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.

MSDL MORGAN STANLEY DIRECT LENDIN

COM SHS
CUSIP: 61774A103
FIGI: BBG00R40RNG8
Institutional Holders133
Total Institutional Value$562,942,795
Total Shares Held36,634,769
Avg Position$4,232,653
Top 5 Holders %61.4%
Alpha-Weighted Score62.6
New Positions+35
Exited Positions-24

Top 15 Institutional Holders by Value

New   Increased   Decreased   Unchanged

Institutional Holders — Q4 25

ManagerAlphaFlowValueSharesChange
MORGAN STANLEYModerate ConvictionMarket Mover$261,642,042 (46.5%)15,876,3362.3%
Generali Asset Management SPA SGR (CIK 0002046751)High ConvictionLow Flow$30,157,807 (5.4%)1,829,9642.5%
UBS Group AGModerate ConvictionMarket Mover$27,500,060 (4.9%)1,668,69377.4%
TWO SIGMA INVESTMENTS, LPModerate ConvictionSignificant Flow$13,921,810 (2.5%)844,770153.7%
MUZINICH & CO., INC.High ConvictionMinimal Flow$12,631,112 (2.2%)766,45134.4%
RIVERNORTH CAPITAL MANAGEMENT, LLCHigh ConvictionLow Flow$12,599,668 (2.2%)764,543-20.8%
TORONTO DOMINION BANKHigh ConvictionSignificant Flow$11,760,804 (2.1%)713,64129.3%
ALTSHULER SHAHAM LTDHigh ConvictionModerate Flow$10,719,202 (1.9%)650,437NEW
SUMITOMO MITSUI TRUST HOLDINGS, INC.High ConvictionSignificant Flow$9,197,702 (1.6%)558,11313.3%
AMERICANA PARTNERS, LLCHigh ConvictionLow Flow$9,093,268 (1.6%)551,7764.9%
AMERICAN FINANCIAL GROUP INCHigh ConvictionMinimal Flow$8,759,120 (1.6%)531,500NEW
JANE STREET GROUP, LLCModerate ConvictionMarket Mover$7,389,054 (1.3%)448,365320.3%
TREXQUANT INVESTMENT LPHigh ConvictionSignificant Flow$7,384,639 (1.3%)448,09794.0%
WELLS FARGO & COMPANY/MNModerate ConvictionMarket Mover$6,730,699 (1.2%)408,41617.4%
FRANKLIN RESOURCES INCHigh ConvictionMarket Mover$6,115,629 (1.1%)371,094-
LIBERTY MUTUAL GROUP ASSET MANAGEMENT INC.High ConvictionLow Flow$5,929,059 (1.1%)359,773NEW
CITADEL ADVISORS LLCModerate ConvictionMarket Mover$5,520,800 (1.0%)335,000133.1%
Truffle Hound Capital, LLCHigh ConvictionMinimal Flow$5,273,600 (0.9%)320,000NEW
TT Capital Management LLC (CIK 0002056338)High ConvictionMinimal Flow$4,992,550 (0.9%)302,9464.3%
MILLENNIUM MANAGEMENT, L.L.C.Moderate ConvictionMarket Mover$4,427,286 (0.8%)268,646-21.7%
HENNION & WALSH ASSET MANAGEMENT, INC.High ConvictionLow Flow$4,267,150 (0.8%)258,92933.7%
TWO SIGMA ADVISERS, LPHigh ConvictionSignificant Flow$4,110,112 (0.7%)249,400178.4%
RUSSELL INVESTMENTS GROUP, LTD.Moderate ConvictionMarket Mover$3,995,032 (0.7%)242,417NEW
SFMG, LLCHigh ConvictionLow Flow$3,922,982 (0.7%)238,045-5.9%
FOSUN INTERNATIONAL LTDHigh ConvictionMinimal Flow$3,656,451 (0.6%)221,872NEW
ACTIVEST WEALTH MANAGEMENTHigh ConvictionLow Flow$3,223,841 (0.6%)195,62160.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLPModerate ConvictionMarket Mover$3,161,968 (0.6%)191,86749.4%
CULLEN/FROST BANKERS, INC.High ConvictionModerate Flow$3,033,638 (0.5%)184,080NEW
