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SMART MONEY REPORTS

See what the world's best investors are buying.

Every quarter, the SEC publishes what institutional investors hold. Optionality parses these 13-F filings and shows you the moves, cross-referenced against your own portfolio.

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We track the investors that move markets

Quarterly 13-F filings from the funds that consistently outperform, parsed and ready for you.

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, broken down for you.

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 position sizes.

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

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 the hard questions. Get nuanced answers.

Optionality AI understands both the 13-F data and your portfolio. Ask it anything about institutional moves and it will give you context, not hype.

13-F filings are delayed by 45 days. The AI factors this into every recommendation 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

See where you and the best investors agree.

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 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.

Invest with conviction. See what the best are doing.

Track institutional moves, compare them to your portfolio, and make decisions backed by data instead of headlines.

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