About HoldingsIntel

HoldingsIntel transforms complex SEC 13F filings into actionable investment insights. We help individual investors follow institutional money flows with the same tools used by professionals.

Our Mission

Institutional investors have always had an information advantage. They can afford teams of analysts to pore over SEC filings and track portfolio changes. We believe this information should be accessible to everyone.

HoldingsIntel democratizes access to institutional holdings data by automatically processing 13F filings and surfacing the most significant changes and patterns.

What We Track

500 Elite Funds

Curated selection of the most influential investors: Berkshire, Bridgewater, Pershing Square, Citadel, and more.

11.8M+ Position Changes

Comprehensive coverage of institutional holdings across 11 years of quarterly filings (2014–present).

Processed Within Hours

Data processed within hours of SEC filing publication, with automated analytics refresh.

Our Analytics

We go beyond simple position tracking. Our proprietary analytics include:

  • Conviction Scoring — Quantifies how meaningful each position is based on size, concentration, and quarter-over-quarter changes (0-100 scale).
  • Double-Down Detection — Identifies when managers increase positions into price weakness, a classic value signal.
  • Early Bird Analysis — Tracks which managers consistently discover opportunities before others adopt them.
  • Smart Money Flow — Shows net institutional sentiment, conviction-weighted, across all tracked funds.
  • Fund DNA Profiles — Classifies each fund's investing personality across 6 dimensions, from concentrated value to diversified scout.
  • Accumulation Streaks — Tracks consecutive quarters of position increases, revealing sustained conviction.

Built by Practitioners

HoldingsIntel was built by a team with experience scaling SaaS products, processing financial data pipelines, and designing modern web applications. We combine operational and fintech expertise to deliver institutional-grade analytics at accessible pricing.

Data Disclaimer

HoldingsIntel is an informational service. The data presented is sourced from SEC EDGAR 13F filings and is provided for educational and research purposes only.

This is not investment advice. 13F filings are reported with a 45-day delay and may not reflect current holdings. Always conduct your own research before making investment decisions.