MSFT▼ $10.6BAAPL▲ $1.8BCoatueAMZN▼ $3.3BV▲ $1.8BPoint72NFLX▼ $1.7BCVX▲ $1.6BThird PointGOOG▼ $1.5BMETA▲ $1.6BGQGPM▼ $1.5BTMO▲ $1.1BBridgewaterTSM▼ $1.2BOXY▲ $1.0BTiger GlobalLITE▼ $1.2BDVN▲ $906MFundsmithDASH▼ $1.1BPBR▲ $888MD1ADBE▼ $1.0BRTX▲ $765MRokosORCL▼ $1.0BSPGI▲ $744MDuquesneBN.TO▼ $1.0BASML▲ $720MSorosTTWO▼ $982MATI▲ $678MVikingMSFT▼ $10.6BAAPL▲ $1.8BCoatueAMZN▼ $3.3BV▲ $1.8BPoint72NFLX▼ $1.7BCVX▲ $1.6BThird PointGOOG▼ $1.5BMETA▲ $1.6BGQGPM▼ $1.5BTMO▲ $1.1BBridgewaterTSM▼ $1.2BOXY▲ $1.0BTiger GlobalLITE▼ $1.2BDVN▲ $906MFundsmithDASH▼ $1.1BPBR▲ $888MD1ADBE▼ $1.0BRTX▲ $765MRokosORCL▼ $1.0BSPGI▲ $744MDuquesneBN.TO▼ $1.0BASML▲ $720MSorosTTWO▼ $982MATI▲ $678MViking

See what the smart money
is quietly selling.

We read institutional fund filings so you don’t have to — and translate them into one plain-English question: when the biggest funds head for the exit, are you holding the door?

Coverage is mainly large US-listed stocks · from ~39 institutional funds

$176Bof stock that ~39 of the world’s smartest funds had been holding… sold last quarter.
Here’s what they let go of first.

Most trimmed last quarter

Ranked by net capital sold · ~39 institutional funds · Q1 2026 · tap a row to see who sold

Company ▲▼ Net sold Funds cutting ▲▼ Full exits ▲▼
The dataset

~$1.3 trillion of institutional positions, read so you don’t have to.

$693B
tracked across 39 funds
the conviction panel — long positions
$84B
options book
puts & calls, tracked separately
Deliberately set aside, so the signal stays clean:
Market-makersCitadel · Millennium$275B long · $584B options
Billionaire trustsBerkshire · Gates Foundation$295B
Strategic investorsNvidia · SoftBank$30B

Market-makers trade flow, not conviction (note the $584B options book). Trusts and corporate strategics move for reasons that aren’t a read on the market. We leave them out so what’s left is genuine positioning.

What we’re building
Live
📉

Trim tracker

Who’s being sold, and how hard — the table above.

Soon
🧩

AI-capex stack

The buildout, layer by layer — chips to power.

Soon
🔎

Name X-ray

Any ticker: who owns it, who’s adding, who’s leaving.

Soon
🎯

Exit study

When funds sell into strength — and what tends to follow.

Get the next quarter’s rankings first.

Every quarter we read the filings and send the sharpest moves — what the smart money quietly bought and sold — in plain English. No noise, no spam.