| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $269.1M | 15.2M | ▼−1.4% Reduced · −217K sh | Q1 2026 | |
| 2 | UBS Group AG | $161.8M | 9.1M | ▲+73% Added · +3.8M sh | Q1 2026 | |
| 3 | DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | $154.4M | 8.7M | ▲+67% Added · +3.5M sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $105.2M | 5.9M | ▼−37% Reduced · −3.5M sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $91.2M | 5.1M | ▲New +5.1M sh | Q1 2026 | |
| 6 | Sachem Head Capital Management LP | $89.3M | 5.0M | —Held | Q1 2026 | |
| 7 | DENDUR CAPITAL LP | $87.9M | 5.0M | —Held | Q1 2026 | |
| 8 | H PARTNERS MANAGEMENT, LLC | $82.5M | 4.7M | —Held | Q1 2026 | |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | $74.7M | 4.2M | ▲New +4.2M sh | Q1 2026 | |
| 10 | JANA Partners Management, LP | $73.1M | 4.1M | —Held | Q1 2026 | |
| 11 | STATE STREET CORP | $65.4M | 3.7M | ▲+1.9% Added · +68K sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $60.4M | 3.4M | ▲+127% Added · +1.9M sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $52.9M | 3.0M | ▲+51% Added · +1.0M sh | Q1 2026 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $41.9M | 2.4M | ▲+2.1% Added · +48K sh | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $30.9M | 1.7M | ▲Added Added · +1.7M sh | Q1 2026 | |
| 16 | MARSHALL WACE, LLP | $27.0M | 1.5M | ▲+482% Added · +1.3M sh | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $26.2M | 1.5M | ▲+29% Added · +329K sh | Q1 2026 | |
| 18 | Invenomic Capital Management LP | $25.3M | 1.4M | ▼−0.7% Reduced · −10K sh | Q1 2026 | |
| 19 | HAWK RIDGE CAPITAL MANAGEMENT LP | $24.3M | 1.4M | ▼−11% Reduced · −171K sh | Q1 2026 | |
| 20 | ING GROEP NV | $18.6M | 1.0M | —Held | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $18.2M | 1.0M | ▲+9.1% Added · +85K sh | Q1 2026 | |
| 22 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $18.1M | 1.0M | ▼−57% Reduced · −1.4M sh | Q1 2026 | |
| 23 | RUSH ISLAND MANAGEMENT, LP | $16.5M | 928K | ▼−21% Reduced · −253K sh | Q1 2026 | |
| 24 | BALYASNY ASSET MANAGEMENT L.P. | $15.1M | 849K | ▲New +849K sh | Q1 2026 | |
| 25 | Kanen Wealth Management LLC | $15.1M | 849K | ▲New +849K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 83 funds | $22.0B |
| META PLATFORMS INC-CLASS AMETA | 82 funds | $13.0B |
| NVIDIA CORPNVDA | 81 funds | $41.3B |
| MICROSOFT CORPMSFT | 81 funds | $28.7B |
| ALPHABET INC-CL AGOOGL | 81 funds | $19.1B |
| BROADCOM INCAVGO | 81 funds | $16.7B |
| ELI LILLY & COLLY | 80 funds | $8.3B |
| MASTERCARD INC - AMA | 80 funds | $6.0B |
| MICRON TECHNOLOGY INCMU | 80 funds | $5.6B |
| APPLE INCAAPL | 79 funds | $36.1B |
| TESLA INCTSLA | 79 funds | $7.8B |
| COSTCO WHOLESALE CORPCOST | 79 funds | $6.0B |
Ranked by how many of FUN's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 15, 2026 | JAFFER REHAN | Director | Buy (P) | 125K | $2.9M |
| Jun 12, 2026 | JAFFER REHAN | Director | Buy (P) | 125K | $3.0M |
| May 21, 2026 | Spiegel Marilyn G | Director | Buy (P) | 3K | $48K |
| May 12, 2026 | HADDRILL RICHARD M | Executive Chair, Director | Buy (P) | 10K | $191K |
| May 12, 2026 | Spiegel Marilyn G | Director | Buy (P) | 3K | $48K |
| Aug 7, 2025 | Hoffman Steven E | Director | Buy (P) | 5K | $123K |
| Aug 7, 2025 | Hoffman Steven E | Director | Buy (P) | 5K | $125K |
| May 12, 2025 | Frymire Michelle M | Director | Sell (S) | 6K | $225K |
| Mar 14, 2025 | SAULS MONICA | Chief HR Officer | Sell (S) | 1K | $44K |
| Dec 13, 2024 | White Robert Anderson | Chief Commercial Officer | Sell (S) | 11K | $513K |
| Aug 10, 2022 | Hanrahan Daniel J | Director | Buy (P) | 2K | $66K |
| May 10, 2021 | Ouimet Matthew A | Director | Sell (S) | 37K | $1.7M |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/FUN/capital-change-brief"
Use Arkolith's capital_change_brief for FUN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FUN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.