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.
Quarterly 13-F filings from the investors who consistently outperform, parsed and ready within hours of each publication date.
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.
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 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.
By the time you read them, the trade happened weeks ago. Optionality AI explains context and whether the original thesis still holds up.
Thousands of line items with CUSIP numbers. Optionality summarizes what changed and explains why it matters for your specific portfolio.
One fund buying is noise. Three funds buying the same stock is a signal. Optionality tracks overlap automatically.
Institutional tools are built for hedge funds. Optionality gives you the same smart money intelligence at a fraction of what they charge.
Connect your portfolio and see how the biggest funds overlap with your current holdings.