From SEC Filing to Actionable Intelligence

See institutional fund holdings from SEC 13F filings alongside insider, activist and Congress trades. HoldingsIntel turns those disclosures into clear comparisons, stock ideas and a Smart Money Verdict.

Hedge funds. Insiders. Congress. Turn their stock moves into your edge.

01

Investors disclose their moves

Investment managers file 13F reports with the SEC each quarter. Corporate insiders file Form 4 within 2 days of trading. Activists file 13D/13G when crossing 5% ownership. Congress members disclose trades to the House and Senate under the STOCK Act.

4 independent data sources from federal disclosures

02

See what changed

HoldingsIntel brings the disclosed holdings and trades together. See new positions, increases, reductions and exits, with the relevant dates and source links.

Holdings, trades and changes in one place

03

Find the moves that stand out

Compare Conviction Scores, funds buying into weakness and agreement across sources. Open a stock for its Smart Money Verdict and Who’s Trading, or compare funds by their style and ratings.

Funds, insiders, activists and Congress, side by side

04

Make your next move

Open a stock, compare the funds behind it and save it to your watchlist. Use the history and filtered CSV exports when you want more depth.

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Estimated cost across share exchanges

For a verified 1:1 exchange into a corresponding share class, we can carry a fund’s estimated cost into the successor security when its filing history supports the link. Each fund is checked separately. Reported holdings and their original security identifiers remain intact.

Changes between quarterly snapshots represent net holdings changes. They do not identify every trade, its timing, realized returns or tax basis. A later new holding period starts a separate estimate. Missing or inconsistent evidence leaves the estimate unavailable; it is never treated as zero.

Affected estimates include an explanation and a link to the SEC exchange filing. Historical predecessor cost can remain visible, but no current return or sale result is inferred from the exchange itself.

Methodology version 1 · October 16, 2026

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