Biggest New Stock Purchases by Hedge Funds — Q3 2026

Funds ranked by the dollar value of their single largest new stock purchase this quarter. These are high-conviction new bets by institutional investors.

Quarter:Q3 2026Q2 2026Q1 2026Q3 2025
#FundNew BuyValue
1Hamilton Capital, LLCDGRW$704.6B
2Forvis Mazars Wealth Advisors, LLCVEU$646.1B
3Capital Investment Advisors, LLCDGRO$645.9B
4WCM INVESTMENT MANAGEMENT, LLCCVS$636.1B
5SIGNATUREFD, LLCVXUS$457.7B
6FERGUSON WELLMAN CAPITAL MANAGEMENT, INCACWX$407.2B
7Two Seas Capital LPROIV$350.0B
8Retirement Planning Group, LLCQGRW$316.9B
9Mondrian Investment Partners LTDSONY$294.5B
10FARMERS & MERCHANTS INVESTMENTS INCVEA$271.0B
11Angeles Investment Advisors, LLCVXUS$238.3B
12EXCHANGE TRADED CONCEPTS, LLCBKAG$234.7B
13Peterson Wealth Advisors, LLCSPYM$228.2B
14Ninety One UK LtdDB$222.4B
15WOLVERINE ASSET MANAGEMENT LLCDDOG 0 12/01/29$216.9B
16SEGRA CAPITAL MANAGEMENT, LLCCCJ$216.7B
17STEPHENS GROUP ASSET MANAGEMENT, LLCVUG$216.6B
18Tanglewood Wealth Management, Inc.VEA$210.7B
19Keystone Financial Planning, Inc.SCHD$204.3B
20Everhart Financial Group, Inc.VUG$202.3B
21SRH ADVISORS, LLCSRHQ$200.4B
22CONGRESS ASSET MANAGEMENT COAPH$181.0B
23HT Partners LLCSCHB$177.4B
24Avidian Wealth Enterprises, LLCAQLT$177.2B
25PARK NATIONAL CORP /OH/DDWM$175.9B
26Acropolis Investment Management, LLCDFCF$173.5B
27Legacy Advisors, LLCQLTY$145.1B
28BAILLIE GIFFORD & COLOAR$139.7B
29Sumitomo Mitsui DS Asset Management Company, LtdGLDM$135.4B
30Blankinship & Foster, LLCDFAU$133.7B
31Conrad Siegel Investment Advisors, Inc.DFAC$131.2B
32Freedom Day Solutions, LLCMBOX$129.0B
33Gibson Capital, LLCVNQ$125.0B
34Pennsylvania State UniversityIAU*$122.9B
35COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYSWMB$119.3B
36Sowell Financial Services LLCWLDR$112.7B
37Compass Ion Advisors, LLCIXUS$111.4B
38LVW Advisors, LLCSPYM$109.6B
39ROCKLAND TRUST COINDB$107.9B
40TOMPKINS FINANCIAL CORPTMP$106.3B
41Beach Point Capital Management LPVEL$103.4B
42AGF MANAGEMENT LTDDJP$102.8B
43Colony Family Offices, LLCDFUS$101.6B
44ASSETMARK, INCQVML$101.1B
45NIXON PEABODY TRUST COIDEV$99.7B
46DIAMOND HILL CAPITAL MANAGEMENT INCRIG$98.5B
47RS CRUM INC.BSV$96.8B
48Nadler Financial Group, Inc.VO$95.1B
49Perigon Wealth Management, LLCVGIT$90.5B
50Venture Visionary Partners LLCVUG$85.6B
51ZEVENBERGEN CAPITAL INVESTMENTS LLC6RJ0$84.5B
52Financial Symmetry IncDFAC$83.8B
53PZENA INVESTMENT MANAGEMENT LLCGEHC$82.1B
54Copeland Capital Management, LLCUSPH$80.6B
55BURRUS FINANCIAL SERVICES, INC.BND$79.6B
56Vision Capital Management, Inc.VEA$79.4B
57GATEWAY INVESTMENT ADVISERS LLCBAC$79.0B
58Beacon Capital Management, Inc.VNQ$77.2B
59Verger Capital Management LLCAGG$76.9B
60REINHART PARTNERS, LLC.CTRI$76.7B
61Jaffetilchin Investment Partners, LLCSCHX$76.0B
62Private Advisor Group, LLCGLDM$74.1B
63SigFig Wealth Management, LLCIBIT$73.9B
64Roth Financial Partners LLCAQLT$73.9B
65Savant Capital, LLCFFLC$71.4B
66CALEDONIA INVESTMENTS PLCFAST$68.6B
67Sterling Capital Management LLCSCHW$68.2B
68True North Advisors, LLCFNDX$68.1B
69MONTRUSCO BOLTON INVESTMENTS INC.SCHW$67.9B
70RIVERSEDGE ADVISORS, LLCVUG$67.8B
71KFA Private Wealth Group, LLCFBCG$67.0B
72ARGENT CAPITAL MANAGEMENT LLCVTRS$66.5B
73Sound Income Strategies, LLCHTGC$62.5B
74Heartwood Wealth Advisors LLCVEA$60.9B
75Arlington Financial Advisors, LLCCGGO$60.3B
76CapWealth Advisors, LLCFNMA F PERP P$58.8B
77Paragon Capital Management LtdSPHQ$58.3B
78Cambridge Advisors Inc.BND$57.6B
79Alberta Investment Management CorpSLGN$56.8B
80Gradient Investments LLCRUNN$56.2B
81BEACON FINANCIAL GROUPDGRW$56.2B
82PENN DAVIS MCFARLAND INCROIV$55.7B
83MARINO, STRAM & ASSOCIATES LLCVUG$55.2B
84Sigma Planning CorpDGRO$54.7B
85Richardson Capital Management LLCSCHX$54.5B
86CORDA Investment Management, LLC.SCHW$52.4B
87Gridiron Partners, LLCAGG$51.2B
88Financial Management Professionals, Inc.PULS$50.5B
89DEPRINCE RACE & ZOLLO INCPB$50.2B
90Veery Capital, LLCSCHG$50.0B
91Vantage Investment Partners, LLCEQT$48.5B
92Galvin, Gaustad & Stein, LLCAQLT$47.4B
93Archford Capital Strategies, LLCIEMG$47.0B
94Pinnacle Wealth Management Advisory Group, LLCVEU$46.9B
95New Harbor Financial Group, LLCSHY$46.8B
96MARKET STREET WEALTH MANAGEMENT ADVISORS LLCSPYM$46.2B
97BOYUM WEALTH ARCHITECTS LLCSCHB$45.1B
98CAPITAL CITY TRUST CO/FLEDV$44.3B
99Muzinich & Co., Inc.ARCC$43.8B
100Tradewinds Capital Management, LLCCOMT$43.0B

Data sourced from SEC 13F filings for Q3 2026. Filings are delayed up to 45 days after quarter end.

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Frequently Asked Questions

What is a "new buy"?

A new buy is a stock that the fund did not hold in the prior quarter but now reports holding. The value shown is the dollar value of the entire new position.

When is this data updated?

13F filings are due 45 days after each quarter end. Data is updated as new filings become available.