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 Dec 31, 2024, filed by Feb 15, 2025 · 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

Dec 2024 filings
SymbolGrowthStreakCrowd
NVVE 400% 1q RED
HTCR 400% 1q RED
STRW 333% 2q RED
PSIX 333% 1q RED
TATT 300% 1q RED
ELDN 238% 4q RED
CCEL 200% 1q RED
EDN 183% 4q RED
Fast pile-ins mark late money, not early money. These are caution flags, not picks.

Fire exits

institutions leaving fast
SymbolExitsNote
ACNB 4 funds out was crowded
ADMA 49 funds out was crowded
ACMR 28 funds out was crowded
AMC 40 funds out was crowded
APG 53 funds out was crowded
ATYR 6 funds out was crowded
ATEN 22 funds out was crowded
ATNI 17 funds out was crowded

Where the money spread

net new positions in under-owned names · Dec 2024
Pharmaceuticals, Biotechnology & Life Sciences 815
JANX +35 SRRK +34 TEM +32 ELDN +31 OKUR +26 SEPN +26
Software & Services 598
TTAN +77 AVPT +33 PONY +30 GDYN +29 ALKT +28 BTDR +27
Financial Services 473
IREN +34 WT +32 TIGR +24 STEP +23 CIFR +21 PAYO +20
Energy 317
TNK +62 TK +56 KGS +30 SEI +28 STNG -28 YPF +26
Materials 297
MAGN +101 PRM +76 EXK +17 PACK -17 WS -17 TGLS +17
Technology Hardware & Equipment -831
ANET -1166 RGTI +87 QBTS +65 QUBT +46 TEL -45 INGM +32
Semiconductors & Semiconductor Equipment -1045
LRCX -1049 DIOD -24 CAMT -23 TSEM +21 SITM +17 UCTT -16
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

Dec 2024 filings · biggest moves by dollars
WhaleMoveSymbolSize
Baillie Gifford ADDED APP $1.3B
Warren Buffett NEW STZ $1.2B
Ken Griffin ADDED BA $942M
Steve Cohen NEW AMZN $918M
Bill Nygren ADDED KDP $870M
Ken Griffin ADDED AMZN $717M
Bill Nygren NEW ABNB $703M
Ken Griffin ADDED AJG $674M
Bill Nygren NEW ELV $672M
Chase Coleman ADDED SPOT $563M
Steve Cohen ADDED MSFT $554M
Warren Buffett ADDED DPZ $450M
Baillie Gifford ADDED ELF $427M
Dan Loeb EXITED BBWI $376M
Terry Smith EXITED AAPL $363M
Steve Cohen NEW T $355M
Joel Greenblatt ADDED SPY $331M
Chase Coleman ADDED RDDT $299M
Chase Coleman EXITED LRCX $288M
Glenn Greenberg EXITED APO $284M
Baillie Gifford NEW DKNG $247M
Tom Gayner NEW BLK $226M
David Tepper ADDED VST $222M
Paul Singer EXITED CAH $221M
Holdings as of Dec 31, 2024, filed by Feb 15, 2025. These moves happened during the quarter; the filing tells you after the fact.