Among active 13F managers last quarter, 7 added and 8 reduced; the largest holder to move was D. E. Shaw & Co., Inc. (+10%). No open-market insider trades in the last 180 days.
No leg leans either way.
43 tracked 13F filers disclose a position in KFII as of the latest SEC 13F filings, a combined $254.8M in reported value. 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Tenor Capital Management Co., L.P. | 2.0M | $21.1M | —Held | Q2 2026 | |
| 2 | Westchester Capital Management, LLC | 1.5M | $15.6M | —Held | Q2 2026 | |
| 3 | D. E. Shaw & Co., Inc. | 1.4M | $14.9M | ▲+10% Added · +134K sh | Q1 2026 | |
| 4 | Hudson Bay Capital Management LP | 1.3M | $13.3M | —Held | Q2 2026 | |
| 5 | Magnetar Financial LLC | 1.3M | $13.2M | —Held | Q2 2026 | |
| 6 | Linden Advisors LP | 1.3M | $13.1M | —Held | Q1 2026 | |
| 7 | Karpus Management, Inc. | 1.2M | $13.1M | ▼−5.5% Reduced · −72K sh | Q2 2026 | |
| 8 | Alberta Investment Management Corp | 1.2M | $13.1M | —Held | Q2 2026 | |
| 9 | Berkley W R Corp | 1.1M | $11.2M | ▲+10% Added · +99K sh | Q1 2026 | |
| 10 | Picton Mahoney Asset Management | 1.0M | $10.7M | ▲+1.7% Added · +17K sh | Q2 2026 | |
| 11 | AQR Arbitrage LLC | 956K | $10.1M | ▲+0.5% Added · +4K sh | Q2 2026 | |
| 12 | Two Sigma Investments, LP | 877K | $9.1M | —Held | Q1 2026 | |
| 13 | LMR Partners LLP | 750K | $7.9M | —Held | Q2 2026 | |
| 14 | Radcliffe Capital Management, L.P. | 672K | $7.1M | —Held | Q2 2026 | |
| 15 | Highbridge Capital Management LLC | 618K | $6.5M | ▲+483% Added · +512K sh | Q2 2026 | |
| 16 | Verition Fund Management LLC | 532K | $5.6M | ▼−0.5% Reduced · −2K sh | Q2 2026 | |
| 17 | Moore Capital Management, LP | 500K | $5.3M | —Held | Q2 2026 | |
| 18 | Millennium Management LLC | 500K | $5.2M | —Held | Q1 2026 | |
| 19 | Shaolin Capital Management LLC | 492K | $5.2M | ▼−9.9% Reduced · −54K sh | Q2 2026 | |
| 20 | Rivernorth Capital Management, LLC | 484K | $5.1M | ▼~0% Reduced · −184 sh | Q2 2026 | |
| 21 | Schonfeld Strategic Advisors LLC | 480K | $5.1M | ▼−11% Reduced · −59K sh | Q2 2026 | |
| 22 | Mangrove Partners Im, LLC | 450K | $4.7M | —Held | Q2 2026 | |
| 23 | Periscope Capital Inc. | 375K | $4.0M | —Held | Q2 2026 | |
| 24 | Toronto Dominion Bank | 350K | $3.7M | ▲+60% Added · +132K sh | Q1 2026 | |
| 25 | Goldman Sachs Group Inc | 338K | $3.5M | —Held | 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.
Last quarter, 7 funds added to an existing position in KFII, while 8 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Eqv Ventures Acquisition C-AEVAC | 31 funds | $233.1M |
| Oyster Enterprises II Acq-AOYSE | 30 funds | $184.6M |
| Republic Digital Acquis-CL ARDAG | 30 funds | $167.7M |
| Apex Treasury Corp-CL AAPXT | 29 funds | $183.7M |
| Launch Two Acquisition- CL ALPBB | 29 funds | $173.2M |
| Cal Redwood Acquisit-CL ACRAQ | 29 funds | $164.0M |
| Oxley Bridge Acquisitio-CL AOBA | 29 funds | $143.5M |
| Pioneer Acquisition I-CL APACH | 29 funds | $142.8M |
| Cantor Equity Partners-CL ACEPV | 29 funds | $110.3M |
| Soulpower Acquisition Co-ASOUL | 28 funds | $172.5M |
| Blue Water Acquisition C-ABLUW | 28 funds | $161.6M |
| Wen Acquisition Corp-AWENN | 28 funds | $151.4M |
Ranked by how many of KFII's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in KFII.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 6, 2025 | Fetters Daniel | Co-CEO, CFO, Director, 10% Owner | Buy (P) | 495K | $5.0M |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 10 | 9 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
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 about 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.
| Class | 13F holders | Value held |
|---|---|---|
| KFIIthis pageSHS CL A | 43 funds | $254.8M |
| KFIIRSPACS | 35 funds | $3.3M |
| KFIIUUNIT 99/99/9999 | 3 funds | $995K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for KFII
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/KFII/capital-change-brief"
Use Arkolith's capital_change_brief for KFII. 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 KFII. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.