Cross-investor intelligence

Signals · 2025Q4

Composite signals from 13F filings + Form 4 insider trades. Multiple actors moving the same direction is the bar — volume alone isn't a signal.

Composite intelligence

Smart-money convergence

Institutions adding · insiders net buying (90d)

Insider net

TSMTAIWAN SEMICONDUCTOR MFG LTD
Paul Tudor Jones·George Soros·Lu Lee-Chung (VP) · +43 more
$110K
PBRPetroleo Brasileiro SA - Petrobras
Ken Griffin·Steve Cohen·Laureano Angelica Garcia Cobas (Chief Commercial Officer) · +3 more
$9K

Consensus reversal

Sold last quarter, bought this quarter

Buyers ↔ Sellers

Heavy doubling

Existing position doubled or more this quarter

Best Δ

NFLXNETFLIX INC
Chase Coleman (+1108%)·Philippe Laffont (+1655%)·Ken Griffin (+257%)·Izzy Englander (+1713%) · +8 more
+3950%
81762P102SERVICENOW INC
Ray Dalio (+343%)·Chase Coleman (+609%)·Ken Griffin (+234%)·Izzy Englander (+631%) · +6 more
+4343%
WMTWalmart, Inc.
Izzy Englander (+1002%)
+1002%
05464C101Axon Enterprise Inc - US
Wellington Management (+327%)·Baillie Gifford & Co (+1199%)
+1199%
78467X109SPDR DOW JONES INDL AVERAGE
Ken Griffin (+389%)
+389%
G0403H108AON PLC
Dodge & Cox (+127%)·AQR Capital Management (+276%)
+276%
DASHDOORDASH INC
Steve Cohen (+357%)·Wellington Management (+593%)
+593%
09290D101BLACKROCK INC
Ken Griffin (+157%)·Wellington Management (+201%)
+201%
SPYSTATE STREET CORP
Izzy Englander (+1463%)
+1463%
31488V107FERGUSON ENTERPRISES INC
Steve Cohen (+118%)·Wellington Management (+151%)
+151%
DISThe Walt Disney Co.
Wellington Management (+104%)
+104%
337738108FISERV INC
Ken Griffin (+106%)·Bill Nygren (+130%)
+130%
AMDADVANCED MICRO DEVICES INC
Renaissance Technologies (+142%)·D.E. Shaw & Co. (+271%)
+271%
446150104HUNTINGTON BANCSHARES INC
Wellington Management (+4265%)
+4265%
384802104GRAINGER W W INC
Ken Griffin (+170%)·D.E. Shaw & Co. (+189%)·Wellington Management (+1462%)
+1462%

Executive selling alert

Officers/directors selling >$1M open-market (30d)

Net sold

SMRNUSCALE POWER Corp
FLUOR CORP (Director)
-$313.3M
CRWVCoreWeave, Inc.
Venturo Brian M (Chief Strategy O…)·Intrator Michael N (CEO)·McBee Brannin (Chief Developmen…)
-$171.7M
JPMJPMORGAN CHASE & CO
Piepszak Jennifer (COO)·Barnum Jeremy (CFO)·DIMON JAMES (CEO)·Erdoes Mary E. (CEO) · +3 more
-$54.3M
SIONSionna Therapeutics, Inc.
ORBIMED ADVISORS LLC (Director)·Thompson Peter A. (Director)
-$45.9M
RDWRedwire Corp
AE RED HOLDINGS, LLC (Director)
-$31.8M
DELLDell Technologies Inc.
CLARKE JEFFREY W (COO)·Kennedy David Alan (CFO)
-$24.7M
UWMCUWM Holdings Corp
Mat Ishbia (CEO)
-$18.8M
ALABAstera Labs, Inc.
Mohan Jitendra (CEO)
-$18.5M
ANETArista Networks, Inc.
Breithaupt Chantelle Yvette (CFO)·Ullal Jayshree (CEO)
-$18.3M
FDXFEDEX CORP
SCHWAB SUSAN C (Director)·Brightman Tracy B (EVP - Chief Peop…)·Preet Kawal (EVP - Plng, Eng,…)·ADAMS GINA F. (EVP GENL COUNSEL…)
-$17.6M
WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
Santana Rafael (CEO)
-$15.5M
LQDALiquidia Corp
JEFFS ROGER (CEO)·Kaseta Michael (CFO)
-$14.9M
MSMORGAN STANLEY
SIMKOWITZ DANIEL A (Pres.)·CRAWLEY MANDELL (Chief Client Off…)·SAPERSTEIN ANDREW M (Pres.)
-$14.0M
MRVLMarvell Technology, Inc.
Bharathi Sandeep (Pres.)·Meintjes Willem A (CFO)·MURPHY MATTHEW J (CEO)
-$13.7M
ASXASE Technology Holding Co., Ltd.
Chen Jeffrey (Director)
-$11.4M