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Q2 2026 · 5,559 books · Updated Sep 18, 2026 · SEC EDGAR 13F

Biggest New Hedge-Fund Positions in Q2 2026

Honeywell Aerospace was opened by 1,130 funds this quarter. The board covers 5,559 distinct 13F books as of Q2 2026; every row links through to its stock page.

Top 10 by funds opening

Share of booksFundsValue
  1. 1HONAHoneywell Aerospace1,130 funds opening · $4.8B20%1,130$4.8B
  2. 2SPCXSpace Exploration Techn-CL A933 funds opening · $106.7B17%933$106.7B
  3. 3INTCIntel611 funds opening · $5.0B11%611$5.0B
  4. 4MUMicron Technology580 funds opening · $5.8B10%580$5.8B
  5. 5FDXFFedex Freight Holding Co563 funds opening · $2.1B10%563$2.1B
  6. 6AMDAdvanced Micro Devices524 funds opening · $3.8B9%524$3.8B
  7. 7DDDupont De Nemours479 funds opening · $1.4B9%479$1.4B
  8. 8CCLCarnival Corp461 funds opening · $2.9B8%461$2.9B
  9. 9SNDKSandisk458 funds opening · $4.7B8%458$4.7B
  10. 10MRVLMarvell Technology415 funds opening · $2.2B7%415$2.2B

Share is the fraction of the 5,559 distinct 13F books that report the name as a long position. Every row links to the stock's holder list.

What changed in Q2 2026

Counted across the same 5,559 books

Most funds buying

funds adding or opening
  1. MSFTMicrosoft2,096
  2. NVDANvidia1,960
  3. AMZNAmazon.com1,939
  4. METAMeta Platforms Class A1,631
  5. AAPLApple1,630
Full board

Most funds selling

funds trimming or exiting
  1. AAPLApple1,940
  2. GOOGLAlphabet Class A1,809
  3. MSFTMicrosoft1,691
  4. AMZNAmazon.com1,653
  5. XOMExxonMobil Holdings1,648
Full board

Sector mix of the 100 names

  • Information Technology48
  • Industrials19
  • Financials6
  • Health Care5
  • Materials4
  • Other6
  • ETFs and unclassified12

Get this board in your agent

The full 100 rows, every prior quarter and per-row provenance through the REST API and MCP server. Following is free; building starts with a $1 trial.

