Security

Smart Money Stocks — Top 25 stocks by alpha-weighted hedge fund ownership. Full screener with filters →
# Ticker Company Holders Total Value Smart Score
1INGMINGRAM MICRO HLDG CORP145$21.81B0.9235
2CTOSCUSTOM TRUCK ONE SOURCE INC178$11.31B0.9194
3AKAA K A BRANDS HLDG CORP21$0.07B0.9172
4MHMCGRAW HILL INC98$5.21B0.9095
5CNACNA FINL CORP292$13.06B0.9036
6SBDSSOLO BRANDS INC22$0.01B0.8994
7BALYBALLYS CORPORATION56$0.62B0.8951
8SAILSAILPOINT INC204$11.42B0.8926
9SBILSIMPLIFY EXCHANGE TRADED FUN10$4.38B0.8895
10PABUISHARES TR26$1.55B0.8890
11LUCKLUCKY STRIKE ENTERTAINMENT64$0.60B0.8825
12FLYXFLYEXCLUSIVE INC44$0.11B0.8794
13OLPXOLAPLEX HLDGS INC137$0.76B0.8721
14G21307106CI&T INC43$0.23B0.8714
15RYIRYERSON HLDG CORP161$2.98B0.8668
16LOTLOTUS TECHNOLOGY INC11$0.01B0.8648
1730190A104F&G ANNUITIES &LIFE INC439$3.86B0.8645
18SCORCOMSCORE INC24$0.03B0.8621
19BAMBROOKFIELD ASSET MANAGMT LTD639$78.27B0.8598
20ANEBANEBULO PHARMACEUTICALS INC19$0.09B0.8597
21FEAM5E ADVANCED MATERIALS INC33$0.03B0.8596
22BAYABAYER A G17$0.08B0.8588
23BRNSBARINTHUS BIOTHERAPEUTICS PL13$0.05B0.8580
24ITHINTERNATIONAL TOWER HILL MI53$0.26B0.8569
25NCSMNCS MULTISTAGE HLDGS INC28$0.07B0.8545
26000000000CONFIDENTIAL114$6.46B0.8533
27AQLTISHARES TR15$0.20B0.8530
28VRMVROOM INC44$0.10B0.8480
29BBUCBROOKFIELD BUSINESS CORP131$2.28B0.8450
3067080N119NUVATION BIO INC21$0.01B0.8448
3129977X105EVERCOMMERCE INC90$1.98B0.8417
32ARDTARDENT HEALTH INC126$0.95B0.8406
33BH/ABIGLARI HLDGS INC35$0.33B0.8394
34GBTGGlobal Business Travel Group, Inc.167$2.22B0.8393
35SVVSAVERS VALUE VLG INC151$1.47B0.8386
36KLRSKALARIS THERAPEUTICS INC52$0.15B0.8382
37LIQTLIQTECH INTL INC17$0.01B0.8382
38M2029K104BIRKENSTOCK HOLDING PLC252$7.06B0.8370
39G17434104BROOKFIELD WEALTH SOL LTD108$0.85B0.8358
40CRRFYCARREFOURSA10$0.01B0.8348
41G8656L130TH INTERNATIONAL LIMITED13$0.01B0.8345
42MCWMISTER CAR WASH INC215$1.84B0.8321
43SEATVIVID SEATS INC77$0.06B0.8300
44003CVR016ABIOMED INC10$0.00B0.8300
45G9471C206VERTICAL AEROSPACE LTD75$0.41B0.8289
46GIFTGIFTIFY INC14$0.00B0.8264
47VALNVALNEVA SE19$0.05B0.8260
48SNDASONIDA SENIOR LIVING INC68$0.47B0.8258
49SPUCSIMPLIFY EXCHANGE TRADED FUN17$0.10B0.8247
50VEONVEON LTD114$0.89B0.8240

Smart Score (0–1): Composite of alpha-weighted hedge fund ownership signals. Higher = stronger institutional conviction. Learn more

Top Stocks — Q4 25

Most widely held securities by institutional investors. Click a ticker to view full ownership detail, or use the Screener to filter by any criteria.

