SWStonkWhisper

STEPInstitutional Flow

Period: 2026-03-31 · 27 managers with reported activity

FundFlow Score
+0.41
New Positions
5
Increased
14
Decreased / Exited
8

STEP institutional flow for the 2026-03-31 13F reporting period: 27 institutional managers filed activity, with 5 opening new positions and 14 increasing existing holdings (70% bullish). 7 reduced positions and 1 fully exited (30% bearish). FundFlow score: +0.41 — signaling institutional accumulation with 100% 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 STEP.

Quarterly Flow History

2024-09
-0.33
24m
2024-12
+0.28
25m
2025-03
+0.31
26m
2025-06
+0.43
28m
2025-09
+0.39
23m
2025-12
+0.12
25m
2026-03
+0.41
27m
2026-06
+1.00
2m

Accumulating (19)

ManagerActionSharesValue
Junto CapitalNEW POSITION856K$40.8B
SamlynNEW POSITION377K$18.0B
Point72NEW POSITION187K$8.9B
Renaissance TechNEW POSITION92K$4.4B
TudorNEW POSITION55K$2.6B
MillenniumINCREASED7.2M+61%$342.3B
William BlairINCREASED1.9M+186%$91.4B
Adage CapitalINCREASED1.3M+550%$63.1B
BalyasnyINCREASED1.4M+131%$68.0B
Capital WorldINCREASED3.3M+7%$156.1B
InvescoINCREASED190K+760%$9.0B
State StreetINCREASED2.9M+4%$136.9B
WellingtonINCREASED298K+28%$14.2B
CitadelINCREASED34K+586%$1.6B
WintonINCREASED30K+585%$1.4B
Geode CapitalINCREASED253K+10%$12.1B
Brevan HowardINCREASED19K+161%$918.8M
Northern TrustINCREASED8K+987%$385.9M
Hudson BayINCREASED7K+172%$323.5M

Distributing (8)

ManagerActionSharesPrev Value
PDT PartnersEXITED0-100%
Neuberger Berman (Eisman)DECREASED8K-92%$390.7M
ThornburgDECREASED16K-77%$774.3M
GMODECREASED312K-11%$14.9B
Franklin TempletonDECREASED338K-8%$16.1B
Segall BryantDECREASED256K-5%$12.2B
SchonfeldDECREASED175K-5%$8.3B
DFADECREASED24K-4%$1.1B
Data derived from SEC 13F filings. Updated quarterly. Not financial advice.← Back to FundFlow overview·View full whale holdings →