B | 92,685,370 | 0.16% | — |
| QCOM | QUALCOMM INC | $2.6B | 19,991,313 | 0.16% | — |
| CRWD | CROWDSTRIKE HLDGS INC | $2.6B | 6,557,957 | 0.15% | — |
| IWP | ISHARES TR | $2.6B | 19,905,431 | 0.15% | — |
| IJH | ISHARES TR | $2.5B | 36,882,226 | 0.15% | — |
| CEG | CONSTELLATION ENERGY CORP | $2.5B | 8,903,186 | 0.15% | — |
| COP | CONOCOPHILLIPS | $2.5B | 18,799,873 | 0.15% | — |
| VO | VANGUARD INDEX FDS | $2.5B | 8,634,521 | 0.15% | — |
| NOC | NORTHROP GRUMMAN CORP | $2.5B | 3,608,738 | 0.15% | — |
| INTU | INTUIT | $2.5B | 5,688,825 | 0.15% | — |
| XLF | SELECT SECTOR SPDR TR | $2.5B | 49,750,375 | 0.15% | — |
| WMB | WILLIAMS COS INC | $2.5B | 33,740,119 | 0.15% | — |
| MSLC | MORGAN STANLEY PATHWAY FDS | $2.4B | 47,280,493 | 0.15% | — |
| NOW | SERVICENOW INC | $2.4B | 23,347,995 | 0.15% | — |
| DE | DEERE & CO | $2.4B | 4,249,565 | 0.14% | — |
| INTC | INTEL CORP | $2.4B | 53,989,387 | 0.14% | — |
| SRE | SEMPRA | $2.4B | 24,349,232 | 0.14% | — |
| ASML | ASML HLDG NV | $2.4B | 1,785,366 | 0.14% | — |
| TXN | TEXAS INSTRS INC | $2.3B | 11,887,310 | 0.14% | — |
| PH | PARKER-HANNIFIN CORP | $2.3B | 2,554,356 | 0.14% | — |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.3B | 14,487,713 | 0.14% | — |
| ANET | ARISTA NETWORKS INC | $2.3B | 18,505,177 | 0.14% | — |
| IJR | ISHARES TR | $2.3B | 18,233,380 | 0.14% | — |
| ACN | ACCENTURE PLC IRELAND | $2.3B | 11,421,529 | 0.14% | — |
| BKNG | BOOKING HOLDINGS INC | $2.3B | 537,501 | 0.14% | — |
| IUSG | ISHARES TR | $2.3B | 14,545,035 | 0.14% | — |
| APP | APPLOVIN CORP | $2.2B | 5,604,841 | 0.13% | — |
| SBUX | STARBUCKS CORP | $2.2B | 24,863,710 | 0.13% | — |
| APH | AMPHENOL CORP | $2.2B | 17,512,450 | 0.13% | — |
| TT | TRANE TECHNOLOGIES PLC | $2.2B | 5,302,761 | 0.13% | — |
| DASH | DOORDASH INC | $2.2B | 14,503,912 | 0.13% | — |
| WDC | WESTERN DIGITAL CORP | $2.1B | 7,939,106 | 0.13% | — |
| GLW | CORNING INC | $2.1B | 15,666,934 | 0.13% | — |
| DHR | DANAHER CORP DEL | $2.1B | 11,209,240 | 0.13% | — |
| VB | VANGUARD INDEX FDS | $2.1B | 8,041,306 | 0.13% | — |
| BA | BOEING CO | $2.1B | 10,543,931 | 0.13% | — |
| SMH | VANECK ETF TRUST | $2.1B | 5,462,872 | 0.13% | — |
| RPRX | ROYALTY PHARMA PLC | $2.1B | 43,571,633 | 0.13% | — |
| HYG | ISHARES TR | $2.1B | 26,248,048 | 0.13% | — |
| VCIT | VANGUARD SCOTTSDALE FDS | $2.1B | 25,132,794 | 0.13% | — |
| ECL | ECOLAB INC | $2.1B | 7,791,023 | 0.12% | — |
| SCHW | SCHWAB CHARLES CORP | $2.1B | 22,033,942 | 0.12% | — |
| SYK | STRYKER CORPORATION | $2.1B | 6,297,555 | 0.12% | — |
| SLB | SLB LIMITED | $2.1B | 40,159,562 | 0.12% | — |
| AON | AON PLC | $2.1B | 6,374,945 | 0.12% | — |
| IAU | ISHARES GOLD TR | $2.1B | 23,258,601 | 0.12% | — |
| NU | NU HLDGS LTD | $2.0B | 141,628,383 | 0.12% | — |
This table is the 150 largest positions by value, out of 8,287 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by MORGAN STANLEY (CIK 895421, accession 0000895421-26-000183). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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