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EPDInstitutional Flow
Period: 2025-12-31 · 17 managers with activity
-0.29
DISTRIBUTION
Confidence: 100%
New Positions
0
Increased
6
Decreased
10
Exited
1
Quarterly Flow History
2024-03
-0.06
17m
2024-06
-0.18
17m
2024-09
+0.18
17m
2024-12
-0.11
18m
2025-03
-0.05
21m
2025-06
+0.11
18m
2025-09
-0.47
15m
2025-12
-0.29
17m
Accumulating (6)
| Manager | Action | Shares | Value |
|---|---|---|---|
| BlackRock | INCREASED | 213K+50% | $6.8B |
| First Eagle | INCREASED | 1.9M+4% | $61.4B |
| Omega Advisors | INCREASED | 1.4M+4% | $44.0B |
| Fisher Investments | INCREASED | 34K+8% | $1.1B |
| Acadian | INCREASED | 3K+94% | $105K |
| Cascade (Gates) | INCREASED | 23K+3% | $731.8M |
Distributing (11)
| Manager | Action | Shares | Prev Value |
|---|---|---|---|
| Wellington | EXITED | 0-100% | — |
| American Century | DECREASED | 14.9M-13% | $476.3B |
| Citadel | DECREASED | 737K-9% | $23.6B |
| Jennison | DECREASED | 687K-5% | $22.0B |
| Neuberger Berman (Eisman) | DECREASED | 184K-11% | $5.9B |
| Horizon Kinetics | DECREASED | 112K-12% | $3.6B |
| Epoch | DECREASED | 646K-2% | $20.7B |
| Gabelli | DECREASED | 362K-3% | $11.6B |
| ClearBridge | DECREASED | 6.4M-0% | $204.9B |
| Northern Trust | DECREASED | 25K-14% | $806.0M |
| Invesco | DECREASED | 89K-1% | $2.9B |
Data derived from SEC 13F filings. Updated quarterly. Not financial advice.← Back to FundFlow overview·View full whale holdings →