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 →
CWANInstitutional Flow
Period: 2025-12-31 · 39 managers with activity
+0.13
NEUTRAL
Confidence: 100%
New Positions
9
Increased
13
Decreased
11
Exited
6
Quarterly Flow History
2024-03
+0.31
32m
2024-06
-0.08
26m
2024-09
+0.20
25m
2024-12
+0.29
34m
2025-03
-0.02
41m
2025-06
+0.07
43m
2025-09
-0.35
40m
2025-12
+0.13
39m
Accumulating (22)
| Manager | Action | Shares | Value |
|---|---|---|---|
| Starboard Value | NEW POSITION | 10.0M | $240.2B |
| Soros Fund | NEW POSITION | 2.9M | $69.4B |
| Pentwater | NEW POSITION | 2.6M | $62.7B |
| Caxton | NEW POSITION | 563K | $13.6B |
| Hudson Bay | NEW POSITION | 500K | $12.1B |
| ExodusPoint | NEW POSITION | 394K | $9.5B |
| Gabelli | NEW POSITION | 328K | $7.9B |
| DE Shaw | NEW POSITION | 95K | $2.3B |
| Moore Capital | NEW POSITION | 42K | $1.0B |
| Balyasny | INCREASED | 3.5M+1758% | $84.1B |
| Capital World | INCREASED | 5.9M+55% | $141.9B |
| State Street | INCREASED | 6.4M+10% | $155.2B |
| Schonfeld | INCREASED | 600K+1911% | $14.5B |
| ClearBridge | INCREASED | 1.0M+51% | $25.1B |
| Citadel | INCREASED | 412K+311% | $9.9B |
| Franklin Templeton | INCREASED | 508K+77% | $12.2B |
| Jennison | INCREASED | 347K+105% | $8.4B |
| Geode Capital | INCREASED | 917K+12% | $22.1B |
| DFA | INCREASED | 52K+9847% | $1.3B |
| Brevan Howard | INCREASED | 66K+81% | $1.6B |
| Segall Bryant | INCREASED | 413K+5% | $10.0B |
| Neuberger Berman (Eisman) | INCREASED | 778+4% | $18.8M |
Distributing (17)
| Manager | Action | Shares | Prev Value |
|---|---|---|---|
| Artisan Partners | EXITED | 0-100% | — |
| Thornburg | EXITED | 0-100% | — |
| Tudor | EXITED | 0-100% | — |
| Renaissance Tech | EXITED | 0-100% | — |
| PDT Partners | EXITED | 0-100% | — |
| Kayne Anderson | EXITED | 0-100% | — |
| William Blair | DECREASED | 5.9M-31% | $141.8B |
| Brown Capital | DECREASED | 1.3M-50% | $30.5B |
| Marshall Wace | DECREASED | 131K-87% | $3.2B |
| BlackRock | DECREASED | 262K-75% | $6.3B |
| Conestoga | DECREASED | 6.1M-9% | $147.1B |
| Wellington | DECREASED | 104K-85% | $2.5B |
| Millennium | DECREASED | 250K-58% | $6.0B |
| AQR Capital | DECREASED | 788-100% | $19.0M |
| WCM | DECREASED | 432K-30% | $10.4B |
| Invesco | DECREASED | 54K-28% | $1.3B |
| Northern Trust | DECREASED | 16K-31% | $379.6M |
Data derived from SEC 13F filings. Updated quarterly. Not financial advice.← Back to FundFlow overview·View full whale holdings →