SWStonkWhisper

YMMInstitutional Flow

Period: 2026-03-31 · 22 managers with reported activity

FundFlow Score
+0.27
New Positions
6
Increased
8
Decreased / Exited
8

YMM institutional flow for the 2026-03-31 13F reporting period: 22 institutional managers filed activity, with 6 opening new positions and 8 increasing existing holdings (64% bullish). 5 reduced positions and 3 fully exited (36% bearish). FundFlow score: +0.27 — 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 YMM.

Quarterly Flow History

2024-09
-0.10
20m
2024-12
-0.16
19m
2025-03
+0.60
30m
2025-06
-0.24
29m
2025-09
-0.05
21m
2025-12
-0.13
23m
2026-03
+0.27
22m
2026-06
-0.50
4m

Accumulating (14)

ManagerActionSharesValue
Capital WorldNEW POSITION2.0M$16.4B
Renaissance TechNEW POSITION1.4M$11.6B
WintonNEW POSITION104K$863.2M
CaxtonNEW POSITION63K$522.9M
ExodusPointNEW POSITION24K$198.7M
Brevan HowardNEW POSITION11K$93.5M
Davis AdvisorsINCREASED28.8M+64%$238.7B
MillenniumINCREASED4.7M+14029%$38.8B
Marshall WaceINCREASED4.3M+363%$35.8B
MondrianINCREASED7.4M+33%$61.4B
CitadelINCREASED63K+271%$520.4M
Northern TrustINCREASED46K+2958%$382.5M
InvescoINCREASED2.2M+2%$18.5B
Geode CapitalINCREASED345K+12%$2.9B

Distributing (8)

ManagerActionSharesPrev Value
SchonfeldEXITED0-100%
OaktreeEXITED0-100%
WCMEXITED0-100%
Sands CapitalDECREASED5.0M-19%$41.3B
AlkeonDECREASED1.5M-38%$12.1B
DE ShawDECREASED311K-69%$2.6B
State StreetDECREASED1.5M-18%$12.7B
WellingtonDECREASED88K-1%$732.5M
Data derived from SEC 13F filings. Updated quarterly. Not financial advice.← Back to FundFlow overview·View full whale holdings →