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 →
MTDRInstitutional Flow
Period: 2025-12-31 · 33 managers with activity
+0.15
NEUTRAL
Confidence: 100%
New Positions
2
Increased
17
Decreased
7
Exited
7
Quarterly Flow History
2024-03
+0.32
38m
2024-06
+0.25
40m
2024-09
-0.11
36m
2024-12
-0.13
30m
2025-03
+0.12
34m
2025-06
+0.03
37m
2025-09
-0.12
34m
2025-12
+0.15
33m
Accumulating (19)
| Manager | Action | Shares | Value |
|---|---|---|---|
| GMO | NEW POSITION | 60K | $2.5B |
| Gotham Asset | NEW POSITION | 14K | $601.2M |
| American Century | INCREASED | 1.8M+101% | $77.0B |
| Balyasny | INCREASED | 553K+2495% | $23.5B |
| Millennium | INCREASED | 1.3M+51% | $54.3B |
| Adage Capital | INCREASED | 3.4M+13% | $142.9B |
| LSV | INCREASED | 3.8M+9% | $163.1M |
| Invesco | INCREASED | 472K+65% | $20.0B |
| State Street | INCREASED | 4.6M+2% | $196.0B |
| Wellington | INCREASED | 101K+92% | $4.3B |
| Geode Capital | INCREASED | 409K+7% | $17.4B |
| DFA | INCREASED | 237K+12% | $10.0B |
| Segall Bryant | INCREASED | 747K+2% | $31.7B |
| Fisher Investments | INCREASED | 691K+2% | $29.3B |
| Franklin Templeton | INCREASED | 43K+34% | $1.8B |
| ClearBridge | INCREASED | 1.8M+0% | $75.5B |
| Tweedy Browne | INCREASED | 18K+17% | $767.4M |
| Neuberger Berman (Eisman) | INCREASED | 10K+10% | $433.1M |
| Tudor | INCREASED | 8K+8% | $326.8M |
Distributing (14)
| Manager | Action | Shares | Prev Value |
|---|---|---|---|
| Arrowstreet | EXITED | 0-100% | — |
| First Eagle | EXITED | 0-100% | — |
| ExodusPoint | EXITED | 0-100% | — |
| Brevan Howard | EXITED | 0-100% | — |
| Point72 | EXITED | 0-100% | — |
| PDT Partners | EXITED | 0-100% | — |
| Aristeia | EXITED | 0-100% | — |
| AQR Capital | DECREASED | 3K-100% | $126.7M |
| BlackRock | DECREASED | 436-100% | $18.5M |
| William Blair | DECREASED | 416K-9% | $17.7B |
| Two Sigma | DECREASED | 50K-34% | $2.1B |
| DE Shaw | DECREASED | 59K-16% | $2.5B |
| Citadel | DECREASED | 164K-4% | $6.9B |
| Northern Trust | DECREASED | 5K-10% | $219.6M |
Data derived from SEC 13F filings. Updated quarterly. Not financial advice.← Back to FundFlow overview·View full whale holdings →