Double-Down Report
Positions where an institution increased its share count by 50%+ quarter over quarter, from a prior position worth at least $1M — ranked by conviction
3,307 positions
| Institution | Stock | Prior Shares | Current Shares | Change |
|---|---|---|---|---|
| READYSTATE ASSET MANAGEMENT LP 1900923 | GOOGL Alphabet Inc. | 114,737 | 1,800,044,000 | +1568743.5% +1,799,929,263 |
| Atom Investors LP 1738902 | BRK-B Berkshire Hathaway Inc | 3 | 4,703 | +156666.7% +4,700 |
| CAPSTONE INVESTMENT ADVISORS, LLC 1426196 | SMCI Super Micro Computer, Inc. | 332,185 | 374,430,474 | +112617.5% +374,098,289 |
| Fisher Asset Management, LLC 850529 | GEV GE Vernova Inc. | 3,949 | 3,559,479 | +90036.2% +3,555,530 |
| Optiver Holding B.V. 1859606 | SPY Spdr S&P 500 ETF Trust | 1,735 | 1,547,020 | +89065.4% +1,545,285 |
| Verition Fund Management LLC 1454027 | GOOGL Alphabet Inc. | 366,783 | 275,865,400 | +75112.2% +275,498,617 |
| Fisher Asset Management, LLC 850529 | GE General Electric Co | 15,670 | 11,588,047 | +73850.5% +11,572,377 |
| LeClair Wealth Partners LLC 2056667 | BRK-B Berkshire Hathaway Inc | 8 | 5,836 | +72850.0% +5,828 |
| WCM INVESTMENT MANAGEMENT, LLC 1061186 | GOOGL Alphabet Inc. | 3,886 | 1,899,597 | +48783.1% +1,895,711 |
| MAI Capital Management 1040197 | GLDM World Gold Trust | 19,249 | 7,497,358 | +38849.3% +7,478,109 |
| Aegis Wealth Management LLC 1628818 | BRK-B Berkshire Hathaway Inc | 3 | 1,147 | +38133.3% +1,144 |
| HARRIS ASSOCIATES L P 813917 | EQH Equitable Holdings, Inc. | 28,245 | 9,489,037 | +33495.5% +9,460,792 |
| Magnetar Financial LLC 1352851 | GOOGL Alphabet Inc. | 4,593 | 1,496,367 | +32479.3% +1,491,774 |
| Belvedere Trading LLC 1632341 | MU Micron Technology Inc | 8,400 | 2,559,528 | +30370.6% +2,551,128 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 861177 | IRM Iron Mountain Inc | 10,726 | 3,193,560 | +29674.0% +3,182,834 |
| ADVENT CAPITAL MANAGEMENT /DE/ 1097278 | GOOGL Alphabet Inc. | 10,000 | 2,906,821 | +28968.2% +2,896,821 |
| Daiwa Securities Group Inc. 1481045 | IREN IREN Ltd | 30,200 | 8,436,374 | +27835.0% +8,406,174 |
| TWO SIGMA INVESTMENTS, LP 1179392 | INTU Intuit Inc. | 8,000 | 2,183,507 | +27193.8% +2,175,507 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 1446194 | BNDX Vanguard Total International Bond ETF | 21,300 | 5,753,064 | +26909.7% +5,731,764 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 861177 | EQIX Equinix Inc | 4,601 | 1,239,122 | +26831.6% +1,234,521 |
| T. Rowe Price Investment Management, Inc. 1897612 | TEL TE Connectivity plc | 5,929 | 1,596,587 | +26828.4% +1,590,658 |
| Qube Research & Technologies Ltd 1729829 | HLT Hilton Worldwide Holdings Inc. | 4,100 | 1,087,627 | +26427.5% +1,083,527 |
| GQG Partners LLC 1697233 | CVS CVS HEALTH Corp | 31,523 | 7,955,411 | +25136.8% +7,923,888 |
| FIL Ltd 318989 | LULU lululemon athletica inc. | 8,161 | 2,025,858 | +24723.6% +2,017,697 |
