Oct 27, 2026 Β· 13387 position changes across 142 funds Β· Ξ vs Mon Oct 26
61 stock-picking funds ($288.3B combined, income funds excluded) blended by AUM β net position changes since yesterday.
β Accumulating
SK Hynix Inc
2.02β2.07% Β· 8 funds
NVIDIA CORP COMMON STOCK USD.001
2.16β2.20% Β· 19 funds
TESLA INC COMMON STOCK USD.001
0.78β0.82% Β· 10 funds
MICRON TECHNOLOGY INC COMMON STOCK USD.1
2.60β2.63% Β· 10 funds
BROADCOM INC COMMON STOCK
1.51β1.54% Β· 13 funds
MICROSOFT CORP COMMON STOCK USD.00000625
2.54β2.57% Β· 12 funds
Samsung Electronics Co Ltd
2.33β2.34% Β· 6 funds
TAIWAN SEMICONDUCTOR SP ADR ADR
1.48β1.49% Β· 13 funds
CISCO SYSTEMS INC COMMON STOCK USD.001
0.55β0.57% Β· 6 funds
RTX CORP COMMON STOCK USD1.0
0.51β0.52% Β· 5 funds
INTEL CORP COMMON STOCK USD.001
0.27β0.28% Β· 7 funds
VIASAT INC COMMON STOCK USD.0001
0.09β0.09% Β· 5 funds
APPLIED MATERIALS INC COMMON STOCK USD.01
0.33β0.33% Β· 7 funds
WESTERN DIGITAL CORP COMMON STOCK USD.01
0.32β0.32% Β· 5 funds
STARBUCKS CORP COMMON STOCK USD.001
0.46β0.47% Β· 6 funds
ABERCROMBIE + FITCH CO CL A COMMON STOCK USD.01
0.09β0.10% Β· 6 funds
ROLLS ROYCE HOLDINGS PLC COMMON STOCK GBP.2
0.08β0.09% Β· 4 funds
CORNING INC COMMON STOCK USD.5
0.17β0.18% Β· 5 funds
TWIST BIOSCIENCE CORP
0.12β0.13% Β· 4 funds
PAR PACIFIC HOLDINGS INC COMMON STOCK USD.01
0.06β0.06% Β· 4 funds
GE VERNOVA INC COMMON STOCK USD.01
0.10β0.10% Β· 5 funds
CLOUDFLARE INC CLASS A COMMON STOCK USD.001
0.39β0.39% Β· 10 funds
ROYAL CARIBBEAN CRUISES LTD COMMON STOCK USD.01
0.43β0.43% Β· 8 funds
ARM Holdings PLC
0.06β0.06% Β· 2 funds
COMFORT SYSTEMS USA INC COMMON STOCK USD.01
0.05β0.06% Β· 6 funds
β Trimming
META PLATFORMS INC CLASS A COMMON STOCK USD.000006
1.71β1.67% Β· 15 funds
APPLE INC COMMON STOCK USD.00001
1.32β1.30% Β· 11 funds
ALPHABET INC CL A COMMON STOCK USD.001
1.16β1.14% Β· 12 funds
COMCAST CORP CLASS A COMMON STOCK USD.01
0.42β0.40% Β· 3 funds
PETROLEO BRASILEIRO SPON ADR ADR
0.08β0.07% Β· 3 funds
XP INC CLASS A COMMON STOCK
0.02β0.01% Β· 2 funds
MASTERCARD INC A COMMON STOCK USD.0001
0.39β0.38% Β· 11 funds
NU HOLDINGS LTD/CAYMAN ISL A COMMON STOCK USD.000006667
0.06β0.05% Β· 8 funds
CIRCLE INTERNET GROUP INC COMMON STOCK
0.17β0.16% Β· 10 funds
CXMT CORPORATION
0.33β0.32% Β· 1 fund
VERTEX PHARMACEUTICALS INC COMMON STOCK USD.01
0.44β0.43% Β· 7 funds
ALPHABET INC CL C COMMON STOCK USD.001
0.51β0.50% Β· 8 funds
NETFLIX INC COMMON STOCK USD.001
0.22β0.21% Β· 8 funds
PETROLEO BRASIL SP PREF ADR ADR
0.05β0.04% Β· 2 funds
CIA SANEAMENTO BASICO DE ADR ADR
