Biggest position increases

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Q3 2026 compared with Q2 2026, among all 5,264 managers whose two reports can be compared, not only the notable funds.

Biggest 13F position increases
#	Stock	Fund	Added (est.)	Shares	Position now	Share of the fund
1	TSLA Tesla, Inc.	Barclays PLC	$17.3B	11,521,936 → 60,376,672	$21.4B	4.3%
2	SPCX Space Exploration Technologies Corp.	Invesco Ltd	$17.1B	3,859,467 → 116,889,012	$17.6B	1.4%
3	AMD Advanced Micro Devices, Inc.	FMR LLC	$17.0B	25,558,552 → 53,290,183	$32.6B	1.4%
4	AAPL Apple Inc.	FMR LLC	$14.9B	325,348,754 → 369,988,793	$123.2B	5.3%
5	MSFT Microsoft Corporation	JPMorgan Chase & Co.	$11.6B	135,173,516 → 157,973,965	$80.4B	4.4%
6	MU Micron Technology, Inc.	FMR LLC	$9.3B	26,718,869 → 35,494,113	$37.8B	1.6%
7	WES Western Midstream Partners, LP	Morgan Stanley	$9.2B	21,230,903 → 227,886,739	$10.1B	0.5%
8	MSFT Microsoft Corporation	FMR LLC	$9.1B	185,960,066 → 203,782,761	$104.5B	4.5%
9	SPYM Ste STR SPDR PT S&P 500 ETF	Jones Financial Companies LLLP	$6.8B	169,823,143 → 244,904,463	$22.2B	8.1%
10	EFV iShares MSCI Eafe Value ETF	Jones Financial Companies LLLP	$6.0B	7,542,634 → 81,493,510	$6.6B	2.4%
11	TMO Thermo Fisher Scientific Inc	FMR LLC	$5.5B	14,084,488 → 22,173,792	$15.0B	0.6%
12	SPY State Street SPDR S&P 500 ETF Trust	Marshall Wace, LLP	$5.3B	148 → 6,954,407	$5.3B	4.6%
13	PLTR Palantir Technologies Inc.	FMR LLC	$4.9B	22,568,609 → 48,981,219	$9.2B	0.4%
14	NVDA NVIDIA Corporation	DekaBank Deutsche Girozentrale	$4.7B	3,206,912 → 24,004,994	$5.5B	6.2%
15	PANW Palo Alto Networks, Inc.	FMR LLC	$4.7B	20,054,462 → 31,866,594	$12.7B	0.5%
16	TLT iShares 20+ Year Treasury BD	Fisher Asset Management, LLC	$4.6B	44,294 → 59,221,357	$4.6B	1.3%
17	JPM JPMorgan Chase & Co.	Vanguard Capital Management LLC	$4.1B	161,586,023 → 174,021,611	$57.6B	1.2%
18	SNDK Sandisk Corporation	BlackRock, Inc.	$4.1B	10,295,300 → 12,657,009	$22.0B	0.3%
19	INTC Intel Corporation	BlackRock, Inc.	$4.1B	426,478,962 → 460,492,943	$55.4B	0.8%
20	HON Honeywell International Inc. New position	State Street Corporation	$4.1B	0 → 19,264,303	$4.1B	0.1%
21	META Meta Platforms, Inc.	FMR LLC	$4.0B	95,895,744 → 101,423,859	$73.6B	3.2%
22	INTC Intel Corporation	Capital Research Global Investors	$3.9B	73,749,883 → 105,887,008	$12.7B	1.8%
23	ORCL Oracle Corporation	Capital Research Global Investors	$3.8B	39,746,237 → 67,564,670	$9.3B	1.3%
24	AVGO Broadcom Inc.	Vanguard Portfolio Management LLC	$3.8B	127,001,513 → 137,710,758	$48.4B	2.2%
25	SPCX Space Exploration Technologies Corp.	Morgan Stanley	$3.6B	13,532,773 → 37,302,405	$5.6B	0.3%
26	SPCX Space Exploration Technologies Corp.	BlackRock, Inc.	$3.6B	51,037,137 → 74,748,399	$11.3B	0.2%
27	VOO Vanguard S&P 500 ETF New position	Marshall Wace, LLP	$3.5B	0 → 5,008,897	$3.5B	3.1%
28	NVDA NVIDIA Corporation	State Street Corporation	$3.5B	1,009,783,437 → 1,025,075,347	$234.4B	6.8%
