Wall St. Rank - Follow the Smart Money 💰

Follow the smart money. Portfolios, holdings, trades & insights from the world’s best fund managers.

[Benzinga APIs @BenzingaAPIs]

Down 40%, but Wall Street is buying. 📷

In our webinar Where Is the Smart Money Flowing?, @amritrupa, Co-founder of @WallStRank, walked through one of his high-conviction picks.

It's a defense company whose price has slid on dilution fears from an aggressive acquisition spree.

The institutional data tells a different story.

When price and institutional conviction disagree, the market may be mispricing something.

That's what Institutional Portfolio Intelligence from Benzinga APIs puts in front of your users: fund-level trading patterns and conviction across 8,000+ institutional portfolios, alongside Benzinga’s analyst ratings.

[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

🚨 100% of Gigafund Management Company's entire $19.1B portfolio is riding on one stock: SpaceX $SPCX, per the Q3 2026 13F. AUM down 35% QoQ.

Check out our site for all their trades 📊

[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

National Mutual Insurance Federation of Agricultural Cooperatives' largest Q3 2026 buy: Lam Research $LRCX, 33,000 shares worth $10.8M. Cut META (~$16.9M). +$63.8M added to QQQM.

Check out our site for the full breakdown 📊

[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

Virginia Retirement Systems fully exited ExxonMobil $XOM in Q3 2026, selling ~$164M. Cut NVDA (~$124M). New stake: PTC ($34.4M).

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[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

🚨 New #1: Seagate $STX is now Exchange Traded Concepts' largest holding - $1.26B (5% of the portfolio) - dethroning SNDK, per the Q3 2026 13F. +$312M added to GOOGL. Cut MU (~$400M).

Check out our site for the full portfolio 📊

[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

Meitav Investment House's largest Q3 2026 buy: Caterpillar $CAT, 102,350 shares worth $83M. Exited TEVA (~$337M). +$287M added to VOO.

Check out our site for the full breakdown 📊

[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

🚨 New #1: Berkshire Hathaway Class B $BRK.B is now Flossbach Von Storch's largest holding - $1.22B (6.2% of the portfolio) - dethroning GOOGL, per the Q3 2026 13F. +$332M added to ADI. Cut AAPL (~$724M).

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[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

Cullen/Frost Bankers added ~$30.8M to NVIDIA $NVDA in Q3 2026, their biggest add of the quarter. Cut DHR (~$17.9M). Exited INFL (~$5.84M).

Check out our site for all their trades 📊

[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

🚨 97% of Mastercard Foundation Asset Management (MFAM)'s entire $32.7B portfolio is riding on one stock: Mastercard $MA, per the Q3 2026 13F.

Check out our site for the full portfolio 📊

[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

Temasek Holdings' largest Q3 2026 buy: Intel $INTC, 3,684,210 shares worth $443M. Exited ANET (~$114M). Cut SPCX (~$297M).

Check out our site for every position 📊

[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

D.A. Davidson & Co fully exited ExxonMobil $XOM in Q3 2026, selling ~$54.4M. +$76.6M added to VTI. New stake: ROUS ($17.9M).

Check out our site for more insights 📊

[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

Swedbank added ~$423M to Meta Platforms (Facebook) $META in Q3 2026, their biggest add of the quarter. Cut MU (~$409M). New stake: RGA ($68.5M).

Check out our site for the full portfolio 📊

[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

🚨 New #1: NVIDIA $NVDA is now DekaBank Deutsche Girozentrale's largest holding - $5.47B (6.2% of the portfolio) - dethroning GOOGL, per the Q3 2026 13F. New stake: LRCX ($632M). Exited TTE (~$1.08B).

Check out our site for the full portfolio 📊

[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

State of Michigan Retirement System's largest Q3 2026 buy: SpaceX $SPCX, 689,800 shares worth $104M. +$67.1M added to CHTR. Exited BLDR (~$2.46M).

Check out our site for all their trades 📊

[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

Asset Management One's largest Q3 2026 buy: SK Hynix Inc $SKHY, 117,044 shares worth $21.6M. +$85.4M added to SNDK. Exited IONQ (~$7.01M).

Check out our site for every position 📊

[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

WealthNavi Inc cut ~$177M from Vanguard Morningstar Total Stock Market ETF $VTI in Q3 2026, their biggest reduction of the quarter. +$134M added to GLDM.

Check out our site for every position 📊

[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

Vantagepoint Investment Advisers added ~$38.2M to iShares Emerging Markets Equity Factor ETF $EMGF in Q3 2026, their biggest add of the quarter. Cut SCHG (~$47.9M).

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[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

Park Avenue Securities added ~$226M to iShares MSCI ACWI ex US ETF $ACWX in Q3 2026, their biggest add of the quarter. 8th straight quarter of buying. Cut MTUM (~$185M). New stake: AVGB ($9.7M).

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[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

🚨 97% of Thoma Bravo's entire $10B portfolio is riding on one stock: SailPoint Inc $SAIL, per the Q3 2026 13F. AUM up 38% QoQ. Cut TTAN (~$26.5M).

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[Wall St. Rank - Follow the Smart Money 💰 @WallStRank]

Edgar Wachenheim just loaded up on $LEN - boosting the stake 15% (+$146M) in Q3 2026. That's 6.2% of the entire company. 6th straight quarter of buying. Exited ACN (~$421M). Cut LEA (~$80.3M). Would you buy LEN here?

Check out our site for the full breakdown 📊