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, 2026, filed by May 16, 2026 · 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 2026 filings
SymbolGrowthStreakCrowd
DXR 400% 2q RED
CRT 200% 1q RED
CITR 200% 2q RED
AVR 174% 2q RED
KSCP 171% 1q RED
SLGL 167% 1q RED
LPCN 157% 2q RED
HKD 150% 1q RED
Fast pile-ins mark late money, not early money. These are caution flags, not picks.

Fire exits

institutions leaving fast
SymbolExitsNote
ADMA 56 funds out was crowded
ADT 85 funds out was crowded
ACVA 34 funds out was crowded
ACMR 39 funds out was crowded
RERE 9 funds out was crowded
AMC 37 funds out was crowded
ATYR 5 funds out was crowded
ASPI 21 funds out was crowded

Where the money spread

net new positions in under-owned names · Mar 2026
Energy 530
VIST +48 KOS +30 WTTR +30 OIS +27 FRO +26 FET +24
Materials 469
HYMC +29 LXU +29 OI -29 AAUC +28 AUGO +22 IPI +19
Capital Goods 457
EQPT +61 KMT +30 FLY +28 ASTE +22 LYTS +22 ISSC +21
Technology Hardware & Equipment 189
RCAT +25 CALX -23 UMAC +23 INGM +21 BHE +18 XRX -17
Semiconductors & Semiconductor Equipment 184
ICHR +40 AXTI +39 PI -24 ALGM +21 AEHR +20 PDFS +17
Financial Services -289
PIPR -186 QFIN -36 BBUC +33 WD -29 OTF +26 FRMI +21
Software & Services -341
FUBO +40 BL -30 VRRM -25 APPN -24 BRZE -24 NCNO -24
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 2026 filings · biggest moves by dollars
WhaleMoveSymbolSize
Warren Buffett ADDED GOOGL $10.0B
Bill and Melinda Gates Foundation EXITED MSFT $3.7B
Warren Buffett EXITED V $2.9B
Warren Buffett NEW DAL $2.6B
Ken Griffin ADDED IVV $2.6B
Bill Ackman NEW MSFT $2.1B
Joel Greenblatt ADDED SPY $1.3B
Bill Nygren ADDED NFLX $945M
Bill Nygren NEW MRSH $897M
Bill Ackman EXITED HLT $870M
Bill Nygren NEW SUNB $759M
Chase Coleman ADDED TSM $749M
Ken Griffin ADDED MU $682M
Baillie Gifford ADDED PBR $572M
Dan Loeb EXITED PCG $551M
Chase Coleman EXITED VEEV $540M
Ken Griffin ADDED META $518M
Baillie Gifford ADDED BAP $515M
Carl Icahn EXITED SWX $483M
Steve Cohen ADDED META $476M
Steve Cohen ADDED AMAT $464M
Dan Loeb EXITED MSFT $447M
Terry Smith EXITED INTU $414M
David Tepper ADDED AMZN $397M
Holdings as of Mar 31, 2026, filed by May 16, 2026. These moves happened during the quarter; the filing tells you after the fact.