29	NTRA Natera, Inc.	FMR LLC	$3.4B	5,451,396 → 13,680,308	$5.7B	0.2%
30	VGSH Vanguard Short-Term Treasury	JPMorgan Chase & Co.	$3.3B	47,301,997 → 105,439,427	$6.1B	0.3%
31	ILMN Illumina, Inc.	FMR LLC	$3.2B	4,523,417 → 16,186,139	$4.4B	0.2%
32	MU Micron Technology, Inc.	Amundi	$3.1B	4,380,730 → 7,304,325	$7.8B	1.6%
33	STX Seagate Technology Holdings PLC	FMR LLC	$3.1B	8,153,134 → 11,471,105	$10.6B	0.5%
34	NFLX Netflix, Inc.	JPMorgan Chase & Co.	$3.0B	44,322,490 → 86,863,418	$6.1B	0.3%
35	JNJ Johnson & Johnson	Capital World Investors	$2.9B	15,215,015 → 26,316,977	$7.0B	0.8%
36	TSM Taiwan Semiconductor Manufacturing Company Ltd.	FMR LLC	$2.9B	58,937,551 → 65,370,233	$29.8B	1.3%
37	SPCX Space Exploration Technologies Corp. New position	State Street Corporation	$2.9B	0 → 19,336,612	$2.9B	0.1%
38	NVDA NVIDIA Corporation	JPMorgan Chase & Co.	$2.9B	449,404,578 → 462,163,595	$105.0B	5.7%
39	INTC Intel Corporation	Vanguard Capital Management LLC	$2.9B	285,230,183 → 309,290,682	$37.2B	0.8%
40	NVDA NVIDIA Corporation	Barclays PLC	$2.9B	60,797,970 → 73,401,778	$16.8B	3.4%
41	SOXX iShares Semiconductor ETF	Jane Street Group, LLC	$2.9B	48,474 → 5,089,785	$2.9B	0.2%
42	MSFT Microsoft Corporation	Boston Partners	$2.8B	744,132 → 6,240,281	$3.2B	2.9%
43	AMZN Amazon.com, Inc.	JPMorgan Chase & Co.	$2.8B	167,979,147 → 179,422,440	$44.3B	2.4%
44	NVDA NVIDIA Corporation	Jane Street Group, LLC	$2.7B	11,805,610 → 23,826,752	$5.4B	0.5%
45	META Meta Platforms, Inc.	JPMorgan Chase & Co.	$2.7B	45,944,387 → 49,605,252	$36.6B	2.0%
46	SPY State Street SPDR S&P 500 ETF Trust	Morgan Stanley	$2.7B	32,285,648 → 35,819,504	$27.3B	1.4%
47	VMRK Vivmark Residential	BlackRock, Inc.	$2.6B	45,712,847 → 88,702,206	$5.4B	0.1%
48	TTE TotalEnergies SE New position	LBP AM SA	$2.6B	0 → 30,368,297	$2.6B	23.2%
49	MSFT Microsoft Corporation	State Street Corporation	$2.6B	315,653,206 → 320,715,997	$164.5B	4.8%
50	NBIS Nebius Group N.V. New position	GQG Partners LLC	$2.6B	0 → 10,976,818	$2.6B	4.9%

100 rows in all.

Each row is one fund and one stock: the shares added or sold, times the price per share in the later report. It is an estimate, because a 13F doesn't show the prices a fund actually traded at. A new position wasn't in the fund's earlier report, sometimes because the stock listed in between. Among all managers we keep the 100 largest changes on each side; for the notable funds we keep their own 100 largest on each side, so the notable view isn't limited to the few that rank among everyone's. A change larger than a quarter of the manager's whole portfolio, and moves caused by a stock changing its identifier, are left out as data problems. Share counts are adjusted for stock splits and only common shares are counted. Many of these moves come from index funds adjusting to inflows and index changes rather than from stock picking.

This is information, not investment advice.

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