Insights

Analysis and observations on institutional investment activity.

May 25, 2026

A Tech Shakeup in the Making: How Institutions Rearranged the Sector in Q1 2026

Tech is not moving as one block anymore. Q1 2026 filings show institutional managers cut roughly 4,500 holder positions across…

May 21, 2026

Where Institutional Options Bets Actually Sit in Q1

Options notional on 13F filings has nearly doubled in three years to $4.7 trillion, but most of that is dealer flow. Strip it out…

May 18, 2026

Q1 2026 13F Final Tally: Which Early Signals Held and What Only the Full Universe Revealed

All 8,572 Q1 2026 13F filings are in. The energy rotation, semiconductor equipment cluster, and growth tech exits held across the…

May 14, 2026

Inside Big Tech's 13Fs: Nvidia's $13 Billion Quarter, Pfizer's BioNTech Exit

Nvidia took 4% of Intel. Pfizer fully exited BioNTech. Amazon's 13F is essentially $3 billion of Rivian. A small set of operating…

May 11, 2026

The Quiet Boom in Option Income ETFs

In three years the option income ETF category went from a few-dozen funds to roughly 160, with combined net assets crossing $140…

May 7, 2026

Three Stocks, 35% of the Fund: What Growth-Index Concentration Looks Like Now

Across the largest growth funds, top-10 concentration now tops 60% — roughly three times what value funds carry. T. Rowe Price…

May 4, 2026

The Late 2025 Rotation: Inside Fund Flows to Metals, Bonds, and Defense

A copper mining ETF doubled in size. Gold and silver funds surged. Treasuries absorbed billions. Defense and infrastructure grew.…

May 1, 2026

A Handful of Credit Funds Got Less Liquid Last Quarter — Without Buying a Thing

Seven credit funds saw their hard-to-sell holdings move sharply between November and February. In most of them, no trades drove…

Apr 30, 2026

High-Conviction Portfolios: What 13F Concentration Data Shows About How Managers Bet

86% of $50B+ managers hold Nvidia in their top ten. Among sub-$500M managers, 52% don't hold a single Mag 7 stock. The biggest…

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Disclaimer: The content published in Insights is for informational purposes only and does not constitute investment advice, a recommendation to buy or sell any security, or an offer or solicitation of any kind. All data is sourced from publicly available SEC EDGAR filings and may be incomplete, delayed, or contain errors — do not rely on it as the sole basis for any investment decision. Always conduct your own independent research and consult a qualified financial advisor before making any investment decisions. Past performance is not indicative of future results.