Smart Money Weekly · 2026-W41
Data as of Q2 2026 · Published 2026-10-07 · RSS · All rankings
This issue distills the latest 13F filing quarter (2026-Q2) into six slices of institutional money flow. KLAC drew the largest reported inflow ($150.29B); BKNG leads the smart-money consensus with 35 buy signals; and MSFT shows the sharpest disagreement (32 funds adding vs 32 cutting). All figures come from SEC Form 13F quarterly filings and refresh as new filings arrive; a new issue is published every Monday and past issues stay archived forever.
Who Is Moving This Quarter
Money Inflow Leaders
| # | Stock | Net $ Change | Net Share Change | Funds Holding |
|---|---|---|---|---|
| 1 | KLAC — KLA CORP | $150.29B | +493.07M | 49 |
| 2 | NVDA — NVIDIA CORPORATION | $129.65B | +649.80M | 72 |
| 3 | DASH — DOORDASH INC | $94.56B | +508.63M | 54 |
| 4 | GOOG — ALPHABET INC | $90.07B | +254.66M | 64 |
| 5 | BKNG — BOOKING HOLDINGS INC. | $59.57B | +334.55M | 54 |
Money Outflow Leaders
| # | Stock | Net $ Change | Net Share Change | Funds Holding |
|---|---|---|---|---|
| 1 | MSTR — STRATEGY INC | -$1,724.64B | -19.84B | 44 |
| 2 | GOOGL — ALPHABET INC | -$127.67B | -954.18M | 76 |
| 3 | WDC — WESTERN DIGITAL CORP | -$104.05B | -162.10M | 50 |
| 4 | LYV — LIVE NATION ENTERTAINMENT IN | -$27.81B | -151.86M | 48 |
| 5 | NET — CLOUDFLARE INC | -$27.52B | -112.22M | 49 |
Smart-Money Consensus
Most bought by active managers only — passive index giants are excluded so the signal reflects deliberate stock picking.
| # | Stock | Buy Signals | New / Add | Total Reported Value |
|---|---|---|---|---|
| 1 | BKNG — BOOKING HOLDINGS INC. | 35 | 3 new / 32 add | $30.69B |
| 2 | CVNA — CARVANA CO | 35 | 1 new / 34 add | $14.72B |
| 3 | CBRS — CEREBRAS SYSTEMS INC | 31 | 31 new / 0 add | $7.38B |
| 4 | AMD — ADVANCED MICRO DEVICES INC | 31 | 10 new / 21 add | $103.44B |
| 5 | KLAC — KLA CORP | 31 | 2 new / 29 add | $79.96B |
| 6 | AMZN — AMAZON COM INC | 29 | 2 new / 27 add | $262.84B |
| 7 | HONA — HONEYWELL AEROSPACE INC | 28 | 28 new / 0 add | $11.16B |
| 8 | VGNT — VERSIGENT PLC | 28 | 24 new / 4 add | $520.66M |
| 9 | STX — SEAGATE TECHNOLOGY HLDNGS PL | 28 | 6 new / 22 add | $31.09B |
| 10 | ARXS — ARXIS INC | 25 | 25 new / 0 add | $665.74M |
Star Manager New Moves
Star Manager New Positions
| # | Stock | New Positions | Total Reported Value |
|---|---|---|---|
| 1 | CBRS — CEREBRAS SYSTEMS INC | 31 | $7.38B |
| 2 | HONA — HONEYWELL AEROSPACE INC | 28 | $11.16B |
| 3 | ARXS — ARXIS INC | 25 | $665.74M |
| 4 | VGNT — VERSIGENT PLC | 24 | $333.95M |
| 5 | QNT — QUANTINUUM INC | 23 | $1.28B |
Star Manager Full Exits
| # | Stock | Funds Exited | Remaining Reported Value |
|---|---|---|---|
| 1 | TERN — TERNS PHARMACEUTICALS INC | 29 | — |
| 2 | CWAN — CLEARWATER ANALYTICS HLDGS I | 27 | — |
| 3 | APLS — APELLIS PHARMACEUTICALS INC | 27 | — |
| 4 | FOLD — AMICUS THERAPEUTIC | 27 | — |
| 5 | MASI — MASIMO CORP | 27 | — |
Multi-Quarter Accumulation Streaks
Stocks that the same funds have added for at least three consecutive quarters, ranked by how many funds are on a long streak.