Connect your agentFollow Honeywell Aerospace
Ranks 11 to 25
funds openingShareValue
  1. 11AMATApplied Materials393 funds opening · 7% · $4.5B3937%$4.5B
  2. 12DELLDell Technologies -C349 funds opening · 6% · $1.1B3496%$1.1B
  3. 13LRCXLam Research332 funds opening · 6% · $1.9B3326%$1.9B
  4. 14GLWCorning327 funds opening · 6% · $718.3M3276%$718.3M
  5. 15STXSeagate Technology Holdings306 funds opening · 6% · $3.3B3066%$3.3B
  6. 16WDCWestern Digital298 funds opening · 5% · $867.8M2985%$867.8M
  7. 17PANWPalo Alto Networks292 funds opening · 5% · $1.4B2925%$1.4B
  8. 18KLACKLA273 funds opening · 5% · $1.5B2735%$1.5B
  9. 19GEVGE Vernova269 funds opening · 5% · $1.2B2695%$1.2B
  10. 20TXNTexas Instruments261 funds opening · 5% · $1.1B2615%$1.1B
  11. 21TSMTaiwan Semiconductor ADR258 funds opening · 5% · $2.1B2585%$2.1B
  12. 22ASMLASML Holding NV-247 funds opening · 4% · $1.4B2474%$1.4B
  13. 23CRWDCrowdstrike Holdings Class A246 funds opening · 4% · $882.6M2464%$882.6M
  14. 24LITELumentum Holdings244 funds opening · 4% · $2.0B2444%$2.0B
  15. 25CSCOCisco Systems223 funds opening · 4% · $445.1M2234%$445.1M
Show ranks 26 to 89
Ranks 26 to 89
funds openingShareValue
  1. 26NBISNebius Group NV222 funds opening · 4% · $4.0B2224%$4.0B
  2. 27BEBloom Energy Corp- A222 funds opening · 4% · $2.0B2224%$2.0B
  3. 28FLEXFlex220 funds opening · 4% · $903.6M2204%$903.6M
  4. 29CATCaterpillar218 funds opening · 4% · $931.8M2184%$931.8M
  5. 30DVNDevon Energy205 funds opening · 4% · $2.2B2054%$2.2B
  6. 31APHAmphenol Corp-CL A205 funds opening · 4% · $1.3B2054%$1.3B
  7. 32TERTeradyne200 funds opening · 4% · $637.4M2004%$637.4M
  8. 33CBRSCerebras Systems Class A199 funds opening · 4% · $10.2B1994%$10.2B
  9. 34COHRCoherent197 funds opening · 4% · $788.6M1974%$788.6M
  10. 35HPEHewlett Packard Enterprise196 funds opening · 4% · $754.1M1964%$754.1M
  11. 36UNHUnitedHealth Group195 funds opening · 4% · $1.0B1954%$1.0B
  12. 37QCOMQualcomm193 funds opening · 3% · $2.4B1933%$2.4B
  13. 38VRTVertiv Holdings Co-A191 funds opening · 3% · $616.9M1913%$616.9M
  14. 39GEGeneral Electric188 funds opening · 3% · $1.1B1883%$1.1B
  15. 40ANETArista Networks188 funds opening · 3% · $785.8M1883%$785.8M
  16. 41ALABAstera Labs186 funds opening · 3% · $1.8B1863%$1.8B
  17. 42LLYEli Lilly & Co182 funds opening · 3% · $1.9B1823%$1.9B
  18. 43VGNTVersigent182 funds opening · 3% · $697.7M1823%$697.7M
  19. 44CRDOCredo Technology Group Holdi181 funds opening · 3% · $589.9M1813%$589.9M
  20. 45MSMorgan Stanley176 funds opening · 3% · $1.1B1763%$1.1B
  21. 46QQnity Electronics173 funds opening · 3% · $991.3M1733%$991.3M
  22. 47DDOGDatadog Inc - Class A171 funds opening · 3% · $871.6M1713%$871.6M
  23. 48RKLBRocket Lab171 funds opening · 3% · $159.6M1713%$159.6M
  24. 49FTNTFortinet168 funds opening · 3% · $502.8M1683%$502.8M
  25. 50AVGOBroadcom166 funds opening · 3% · $1.9B1663%$1.9B
  26. 51ARMArm Holdings PLC-ADR163 funds opening · 3% · $1.1B1633%$1.1B
  27. 52NOWServicenow163 funds opening · 3% · $688.2M1633%$688.2M
  28. 53PWRQuanta Services163 funds opening · 3% · $376.4M1633%$376.4M
  29. 54CIENCiena161 funds opening · 3% · $624.9M1613%$624.9M
  30. 55GOOGLAlphabet Class A157 funds opening · 3% · $3.9B1573%$3.9B
  31. 56SNOWSnowflake157 funds opening · 3% · $1.9B1573%$1.9B
  32. 57CVSCVS Health157 funds opening · 3% · $795.7M1573%$795.7M
  33. 58ADIAnalog Devices156 funds opening · 3% · $591.0M1563%$591.0M
  34. 59CRWVCoreweave Class A154 funds opening · 3% · $1.1B1543%$1.1B
  35. 60STMStmicroelectronics NV-NY SHS153 funds opening · 3% · $2.3B1533%$2.3B
  36. 61RVMDRevolution Medicines153 funds opening · 3% · $409.0M1533%$409.0M
  37. 62CCitigroup150 funds opening · 3% · $1.0B1503%$1.0B
  38. 63CMICummins147 funds opening · 3% · $371.7M1473%$371.7M
  39. 64NUENucor146 funds opening · 3% · $321.0M1463%$321.0M
  40. 65NVDANvidia145 funds opening · 3% · $5.3B1453%$5.3B
  41. 66TRIThomson Reuters141 funds opening · 3% · $598.5M1413%$598.5M
  42. 67ETNEaton Corp139 funds opening · 3% · $502.5M1393%$502.5M
  43. 68STRLSterling Infrastructure137 funds opening · 2% · $894.8M1372%$894.8M
  44. 69DALDelta Air Lines136 funds opening · 2% · $193.3M1362%$193.3M
  45. 70NOKNokia Corp-Spon ADR135 funds opening · 2% · $1.1B1352%$1.1B
  46. 71FIXComfort Systems USA135 funds opening · 2% · $270.5M1352%$270.5M
  47. 72AZNAstraZeneca134 funds opening · 2% · $42.4B1342%$42.4B
  48. 73SUNBSunbelt Rentals Holdings134 funds opening · 2% · $7.1B1342%$7.1B
  49. 74KEYSKeysight Technologies In133 funds opening · 2% · $688.3M1332%$688.3M
  50. 75JBLJabil133 funds opening · 2% · $401.6M1332%$401.6M
  51. 76FPSForgent Power Solutions132 funds opening · 2% · $3.0B1322%$3.0B
  52. 77IBMIntl Business Machines132 funds opening · 2% · $691.4M1322%$691.4M
  53. 78IGViShares Expanded Tech-Softwa132 funds opening · 2% · $479.8M1322%$479.8M
  54. 79VSNTVersant Media Group131 funds opening · 2% · $974.7M1312%$974.7M
  55. 80VLOValero Energy131 funds opening · 2% · $557.3M1312%$557.3M
  56. 81IRENIren130 funds opening · 2% · $1.4B1302%$1.4B
  57. 82VVisa Class A129 funds opening · 2% · $3.7B1292%$3.7B
  58. 83GSGoldman Sachs Group129 funds opening · 2% · $1.5B1292%$1.5B
  59. 84DEDeere & Co129 funds opening · 2% · $237.2M1292%$237.2M
  60. 85PNFPPinnacle Financial Partners127 funds opening · 2% · $456.8M1272%$456.8M
  61. 86ONOn Semiconductor126 funds opening · 2% · $827.9M1262%$827.9M
  62. 87NVTNvent Electric126 funds opening · 2% · $637.9M1262%$637.9M
  63. 88CRSCarpenter Technology125 funds opening · 2% · $705.3M1252%$705.3M
  64. 89HWMHowmet Aerospace123 funds opening · 2% · $799.3M1232%$799.3M
11 ETFs and index wrappers in the top 100, listed separately

