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, 2025, filed by May 16, 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

Mar 2025 filings
SymbolGrowthStreakCrowd
QNTM 400% 1q RED
HFFG 233% 1q RED
STIM 206% 1q RED
SLS 200% 1q RED
CNVS 200% 1q RED
RNXT 175% 2q RED
FRHC 167% 2q RED
ELTX 150% 1q RED
Fast pile-ins mark late money, not early money. These are caution flags, not picks.

Fire exits

institutions leaving fast
SymbolExitsNote
AAON 82 funds out was crowded
ADMA 38 funds out was crowded
ADT 41 funds out was crowded
ACVA 30 funds out was crowded
AMC 32 funds out was crowded
ATYR 9 funds out was crowded
ATNI 8 funds out was crowded
ASTS 39 funds out was crowded

Where the money spread

net new positions in under-owned names · Mar 2025
Health Care Equipment & Services 193
BBNX +38 STIM +35 WAY +35 TNDM -29 STAA -24 ALHC +23
Energy 175
VG +72 FLOC +39 INR +36 AESI +33 KOS -26 ASC -20
Software & Services 173
SAIL +74 CRWV +69 BBAI +41 VNET +39 AMPL +25 RPD -22
Banks 138
BUSE +28 NPB +25 FHB +17 BOKF -16 SHBI +16 EFSI +14
Materials 138
LAR +68 USAR +28 SBSW -22 IAG +20 NAK +17 ECVT -15
Semiconductors & Semiconductor Equipment -212
LRCX -42 PI -39 ACMR +35 ACLS -23 TSEM -21 FORM -19
Consumer Discretionary Distribution & Retail -261
JMIA -24 RVLV -21 SIG -17 HZO -16 EVGO -14 WRBY +13
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 2025 filings · biggest moves by dollars
WhaleMoveSymbolSize
Bill Ackman NEW UBER $2.2B
Paul Singer ADDED PSX $1.9B
Ken Griffin ADDED SCHW $1.5B
Bill Ackman EXITED NKE $1.4B
Ken Griffin ADDED QQQ $1.1B
Warren Buffett EXITED C $1.0B
Warren Buffett ADDED STZ $961M
Terry Smith EXITED PEP $861M
Baillie Gifford EXITED AMD $767M
Warren Buffett NEW NUE $693M
Bill Nygren ADDED KDP $576M
Ken Griffin ADDED GEHC $520M
Lei Zhang ADDED PDD $512M
Bill Nygren ADDED ABNB $485M
Chase Coleman ADDED VEEV $481M
Jeffrey Ubben ADDED META $461M
Joel Greenblatt ADDED SPY $447M
Chase Coleman NEW APP $442M
Dan Loeb EXITED DHR $436M
Paul Singer EXITED NRG $433M
Dan Loeb EXITED META $389M
Terry Smith ADDED ZTS $382M
Chase Coleman NEW Z $358M
Lei Zhang ADDED FUTU $351M
Holdings as of Mar 31, 2025, filed by May 16, 2025. These moves happened during the quarter; the filing tells you after the fact.