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The biggest position changes across all tracked funds in the latest 13F cycle (Q1 2026), ranked by estimated dollars traded — not by resulting position size. Full exits are valued at their prior-quarter position.
The single largest active bet: Warren Buffett added to GOOGL — about $10.5B. The strongest herd move was 23 funds buying GOOGL, while 26 cut MSFT. Net dollars rotated into Communication and out of Energy.
Tickers the most active managers (index giants excluded) moved the same way this quarter. A name on both sides is contested, not a signal.
Net dollars active managers moved into (green) or out of (red) each sector this quarter — buys minus sells across every trade ≥$1M.
Trade values are estimates: adds/trims use the filing's implied share price × share change; option positions excluded. 13F data lags up to 45 days behind the trades themselves.
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