Smart Money New Buys
First-time positions opened by tracked institutional funds.
Q4 2025·81 stocks
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Consensus Buys (3+ funds)
AAPLAPPLE INC
$344535.0T
24 funds
State Street
$164218.8T5.5% port.
Northern Trust Corp
$29781.3T3.8% port.
Morgan Stanley IM
$27217.2T1.6% port.
+21 more funds
AMZNAMAZON COM INC
$346522.9T
18 funds
Vanguard Group
$172888.9T2.5% port.
State Street
$89708.9T3.0% port.
Northern Trust Corp
$15729.9T2.0% port.
+15 more funds
NVDANVIDIA CORPORATION
$305286.3T
18 funds
State Street
$184911.1T6.2% port.
Northern Trust Corp
$33006.7T4.2% port.
Morgan Stanley IM
$20493.9T1.2% port.
+15 more funds
MSFTMICROSOFT CORP
$251220.3T
16 funds
State Street
$148060.6T5.0% port.
Northern Trust Corp
$26845.3T3.4% port.
Morgan Stanley IM
$21638.5T1.3% port.
+13 more funds
METAMETA PLATFORMS INC
$111396.0T
16 funds
State Street
$59963.5T2.0% port.
Northern Trust Corp
$10612.1T1.4% port.
Morgan Stanley IM
$7557.9T0.5% port.
+13 more funds
GOOGLALPHABET INC
$136448.1T
14 funds
State Street
$71456.9T2.4% port.
Morgan Stanley IM
$16005.2T1.0% port.
Northern Trust Corp
$13744.7T1.8% port.
+11 more funds
AVGOBROADCOM INC
$115395.6T
13 funds
State Street
$65788.2T2.2% port.
Northern Trust Corp
$11889.3T1.5% port.
Morgan Stanley IM
$9007.6T0.5% port.
+10 more funds
LLYELI LILLY & CO
$144930.7T
9 funds
Vanguard Group
$79455.2T1.2% port.
State Street
$38002.7T1.3% port.
Morgan Stanley IM
$7797.2T0.5% port.
+6 more funds
GOOGALPHABET INC
$93506.2T
9 funds
State Street
$58712.9T2.0% port.
Northern Trust Corp
$11001.8T1.4% port.
Morgan Stanley IM
$7163.3T0.4% port.
+6 more funds
CVXCHEVRON CORP NEW
$73998.4T
9 funds
Vanguard Group
$25033.7T0.4% port.
State Street
$23209.2T0.8% port.
Berkshire Hathaway
$9385.3T3.4% port.
+6 more funds
VVISA INC
$100318.4T
8 funds
Vanguard Group
$50518.3T0.7% port.
State Street
$29038.1T1.0% port.
Morgan Stanley IM
$6566.4T0.4% port.
+5 more funds
SPYSPDR S&P 500 ETF TR
$45461.8T
8 funds
Morgan Stanley IM
$12891.8T0.8% port.
Bank of America Corp
$9845.7T0.7% port.
Northern Trust Corp
$8260.6T1.1% port.
+5 more funds
ABBVABBVIE INC
$73695.9T
7 funds
Vanguard Group
$37147.6T0.5% port.
State Street
$18494.2T0.6% port.
Charles Schwab Investment Mgmt
$5737.8T0.9% port.
+4 more funds
BACBANK AMERICA CORP
$48945.0T
7 funds
Berkshire Hathaway
$17094.0T6.2% port.
State Street
$16417.5T0.6% port.
Berkshire Hathaway
$6914.6T2.5% port.
+4 more funds
JNJJOHNSON & JOHNSON
$87182.1T
6 funds
Vanguard Group
$44807.8T0.6% port.
State Street
$27704.4T0.9% port.
Morgan Stanley IM
$4958.5T0.3% port.
+3 more funds
TSLATESLA INC
$73267.5T
6 funds
State Street
$51647.2T1.7% port.
Northern Trust Corp
$8905.5T1.1% port.
Morgan Stanley IM
$5027.9T0.3% port.
+3 more funds
KOCOCA COLA CO
$64986.0T
6 funds
Vanguard Group
$23456.2T0.3% port.
Berkshire Hathaway
$19765.1T7.2% port.
State Street
$11734.4T0.4% port.
+3 more funds
PLTRPALANTIR TECHNOLOGIES INC
$27317.4T
6 funds
State Street
$18199.0T0.6% port.