# Ticker Company Holders Inst. Value New ↑ Exits ↓ Score
1MSFTMicrosoft Corp6,183$2,581.70B811180.6591
2AAPLApple Inc5,990$2,545.06B93970.6566
3AMZNAmazon.com Inc5,974$1,596.14B1621130.6588
4NVDANvidia Corp5,708$3,088.28B1411160.6510
5GOOGLAlphabet Inc5,560$1,420.50B2521000.6587
6METAMeta Platforms Inc5,043$1,139.14B1522330.6532
7GOOGALPHABET INC5,013$988.64B240970.6594
8JPMJPMorgan Chase & Co4,994$626.34B118960.6528
9BRK/BBERKSHIRE HATHAWAY INC DEL4,793$455.15B1081390.6619
10SPYSPDR S&P 500 ETF TR4,599$895.83B1511430.6091
11AVGOBroadcom Inc4,586$1,237.21B2271200.6556
12VVisa Inc4,485$500.77B1331380.6682
13JNJJohnson & Johnson4,461$362.18B1751040.6550
14XOMExxon Mobil Corp4,441$329.51B1561090.6530
15LLYEli Lilly and Company4,378$838.23B3391050.6889
16WMTWalmart Inc4,328$324.08B175940.6472
17TSLATESLA INC4,257$881.79B1811350.6323
18HDHome Depot Inc4,104$246.14B1112280.6535
19ABBVABBVIE INC4,048$295.03B1261350.6526
20COSTCostco Wholesale Corp4,043$266.48B1131780.6480
21PGThe Procter & Gamble Co3,985$221.86B1151900.6557
22CVXCHEVRON CORP NEW3,931$221.17B1111440.6643
23IVViShares Core S&P 5003,909$557.10B116630.6709
24NDQINVESCO QQQ TR3,827$441.56B1691530.5857
25VOOVANGUARD INDEX FDS3,737$322.65B169950.6792
26ORCLOracle Corp3,705$260.18B1704120.6448
27MAMastercard Inc CL A3,683$434.24B1261220.6748
28IBMInternational Business Machine3,648$178.94B1891150.6450
29CSCOCisco Systems Inc3,640$230.01B1951180.6472
30BACBANK AMERICA CORP3,588$303.57B1711050.6683
31MRKMERCK & CO INC3,549$201.89B2811340.6506
32MCDMCDONALDS CORP3,536$157.61B1161380.6495
33CATCaterpillar Inc3,496$189.61B271940.6571
34VTIVANGUARD INDEX FDS3,487$154.51B114730.7042
35PEPPEPSICO INC3,482$148.34B1471260.6518
36NFLXNetflix Inc3,482$327.61B1853300.6486
37KOCOCA COLA CO3,450$219.69B1431210.6742
38RTXRTX CORPORATION3,295$194.60B2051030.6644
39UNHUNITEDHEALTH GROUP INC3,269$263.10B1752260.6469
40ABTAbbott Labs3,251$167.29B1271770.6623
41DISThe Walt Disney Co3,173$151.42B1291810.6552
42GEGE Aerospace3,171$248.61B186870.6753
43TSMTaiwan Semiconductor Manufactu3,100$259.57B2311020.6676
44AMDADVANCED MICRO DEVICES INC3,099$271.03B3911400.6301
45AMGNAmgen Inc3,064$141.74B220890.6581
46VZVerizon Communications Inc3,042$114.01B1262060.6526
47GLDSPDR GOLD TR3,020$188.99B202880.6020
48PLTRPALANTIR TECHNOLOGIES INC3,013$264.86B1961670.6327
49AXPAmerican Express Co3,006$213.88B215890.6945
50QCOMQUALCOMM INC2,971$138.55B1501240.6471

Source: SEC 13F-HR filings, Q4 25. Not investment advice.

KLAC KLA Corporation

COM
CUSIP: 482480100
FIGI: BBG000BMTFR4
Institutional Holders1,905
Total Institutional Value$136,777,037,223
Total Shares Held121,648,637
Avg Position$71,798,970
Top 5 Holders %36.9%
Alpha-Weighted Score66.4
New Positions+163
Exited Positions-97

