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Q3 2026 · 5,655 books · Updated Sep 30, 2026 · SEC EDGAR 13F

Biggest New Hedge-Fund Positions in Q3 2026

Honeywell Aerospace was opened by 1,139 funds this quarter. The board covers 5,655 distinct 13F books as of Q3 2026; every row links through to its stock page.

Top 10 by funds opening

Share of booksFundsValuevs Q2
  1. 1HONAHoneywell Aerospace1,139 funds opening · $4.8B · +93 vs Q220%1,139$4.8B+93
  2. 2SPCXSpace Exploration Techn-CL A931 funds opening · $32.3B · +97 vs Q216%931$32.3B+97
  3. 3INTCIntel685 funds opening · $5.4B · +90 vs Q212%685$5.4B+90
  4. 4MUMicron Technology633 funds opening · $6.2B · +63 vs Q211%633$6.2B+63
  5. 5AMDAdvanced Micro Devices609 funds opening · $4.5B · +102 vs Q211%609$4.5B+102
  6. 6FDXFFedex Freight Holding Co568 funds opening · $2.1B · +71 vs Q210%568$2.1B+71
  7. 7DDDupont De Nemours485 funds opening · $1.4B · +52 vs Q29%485$1.4B+52
  8. 8MRVLMarvell Technology479 funds opening · $2.6B · +83 vs Q28%479$2.6B+83
  9. 9SNDKSandisk471 funds opening · $4.7B · +5 vs Q28%471$4.7B+5
  10. 10CCLCarnival Corp467 funds opening · $2.9B · +63 vs Q28%467$2.9B+63

Share is the fraction of the 5,655 distinct 13F books that report the name as a long position. Every row links to the stock's holder list.

What changed in Q3 2026

Counted across the same 5,655 books

Most funds buying

funds adding or opening
  1. MSFTMicrosoft2,105
  2. NVDANvidia1,970
  3. AMZNAmazon.com1,957
  4. AAPLApple1,644
  5. METAMeta Platforms Class A1,639
Full board

Most funds selling

funds trimming or exiting
  1. AAPLApple1,891
  2. GOOGLAlphabet Class A1,731
  3. MSFTMicrosoft1,596
  4. AMZNAmazon.com1,590
  5. NVDANvidia1,581
Full board

Sector mix of the 100 names

  • Information Technology48
  • Industrials16
  • Financials7
  • Health Care7
  • Consumer Discretionary4
  • Other8
  • ETFs and unclassified10