POINT72 ASSET MANAGEMENT, L.P.Moderate ConvictionMarket Mover$2,948,223 (0.5%)178,897NEW
JPMORGAN CHASE & COHigh ConvictionMarket Mover$2,937,939 (0.5%)178,273302.9%
RAYMOND JAMES FINANCIAL INCModerate ConvictionMarket Mover$2,889,043 (0.5%)175,306-15.9%
NEUBERGER BERMAN GROUP LLCHigh ConvictionMarket Mover$2,737,460 (0.5%)166,108-8.1%
GOLDMAN SACHS GROUP INCHigh ConvictionMarket Mover$2,645,287 (0.5%)160,5154.2%
GRANITESHARES ADVISORS LLCHigh ConvictionMinimal Flow$2,623,352 (0.5%)159,184NEW
RENAISSANCE TECHNOLOGIES LLCHigh ConvictionSignificant Flow$2,200,080 (0.4%)133,500-73.8%
SCHONFELD STRATEGIC ADVISORS LLCHigh ConvictionSignificant Flow$2,147,541 (0.4%)130,312NEW
NAVITER WEALTH, LLCHigh ConvictionLow Flow$2,084,898 (0.4%)122,478-22.1%
ADAMS ASSET ADVISORS, LLCHigh ConvictionMinimal Flow$1,835,823 (0.3%)111,3974.1%
QUANTBOT TECHNOLOGIES LPHigh ConvictionModerate Flow$1,788,673 (0.3%)108,536774.1%
ROCKEFELLER CAPITAL MANAGEMENT L.P.High ConvictionMarket Mover$1,726,577 (0.3%)104,7689.7%
ARES MANAGEMENT LLCElite ConvictionLow Flow$1,648,000 (0.3%)100,000NEW
STIFEL FINANCIAL CORPHigh ConvictionMarket Mover$1,544,840 (0.3%)93,742-31.1%
XTX TOPCO LTDModerate ConvictionModerate Flow$1,344,752 (0.2%)81,599NEW
HBK INVESTMENTS L PHigh ConvictionModerate Flow$1,275,552 (0.2%)77,400NEW
AQUATIC CAPITAL MANAGEMENT LLCModerate ConvictionModerate Flow$1,274,300 (0.2%)77,324192.6%
LEGACY CAPITAL WEALTH PARTNERS, LLCHigh ConvictionMinimal Flow$1,268,665 (0.2%)76,98211.4%
LPL FINANCIAL LLCHigh ConvictionMarket Mover$1,230,078 (0.2%)74,641-36.6%
CONFLUENCE INVESTMENT MANAGEMENT LLCHigh ConvictionLow Flow$1,189,131 (0.2%)72,1564.4%
Marex Group plcHigh ConvictionSignificant Flow$1,170,904 (0.2%)71,05046.8%
STEWARD PARTNERS INVESTMENT ADVISORY, LLCHigh ConvictionSignificant Flow$1,127,298 (0.2%)68,404118.3%
LIDO ADVISORS, LLCHigh ConvictionSignificant Flow$1,050,533 (0.2%)63,614225.7%
DENALI ADVISORS LLCHigh ConvictionLow Flow$952,429 (0.2%)57,793-17.7%
QUEST PARTNERS LLCHigh ConvictionModerate Flow$890,316 (0.2%)54,02438.1%
BANK OF AMERICA CORP /DE/Moderate ConvictionMarket Mover$835,701 (0.1%)50,710-69.3%
MCCORMACK ADVISORS INTERNATIONALHigh ConvictionSignificant Flow$827,560 (0.1%)50,216NEW
CAPTRUST FINANCIAL ADVISORSHigh ConvictionSignificant Flow$813,206 (0.1%)49,3452.5%
QUADRATURE CAPITAL LTDModerate ConvictionSignificant Flow$805,328 (0.1%)48,867-
BEACON POINTE ADVISORS, LLCHigh ConvictionSignificant Flow$777,675 (0.1%)47,189105.8%
ROYAL BANK OF CANADAHigh ConvictionMarket Mover$777,000 (0.1%)47,152-89.3%
TRUIST FINANCIAL CORPHigh ConvictionSignificant Flow$702,737 (0.1%)42,642-16.1%
AMERIPRISE FINANCIAL INCModerate ConvictionMarket Mover$667,720 (0.1%)40,517-4.4%
CETERA INVESTMENT ADVISERSHigh ConvictionSignificant Flow$660,452 (0.1%)40,07632.8%
PATHSTONE HOLDINGS, LLCHigh ConvictionSignificant Flow$580,183 (0.1%)35,05220.2%
COLONY GROUP, LLCHigh ConvictionSignificant Flow$564,698 (0.1%)34,118NEW