Top 15 Institutional Holders by Value

New   Increased   Decreased   Unchanged

Institutional Holders — Q4 25

ManagerAlphaFlowValueSharesChange
VANGUARD GROUP INCHigh ConvictionMarket Mover$16,856,395,357 (12.3%)13,872,66312.9%
BLACKROCK FUNDING, INC. /DEHigh ConvictionMarket Mover$15,051,590,870 (11.0%)12,387,32518.0%
STATE STREET CORPHigh ConvictionMarket Mover$7,556,943,399 (5.5%)6,219,29713.2%
CAPITAL RESEARCH & MANAGEMENT CO - DIVISION 3High ConvictionSignificant Flow$6,626,466,959 (4.8%)5,450,8337.3%
CAPITAL WORLD INVESTORSHigh ConvictionMarket Mover$4,435,406,414 (3.2%)3,649,831-2.5%
GEODE CAPITAL MANAGEMENT, LLCHigh ConvictionMarket Mover$4,256,227,585 (3.1%)3,510,39113.8%
PRIMECAP MANAGEMENT CO/CA/High ConvictionSignificant Flow$3,494,523,909 (2.6%)2,875,962-8.4%
FMR LLCHigh ConvictionMarket Mover$3,091,425,862 (2.3%)2,544,21614.1%
NORGES BANKHigh ConvictionMarket Mover$2,986,416,334 (2.2%)2,457,79477.2%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/High ConvictionMarket Mover$2,114,338,836 (1.5%)1,740,0824.3%
MORGAN STANLEYModerate ConvictionMarket Mover$2,106,788,078 (1.5%)1,733,86613.6%
NORTHERN TRUST CORPHigh ConvictionMarket Mover$1,947,008,955 (1.4%)1,602,37110.4%
Invesco Ltd.Moderate ConvictionMarket Mover$1,927,837,108 (1.4%)1,586,59318.9%
BANK OF AMERICA CORP /DE/Moderate ConvictionMarket Mover$1,817,129,323 (1.3%)1,495,481-51.1%
GOLDMAN SACHS GROUP INCHigh ConvictionMarket Mover$1,814,920,543 (1.3%)1,493,663-22.8%
STATE FARM MUTUAL AUTOMOBILE INSURANCE COHigh ConvictionSignificant Flow$1,725,589,786 (1.3%)1,420,14512.7%
JANUS HENDERSON GROUP PLCHigh ConvictionMarket Mover$1,643,156,570 (1.2%)1,352,323-
ALKEON CAPITAL MANAGEMENT LLCHigh ConvictionSignificant Flow$1,349,182,286 (1.0%)1,110,36576.1%
LEGAL & GENERAL GROUP PLCHigh ConvictionMarket Mover$1,263,208,115 (0.9%)1,039,60914.0%
Bank of New York Mellon CorpHigh ConvictionMarket Mover$1,191,159,327 (0.9%)980,31313.0%
UBS GLOBAL ASSET MANAGEMENT AMERICAS INCModerate ConvictionMarket Mover$1,176,339,604 (0.9%)968,11710.9%
SCHWAB CHARLES INVESTMENT MANAGEMENT INCHigh ConvictionMarket Mover$1,163,852,227 (0.9%)957,840-28.3%
AMERIPRISE FINANCIAL INCModerate ConvictionMarket Mover$1,115,095,101 (0.8%)920,0757.5%
PICTET ASSET MANAGEMENT HOLDING SAHigh ConvictionMarket Mover$1,079,660,298 (0.8%)887,980-13.5%
OAKMONT PARTNERS LLCHigh ConvictionModerate Flow$1,053,870,477 (0.8%)867,32611.9%
SEGESPARHigh ConvictionMarket Mover$972,613,765 (0.7%)800,454-4.8%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPHigh ConvictionMarket Mover$941,078,245 (0.7%)774,49947.4%
SWEDBANK ABHigh ConvictionSignificant Flow$927,792,560 (0.7%)763,56531.1%
SUSQUEHANNA INTERNATIONAL GROUP, LLPModerate ConvictionMarket Mover$887,789,697 (0.6%)730,643-13.6%
DIMENSIONAL FUND ADVISORS LPHigh ConvictionMarket Mover$869,119,241 (0.6%)715,1757.9%
BARCLAYS PLCHigh ConvictionMarket Mover$833,809,771 (0.6%)686,218-8.9%
FRANKLIN RESOURCES INCHigh ConvictionMarket Mover$822,326,191 (0.6%)676,767-
FIRST TRUST ADVISORS LPHigh ConvictionMarket Mover$794,645,268 (0.6%)653,9865.8%