| # | Stock | Funds On Streak (≥3Q) | Longest Streak (Qtrs) | Total Reported Value |
|---|---|---|---|---|
| 1 | NFLX — NETFLIX INC. | 16 | 8Q | $115.67B |
| 2 | CVNA — CARVANA CO | 16 | 8Q | $22.78B |
| 3 | ALT — ALTIMMUNE INC | 16 | 8Q | $177.45M |
| 4 | MDLN — MEDLINE INC | 16 | 3Q | $11.09B |
| 5 | KLAC — KLA CORP | 15 | 8Q | $159.05B |
| 6 | RDW — REDWIRE CORPORATION | 15 | 8Q | $733.98M |
| 7 | CRWV — COREWEAVE INC | 15 | 6Q | $15.42B |
| 8 | CPRT — COPART INC | 14 | 8Q | $9.44B |
| 9 | BTSG — BRIGHTSPRING HEALTH SVCS INC | 14 | 8Q | $6.13B |
| 10 | SHC — SOTERA HEALTH CO | 14 | 8Q | $1.24B |
Biggest Fund Disagreements
Stocks where many funds are adding while many others are cutting — the sharpest institutional disagreements.
| # | Stock | Funds Adding | Funds Cutting | Total Reported Value |
|---|---|---|---|---|
| 1 | MSFT — MICROSOFT CORP | 32 | 32 | $893.69B |
| 2 | NVDA — NVIDIA CORPORATION | 31 | 35 | $1,579.10B |
| 3 | AVGO — BROADCOM INC | 34 | 31 | $637.77B |
| 4 | AMZN — AMAZON COM INC | 40 | 30 | $768.33B |
| 5 | META — META PLATFORMS INC. CLASS A | 32 | 30 | $449.01B |
| 6 | TSM — TAIWAN SEMICONDUCTOR MANUFAC | 29 | 37 | $170.23B |
| 7 | AAPL — APPLE INC | 30 | 27 | $1,251.00B |
| 8 | UNH — UNITEDHEALTH GROUP INCORPORATED | 31 | 26 | $148.21B |
| 9 | GLW — CORNING INC | 26 | 26 | $79.32B |
| 10 | SPOT — SPOTIFY TECHNOLOGY S A | 25 | 28 | $29.68B |
Quarter Winners & Losers
Quarterly Winners
| # | Stock | Qtr Price Change | Funds Holding | Total Reported Value |
|---|---|---|---|---|
| 1 | MI — MARSHALL & ILSLEY CORP | +3026.52% | 1 | $256 |
| 2 | AGL — AGILON HEALTH INC | +1254.99% | 33 | $776.02M |
| 3 | MGRT — MEGA FORTUNE CO LTD | +1027.71% | 4 | $1.18M |
| 4 | SNXX — TRADR 2X LONG SNDK DAILY ETF | +823.67% | 5 | $566.08M |
| 5 | LESL — LESLIES INC | +806.25% | 13 | $6.97M |
Quarterly Losers
| # | Stock | Qtr Price Change | Funds Holding | Total Reported Value |
|---|---|---|---|---|
| 1 | GDC — GD CULTURE GROUP LTD | -99.70% | 6 | $16.42K |
| 2 | BSLK — BOLT PROJS HLDGS INC | -99.58% | 1 | $62 |
| 3 | CTNT — CHEETAH NET SUPPLY CHAIN INC | -99.44% | 3 | $67.24K |
| 4 | ZCMD — ZHONGCHAO INC | -99.37% | 1 | $1.02K |
| 5 | INLF — INLIF LTD | -98.88% | 1 | $7.57K |
About this weekly
13F filings only disclose long U.S. equity positions, exclude shorts and most non-U.S. listings, and are reported with up to a 45-day delay. Every module above is assembled from the corresponding institutional ranking; a new issue is published every Monday and past issues stay archived.