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 openingShareValuevs Q2
  1. 11AMATApplied Materials427 funds opening · 8% · $4.6B · +35 vs Q24278%$4.6B+35
  2. 12DELLDell Technologies -C392 funds opening · 7% · $1.3B · +52 vs Q23927%$1.3B+52
  3. 13LRCXLam Research368 funds opening · 7% · $2.0B · +45 vs Q23687%$2.0B+45
  4. 14PANWPalo Alto Networks361 funds opening · 6% · $1.5B · +76 vs Q23616%$1.5B+76
  5. 15GLWCorning353 funds opening · 6% · $772.7M · +21 vs Q23536%$772.7M+21
  6. 16STXSeagate Technology Holdings339 funds opening · 6% · $3.5B · +51 vs Q23396%$3.5B+51
  7. 17TXNTexas Instruments330 funds opening · 6% · $2.0B · +84 vs Q23306%$2.0B+84
  8. 18UNHUnitedHealth Group330 funds opening · 6% · $1.3B · +143 vs Q23306%$1.3B+143
  9. 19CRWDCrowdstrike Holdings Class A324 funds opening · 6% · $1.5B · +83 vs Q23246%$1.5B+83
  10. 20WDCWestern Digital322 funds opening · 6% · $1.1B · +33 vs Q23226%$1.1B+33
  11. 21KLACKLA300 funds opening · 5% · $1.9B · +37 vs Q23005%$1.9B+37
  12. 22QCOMQualcomm293 funds opening · 5% · $2.5B · +112 vs Q22935%$2.5B+112
  13. 23TSMTaiwan Semiconductor ADR290 funds opening · 5% · $2.6B · +33 vs Q22905%$2.6B+33
  14. 24GEVGE Vernova289 funds opening · 5% · $1.2B · +10 vs Q22895%$1.2B+10
  15. 25ASMLASML Holding NV-279 funds opening · 5% · $1.6B · +33 vs Q22795%$1.6B+33
Show ranks 26 to 90
Ranks 26 to 90
funds openingShareValuevs Q2
  1. 26CSCOCisco Systems267 funds opening · 5% · $530.2M · +42 vs Q22675%$530.2M+42
  2. 27LITELumentum Holdings260 funds opening · 5% · $2.3B · +7 vs Q22605%$2.3B+7
  3. 28CATCaterpillar258 funds opening · 5% · $1.1B · +34 vs Q22585%$1.1B+34
  4. 29LLYEli Lilly & Co253 funds opening · 4% · $2.6B · +81 vs Q22534%$2.6B+81
  5. 30BEBloom Energy Corp- A246 funds opening · 4% · $2.1B · +23 vs Q22464%$2.1B+23
  6. 31FLEXFlex246 funds opening · 4% · $1.2B · +52 vs Q22464%$1.2B+52
  7. 32APHAmphenol Corp-CL A242 funds opening · 4% · $1.5B · +42 vs Q22424%$1.5B+42
  8. 33NBISNebius Group NV241 funds opening · 4% · $4.3B · +43 vs Q22414%$4.3B+43
  9. 34DVNDevon Energy236 funds opening · 4% · $2.5B · +46 vs Q22364%$2.5B+46
  10. 35ANETArista Networks234 funds opening · 4% · $1.5B · +55 vs Q22344%$1.5B+55
  11. 36HPEHewlett Packard Enterprise234 funds opening · 4% · $942.2M · +54 vs Q22344%$942.2M+54
  12. 37GEGeneral Electric225 funds opening · 4% · $1.1B · +35 vs Q22254%$1.1B+35
  13. 38ALABAstera Labs224 funds opening · 4% · $2.0B · +53 vs Q22244%$2.0B+53
  14. 39TERTeradyne221 funds opening · 4% · $711.4M · +27 vs Q22214%$711.4M+27
  15. 40VRTVertiv Holdings Co-A220 funds opening · 4% · $749.2M · +30 vs Q22204%$749.2M+30
  16. 41FTNTFortinet220 funds opening · 4% · $591.2M · +64 vs Q22204%$591.2M+64
  17. 42AVGOBroadcom219 funds opening · 4% · $2.9B · +53 vs Q22194%$2.9B+53
  18. 43CRDOCredo Technology Group Holdi217 funds opening · 4% · $812.9M · +45 vs Q22174%$812.9M+45
  19. 44COHRCoherent214 funds opening · 4% · $860.7M · +6 vs Q22144%$860.7M+6
  20. 45MSMorgan Stanley209 funds opening · 4% · $1.1B · +36 vs Q22094%$1.1B+36
  21. 46SNOWSnowflake205 funds opening · 4% · $2.5B · +55 vs Q22054%$2.5B+55
  22. 47NOWServicenow204 funds opening · 4% · $943.0M · +31 vs Q22044%$943.0M+31
  23. 48DDOGDatadog Inc - Class A203 funds opening · 4% · $925.3M · +35 vs Q22034%$925.3M+35
  24. 49CVSCVS Health202 funds opening · 4% · $1.2B · +48 vs Q22024%$1.2B+48
  25. 50CBRSCerebras Systems Class A201 funds opening · 4% · $10.2B · +45 vs Q22014%$10.2B+45
  26. 51GOOGLAlphabet Class A197 funds opening · 3% · $4.5B · +37 vs Q21973%$4.5B+37
  27. 52IBMIntl Business Machines195 funds opening · 3% · $846.2M1953%$846.2M
  28. 53PWRQuanta Services195 funds opening · 3% · $443.8M · +34 vs Q21953%$443.8M+34
  29. 54RKLBRocket Lab193 funds opening · 3% · $169.5M · +29 vs Q21933%$169.5M+29
  30. 55QQnity Electronics190 funds opening · 3% · $1.2B · +19 vs Q21903%$1.2B+19
  31. 56CCitigroup190 funds opening · 3% · $1.1B · +40 vs Q21903%$1.1B+40
  32. 57NVDANvidia184 funds opening · 3% · $7.0B · +34 vs Q21843%$7.0B+34
  33. 58VGNTVersigent183 funds opening · 3% · $703.2M · +31 vs Q21833%$703.2M+31
  34. 59ARMArm Holdings PLC-ADR182 funds opening · 3% · $1.1B · +16 vs Q21823%$1.1B+16
  35. 60ADIAnalog Devices182 funds opening · 3% · $1.0B · +21 vs Q21823%$1.0B+21
  36. 61VVisa Class A181 funds opening · 3% · $4.1B · +57 vs Q21813%$4.1B+57
  37. 62CRWVCoreweave Class A181 funds opening · 3% · $1.2B · +35 vs Q21813%$1.2B+35
  38. 63CIENCiena177 funds opening · 3% · $776.4M · +20 vs Q21773%$776.4M+20
  39. 64TSLATesla176 funds opening · 3% · $1.6B1763%$1.6B
  40. 65BACBank Of America176 funds opening · 3% · $885.5M1763%$885.5M
  41. 66AMZNAmazon.com175 funds opening · 3% · $7.8B1753%$7.8B
  42. 67DALDelta Air Lines173 funds opening · 3% · $350.1M · +35 vs Q21733%$350.1M+35
  43. 68HOODRobinhood Markets Class A171 funds opening · 3% · $1.2B · +42 vs Q21713%$1.2B+42
  44. 69AXPAmerican Express Co171 funds opening · 3% · $829.1M1713%$829.1M
  45. 70ELVElevance Health169 funds opening · 3% · $716.6M1693%$716.6M
  46. 71ETNEaton Corp168 funds opening · 3% · $546.4M · +29 vs Q21683%$546.4M+29
  47. 72NUENucor167 funds opening · 3% · $353.5M · +24 vs Q21673%$353.5M+24
  48. 73CMICummins165 funds opening · 3% · $405.1M · +21 vs Q21653%$405.1M+21
  49. 74STMStmicroelectronics NV-NY SHS164 funds opening · 3% · $2.3B · +23 vs Q21643%$2.3B+23
  50. 75GSGoldman Sachs Group164 funds opening · 3% · $1.7B · +36 vs Q21643%$1.7B+36
  51. 76HUMHumana164 funds opening · 3% · $799.6M1643%$799.6M
  52. 77RVMDRevolution Medicines164 funds opening · 3% · $463.2M · +7 vs Q21643%$463.2M+7
  53. 78ORCLOracle161 funds opening · 3% · $1.2B1613%$1.2B
  54. 79GOOGAlphabet Class C159 funds opening · 3% · $1.8B1593%$1.8B
  55. 80VLOValero Energy159 funds opening · 3% · $591.0M · +36 vs Q21593%$591.0M+36
  56. 81ABBVAbbvie157 funds opening · 3% · $571.0M · +33 vs Q21573%$571.0M+33
  57. 82NOKNokia Corp-Spon ADR153 funds opening · 3% · $1.2B · +17 vs Q21533%$1.2B+17
  58. 83ONOn Semiconductor153 funds opening · 3% · $1.1B1533%$1.1B
  59. 84STRLSterling Infrastructure152 funds opening · 3% · $990.1M · +24 vs Q21523%$990.1M+24
  60. 85FIXComfort Systems USA152 funds opening · 3% · $296.7M · +17 vs Q21523%$296.7M+17
  61. 86METAMeta Platforms Class A151 funds opening · 3% · $5.1B1513%$5.1B
  62. 87CSXCSX150 funds opening · 3% · $575.8M1503%$575.8M
  63. 88JBLJabil150 funds opening · 3% · $439.5M · +21 vs Q21503%$439.5M+21
  64. 89HWMHowmet Aerospace149 funds opening · 3% · $883.9M · +26 vs Q21493%$883.9M+26
  65. 90URIUnited Rentals149 funds opening · 3% · $379.0M1493%$379.0M
10 ETFs and index wrappers in the top 100, listed separately