0.03β0.02% Β· 3 funds
VISA INC CLASS A SHARES COMMON STOCK USD.0001
0.46β0.46% Β· 10 funds
DOORDASH INC A COMMON STOCK USD.00001
0.11β0.10% Β· 9 funds
ADYEN NV COMMON STOCK EUR.01
0.04β0.03% Β· 4 funds
VERIZON COMMUNICATIONS INC COMMON STOCK USD.1
0.15β0.15% Β· 5 funds
UNITEDHEALTH GROUP INC COMMON STOCK USD.01
0.25β0.24% Β· 6 funds
STRATEGY INC COMMON STOCK USD.001
0.13β0.12% Β· 5 funds
BANCO BRADESCO ADR ADR
0.02β0.01% Β· 2 funds
ITAU UNIBANCO H SPON PRF ADR ADR
0.02β0.02% Β· 2 funds
ITAU UNIBANCO HOLDING S PREF PREFERENCE
0.02β0.02% Β· 1 fund
UBER TECHNOLOGIES INC COMMON STOCK USD.00001
0.27β0.26% Β· 8 funds
Grouped by signal. Pick a horizon to spotlight it across every name β or keep βAllβ to see Month (faint) Β· Week Β· Day (bright) stacked.
ELI LILLY + CO COMMON STOCK Β· 10 funds
SK Hynix Inc Β· 8 funds
MICRON TECHNOLOGY INC COMMON STOCK USD.1 Β· 10 funds
INTEL CORP COMMON STOCK USD.001 Β· 7 funds
STRIKE ENERGY LTD COMMON STOCK Β· 10 funds
APPLIED MATERIALS INC COMMON STOCK USD.01 Β· 7 funds
WESTERN DIGITAL CORP COMMON STOCK USD.01 Β· 5 funds
| Ticker | Name | Fund | Type | Shares / contracts: previous β current | Flow | Ξ Weight |
|---|---|---|---|---|---|---|
Palantir Technologies IncInformation Technology | PLTW | ADD | 135,550 β 476,983 | +24.866%β $7.5M | ||
Rivian Automotive Inc | SLTY | β EXIT | -39,700 β 0 | +2.634%β $527k | ||
Amazon.com IncConsumer Discretionary | ULTY | β
NEW | 0 β 62,200 | +2.491%β $12.5M | ||
Palantir Technologies IncInformation Technology | ULTY | TRIM | 150,000 β 93,000 | -1.821%β $9.1M | ||
Tesla IncConsumer Discretionary | TSLW | TRIM | 39,325 β 37,081 | -0.947%β $379k | ||
SEAGATE CLL OPT 11/26 565 | EGGY | β
NEW | 0 β -149 | - | -0.851% | |
BE US 11/06/26 C177.5 | EGGY | β
NEW | 0 β -385 | - | -0.707% | |
LITE US 11/06/26 C710 | EGGY | β
NEW | 0 β -83 | - | -0.666% | |
ADVANCED MICRO DEVICESInformation Technology | ARKQ | TRIM | 132,928 β 115,936 | -0.498%β $5.5M | ||
Core Scientific Inc | BLOK | ADD | 1,479,553 β 1,798,070 | +0.497%β $5.0M | ||
Cleanspark Inc | BLOK | ADD | 1,953,817 β 2,510,281 | +0.495%β $4.9M | ||
SEAGATE CLL OPT 11/26 565 | EGGS | β
NEW | 0 β -31 | - | -0.495% | |
Robinhood Markets IncFinancials | HOOW | TRIM | 52,149 β 52,149 | -0.493% | ||
Cipher Digital Inc | BLOK | ADD | 2,392,879 β 2,943,139 | +0.489%β $4.9M | ||
COHR US 11/06/26 C190 | EGGS | β
NEW | 0 β -74 | - | -0.466% | |
LITE US 11/06/26 C710 | EGGS | β
NEW | 0 β -20 | - | -0.448% | |
SK HYNIX CLL OPT 11/26 122 | EGGY | β
NEW | 0 β -277 | - | -0.386% | |
