For informational purposes only. Data on this page is aggregated from public sources (SEC EDGAR, FINRA, and similar databases) and does not constitute financial advice, a recommendation to buy or sell any security, or professional investment guidance. Guerilla Finance LLC is not a registered investment advisor. Always conduct your own research and consult a licensed financial professional before making investment decisions. Full disclaimer →
CSWInstitutional Flow
Period: 2025-12-31 · 25 managers with activity
-0.04
NEUTRAL
Confidence: 100%
New Positions
2
Increased
10
Decreased
7
Exited
6
Quarterly Flow History
2024-03
+0.15
26m
2024-06
+0.21
28m
2024-09
+0.31
29m
2024-12
-0.19
27m
2025-03
-0.07
28m
2025-06
+0.17
24m
2025-09
+0.08
26m
2025-12
-0.08
26m
Accumulating (12)
| Manager | Action | Shares | Value |
|---|---|---|---|
| Mawer | NEW POSITION | 15K | $4.5B |
| Bridgewater | NEW POSITION | 10K | $2.8B |
| Conestoga | INCREASED | 633K+9% | $185.9B |
| Select Equity | INCREASED | 108K+30% | $31.8B |
| State Street | INCREASED | 638K+3% | $187.2B |
| Invesco | INCREASED | 57K+39% | $16.7B |
| BlackRock | INCREASED | 28K+35% | $8.3B |
| Capital World | INCREASED | 1.1M+1% | $308.9B |
| Geode Capital | INCREASED | 53K+7% | $15.6B |
| Segall Bryant | INCREASED | 46K+5% | $13.6B |
| DFA | INCREASED | 11K+2% | $3.3B |
| AQR Capital | INCREASED | 13+63% | $3.8M |
Distributing (13)
| Manager | Action | Shares | Prev Value |
|---|---|---|---|
| Renaissance Tech | EXITED | 0-100% | — |
| Balyasny | EXITED | 0-100% | — |
| Tudor | EXITED | 0-100% | — |
| Brevan Howard | EXITED | 0-100% | — |
| Horizon Kinetics | EXITED | 0-100% | — |
| DE Shaw | EXITED | 0-100% | — |
| Neuberger Berman (Eisman) | DECREASED | 1-100% | $294K |
| Millennium | DECREASED | 15K-67% | $4.4B |
| Franklin Templeton | DECREASED | 473-98% | $138.8M |
| Citadel | DECREASED | 800-94% | $234.8M |
| Northern Trust | DECREASED | 3K-25% | $978.3M |
| Kayne Anderson | DECREASED | 310K-0% | $91.0B |
| WCM | DECREASED | 53K-0% | $16.1B |
Data derived from SEC 13F filings. Updated quarterly. Not financial advice.← Back to FundFlow overview·View full whale holdings →