Northern Trust Corp
$2848.5T0.4% port.
Deutsche Bank AG
$1678.2T0.5% port.
+3 more funds
AMDADVANCED MICRO DEVICES INC
$25741.5T
6 funds
State Street
$16044.7T0.5% port.
Invesco Ltd
$2571.4T0.4% port.
Northern Trust Corp
$2561.0T0.3% port.
+3 more funds
AXPAMERICAN EXPRESS CO
$71961.4T
5 funds
Berkshire Hathaway
$55145.1T20.1% port.
State Street
$10900.5T0.4% port.
Morgan Stanley IM
$2467.5T0.1% port.
+2 more funds
JPMJPMORGAN CHASE & CO.
$65220.6T
5 funds
State Street
$40387.7T1.4% port.
Morgan Stanley IM
$11858.9T0.7% port.
Northern Trust Corp
$6425.4T0.8% port.
+2 more funds
BRK/BBERKSHIRE HATHAWAY INC DEL
$62709.3T
5 funds
State Street
$37158.4T1.2% port.
MFS Investment Management
$9754.8T27.6% port.
Northern Trust Corp
$6022.3T0.8% port.
+2 more funds
CATCATERPILLAR INC
$51510.6T
5 funds
Vanguard Group
$23972.8T0.3% port.
State Street
$20273.0T0.7% port.
MFS Investment Management
$3639.8T10.3% port.
+2 more funds
MUMICRON TECHNOLOGY INC
$47769.7T
5 funds
Vanguard Group
$27265.3T0.4% port.
State Street
$15061.3T0.5% port.
Northern Trust Corp
$2269.5T0.3% port.
+2 more funds
WMTWALMART INC
$35584.2T
5 funds
State Street
$20620.4T0.7% port.
Morgan Stanley IM
$4915.9T0.3% port.
Point72
$4543.0T1.9% port.
+2 more funds
MAMASTERCARD INCORPORATED
$31695.6T
5 funds
State Street
$20900.8T0.7% port.
Northern Trust Corp
$3363.8T0.4% port.
Morgan Stanley IM
$2633.9T0.2% port.
+2 more funds
NFLXNETFLIX INC
$27703.8T
5 funds
State Street
$16575.0T0.6% port.
Morgan Stanley IM
$3147.2T0.2% port.
Invesco Ltd
$3077.3T0.5% port.
+2 more funds
COSTCOSTCO WHSL CORP NEW
$27450.8T
5 funds
State Street
$15649.0T0.5% port.
Morgan Stanley IM
$3950.3T0.2% port.
Invesco Ltd
$3257.6T0.5% port.
+2 more funds
QQQINVESCO QQQ TR
$17509.0T
5 funds
XOMEXXON MOBIL CORP
$35007.8T
4 funds
State Street
$24683.4T0.8% port.
Morgan Stanley IM
$4283.8T0.3% port.
Northern Trust Corp
$3891.4T0.5% port.
+1 more fund
PMPHILIP MORRIS INTL INC
$32950.0T
4 funds
Vanguard Group
$20841.6T0.3% port.
State Street
$8901.5T0.3% port.
Northern Trust Corp
$1767.3T0.2% port.
+1 more fund
IVVISHARES TR
$29807.3T
4 funds
Morgan Stanley IM
$12348.9T0.7% port.
Point72
$9927.7T4.2% port.
Northern Trust Corp
$5427.9T0.7% port.
+1 more fund
VZVERIZON COMMUNICATIONS INC
$28965.7T
4 funds
Vanguard Group
$13725.2T0.2% port.
State Street
$9080.8T0.3% port.
Charles Schwab Investment Mgmt
$4722.6T0.7% port.
+1 more fund
DISDISNEY WALT CO
$28516.9T
4 funds
Vanguard Group
$16114.0T0.2% port.
State Street
$9604.6T0.3% port.
Morgan Stanley IM
$1409.9T0.1% port.
+1 more fund
GEVGE VERNOVA INC
$25563.5T
4 funds
Vanguard Group
$14602.9T0.2% port.
State Street
$7496.2T0.3% port.
Morgan Stanley IM
$2124.4T0.1% port.
+1 more fund
HDHOME DEPOT INC
$24766.4T
4 funds
State Street
$16147.0T0.5% port.
Morgan Stanley IM
$4547.6T0.3% port.
Northern Trust Corp
$2493.8T0.3% port.