COHR US 11/06/26 C190 | EGGY | β
NEW | 0 β -165 | - | -0.372% | |
VERTIV H CLL OPT 11/26 170 | EGGY | β
NEW | 0 β -176 | - | -0.365% | |
TAIWAN SEMICONDUCTOR-SP ADRInformation Technology | ARKQ | TRIM | 161,407 β 146,670 | -0.343%β $3.8M | ||
SANDISK CLL OPT 11/26 1085 | EGGY | β
NEW | 0 β -28 | - | -0.339% | |
BE US 11/06/26 C177.5 | EGGS | β
NEW | 0 β -58 | - | -0.297% | |
AEROVIRONMENT INC | ARKQ | ADD | 378,052 β 417,510 | +0.284%β $3.1M | ||
SK HYNIX CLL OPT 11/26 122 | EGGS | β
NEW | 0 β -72 | - | -0.280% | |
Costco Wholesale CorpConsumer Staples | QDVO | ADD | 11,002 β 13,002 | +0.261%β $1.8M | ||
LITE US 11/06/26 C710 | EGGQ | β
NEW | 0 β -13 | - | -0.226% | |
NVIDIA CorpInformation Technology | NVDW | ADD | 87,516 β 88,896 | +0.224% | ||
Broadcom IncInformation Technology | QDVO | ADD | 76,444 β 81,444 | +0.213%β $1.5M | ||
SEAGATE CLL OPT 11/26 565 | EGGQ | β
NEW | 0 β -17 | - | -0.210% | |
MICRON TECHNOLOGY INC COMMON STOCK USD.1Information Technology | CGGO | TRIM | 231,648 β 205,885 | -0.199%β $23.9M | ||
LITE US 11/06/26 C880 | EGGY | β
NEW | 0 β 83 | - | +0.195% | |
Caterpillar IncIndustrials | DIVO | ADD | 548,493 β 576,493 | +0.189%β $7.5M | ||
BE US 11/06/26 C177.5 | EGGQ | β
NEW | 0 β -46 | - | -0.183% | |
SEAGATE CLL OPT 11/26 697.500 | EGGY | β
NEW | 0 β 149 | - | +0.178% | |
ARCHER AVIATION INC-A | ARKQ | ADD | 9,581,656 β 10,363,510 | +0.178%β $2.0M | ||
HOOD US 11/20/26 C102 | CEPI | β
NEW | 0 β -585 | - | -0.177% | |
BE US 11/06/26 C217.5 | EGGY | β
NEW | 0 β 385 | - | +0.174% | |
Micron Technology IncInformation Technology | DRAM | ADD | 5,846,821 β 5,836,100 | +0.172%β $46.9M | ||
IWM 11/19/2027 27.81 C | RDTE | TRIM | 5,493 β 5,493 | - | -0.169% | |
Samsung Electronics Co Ltd | DRAM | ADD | 29,306,376 β 29,252,629 | +0.157%β $42.9M | ||
NFLX 11/20/2026 77.01 P | NFLY | TRIM | -4,945 β -4,838 | - | -0.150% | |
MRNA 11/20/2026 135.01 C | MRNY | TRIM | 11,650 β 11,650 | - | -0.145% | |
RUT 12/18/2026 310.26 C | RDTY | TRIM | 56 β 56 | - | -0.145% | |
ADYEN NV COMMON STOCK EUR.01 | CGGO | TRIM | 68,387 β 52,854 | -0.138%β $16.5M | ||
COHR US 11/06/26 C235 | EGGS | β
NEW | 0 β 74 | - | +0.135% | |
LITE US 11/06/26 C880 | EGGS | β
NEW | 0 β 20 | - | +0.131% | |
SK Hynix Inc | DRAM | ADD | 3,923,748 β 3,916,435 | +0.130%β $35.6M | ||
MPWR US 11/20/26 C1220 | SOXY | β
NEW | 0 β -13 | - | -0.124% | |
NU HOLDI CLL OPT 10/26 16 | LFGY | β EXIT | -1,796 β 0 | - | +0.122% | |
SK HYNIX CLL OPT 11/26 122 | EGGQ | β
NEW | 0 β -40 | - | -0.121% |