Stock Pickers

Funds that buy things because someone decided to. ARK, Avantis, Corgi, Sprott and Amplify's thematic line. Option-income funds are excluded here on purpose — their stock book is collateral for an overlay and churns by design, so counting it as conviction was putting other people's mechanics on this board.

Oct 12, 2026 · active-equity funds only

What are institutions as a whole doing?

62 stock-picking funds ($297.9B combined, income funds excluded) blended by AUM — net position changes since yesterday.

↑ Accumulating

MSFT

MICROSOFT CORP COMMON STOCK USD.00000625

+0.043%

2.42→2.47% · 12 funds

AMZN

AMAZON.COM INC COMMON STOCK USD.01

+0.035%

1.23→1.27% · 11 funds

TWLO

TWILIO INC A COMMON STOCK USD.001

+0.023%

0.00→0.02% · 2 funds

MRNA

MODERNA INC COMMON STOCK USD.0001

+0.021%

0.16→0.18% · 3 funds

ORCL

ORACLE CORP COMMON STOCK USD.01

+0.017%

0.43→0.44% · 6 funds

NET

CLOUDFLARE INC CLASS A COMMON STOCK USD.001

+0.014%

0.34→0.36% · 8 funds

CXMT

CXMT CORPORATION

+0.012%

0.39→0.40% · 1 fund

LLY

ELI LILLY + CO COMMON STOCK

+0.011%

0.87→0.88% · 8 funds

STX

STRIKE ENERGY LTD COMMON STOCK

+0.011%

0.59→0.60% · 9 funds

CSCO

CISCO SYSTEMS INC COMMON STOCK USD.001

+0.011%

0.57→0.58% · 6 funds

WDC

WESTERN DIGITAL CORP COMMON STOCK USD.01

+0.008%

0.40→0.41% · 6 funds

VISA INC CLASS A SHARES COMMON STOCK USD.0001

+0.008%

0.42→0.43% · 11 funds

↓ Trimming

A005930

Samsung Electronics Co Ltd

-0.041%

2.22→2.18% · 4 funds

TSM

TAIWAN SEMICONDUCTOR SP ADR ADR

-0.035%

1.52→1.49% · 9 funds

NVDA

NVIDIA CORP COMMON STOCK USD.001

-0.026%

2.15→2.13% · 14 funds

ALB

ALBEMARLE CORP COMMON STOCK USD.01

-0.022%

0.02→0.00% · 6 funds

Accumulating

Conviction-scored buys across stock-picking funds

TWLO

TWILIO INC A COMMON STOCK USD.001

1 fund+0.257%

≈ $68.6M

AAPL

APPLE INC COMMON STOCK USD.00001Information Technology

1 fund+0.247%

≈ $65.9M

LLY

ELI LILLY + CO COMMON STOCKHealth Care

1 fund+0.109%

≈ $29.0M

NFLX🔥4d

NETFLIX INC COMMON STOCK USD.001Communication Services

1 fund+0.096%

≈ $21.0M

NEM🔥2d

NEWMONT CORP COMMON STOCK USD1.6Materials

1 fund+0.123%

≈ $18.3M

NKE

NIKE INC CL B COMMON STOCKConsumer Discretionary

1 fund+0.058%

≈ $15.5M

FSLR

FIRST SOLAR INC COMMON STOCK USD.001

1 fund+0.054%

≈ $14.5M

A005930🔥2d

Samsung Electronics Co Ltd

1 fund+0.057%

≈ $13.4M

Reducing

Conviction-scored sells across stock-picking funds

ALB

ALBEMARLE CORP COMMON STOCK USD.01

1 fund-0.241%

≈ $64.3M

Micron Technology IncInformation Technology

1 fund-0.136%

≈ $36.3M

GOLDMAN SACHS GROUP INC COMMON STOCK USD.01Financials

1 fund-0.123%

≈ $26.9M

TSM

TAIWAN SEMICONDUCTOR SP ADR ADRInformation Technology

1 fund-0.086%

≈ $23.0M

INTC

INTEL CORP COMMON STOCK USD.001Information Technology

1 fund-0.042%

≈ $11.2M

DASH

DOORDASH INC A COMMON STOCK USD.00001Consumer Discretionary

1 fund-0.036%

≈ $7.9M

EMAAR

EMAAR PROPERTIES PJSC COMMON STOCK AED1.0Real Estate

1 fund-0.494%

≈ $7.6M

AMD

Advanced Micro Devices IncInformation Technology

1 fund-0.663%

≈ $7.0M

BVT

BIDVEST GROUP LTD COMMON STOCK ZAR.05Industrials

1 fund-0.019%

≈ $5.4M

III

3I GROUP PLC COMMON STOCK GBP.738636

1 fund-0.032%

≈ $3.8M

Buying streaks

Accumulated for 3+ consecutive trading days by at least one fund

▲ 4d

NFLX

NETFLIX INC COMMON STOCK USD.001

+0.096%≈ $21.0M1 fund

Selling streaks

Distributed for 3+ consecutive trading days by at least one fund

No multi-day selling streaks right now.

Divergences

Same name, opposite directions — stock-pickers only

AAPL

CGGR vs CMAG

AMZN

CGGR vs CMAG

Sector flow

Drift-adjusted weight movement by sector

Materials+0.159%

Health Care+0.107%

Energy+0.102%

Information Technology-8.008%

Communication Services-3.017%

Consumer Discretionary-2.045%

Real Estate-0.499%

Financials-0.150%