PARNASSUS INVESTMENTS, LLCHigh ConvictionModerate Flow$757,801,653 (0.6%)623,664-2.5%
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMHigh ConvictionSignificant Flow$738,879,212 (0.5%)608,09114.3%
ROYAL BANK OF CANADAHigh ConvictionMarket Mover$702,601,000 (0.5%)578,235-52.7%
UBS Group AGModerate ConvictionMarket Mover$697,918,866 (0.5%)574,3816.5%
CITADEL ADVISORS LLCModerate ConvictionMarket Mover$692,531,201 (0.5%)569,947111.5%
BNP PARIBAS FINANCIAL MARKETSModerate ConvictionMarket Mover$687,747,431 (0.5%)439,98371.4%
VICTORY CAPITAL MANAGEMENT INCHigh ConvictionMarket Mover$678,751,692 (0.5%)558,60030.0%
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLCHigh ConvictionSignificant Flow$618,181,818 (0.5%)508,75730.7%
JPMORGAN CHASE & COHigh ConvictionMarket Mover$591,068,649 (0.4%)486,443-71.0%
WELLINGTON MANAGEMENT GROUP LLPHigh ConvictionMarket Mover$532,239,063 (0.4%)438,0284.0%
BROWN BROTHERS HARRIMAN & COHigh ConvictionSignificant Flow$527,211,138 (0.4%)433,890-16.7%
DEUTSCHE BANK AG\\Moderate ConvictionMarket Mover$517,718,857 (0.4%)426,07814.5%
TD ASSET MANAGEMENT INCHigh ConvictionSignificant Flow$503,141,542 (0.4%)414,0813.9%
SCHRODER INVESTMENT MANAGEMENT GROUPHigh ConvictionMarket Mover$486,667,488 (0.4%)400,52331.2%
CITIGROUP INCModerate ConvictionMarket Mover$485,168,255 (0.4%)399,289-15.3%
MANUFACTURERS LIFE INSURANCE COMPANY, THEHigh ConvictionMarket Mover$484,165,170 (0.4%)398,388-12.8%
NATIONAL PENSION SERVICEHigh ConvictionSignificant Flow$442,408,198 (0.3%)364,09811.5%
SWISS NATIONAL BANKHigh ConvictionMarket Mover$439,372,928 (0.3%)361,6006.9%
WELLS FARGO & COMPANY/MNModerate ConvictionMarket Mover$435,169,328 (0.3%)358,14016.1%
POLAR CAPITAL HOLDINGS PLCHigh ConvictionSignificant Flow$415,799,161 (0.3%)342,19912.0%
RAFFERTY ASSET MANAGEMENT, LLCHigh ConvictionSignificant Flow$415,288,827 (0.3%)341,779-4.7%
Nuveen, LLCHigh ConvictionMarket Mover$406,173,297 (0.3%)334,277-32.8%
SUMITOMO MITSUI TRUST HOLDINGS, INC.High ConvictionSignificant Flow$395,638,554 (0.3%)325,60710.4%
OAKTOP CAPITAL MANAGEMENT II, L.P.Elite ConvictionLow Flow$377,571,529 (0.3%)310,7386.4%
MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.High ConvictionSignificant Flow$374,387,033 (0.3%)293,75924.0%
TWENTIETH CENTURY COMPANIES INCHigh ConvictionMarket Mover$367,593,347 (0.3%)302,52650.6%
ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.High ConvictionSignificant Flow$362,177,682 (0.3%)298,06914.8%
BANK OF NOVA SCOTIAHigh ConvictionSignificant Flow$352,313,707 (0.3%)289,952160.2%
ENVESTNET ASSET MANAGEMENT INCHigh ConvictionSignificant Flow$337,957,973 (0.2%)278,136-
ASSENAGON ASSET MANAGEMENT S.A.High ConvictionSignificant Flow$334,584,429 (0.2%)275,36032.1%
LAZARD ASSET MANAGEMENT LLCHigh ConvictionSignificant Flow$312,922,930 (0.2%)257,533471.1%
PROSHARE ADVISORS LLCHigh ConvictionSignificant Flow$312,308,368 (0.2%)257,02750.9%
RHUMBLINE ADVISERSHigh ConvictionMarket Mover$310,597,414 (0.2%)255,6194.7%