COMMONWEALTH EQUITY SERVICES, LLPModerate ConvictionMarket Mover$562,220 (0.1%)34,11681,618.0%
OSAIC HOLDINGS, INC.Moderate ConvictionMarket Mover$540,654 (0.1%)32,807-56.0%
SQUAREPOINT OPS LLCModerate ConvictionSignificant Flow$491,038 (0.1%)29,7962.1%
ENTROPY TECHNOLOGIES, LPModerate ConvictionModerate Flow$481,315 (0.1%)29,206NEW
NORTHERN TRUST CORPHigh ConvictionMarket Mover$460,731 (0.1%)27,9573.6%
Invesco Ltd.Moderate ConvictionMarket Mover$460,039 (0.1%)27,915-58.2%
ENVESTNET ASSET MANAGEMENT INCHigh ConvictionSignificant Flow$455,326 (0.1%)27,62951.4%
VIRTUS INVESTMENT ADVISERS, INC.Moderate ConvictionMinimal Flow$433,111 (0.1%)26,281-11.1%
FIDUCIARY GROUP, LLCHigh ConvictionLow Flow$395,998 (0.1%)24,029-
HARTLAND & CO., LLCHigh ConvictionModerate Flow$395,520 (0.1%)24,0005.2%
CENTIVA CAPITAL, LPModerate ConvictionSignificant Flow$384,149 (0.1%)23,310-84.2%
OPPENHEIMER & CO INCHigh ConvictionModerate Flow$376,453 (0.1%)22,843-
GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLCHigh ConvictionMinimal Flow$350,920 (0.1%)21,29418.9%
Generali Investments CEE, investicni spolecnost, a.s.High ConvictionLow Flow$341,499 (0.1%)20,7222.5%
JAFFETILCHIN INVESTMENT PARTNERS, LLCHigh ConvictionLow Flow$332,764 (0.1%)20,192NEW
ALMITAS CAPITAL LLCElite ConvictionMinimal Flow$329,600 (0.1%)20,000NEW
NATIONAL BANK OF CANADA /FI/Moderate ConvictionMarket Mover$316,963 (0.1%)19,24517.4%
EVERPAR ADVISORS LLCHigh ConvictionLow Flow$305,655 (0.1%)18,547-24.4%
NOMURA HOLDINGS INCModerate ConvictionSignificant Flow$286,538 (0.1%)17,387NEW
GUGGENHEIM CAPITAL LLCHigh ConvictionSignificant Flow$285,450 (0.1%)17,32122.1%
FOUNTAINHEAD AM, LLCModerate ConvictionMinimal Flow$283,781 (0.1%)17,220-70.1%
ICON WEALTH ADVISORS, LLCHigh ConvictionLow Flow$278,405 (0.0%)16,8935.4%
TRUEMARK INVESTMENTS, LLCHigh ConvictionLow Flow$247,200 (0.0%)15,000-38.5%
MERCER GLOBAL ADVISORS INC /ADVHigh ConvictionSignificant Flow$245,585 (0.0%)14,9025.1%
AQR CAPITAL MANAGEMENT LLCHigh ConvictionMarket Mover$231,143 (0.0%)14,0262.5%
CLEAR HARBOR ASSET MANAGEMENT, LLCHigh ConvictionLow Flow$229,237 (0.0%)13,910NEW
SAPIENT CAPITAL LLCElite ConvictionModerate Flow$227,013 (0.0%)12,987-
COWA, LLCHigh ConvictionMinimal Flow$221,425 (0.0%)13,4362.5%
SCIENCAST MANAGEMENT LPHigh ConvictionLow Flow$203,297 (0.0%)12,336-14.2%
GILBERT & COOK, INC.High ConvictionLow Flow$199,919 (0.0%)12,1312.5%
VAN HULZEN ASSET MANAGEMENT, LLCHigh ConvictionLow Flow$190,921 (0.0%)11,585NEW
BALYASNY ASSET MANAGEMENT LLCModerate ConvictionMarket Mover$190,624 (0.0%)11,567-93.3%
DRW SECURITIES, LLCModerate ConvictionModerate Flow$176,484 (0.0%)10,709NEW
GRIMES & COMPANY, INC.High ConvictionLow Flow$174,342 (0.0%)10,579NEW
OXFORD ASSET MANAGEMENTModerate ConvictionMinimal Flow$171,441 (0.0%)10,403NEW
CURA WEALTH ADVISORS, LLCElite ConvictionMinimal Flow$168,096 (0.0%)10,200NEW