SWStonkWhisper

EXFYInstitutional Flow

Period: 2026-03-31 · 13 managers with reported activity

FundFlow Score
+0.08
New Positions
0
Increased
7
Decreased / Exited
6

EXFY institutional flow for the 2026-03-31 13F reporting period: 13 institutional managers filed activity, with 0 opening new positions and 7 increasing existing holdings (54% bullish). 4 reduced positions and 2 fully exited (46% bearish). FundFlow score: +0.08 — signaling balanced/neutral institutional activity with 87% confidence.

FundFlow is StonkWhisper's institutional sentiment index derived from SEC 13F filings. Institutional investment managers with at least $100 million in qualifying assets under management are required to file 13F reports within 45 days of each quarter end, disclosing their long positions in U.S. equities. FundFlow aggregates these disclosures across 170+ tracked managers and produces a net conviction score for each ticker. A rising FundFlow score — especially when driven by new position opens from concentrated funds — is a leading indicator of institutional thesis formation. The interactive charts below show the full manager-level breakdown and historical flow trend for EXFY.

Quarterly Flow History

2024-09
+0.22
18m
2024-12
+0.70
20m
2025-03
+0.36
25m
2025-06
-0.09
22m
2025-09
0.00
16m
2025-12
-0.08
13m
2026-03
+0.08
13m
2026-06
-1.00
1m

Accumulating (7)

ManagerActionSharesValue
Renaissance TechINCREASED725K+7%$630.7M
AcadianINCREASED2.2M+2%$1.9M
BalyasnyINCREASED50K+58%$43.5M
Geode CapitalINCREASED196K+9%$170.4M
State StreetINCREASED724K+1%$629.5M
InvescoINCREASED13K+36%$11.0M
Northern TrustINCREASED2K+574%$1.9M

Distributing (6)

ManagerActionSharesPrev Value
American CenturyEXITED0-100%
CitadelEXITED0-100%
Marshall WaceDECREASED821K-32%$714.0M
DE ShawDECREASED1.3M-1%$1.1B
Two SigmaDECREASED364K-2%$316.8M
Franklin TempletonDECREASED17K-2%$14.7M
Data derived from SEC 13F filings. Updated quarterly. Not financial advice.← Back to FundFlow overview·View full whale holdings →