Fund Intelligence
Fund Intelligence

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Data-driven insights from 340 institutional managers and 533K+ holdings. Latest quarter: 2024-Q4.

Crowded Trades

Most widely held stock

MICROSOFT CORP

Held by 130 managers with a combined value of $325.2T.

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Scale

Largest portfolio manager

BlackRock, Inc.

Manages $4.9T across 5,334 positions.

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Concentration

Most concentrated large fund

67.7% in top position

MEMBERS CAPITAL ADVISORS INC allocates 67.7% of its equity portfolio to a single stock.

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Diversification

Most diversified portfolio

7,927 unique stocks

MORGAN STANLEY holds more unique equity CUSIPs than any other manager in the dataset.

Derivatives

Most options-heavy manager

73.2% options

GROUP ONE TRADING LLC has 73.2% of its 6,549 positions in puts or calls.

Smart Money

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.

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Market Size

Total AUM tracked (2024-Q4)

$7588.7T

Combined 13F equity portfolio value for all 340 managers in the latest reporting quarter.

Industry

Average institutional portfolio

$27.0T

Mean portfolio value across all 340 managers, spanning from sub-$100M boutiques to multi-trillion mega-managers.

History

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.

Research | Fund Intelligence