Portfolio Monitoring
The Institutional Tracker compiles data from 13F filings, which U.S. institutions are required to submit each quarter. This means you can see the latest available holdings across a wide range of funds, including their largest positions and the changes from one quarter to the next.

Aggregate vs. Individual Views
By default, the tracker shows the combined activity of all tracked institutions, giving you a big-picture view of where institutional money is being invested. You can also filter down to a single institution (e.g., Berkshire Hathaway) to view that firm’s unique portfolio breakdown.

Buy & Sell Trends
The core table highlights both the biggest holdings and the largest quarter-over-quarter changes.
- A sharp increase in holdings suggests strong institutional buying.
- A decrease signals distribution or reduced confidence in that stock.

For example, if the tracker shows a $120B increase in Nvidia holdings across institutions, it suggests widespread accumulation. Conversely, large reductions in companies like Disney or Intel could point to significant selling pressure.

Visual Insights
The pie chart view offers a quick snapshot of institutional favorites. You can instantly see which stocks dominate portfolios across the funds being tracked. Switching to individual views reshapes the chart to reflect a single firm’s holdings—helping you spot concentrated bets.

Assets Under Management
Alongside portfolio data, the tracker shows the total assets under management (AUM) for each firm. With numbers often in the trillions, this provides useful context for the weight and influence of each institution’s activity.