Research
Data-driven insights from 340 institutional managers and 533K+ holdings. Latest quarter: 2024-Q4.
Most widely held stock
MICROSOFT CORP
Held by 130 managers with a combined value of $325.2T.
Most concentrated large fund
67.7% in top position
MEMBERS CAPITAL ADVISORS INC allocates 67.7% of its equity portfolio to a single stock.
Most diversified portfolio
7,927 unique stocks
MORGAN STANLEY holds more unique equity CUSIPs than any other manager in the dataset.
Most options-heavy manager
73.2% options
GROUP ONE TRADING LLC has 73.2% of its 6,549 positions in puts or calls.
New entries in 2024-Q4
982 new CUSIPs
982 equity CUSIPs first appeared in institutional portfolios in 2024-Q4 that were absent in 2024-Q3.
Total AUM tracked (2024-Q4)
$7588.7T
Combined 13F equity portfolio value for all 340 managers in the latest reporting quarter.
Average institutional portfolio
$27.0T
Mean portfolio value across all 340 managers, spanning from sub-$100M boutiques to multi-trillion mega-managers.
Highest-value quarter on record
2024-Q4
2024-Q4 had the highest aggregate equity holdings value at $7588.7T.
About This Data
All insights derive from SEC EDGAR 13F-HR filings, which institutional managers with over $100M in qualifying assets must file quarterly. Our dataset covers 340 managers, 533,764 holdings, and 29 quarters of history. Data is refreshed by running npm run ingest:sec. 13F filings are due 45 days after quarter end.