Biggest New Stock Purchases by Hedge Funds — Q1 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:Q1 2026Q3 2025
#FundNew BuyValue
1USS Investment Management LtdSPYM$5.1T
2Catterton Management Company, L.L.C.BIRK$3.6T
3PZENA INVESTMENT MANAGEMENT LLCMGA$2.0T
4Ninety One SA (PTY) LtdAU$1.5T
5MATHER GROUP, LLC.SCHG$1.3T
6Ninety One UK LtdEW$992.7B
7GREENHAVEN ASSOCIATES INCLEN$953.9B
8Pure Financial Advisors, LLCBND$635.4B
9Capital Investment Advisors, LLCDGRO$591.7B
10Constellation Investments, Inc.AGG$587.8B
11Millburn Ridgefield LLC /DE/IJH$559.3B
12Retirement Systems of AlabamaIEMG$529.0B
13Richard Bernstein Advisors LLCIDEV$516.3B
14EXCHANGE TRADED CONCEPTS, LLCSPYM$477.4B
15WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUSTCSCO$465.5B
16SIGNATUREFD, LLCVCRB$421.4B
17Plancorp, LLCDFAC$418.5B
18RFG Advisory, LLCBDBT$417.6B
19Diversified Trust CoVEU$415.7B
20SigFig Wealth Management, LLCAGG$408.5B
21Annex Advisory Services, LLCUBND$385.1B
22Composition Wealth, LLCSCHF$383.8B
23WestEnd Advisors, LLCXLF$383.3B
24Balentine LLCAQLT$379.1B
25Quadratic Capital Management LLCSCHP$377.4B
26FORT WASHINGTON INVESTMENT ADVISORS INC /OH/BAC$361.2B
27Wealthcare Advisory Partners LLCSPYM$347.8B
28Orgel Wealth Management, LLCVGSH$341.4B
29GRIMES & Co WEALTH MANAGEMENT, LLCAQLT$324.3B
30Gradient Investments LLCSPYM$321.3B
31Lindsell Train LtdDIS$309.0B
32Perpetual LtdSRE$295.3B
33Merit Financial Group, LLCQLTY$288.6B
34Stairway Partners, LLCAQLT$279.6B
35Mesirow Financial Investment Management, Inc.MOAT$258.7B
36Waldron Private Wealth LLCIXUS$251.1B
37SCHARF INVESTMENTS, LLCKAT$244.4B
38Snow Phipps Group, LLCVEL$241.6B
39Guinness Asset Management LTDMDT$234.8B
40SIGNATURE ESTATE & INVESTMENT ADVISORS LLCFNDX$234.7B
41FARMERS & MERCHANTS INVESTMENTS INCVEA$233.9B
42Cardinal Capital Management, Inc.SU$231.4B
43Conestoga Capital Advisors, LLCCWST$222.5B
44SMI Advisory Services, LLCRAA$213.5B
45OPPENHEIMER ASSET MANAGEMENT INC.BIL$210.1B
46Keystone Financial Planning, Inc.SCHD$207.5B
47HENGEHOLD CAPITAL MANAGEMENT LLCSCHB$193.8B
48Kohmann Bosshard Financial Services, LLCSCHX$191.5B
49Hamlin Capital Management, LLCORI$189.1B
50Legacy Wealth Management, LLCSCHK$188.0B
51Tanglewood Wealth Management, Inc.VEA$186.7B
52Peterson Wealth Advisors, LLCSPYM$184.0B
53Acropolis Investment Management, LLCVEA$178.4B
54Focused Investors LLCDIS$177.5B
55WEALTHCARE CAPITAL MANAGEMENT LLCIEF$172.8B
56PEAVINE CAPITAL, LLCIEF$169.1B
57Oakworth Capital, Inc.BND$162.5B
58HOWLAND CAPITAL MANAGEMENT LLCVEU$161.4B
59Alaska Permanent Capital Management, LLCBND$161.4B
60Boston Trust Walden CorpDCI$161.3B
61Employees Provident Fund BoardWFC$158.4B
62JFS WEALTH ADVISORS, LLCDFAC$157.2B
63HT Partners LLCSCHB$155.2B
64REINHART PARTNERS, LLC.ACLS$154.3B
65Aquire Wealth Advisors, LLCDFAU$154.2B
66Gemmer Asset Management LLCSCHF$150.9B
67Charles Schwab Trust CoSCHZ$149.0B
68Sumitomo Mitsui DS Asset Management Company, LtdGLDM$148.6B
69Focused Wealth Management, IncSPYG$147.1B
70Moisand Fitzgerald Tamayo, LLCDFAI$140.2B
71Fragasso Financial Advisors IncFELC$139.7B
72AlphaStar Capital Management, LLCSPYM$138.3B
73McKinley Carter Wealth Services, Inc.DFAI$135.8B
74Trust Point Inc.QGRW$134.1B
75Avior Wealth Management, LLCDGRO$133.3B
76Bayshore Capital Advisors, LLCUSAR$132.3B
77Verus Financial Partners, Inc.BND$131.5B
78TruNorth Capital Management, LLCSCHB$130.8B
79TruWealth Advisors, LLCFBND$130.4B
80COMMUNITY TRUST & INVESTMENT COCTBI$126.8B
81BlueSky Wealth Advisors, LLCSCHX$125.3B
82Marquette Asset Management, LLCSCHG$124.3B
83Addenda Capital Inc.CRC$124.1B
84Moss Adams Wealth Advisors LLCJCPB$123.6B
85DEPRINCE RACE & ZOLLO INCBC$119.3B
86Beach Point Capital Management LPVEL$118.6B
87Trust Co of the SouthDFAT$111.8B
88PartnerRe Asset Management CORPHYG$111.2B
89RKL Wealth Management LLCAQLT$107.8B
90PHILLIPS FINANCIAL MANAGEMENT, LLCDFCF$106.7B
91Stephens Group, LLCET$105.1B
92Magnus Financial Group LLCSPYV$104.0B
93Cornerstone Management, Inc.JPST$104.0B
94SUMMER ROAD LLCOCUL$100.6B
95New Capital Management LPDFAC$99.4B
96Perigon Wealth Management, LLCVGIT$98.0B
97Compass Ion Advisors, LLCIXUS$98.0B
98Affiance Financial, LLCAGG$96.5B
99McNamara Financial Services, Inc.SPDW$95.7B
100Lee Financial CoIJH$94.5B

Data sourced from SEC 13F filings for Q1 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.