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High Conviction Fund Buys

Fund buys of at least $100M that are at least 2x the fund's median buy that quarter - not just a large dollar move. The trade type shows whether the position is new or increased.

Live Disclosures

Portfolio disclosures for 2026 Q3 are currently underway and will close on November 16th. As of this moment, 6,148 funds (~69%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.

Stock Fund Size
of Trade
Trade
Type
Degree of
Conviction
Total
Trades
HC Buyers
ITT icon
301
ITT
ITT
$19.1B
Capital World Investors
Capital World Investors
California
$156M Increased
+663% vs $20.5M median
362 2
WFC icon
302
Wells Fargo
WFC
$257B
Capital International Investors
Capital International Investors
California
$156M Increased
+1,078% vs $13.3M median
276 2
HNGE icon
303
Hinge Health
HNGE
$9.8B
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$155M Increased
+1,114% vs $12.8M median
571 1
ICE icon
304
Intercontinental Exchange
ICE
$99.4B
Capital World Investors
Capital World Investors
California
$152M Increased
+643% vs $20.5M median
362 2
ADI icon
305
Analog Devices
ADI
$198B
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$152M Increased
+1,089% vs $12.8M median
571 1
HWM icon
306
Howmet Aerospace
HWM
$88.7B
FengHe Fund Management
FengHe Fund Management
Singapore
$152M Increased
+402% vs $30.2M median
27 2
ERAS icon
307
Erasca
ERAS
$5.52B
Capital World Investors
Capital World Investors
California
$152M Increased
+639% vs $20.5M median
362 1
MSCI icon
308
MSCI
MSCI
$46.6B
Temasek Holdings
Temasek Holdings
Singapore
$151M Increased
+1,009% vs $13.6M median
77 1
CGCB icon
309
Capital Group Core Bond ETF
CGCB
$6.78B
Capital International Investors
Capital International Investors
California
$151M Increased
+1,039% vs $13.3M median
276 1
AVGO icon
310
Broadcom
AVGO
$1.74T
Capital International Investors
Capital International Investors
California
$150M Increased
+1,033% vs $13.3M median
276 6
MU icon
311
Micron Technology
MU
$903B
Westfield Capital Management
Westfield Capital Management
Massachusetts
$150M Increased
+806% vs $16.5M median
185 6
ACN icon
312
Accenture
ACN
$148B
Artemis Investment Management
Artemis Investment Management
United Kingdom
$150M Increased
+1,207% vs $11.5M median
102 2
GOOGL icon
313
Alphabet (Google) Class A
GOOGL
$3.67T
FengHe Fund Management
FengHe Fund Management
Singapore
$149M Increased
+395% vs $30.2M median
27 6
NVDA icon
314
NVIDIA
NVDA
$4.01T
DUMAC Inc
DUMAC Inc
North Carolina
$149M Increased
+655% vs $19.8M median
17 5
CBRS icon
315
Cerebras Systems
CBRS
$23.2B
Capital World Investors
Capital World Investors
California
$148M Increased
+620% vs $20.5M median
362 2
WFC icon
316
Wells Fargo
WFC
$257B
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$147M Increased
+1,047% vs $12.8M median
571 2
MSTR icon
317
Strategy Inc
MSTR
$48.4B
Capital Research Global Investors
Capital Research Global Investors
California
$146M Increased
+415% vs $28.4M median
226 2
META icon
318
Meta Platforms (Facebook)
META
$1.59T
Cardano Risk Management
Cardano Risk Management
Netherlands
$146M New
+251% vs $41.6M median
58 4
AMZN icon
319
Amazon
AMZN
$2.89T
FengHe Fund Management
FengHe Fund Management
Singapore
$145M New
+382% vs $30.2M median
27 10
ORCL icon
320
Oracle
ORCL
$396B
WAM
WT Asset Management
Hong Kong
$145M New
+265% vs $39.6M median
33 2
WMT icon
321
Walmart Inc
WMT
$1T
Temasek Holdings
Temasek Holdings
Singapore
$144M Increased
+959% vs $13.6M median
77 2
SPCX icon
322
SpaceX
SPCX
$1.9T
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$144M New
+544% vs $22.4M median
19 4
BABA icon
323
Alibaba
BABA
$235B
Capital World Investors
Capital World Investors
California
$144M Increased
+603% vs $20.5M median
362 2
EXC icon
324
Exelon
EXC
$47.2B
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$143M Increased
+1,019% vs $12.8M median
571 2
RTX icon
325
RTX Corp
RTX
$268B
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$143M Increased
+1,015% vs $12.8M median
571 1