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Shadow Portfolios — Track Hedge Fund Holdings

Follow the world's top institutional investors through their SEC 13F filings. See exactly what BlackRock, Berkshire Hathaway, Bridgewater, Renaissance Technologies, and 500+ funds are buying and selling each quarter.

Quick Answer

Shadow Portfolios tracks hedge fund and institutional investor holdings through SEC 13F filings. Every quarter, funds managing $100M+ must disclose their equity positions. Our platform ingests these filings, parses individual holdings, detects position changes, and applies AI analysis to surface accumulation and distribution patterns across 500+ institutional portfolios.

500+ Funds Tracked
Quarterly Filing Updates
3 Data Sources
13F-Verified SEC Filings

How Does Shadow Portfolios Track Hedge Fund Holdings?

1
Ingest 13F Filings

We pull official SEC 13F filings from institutional investors managing $100M+ in assets. Filings are submitted quarterly, 45 days after each quarter ends.

2
Parse Holdings

Each filing is parsed to extract individual stock positions, share counts, market values, and portfolio weights for every holding in the fund.

3
Detect Changes

We compare current filings against previous quarters to identify new positions, increased stakes, reduced positions, and complete exits.

4
AI Analysis

AI analyzes position changes to surface accumulation patterns, conviction sizing, sector rotations, and consensus picks across top funds.

5
Track Performance

Monitor how institutional picks perform over time. See which funds have the best track records and which positions generated the highest returns.

Where Does the Data Come From?

We aggregate official SEC 13F filings and cross-verify with multiple institutional data sources. No single point of failure.

SEC EDGAR 13F Filings primary
Official quarterly institutional holdings disclosures
Financial Modeling Prep (FMP) secondary
Institutional holder data, portfolio analytics, filing aggregation
Yahoo Finance supplementary
Market prices, benchmark comparisons, supplementary data

All data from public SEC filings. Not financial advice.

Frequently Asked Questions

What is a 13F filing and why does it matter?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with $100M+ in qualifying assets. It discloses their equity holdings, giving retail investors a window into what the world's largest funds are buying and selling. Filings are due 45 days after each quarter ends.

Which hedge funds and institutions are tracked?

We track 500+ institutional investors including BlackRock, Vanguard, State Street, Berkshire Hathaway, Bridgewater Associates, Renaissance Technologies, Citadel Advisors, Two Sigma Investments, Pershing Square, and many more. Any fund that files a 13F with the SEC is available to search.

How delayed is the 13F filing data?

13F filings are due 45 days after the end of each calendar quarter. This means there is a minimum 45-day delay between when trades occur and when they appear in filings. Despite this delay, the data still reveals long-term conviction positions, accumulation patterns, and strategic portfolio shifts that unfold over months.

How accurate is the holdings data?

The data comes directly from official SEC 13F filings, which are legally required disclosures. We cross-verify with FMP institutional data and Yahoo Finance for accuracy. However, 13F filings only cover long equity positions and certain options — they do not show short positions, fixed income, or private investments.

Is Shadow Portfolios free to use?

Yes, Shadow Portfolios is 100% free with no paywall during our beta period. You can browse institutional holdings, track position changes, and analyze fund portfolios without creating an account. This is an educational research tool, not investment advice.

Should I copy hedge fund trades?

No. While tracking institutional holdings provides valuable research context, blindly copying trades is risky. The 45-day filing delay means prices may have moved significantly. Institutions also have different risk tolerances, time horizons, and portfolio sizes. Use this data as one input in your own research process, not as a trading signal.

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