EdgeStacker Tools

Smart Money Radar

Every institutional position in US stocks, from SEC filings, rebuilt honestly. See who owns what, watch the crowd arrive and leave, and know when a trade is already crowded. Tested against ten years of history before we showed you any of it.

Featured whales ALL 37 WHALES ›
W
Warren Buffett
$263.1B book
top AAPL 22%
copycat 2.77x
B
Bill Ackman
$13.7B book
top BN 18%
copycat 3.92x
D
David Tepper
$5.9B book
top AMZN 15%
copycat 4.43x
S
Stanley Druckenmiller
$2.9B book
top NTRA 21%
copycat 5.23x
C
Carl Icahn
$8.6B book
top IEP 48%
copycat 0.53x
C
Cathie Wood
$12.9B book
top TSLA 8%
copycat 3.38x
Holdings as of Mar 31, 2024, filed by May 16, 2024 · next drop mid Aug

The whale race

what copying each whale's filings returned, $1 at your chosen start
What a copycat would have made: buying each filed book, bought at every filing deadline, rebalanced quarterly. Price returns, dividends excluded on all lines. Copycat of public filings, not the fund's actual performance. * = under 80% of the book priceable, read loosely.
The quarter
The Crowd Meter: quiet ownership crowd arriving crowded, late-money risk

Crowd arriving fastest

Mar 2024 filings
SymbolGrowthStreakCrowd
KARO 400% 1q RED
AMPX 400% 1q RED
ASTC 400% 1q RED
CYN 400% 1q RED
ECOR 400% 1q RED
EVO 400% 1q RED
GHG 400% 1q RED
LPTH 400% 1q RED
Fast pile-ins mark late money, not early money. These are caution flags, not picks.

Fire exits

institutions leaving fast
SymbolExitsNote
ACMR 3 funds out was crowded
ANF 3 funds out was crowded
ASO 6 funds out was crowded
GOLF 2 funds out was crowded
AEHR 4 funds out was crowded
AGEN 2 funds out was crowded
ALGM 6 funds out was crowded
AWR 5 funds out was crowded

Where the money spread

net new positions in under-owned names · Mar 2024
Pharmaceuticals, Biotechnology & Life Sciences 14672
BHVN +114 ONC +110 VCEL +108 XENE +108 CPRX +107 GERN +107
Banks 8857
ASB +110 ABCB +109 UCB +108 AUB +107 FFIN +107 TCBI +106
Capital Goods 7728
ATMU +114 KAI +111 DNOW +110 AIN +109 PATK +109 EMBJ +106
Financial Services 7012
BGC +113 BFH +110 PIPR +104 EVTC +102 LAZ +101 FUTU +99
Energy 6483
HESM +112 WHD +111 PARR +109 GLNG +109 DNN +108 KOS +108
Click a sector to see which names drove the flow. Numbers are net funds in minus funds out, under-owned names only.

What the whales just did

Mar 2024 filings · biggest moves by dollars
Moves history for this quarter is still being computed. The newest quarter is always available.