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SMART MONEY REPORTS

See what the best investors are buying.

Every quarter, the SEC publishes what the world's top investors hold. Optionality parses these filings and shows you the moves that matter, cross-referenced against your own holdings.

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We track the funds that move markets.

Quarterly 13-F filings from the investors who consistently outperform, parsed and ready within hours of each publication date.

Berkshire Hathaway

Berkshire Hathaway

Warren Buffett
AUM ~$300B
Bridgewater Associates

Bridgewater Associates

Ray Dalio
AUM ~$124B
Pershing Square

Pershing Square

Bill Ackman
AUM ~$18B
Appaloosa Management

Appaloosa Management

David Tepper
AUM ~$13B
QUARTERLY REPORTS

Every move, explained.

We parse raw SEC 13-F filings into clean, actionable reports. See exactly what each fund bought, sold, increased, or trimmed, with dollar amounts and full position sizes.

Positions you also hold are flagged automatically, so you instantly see where your portfolio aligns with institutional money.

Berkshire Hathaway
Berkshire Hathaway Q4 2025 Moves
Filed Feb 14, 2026 | 5 notable changes
SU Suncor Energy
NEW BUY $1.2B
OXY Occidental Petroleum
YOU HOLD INCREASED $890M
AAPL Apple Inc.
YOU HOLD TRIMMED $4.1B
CVX Chevron Corp
INCREASED $540M
PARA Paramount Global
SOLD $310M
AI ANALYSIS

Ask what the moves actually mean.

Optionality AI understands both the 13-F data and your portfolio. Ask it anything about institutional moves and get real context instead of hype.

13-F filings are delayed by 45 days. The AI factors this into every answer so you never chase stale data.

Optionality AI
Smart Money context enabled
What did Buffett buy last quarter and should I follow?
Berkshire made 3 notable moves in Q4 2025: a new $1.2B position in Suncor Energy (SU), increased Occidental Petroleum (OXY) by $890M, and trimmed Apple by $4.1B.

Before you follow: keep in mind these filings are 45 days old. Prices have moved since then. SU is up 12% since the filing date.

That said, you already hold OXY, which Berkshire increased. This aligns with your existing energy thesis. Your OXY position is 2.1% of your portfolio vs. Berkshire's 4.8%, so you have room to add if you want more exposure.

I would not blindly copy the SU position. Your portfolio has no Canadian energy exposure and adding it changes your geographic allocation. Worth researching, but not a reflex buy.
PORTFOLIO OVERLAP

Find your portfolio overlap.

Optionality compares your holdings against every tracked fund and shows overlap percentages, shared positions, and where your conviction aligns with institutional money.

When 3 or more top funds hold the same position you do, that is a strong signal worth paying close attention to.

Your Portfolio vs. Smart Money 32% overlap
Shared Positions
AAPL Apple Inc. 4 funds hold
OXY Occidental Petroleum 2 funds hold
GOOGL Alphabet Inc. 3 funds hold
3 of your holdings overlap with Berkshire's top 10 positions.
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Why not just read 13-F filings?

13-F filings are 45 days late

By the time you read them, the trade happened weeks ago. Optionality AI explains context and whether the original thesis still holds up.

Raw filings are unreadable

Thousands of line items with CUSIP numbers. Optionality summarizes what changed and explains why it matters for your specific portfolio.

You miss the pattern across funds

One fund buying is noise. Three funds buying the same stock is a signal. Optionality tracks overlap automatically.

Bloomberg costs $25K/yr

Institutional tools are built for hedge funds. Optionality gives you the same smart money intelligence at a fraction of what they charge.

Frequently asked questions.

Is my financial data safe?
Your data is protected with 256-bit AES encryption. We connect through Plaid and SnapTrade using read-only access. We can never move money or execute trades on your behalf.
What does the free tier include?
The free tier includes AI conversations, net worth tracking, and basic smart money reports. Premium unlocks unlimited AI analysis, full 13-F breakdowns, and detailed portfolio overlap scoring.
How long does setup take?
Under 2 minutes. Connect your accounts, and Optionality starts analyzing your portfolio and cross-referencing it with institutional filings immediately.
Where does the 13-F data come from?
Directly from SEC EDGAR filings. We parse every quarterly 13-F filing from tracked institutional investors within hours of each publication date.
Is this investment advice?
No. Optionality provides research and analysis tools. Always do your own due diligence before making investment decisions.

Start tracking smart money.

Connect your portfolio and see how the biggest funds overlap with your current holdings.

Track smart money
Bank-level encryption Read-only access No credit card
No credit card required. Set up in under 2 minutes.