Stock Pickers

Funds that buy things because someone decided to. ARK, Avantis, Corgi, Sprott and Amplify's thematic line. Option-income funds are excluded here on purpose — their stock book is collateral for an overlay and churns by design, so counting it as conviction was putting other people's mechanics on this board.

Oct 23, 2026 · active-equity funds only

What are institutions as a whole doing?

61 stock-picking funds ($287.9B combined, income funds excluded) blended by AUM — net position changes since yesterday.

↑ Accumulating

WTB

WHITBREAD PLC COMMON STOCK GBP.767974

+0.047%

0.00→0.05% · 3 funds

LLY

ELI LILLY + CO COMMON STOCK

+0.044%

1.01→1.05% · 10 funds

AAPL

APPLE INC COMMON STOCK USD.00001

+0.032%

1.29→1.32% · 11 funds

DIS

D AMICO INTERNATIONAL SHIPPI COMMON STOCK

+0.029%

0.02→0.05% · 5 funds

UNP

UNION PACIFIC CORP COMMON STOCK USD2.5

+0.020%

0.48→0.50% · 6 funds

SBUX

STARBUCKS CORP COMMON STOCK USD.001

+0.018%

0.45→0.47% · 6 funds

A005930

Samsung Electronics Co Ltd

+0.018%

2.29→2.31% · 6 funds

V

VISA INC CLASS A SHARES COMMON STOCK USD.0001

+0.018%

0.46→0.48% · 11 funds

LULU

LULULEMON ATHLETICA INC COMMON STOCK USD.005

+0.017%

0.02→0.04% · 9 funds

CMCSA

COMCAST CORP CLASS A COMMON STOCK USD.01

+0.017%

0.40→0.42% · 3 funds

VRTX

VERTEX PHARMACEUTICALS INC COMMON STOCK USD.01

+0.015%

0.43→0.44% · 7 funds

RTX

RTX CORP COMMON STOCK USD1.0

+0.013%

0.50→0.51% · 5 funds

↓ Trimming

META

META PLATFORMS INC CLASS A COMMON STOCK USD.000006

-0.091%

1.81→1.72% · 15 funds

A000660

SK Hynix Inc

-0.075%

2.00→1.92% · 8 funds

NVDA

NVIDIA CORP COMMON STOCK USD.001

-0.069%

2.24→2.17% · 19 funds

MU

MICRON TECHNOLOGY INC COMMON STOCK USD.1

-0.055%

2.58→2.53% · 10 funds

AMZN

AMAZON.COM INC COMMON STOCK USD.01

-0.047%

1.46→1.41% · 16 funds

AVGO

BROADCOM INC COMMON STOCK

-0.044%

1.55→1.51% · 13 funds

TSM

TAIWAN SEMICONDUCTOR SP ADR ADR

-0.033%

1.48→1.45% · 13 funds

WDC

WESTERN DIGITAL CORP COMMON STOCK USD.01

-0.029%

0.35→0.32% · 5 funds

AMAT

APPLIED MATERIALS INC COMMON STOCK USD.01

-0.028%

0.35→0.32% · 7 funds

MRNA

MODERNA INC COMMON STOCK USD.0001

-0.027%

0.25→0.22% · 4 funds

MSFT

MICROSOFT CORP COMMON STOCK USD.00000625

-0.026%

2.54→2.51% · 12 funds

CMG

CHIPOTLE MEXICAN GRILL INC COMMON STOCK USD.01

-0.025%

0.10→0.08% · 8 funds

Accumulating

Conviction-scored buys across stock-picking funds

WTB
WHITBREAD PLC COMMON STOCK GBP.767974Consumer Discretionary
+0.682%
≈ $135.9M
DIS
WALT DISNEY CO/THE COMMON STOCK USD.01Communication Services
+0.327%
≈ $83.6M
LULU
LULULEMON ATHLETICA INC COMMON STOCK USD.005
+0.180%
≈ $46.1M
MRNA
MODERNA INC COMMON STOCK USD.0001Health Care
+0.136%
≈ $34.8M
META2 fam
Meta Platforms IncCommunication Services
+0.327%
≈ $18.2M
FTT
FINNING INTERNATIONAL INC COMMON STOCKIndustrials
+0.127%
≈ $24.3M
LLY🔥2d
ELI LILLY + CO COMMON STOCKHealth Care
+0.045%
≈ $7.6M
APN
ASPEN PHARMACARE HOLDINGS LT COMMON STOCK ZAR.1390607Health Care
+0.051%
≈ $13.7M
WMT🔥5d
WALMART INC COMMON STOCK USD.1Consumer Staples
+0.043%
≈ $9.8M
CVX🔥5d
CHEVRON CORP COMMON STOCK USD.75Energy
+0.024%
≈ $4.6M

Reducing

Conviction-scored sells across stock-picking funds

A000660
SK Hynix Inc
-1.044%
≈ $120.9M
CMG
CHIPOTLE MEXICAN GRILL INC COMMON STOCK USD.01Consumer Discretionary
-0.305%
≈ $78.0M
WDC
WESTERN DIGITAL CORP COMMON STOCK USD.01Information Technology
-0.260%
≈ $66.6M
NVDA
NVIDIA CorpInformation Technology
-0.072%
≈ $18.5M
TER
TERADYNE INCInformation Technology
-0.297%
≈ $17.5M
AMGN
AMGEN INC COMMON STOCK USD.0001Health Care
-0.064%
≈ $16.4M
VID
VIDRALA SA COMMON STOCK EUR1.02Materials
-0.077%
≈ $15.3M
NFLX
NETFLIX INC COMMON STOCK USD.001Communication Services
-0.058%
≈ $14.9M
CRM
SALESFORCE INC COMMON STOCK USD.001Information Technology
-0.058%
≈ $14.7M
AMAT
Applied Materials IncInformation Technology
-0.038%
≈ $9.7M

Buying streaks

Accumulated for 3+ consecutive trading days by at least one fund

▲ 5d
WMT
WALMART INC COMMON STOCK USD.1
+0.043%≈ $9.8M1 fund
▲ 5d
CVX
CHEVRON CORP COMMON STOCK USD.75
+0.024%≈ $4.6M2 funds

Selling streaks

Distributed for 3+ consecutive trading days by at least one fund

No multi-day selling streaks right now.

Divergences

Same name, opposite directions — stock-pickers only

A000660
CHAT vs CGGO
NVDA
CHAT vs CGGR
NFLX
AVLV vs CGGR
AMAT
EUV vs CGGR
AMZN
CHAT vs CGGR
MSFT
CHAT vs CGGR

Sector flow

Drift-adjusted weight movement by sector

Communication Services+0.625%
Financials+0.312%
Consumer Discretionary+0.162%
Health Care+0.063%
Consumer Staples+0.011%
Information Technology-0.319%
Materials-0.268%
Energy-0.257%
Utilities-0.061%
Other-0.002%