+1 more fund
PGPROCTER AND GAMBLE CO
$22683.1T
4 funds
State Street
$14563.0T0.5% port.
Morgan Stanley IM
$2960.4T0.2% port.
Charles Schwab Investment Mgmt
$2668.5T0.4% port.
+1 more fund
CSCOCISCO SYS INC
$21255.2T
4 funds
State Street
$15061.0T0.5% port.
Morgan Stanley IM
$2517.8T0.2% port.
Northern Trust Corp
$2253.8T0.3% port.
+1 more fund
ORCLORACLE CORP
$20946.5T
4 funds
State Street
$14916.0T0.5% port.
Northern Trust Corp
$2428.8T0.3% port.
Morgan Stanley IM
$2043.6T0.1% port.
+1 more fund
PEPPEPSICO INC
$12975.0T
4 funds
State Street
$8607.4T0.3% port.
Invesco Ltd
$1502.7T0.2% port.
Morgan Stanley IM
$1456.7T0.1% port.
+1 more fund
GLDSPDR GOLD TR
$8311.8T
4 funds
Morgan Stanley IM
$3820.0T0.2% port.
UBS Group AG
$1658.9T0.3% port.
UBS Group AG
$1476.7T0.2% port.
+1 more fund
AMATAPPLIED MATLS INC
$29000.0T
3 funds
Vanguard Group
$17699.2T0.3% port.
State Street
$9747.8T0.3% port.
Northern Trust Corp
$1553.1T0.2% port.
NEENEXTERA ENERGY INC
$28557.6T
3 funds
CCITIGROUP INC
$27842.5T
3 funds
Vanguard Group
$16981.7T0.2% port.
State Street
$9325.2T0.3% port.
Northern Trust Corp
$1535.6T0.2% port.
LMTLOCKHEED MARTIN CORP
$27497.1T
3 funds
INTUINTUIT
$27441.2T
3 funds
Vanguard Group
$17311.3T0.3% port.
State Street
$8653.1T0.3% port.
Northern Trust Corp
$1476.8T0.2% port.
ISRGINTUITIVE SURGICAL INC
$27371.4T
3 funds
Vanguard Group
$17023.6T0.2% port.
State Street
$8892.8T0.3% port.
Northern Trust Corp
$1455.0T0.2% port.
LINLINDE PLC
$26834.3T
3 funds
Vanguard Group
$17202.6T0.2% port.
State Street
$8253.6T0.3% port.
Northern Trust Corp
$1378.1T0.2% port.
GSGOLDMAN SACHS GROUP INC
$22277.7T
3 funds
State Street
$17197.4T0.6% port.
Morgan Stanley IM
$3209.8T0.2% port.
Northern Trust Corp
$1870.5T0.2% port.
DHRDANAHER CORPORATION
$22055.4T
3 funds
Vanguard Group
$12533.6T0.2% port.
State Street
$6345.5T0.2% port.
Fidelity Management
$3176.3T0.2% port.
MSMORGAN STANLEY
$21753.9T
3 funds
State Street
$18437.3T0.6% port.
Charles Schwab Investment Mgmt
$1733.1T0.3% port.
Northern Trust Corp
$1583.4T0.2% port.
RTXRTX CORPORATION
$21576.3T
3 funds
State Street
$16851.6T0.6% port.
Morgan Stanley IM
$3022.3T0.2% port.
Northern Trust Corp
$1702.3T0.2% port.
IBMINTERNATIONAL BUSINESS MACHS
$20294.2T
3 funds
State Street
$16290.5T0.5% port.
Morgan Stanley IM
$2014.2T0.1% port.
Northern Trust Corp
$1989.5T0.3% port.
UNHUNITEDHEALTH GROUP INC
$18993.4T
3 funds
State Street
$14931.6T0.5% port.
Northern Trust Corp
$2056.4T0.3% port.
Morgan Stanley IM
$2005.4T0.1% port.
VOOVANGUARD INDEX FDS
$18119.3T
3 funds
Morgan Stanley IM
$10085.9T0.6% port.
Morgan Stanley IM
$5160.7T0.3% port.
Marshall Wace LLP
$2872.7T2.6% port.
GEGE AEROSPACE
$17903.8T
3 funds
State Street
$13951.6T0.5% port.
Northern Trust Corp
$2409.9T0.3% port.
Morgan Stanley IM
$1542.3T0.1% port.
