13FPulse

What Changed

Against last quarter: which stocks funds just started buying, which they walked away from, and which they have been buying for several quarters running

Data as of 2026Q2, next update 2026-11-16

Tags like “Piling in”, “Funds left” and “Exiting + falling” are assigned by 13FPulse’s own algorithm from quarterly changes in institutional holdings. For the rules and how they performed historically, see Methodology →

Funds just started buying these Piling in (537)

Stocks funds were not buying heavily last quarter and suddenly piled into this one — all of them, not truncated, strongest buying first. 74 of them were strong enough to make the top 200 on Funds Buying (that list also includes names funds were already buying). Funds Buying →

# Ticker Company Funds holding Change this quarter
1 HPE HEWLETT PACKARD ENTERPRISE 1,407 +298
2 ALAB ASTERA LABS INC 958 +257
3 MXL MAXLINEAR INC 419 +182
4 VSH VISHAY INTERTECHNOLOGY INC 462 +159
5 UNH UNITEDHEALTH GROUP INC 3,291 +271
6 QCOM QUALCOMM INC 2,966 +240
7 DDOG DATADOG INC - CLASS A 1,241 +193
8 CRWD CROWDSTRIKE HOLDINGS INC - A 2,383 +314
9 PENG PENGUIN SOLUTIONS INC 345 +121
10 FTNT FORTINET INC 1,534 +222
11 WOLF WOLFSPEED INC 260 +108
12 MS MORGAN STANLEY 2,679 +181
13 SNOW SNOWFLAKE INC 1,429 +146
14 LLY ELI LILLY & CO 4,527 +157
15 HUM HUMANA INC 905 +124

Funds left and the price is falling Exiting + falling (108)

Both signals at once — historically weak over the next six months; this is the batch worth watching. Weakest buying at the top.

# Ticker Company Buying pressure Price, same quarter
1 NFLX NETFLIX INC Top 5% Bottom 20% -7.7%
2 PEP PEPSICO INC Top 10% Bottom 20% -5.2%
3 DOW DOW INC Top 1% in the market Bottom 20% -20.2%
4 WMT WALMART INC Top 10% Bottom 20% -22.7%
5 CME CME GROUP INC Top 5% Bottom 20% -5.8%
6 BP BP PLC-SPONS ADR Top 5% Bottom 20% -3.9%
7 NOC NORTHROP GRUMMAN CORP Top 5% Bottom 20% -4.3%
8 HCA HCA HEALTHCARE INC Top 20% Bottom 20% -4.7%
9 COST COSTCO WHOLESALE CORP Top 1% in the market Bottom 20% -13.6%
10 HII HUNTINGTON INGALLS INDUSTRIE Top 5% Bottom 20% -12.0%
11 HSY HERSHEY CO/THE Top 5% Bottom 20% -7.5%
12 KR KROGER CO Top 20% Bottom 20% -14.8%
13 KTOS KRATOS DEFENSE & SECURITY Top 10% Bottom 20% -11.9%
14 EQT EQT CORP Top 5% Bottom 20% -3.0%
15 LHX L3HARRIS TECHNOLOGIES INC Top 5% Bottom 20% -15.0%

Funds left but the price is holding Funds left (152)

Funds exiting while the price holds — historically usually just digestion, not an alarm. Weakest buying at the top.

# Ticker Company Buying pressure Price, same quarter
1 T AT&T INC Top 5% Bottom 20% +7.6%
2 CVX CHEVRON CORP Top 1% in the market Bottom 20% +8.6%
3 LMT LOCKHEED MARTIN CORP Top 1% in the market Bottom 20% +7.4%
4 VZ VERIZON COMMUNICATIONS INC Top 1% in the market Bottom 20% +9.2%
5 PFE PFIZER INC Top 10% Bottom 20% +14.7%
6 COP CONOCOPHILLIPS Top 1% in the market Bottom 20% +10.2%
7 FDX FEDEX CORP Top 1% in the market Bottom 20% +6.6%
8 NEM NEWMONT CORP Top 5% Bottom 20% +14.2%
9 OXY OCCIDENTAL PETROLEUM CORP Top 1% in the market Bottom 20% +2.5%
10 SHEL SHELL PLC-ADR Top 1% in the market Bottom 20% +3.5%
11 GILD GILEAD SCIENCES INC Top 5% Bottom 20% +16.1%
12 AEM AGNICO EAGLE MINES LTD Top 5% Bottom 20% +10.0%
13 MCK MCKESSON CORP Top 10% Bottom 20% +17.0%
14 RTX RTX CORP Top 5% Bottom 20% +14.6%
15 CLX CLOROX COMPANY Top 10% Bottom 20% +10.5%

Funds have been buying these for several quarters Piling in (174)

Bought heavily by funds for 3+ quarters running, longest streak first

WELL
WELLTOWER INC
🔥 13 Q
CW
CURTISS-WRIGHT CORP
🔥 12 Q
HWM
HOWMET AEROSPACE INC
🔥 11 Q
GEV
GE VERNOVA INC
🔥 10 Q
IBKR
INTERACTIVE BROKERS GRO-CL A
🔥 10 Q
AGX
ARGAN INC
🔥 9 Q
MO
ALTRIA GROUP INC
🔥 9 Q
LRCX
LAM RESEARCH CORP
🔥 8 Q
QXO
QXO INC
🔥 8 Q
NET
CLOUDFLARE INC - CLASS A
🔥 8 Q
CASY
CASEY'S GENERAL STORES INC
🔥 7 Q
ANET
ARISTA NETWORKS INC
🔥 7 Q
CNP
CENTERPOINT ENERGY INC
🔥 7 Q
APH
AMPHENOL CORP-CL A
🔥 7 Q
ADI
ANALOG DEVICES INC
🔥 7 Q

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.