Question 1

Which hedge funds and institutional investors hold SPY?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for SPY shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for SPY whale holdings?

Accepted Answer

Conviction level reflects how significant SPY is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to SPY, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for SPY?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about SPY?

Accepted Answer

QoQ changes for SPY show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Citadel	37.2M	$24.2B	3.9%	$618.5B
Citadel	26.9M	$17.5B	2.8%	$618.5B
BlackRock	19.3M	$12.5B	0.2%	$5723.5B
Gotham Asset	9.0M	$5.9B	17.9%	$32.7B
Balyasny	5.8M	$3.8B	4.9%	$77.1B
Bridgewater	4.4M	$2.8B	12.7%	$22.4B
Pentwater	3.0M	$2.0B	10.1%	$19.3B
Millennium	2.7M	$1.8B	0.7%	$240.3B
Tudor	1.7M	$1.1B	2.1%	$53.9B
State Street	1.6M	$1.0B	0.0%	$2896.4B
Millennium	1.6M	$1.0B	0.4%	$240.3B
Alkeon	1.4M	$924.1M	1.6%	$59.5B
Point72	1.2M	$800.2M	1.0%	$78.1B
Point72	1.2M	$796.1M	1.0%	$78.1B
Northern Trust	1.2M	$782.9M	0.1%	$756.6B
Soros Fund	1.2M	$772.9M	8.5%	$9.1B
Tudor	1.1M	$727.8M	1.4%	$53.9B
Moore Capital	1.0M	$675.8M	13.7%	$4.9B
DE Shaw	900.0K	$585.3M	0.4%	$166.3B
Element Capital	750.0K	$487.8M	46.3%	$1.1B
Owl Creek	726.7K	$472.6M	34.2%	$1.4B
Millennium	622.9K	$405.1M	0.2%	$240.3B
DE Shaw	590.6K	$384.1M	0.2%	$166.3B
Two Sigma	580.3K	$377.4M	0.3%	$123.9B
Pentwater	580.0K	$377.2M	2.0%	$19.3B
Artisan Partners	450.0K	$292.7M	0.5%	$62.3B
Suvretta	350.0K	$227.6M	5.8%	$3.9B
Man Group	347.5K	$226.0M	0.4%	$55.1B
Schonfeld	325.4K	$211.6M	1.5%	$14.2B
Citadel	322.9K	$210.0M	0.0%	$618.5B
Fidelity (FMR)	280.4K	$182.3M	0.0%	$1898.4B
Aristeia	275.0K	$178.8M	3.7%	$4.8B
Hudson Bay	253.5K	$164.9M	0.6%	$29.0B
Moore Capital	250.0K	$162.6M	3.3%	$4.9B
BlackRock	223.8K	$145.5M	0.0%	$5723.5B
Balyasny	193.3K	$125.7M	0.2%	$77.1B
Ares	164.7K	$107.1M	62.0%	$172.9M
Balyasny	119.9K	$78.0M	0.1%	$77.1B
Two Sigma	118.6K	$77.1M	0.1%	$123.9B
Man Group	118.1K	$76.8M	0.1%	$55.1B
Two Sigma	118.1K	$76.8M	0.1%	$123.9B
Arrowstreet	102.9K	$66.9M	0.0%	$184.8B
Route One	100.0K	$65.0M	2.8%	$2.3B
Hudson Bay	100.0K	$65.0M	0.2%	$29.0B
BlackRock	93.7K	$60.9M	0.0%	$5723.5B
Sculptor	87.5K	$56.9M	0.6%	$9.6B
Marshall Wace	81.7K	$53.1M	0.1%	$100.4B
Schonfeld	75.0K	$48.8M	0.3%	$14.2B
Hudson Bay	67.0K	$43.6M	0.2%	$29.0B
Capital World	64.0K	$40.5M	0.0%	$732.9B
Marshall Wace	46.0K	$29.9M	0.0%	$100.4B
Point72	42.0K	$27.3M	0.0%	$78.1B
Capital Research	42.2K	$26.7M	0.0%	$644.6B
Corsair Capital	38.5K	$25.0M	3.7%	$673.0M
Tudor	35.0K	$22.8M	0.0%	$53.9B
ExodusPoint	26.5K	$17.2M	0.1%	$12.4B
Soros Fund	25.0K	$16.3M	0.2%	$9.1B
Wellington	24.0K	$15.6M	0.0%	$535.5B
Cerberus	23.8K	$15.5M	0.6%	$2.6B
First Eagle	17.0K	$11.1M	0.0%	$59.0B
Fisher Investments	16.6K	$10.8M	0.0%	$294.9B
Franklin Templeton	16.0K	$10.4M	0.0%	$408.3B
Spruce Point	15.0K	$9.8M	10.7%	$90.9M
Invesco	14.7K	$9.5M	0.0%	$653.3B
AQR Capital	12.1K	$7.9M	0.0%	$218.4B
Edgewood	12.0K	$7.8M	0.1%	$15.5B
Neuberger Berman (Eisman)	11.3K	$7.3M	0.0%	$131.4B
Kayne Anderson	9.8K	$6.4M	0.0%	$34.0B
Harris (Oakmark)	7.7K	$5.0M	0.0%	$75.0B
GMO	7.6K	$5.0M	0.0%	$39.1B
Pentwater	5.0K	$3.3M	0.0%	$19.3B
ClearBridge	4.4K	$2.8M	0.0%	$114.9B
Yacktman	3.8K	$2.5M	0.0%	$7.5B
Polen Capital	3.8K	$2.4M	0.0%	$14.5B
Senator Inv Group	3.0K	$2.0M	0.1%	$2.2B
Giverny Capital	2.5K	$1.6M	0.1%	$2.7B
Moore Capital	1.5K	$981K	0.0%	$4.9B
Horizon Kinetics	1.2K	$809K	0.0%	$9.2B
Neuberger Berman (Eisman)	385	$500K	0.0%	$131.4B
Cascade (Gates)	606	$394K	0.2%	$168.9M
Jennison	600	$390K	0.0%	$145.4B
Duquesne	90.0K	$59K	1.7%	$3.4M
ARK Invest	28	$18K	0.0%	$12.9B
Acadian	10.2K	$7K	0.0%	$70.5M

SPY

Who Holds SPY