ETFs and index wrappers

funds openingShareValue
  1. 1IALTIshrs Sys Alt Act ETF188 funds opening · 3% · $787.4M1883%$787.4M
  2. 2SMHVaneck Semiconductor ETF178 funds opening · 3% · $1.4B1783%$1.4B
  3. 3SOXXiShares Semiconductor ETF174 funds opening · 3% · $1.1B1743%$1.1B
  4. 4DRAMRoundhill Memory ETF173 funds opening · 3% · $923.9M1733%$923.9M
  5. 5QQQInvesco QQQ Trust Series 1162 funds opening · 3% · $730.2M1623%$730.2M
  6. 6XLKTechnology Select Sector162 funds opening · 3% · $283.4M1623%$283.4M
  7. 7VGTVanguard Info Tech ETF150 funds opening · 3% · $758.6M1503%$758.6M
  8. 8IWMiShares Russell 2000 ETF147 funds opening · 3% · $687.5M1473%$687.5M
  9. 9GGOViShares Global GB Usd Ha ETF128 funds opening · 2% · $304.2M1282%$304.2M
  10. 10VOOVanguard S&P 500 ETF126 funds opening · 2% · $3.7B1262%$3.7B
  11. 11IVViShares Core S&P 500 ETF125 funds opening · 2% · $2.3B1252%$2.3B

How this board is built

Computed from the latest non-superseded 13F filing of each of 5,559 tracked funds as of Q2 2026, grouped by security. Long positions only; option legs excluded; superseded amendments dropped; each CUSIP resolved to a ticker. The holder-change comparison is paused while the prior quarter's snapshot is refreshed; it returns on its own.

Source: SEC EDGAR 13F (public domain)API / MCPMarkdown twin

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