JANE STREET GROUP, LLCModerate ConvictionMarket Mover$310,280,399 (0.2%)255,35823.9%
ALLIANCEBERNSTEIN L.P.High ConvictionMarket Mover$306,782,183 (0.2%)252,47911.8%
TRUIST FINANCIAL CORPHigh ConvictionSignificant Flow$278,869,529 (0.2%)229,50717.1%
RAYMOND JAMES FINANCIAL INCModerate ConvictionMarket Mover$269,171,816 (0.2%)221,3645.5%
CAISSE DE DEPOT ET PLACEMENT DU QUEBECHigh ConvictionSignificant Flow$268,769,621 (0.2%)221,195145.0%
PRINCIPAL FINANCIAL GROUP INCHigh ConvictionMarket Mover$258,493,690 (0.2%)212,73810.6%
IMPAX ASSET MANAGEMENT GROUP PLCHigh ConvictionModerate Flow$258,171,616 (0.2%)212,473-4.8%
SQUAREPOINT OPS LLCModerate ConvictionSignificant Flow$254,726,941 (0.2%)209,63894.4%
Local Pensions Partnership Investment LtdHigh ConvictionLow Flow$253,539,195 (0.2%)208,700-70.5%
BANK OF MONTREAL /CAN/High ConvictionMarket Mover$250,576,487 (0.2%)206,222-38.7%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEMHigh ConvictionMarket Mover$250,447,429 (0.2%)206,11610.4%
ALLIANZ ASSET MANAGEMENT GMBHHigh ConvictionSignificant Flow$238,375,610 (0.2%)196,18114.2%
MILLENNIUM MANAGEMENT, L.L.C.Moderate ConvictionMarket Mover$236,309,973 (0.2%)194,48124.1%
NOMURA ASSET MANAGEMENT CO LTDHigh ConvictionSignificant Flow$235,110,690 (0.2%)193,49423.0%
CAPITAL RESEARCH GLOBAL INVESTORSHigh ConvictionSignificant Flow$233,226,100 (0.2%)191,94312.9%
JENSEN INVESTMENT MANAGEMENT INCHigh ConvictionModerate Flow$230,274,671 (0.2%)189,514-18.7%
PUBLIC SECTOR PENSION INVESTMENT BOARDHigh ConvictionSignificant Flow$211,180,904 (0.2%)173,800-
NEW YORK STATE COMMON RETIREMENT FUNDHigh ConvictionMarket Mover$191,829,540 (0.1%)157,874-86.9%
NORDEA INVESTMENT MANAGEMENT SVERIGE ABHigh ConvictionSignificant Flow$188,433,060 (0.1%)153,230-7.0%
MARINER, LLCHigh ConvictionMarket Mover$186,195,571 (0.1%)153,2226.3%
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.High ConvictionSignificant Flow$186,015,382 (0.1%)153,08924.4%
CIBC WORLD MARKETS CORPHigh ConvictionSignificant Flow$185,924,251 (0.1%)153,014NEW
STOCKBRIDGE PARTNERS LLCElite ConvictionLow Flow$185,844,056 (0.1%)152,948-44.5%
NATIONAL BANK OF CANADA /FI/Moderate ConvictionMarket Mover$184,645,811 (0.1%)151,96755.3%
AQR CAPITAL MANAGEMENT LLCHigh ConvictionMarket Mover$177,856,993 (0.1%)146,37419.5%
LOOMIS SAYLES & CO L PHigh ConvictionSignificant Flow$167,967,799 (0.1%)138,2367.9%
EPOCH INVESTMENT PARTNERS, INC.Moderate ConvictionModerate Flow$159,481,680 (0.1%)131,252-33.2%
DEN DANSKE BANK AKTIESELSKAB /FIModerate ConvictionSignificant Flow$158,663,931 (0.1%)130,5795.8%
LPL FINANCIAL LLCHigh ConvictionMarket Mover$156,597,042 (0.1%)128,87812.9%
VOYA INVESTMENT MANAGEMENT LLCModerate ConvictionMarket Mover$151,781,719 (0.1%)124,91519.9%
M&T BANK CORPHigh ConvictionSignificant Flow$151,431,036 (0.1%)1,367,547836.9%
COLONY GROUP, LLCHigh ConvictionSignificant Flow$147,460,939 (0.1%)124,35664.7%
HOLOCENE ADVISORS, LPHigh ConvictionSignificant Flow$147,019,820 (0.1%)120,996NEW
STANDARD LIFE ABERDEEN PLCHigh ConvictionSignificant Flow$146,587,251 (0.1%)120,64012.3%