Across 1134 funds with a position change, 575 added / 559 trimmed Information Technology this quarter. The names and managers driving it are below.
13F holdings are filed up to 45 days after quarter-end; positions are as of 2026-03-31 and were broadly public by ~2026-05-15. This is where money WAS, not where it is now.
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Capital Rotation reports where institutional capital DISCLOSED rotating, as of the latest public SEC 13F filings. It is DATA, NOT investment advice, a recommendation, or a prediction. Filings lag ~45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
12 names · conviction-weighted net flow
0 names · conviction-weighted net flow
No notable selling in Information Technology this quarter.
Highest conviction-weighted net flow by fund