What the big funds started buying
Which companies did the most funds open a brand new position in?
A brand new position means a manager formed a fresh conviction and had to put real money behind it. These are the companies the most funds opened at once last quarter, which is the closest a 13F ever gets to a signal.
Number of funds opening a new position
Computed live from our database when you loaded this page. Nothing here is hand-typed, so nothing here can go stale.
| Ticker | Company | Funds opening | Bought |
|---|---|---|---|
| SUNB | SUNBELT RENTALS HOLDINGS INC | 21 | $7.37bn |
| VSNT | VERSANT MEDIA GROUP INC | 15 | $0.81bn |
| PNFP | PINNACLE FINANCIAL PARTNERS | 14 | $1.09bn |
| FPS | FORGENT POWER SOLUTIONS-CL A | 11 | $0.34bn |
| INDV | INDIVIOR PHARMACEUTICALS INC | 10 | $0.56bn |
| EQPT | EQUIPMENTSHARE.COM INC-A | 10 | $0.2bn |
| MSFT | MICROSOFT CORP | 9 | $4.49bn |
| AVGO | BROADCOM INC | 9 | $4.14bn |
| V | VISA INC-CLASS A SHARES | 9 | $2.29bn |
| META | META PLATFORMS INC-CLASS A | 9 | $1.63bn |
| MA | MASTERCARD INC - A | 9 | $0.88bn |
| PIPR | PIPER SANDLER COS | 9 | $0.19bn |
| MWH | SOLV ENERGY INC-CL A | 9 | $0.14bn |
| SPGI | S&P GLOBAL INC | 8 | $2.14bn |
| ORCL 6.5 01/15/29 D | ORACLE CORP | 8 | $0.74bn |
| ARES | ARES MANAGEMENT CORP - A | 8 | $0.39bn |
| MDA | MDA SPACE LTD | 8 | $0.09bn |
| BOBS | BOB'S DISCOUNT FURNITURE | 8 | $0.05bn |
| BBUC | BROOKFIELD BUSINESS CORP-A | 8 | $0.03bn |
| GOOGL | ALPHABET INC-CL A | 7 | $3.39bn |
| WAT | WATERS CORP | 7 | $1.01bn |
| MKSI | MKS INC | 7 | $0.46bn |
| INTU | INTUIT INC | 7 | $0.44bn |
| TPG | TPG INC | 7 | $0.16bn |
| ELV | ELEVANCE HEALTH INC | 7 | $0.12bn |
Live from our database. 25 rows shown.
- Companies where a fund held nothing in Q4 2025 and something in Q1 2026, counted across all 105 funds.
- Only companies opened by at least 2 funds are shown.
- A 'new' position can be an artefact: a ticker change, a spin-off landing in the book, or an index fund tracking an index addition. Check the company before reading intent into it.
- By the time a 13F is public the position is up to 45 days old, and the manager may already have sold it.
Free to quote, chart or republish with attribution. Cite as: SteadyShares, What the big funds started buying, https://steadyshares.com/research/the-new-positions. If you are a journalist and want the underlying query or a different cut of the data, ask and we will run it.
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