ETFs and index wrappers

funds openingShareValuevs Q2
  1. 1SMHVaneck Semiconductor ETF203 funds opening · 4% · $1.5B · +25 vs Q22034%$1.5B+25
  2. 2QQQInvesco QQQ Trust Series 1200 funds opening · 4% · $1.2B · +40 vs Q22004%$1.2B+40
  3. 3XLKTechnology Select Sector195 funds opening · 3% · $418.5M · +40 vs Q21953%$418.5M+40
  4. 4SOXXiShares Semiconductor ETF190 funds opening · 3% · $1.1B · +24 vs Q21903%$1.1B+24
  5. 5IALTIshrs Sys Alt Act ETF189 funds opening · 3% · $787.7M · +13 vs Q21893%$787.7M+13
  6. 6VGTVanguard Info Tech ETF184 funds opening · 3% · $791.9M · +39 vs Q21843%$791.9M+39
  7. 7DRAMRoundhill Memory ETF175 funds opening · 3% · $924.1M · +16 vs Q21753%$924.1M+16
  8. 8IWMiShares Russell 2000 ETF172 funds opening · 3% · $824.8M · +26 vs Q21723%$824.8M+26
  9. 9VUGVanguard Growth ETF164 funds opening · 3% · $312.4M1643%$312.4M
  10. 10VOOVanguard S&P 500 ETF155 funds opening · 3% · $4.0B · +30 vs Q21553%$4.0B+30

How this board is built

Computed from the latest non-superseded 13F filing of each of 5,655 tracked funds as of Q3 2026, grouped by security. Long positions only; option legs excluded; superseded amendments dropped; each CUSIP resolved to a ticker. The vs Q2 column compares holder counts against Q2 2026's top-100 board; a blank means the name was not on that board. It is not a return.

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

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