CRMSALESFORCE INC
$17610.7T
3 funds
State Street
$13286.9T0.4% port.
Morgan Stanley IM
$2502.6T0.1% port.
Northern Trust Corp
$1821.2T0.2% port.
WFCWELLS FARGO CO NEW
$17120.9T
3 funds
State Street
$12776.6T0.4% port.
Morgan Stanley IM
$2238.4T0.1% port.
Northern Trust Corp
$2105.9T0.3% port.
MRKMERCK & CO INC
$16908.7T
3 funds
State Street
$12737.5T0.4% port.
Morgan Stanley IM
$2235.3T0.1% port.
Northern Trust Corp
$1935.8T0.2% port.
MCOMOODYS CORP
$16210.2T
3 funds
Berkshire Hathaway
$6448.8T2.4% port.
Berkshire Hathaway
$6116.9T2.2% port.
State Street
$3644.4T0.1% port.
MCDMCDONALDS CORP
$15242.1T
3 funds
State Street
$10997.8T0.4% port.
Morgan Stanley IM
$2718.7T0.2% port.
Northern Trust Corp
$1525.6T0.2% port.
TMOTHERMO FISHER SCIENTIFIC INC
$14420.1T
3 funds
State Street
$9634.0T0.3% port.
Morgan Stanley IM
$3313.7T0.2% port.
Northern Trust Corp
$1472.5T0.2% port.
IWMISHARES TR
$13050.2T
3 funds
UBERUBER TECHNOLOGIES INC
$11918.4T
3 funds
ETNEATON CORP PLC
$9576.5T
3 funds
State Street
$5370.5T0.2% port.
Morgan Stanley IM
$2677.9T0.2% port.
Bank of America Corp
$1528.1T0.1% port.
DEDEERE & CO
$8137.8T
3 funds
State Street
$4898.7T0.2% port.
MFS Investment Management
$1656.2T4.7% port.
Fidelity Management
$1582.8T0.1% port.
IJHISHARES TR
$7249.3T
3 funds
Bank of America Corp
$3420.4T0.2% port.
Morgan Stanley IM
$2423.0T0.1% port.
Northern Trust Corp
$1405.9T0.2% port.
Single Fund Conviction Bets
BNBROOKFIELD CORP
$4712.1T
2 funds
Baupost Group
$2817.8T18.1% port.
Dodge & Cox
$1894.4T1.0% port.
WMWASTE MGMT INC DEL
$10178.1T
2 funds
MFS Investment Management
$6357.2T18.0% port.
State Street
$3820.9T0.1% port.
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$4414.4T
2 funds
State Street
$2919.4T0.1% port.
Millennium Management
$1495.0T5.0% port.
OXYOCCIDENTAL PETE CORP
$12529.7T
2 funds
Berkshire Hathaway
$10894.4T4.0% port.
State Street
$1635.3T0.1% port.
CBCHUBB LIMITED
$15964.1T
2 funds
Berkshire Hathaway
$10689.9T3.9% port.
State Street
$5274.2T0.2% port.
ECLECOLAB INC
$4290.4T
2 funds
State Street
$2920.6T0.1% port.
MFS Investment Management
$1369.8T3.9% port.
IEPIcahn Enterprises LP
$2078.5T
1 fund
Pershing Square
$2078.5T24.6% port.
CVICVR Energy Inc
$1719.0T
1 fund
Pershing Square
$1719.0T20.4% port.
CNICANADIAN NATL RY CO
$5123.1T
1 fund
MFS Investment Management
$5123.1T14.5% port.
QSRRESTAURANT BRANDS INTL INC
$1560.2T
1 fund
Baupost Group
$1560.2T10.0% port.
HHHHOWARD HUGHES HOLDINGS INC
$1503.8T
1 fund
Baupost Group
$1503.8T9.7% port.
SESEA LTD
$1966.6T
1 fund
Millennium Management
$1966.6T6.6% port.
KHCKRAFT HEINZ CO
$7896.6T
1 fund
Berkshire Hathaway
$7896.6T2.9% port.
About 13F lag. Institutional managers with $100M+ AUM must file 13F reports within 45 days of each quarter end. A position marked “new” means the fund did not hold the stock in the prior quarter’s filing. These disclosures are historical snapshots — actual current holdings may have changed.
Not financial advice. 13F data reflects quarter-end positions filed with the SEC. Positions may have changed since filing. See full disclaimer.