See the patterns institutional managers are building. Quietly.
InvestorLens aggregates public SEC 13F filings and surfaces cross-portfolio patterns that are invisible when looking at any single filing. Educational research only — not financial advice.
Unusual Accumulation Appearing Across Multiple Portfolios: AMAZON COM INC
Ten institutional managers with distinct capital pools reported accumulation in Amazon during the same quarterly window, with aggregate long positions reaching $31.5 billion—a pattern suggesting coordinated directional interest rather than isolated rebalancing. The cross-portfolio consistency reduces the probability of routine tactical positioning and points instead toward a shared institutional thesis, though the underlying catalyst remains opaque pending further portfolio disclosure.
🔒 Hidden cross-fund pattern
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Educational research only · not financial advice · based on public 13F disclosures
AI Infrastructure Intelligence
Track where institutional capital, insider buying, and billionaire accumulation converge across the AI datacenter supply chain — GPUs to nuclear power.
AI Index
47.4
+0 vs 30d ago
GPUs & Accelerators
91
Utilities
64
Servers & Systems
44
Cooling & Thermal
44
How It Works
See How This Pattern Is Detected Across Funds (60 sec)
See how InvestorLens surfaces cross-portfolio patterns from public 13F data.
Latest investor changes
View all- $23.2M
- Ticker unavailableCUSIP 12503M108New
Izzy Englander · CBOE GLOBAL MKTS INC
Q4 2025 · filed Feb 17, 2026 · SEC ↗
$12.6M - $80.9M
- $12M
- $63.5K
- Ticker unavailableCUSIP 124830878New
Izzy Englander · CBL & ASSOC PPTYS INC
Q4 2025 · filed Feb 17, 2026 · SEC ↗
$6.7M - $3.1M
- $1.6M
- Ticker unavailableCUSIP 147528103New
Izzy Englander · CASEYS GEN STORES INC
Q4 2025 · filed Feb 17, 2026 · SEC ↗
$29.5M - $543.3K
- $459.9M
- Ticker unavailableCUSIP 149150104New
Izzy Englander · CATHAY GEN BANCORP
Q4 2025 · filed Feb 17, 2026 · SEC ↗
$12.7M - $225.1K
- $57.8M
- Ticker unavailableCUSIP 12504G100New
Izzy Englander · CBRE GBL REAL ESTATE INC FD
Q4 2025 · filed Feb 17, 2026 · SEC ↗
$723.7K
Values below represent combined reported holdings from public 13F filings of tracked investors -- not real-time trades. Filings may be delayed up to 45 days.
Most accumulated positionsi
View all- GOOGLIncreasedWarren Buffett · ALPHABET INC$37.8BReported position value
- BACNewWarren Buffett · BANK AMER CORP$29.3BReported position value
- KONewWarren Buffett · COCA COLA CO$26.5BReported position value
- AMZNNewKen Griffin · AMAZON COM INC$17.7BReported position value
- OXYNewWarren Buffett · OCCIDENTAL PETE CORP$12.5BReported position value
Most reduced positionsi
View all- BACReducedWarren Buffett · BANK AMERICA CORP$57.8BReported position value
- UBERReducedBill Ackman · UBER TECHNOLOGIES INC$5.8BReported position value
- QSRReducedBill Ackman · RESTAURANT BRANDS INTL INC$3.6BReported position value
- BNReducedBill Ackman · BROOKFIELD CORP$2.8BReported position value
- LLYVAReducedWarren Buffett · LIBERTY LIVE HOLDINGS INC$907.9MReported position value
Super Investor Forecast™
ImpliedAggregated portfolio-positioning signal · based on public 13F filings · not financial advice
Confidence
55%
Inferred from public filings · for research purposes only
View Macro Consensus →Inflation & Dollar Consensus™
Implied view across 6 tracked super investors · based on public 13F filings · not financial advice
Confidence
73%
Inflation
Falling
U.S. Dollar
Strengthening
Buffett · Dalio · Druckenmiller · Ackman · Tepper · Burry · portfolio-positioning signals only
What InvestorLens is — and isn't
Read this before treating any number on the site as actionable. Educational research only.
Our system reads public 13F filings, compares them to the prior quarter, and presents the reported changes. Every dollar value is verifiable against the original SEC document.
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