| AXIOM INVESTORS LLC /DE 1109147 | LITE Lumentum Holdings Inc. | 1,655 | 406,459 | +24459.5% +404,804 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 861177 | EXR Extra Space Storage Inc. | 9,188 | 2,241,413 | +24295.0% +2,232,225 |
| Balyasny Asset Management L.P. 1218710 | MMM 3M Co | 10,161 | 2,324,541 | +22777.1% +2,314,380 |
| T. Rowe Price Investment Management, Inc. 1897612 | LMT Lockheed Martin Corp | 6,071 | 1,370,094 | +22467.8% +1,364,023 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 861177 | O Realty Income Corp | 46,745 | 10,354,693 | +22051.4% +10,307,948 |
| Schonfeld Strategic Advisors LLC 1665241 | BRK-B Berkshire Hathaway Inc | 441 | 97,228 | +21947.2% +96,787 |
| New Perspectives, Inc 1909565 | BRK-B Berkshire Hathaway Inc | 2 | 418 | +20800.0% +416 |
| Lester Murray Antman dba SimplyRich 1725888 | LMT Lockheed Martin Corp | 3,126 | 646,871 | +20593.3% +643,745 |
| Papamarkou Wellner Asset Management inc. 2063952 | LMT Lockheed Martin Corp | 3,077 | 627,798 | +20302.9% +624,721 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 861177 | CCI Crown Castle Inc. | 20,712 | 3,872,994 | +18599.3% +3,852,282 |
| Itau Unibanco Holding S.A. 1132597 | NU Nu Holdings Ltd. | 79,742 | 14,867,176 | +18544.1% +14,787,434 |
| Accent Capital Management, LLC 2014179 | BRK-B Berkshire Hathaway Inc | 2 | 362 | +18000.0% +360 |
| SSI INVESTMENT MANAGEMENT LLC 938487 | GOOGL Alphabet Inc. | 8,975 | 1,604,240 | +17774.5% +1,595,265 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 861177 | DLR Digital Realty Trust, Inc. | 28,179 | 4,890,993 | +17256.9% +4,862,814 |
| TORONTO DOMINION BANK 947263 | SHEL Shell plc | 14,122 | 2,448,386 | +17237.4% +2,434,264 |
| MILLENNIUM MANAGEMENT LLC 1273087 | AMG Affiliated Managers Group, Inc. | 5,368 | 875,116 | +16202.5% +869,748 |
| JENNISON ASSOCIATES LLC 53417 | SBUX Starbucks Corp | 17,222 | 2,774,816 | +16012.0% +2,757,594 |
| Corvex Management LP 1535472 | META Meta Platforms, Inc. | 2,400 | 380,000 | +15733.3% +377,600 |
| ARGA Investment Management, LP 1556915 | AER AerCap Holdings N.V. | 16,027 | 2,520,884 | +15629.0% +2,504,857 |
| EXCHANGE TRADED CONCEPTS, LLC 1457320 | SNDK Sandisk Corp | 3,978 | 610,115 | +15237.2% +606,137 |
| VICTORY CAPITAL MANAGEMENT INC 1040188 | CR Crane Co | 8,737 | 1,325,800 | +15074.5% +1,317,063 |
| Boston Partners 1386060 | SO Southern Co | 40,704 | 6,174,426 | +15069.1% +6,133,722 |
| Marex Group plc 1997464 | NOW ServiceNow, Inc. | 25,765 | 3,863,286 | +14894.3% +3,837,521 |
| Balyasny Asset Management L.P. 1218710 | COR Cencora, Inc. | 4,072 | 608,612 | +14846.3% +604,540 |
| Schonfeld Strategic Advisors LLC 1665241 | AVGO Broadcom Inc. | 5,413 | 800,000 | +14679.2% +794,587 |
| Blackstone Inc. 1393818 | GOOGL Alphabet Inc. | 37,620 | 5,361,297 | +14151.2% +5,323,677 |
| Capula Management Ltd 1557017 | LIN Linde PLC | 2,846 | 400,280 | +13964.7% +397,434 |
| Argos Wealth Advisors, LLC 1809154 | BRK-B Berkshire Hathaway Inc | 8 | 1,113 | +13812.5% +1,105 |
| Bellevue Group AG 1674546 | INSM INSMED Inc | 10,034 | 1,393,418 | +13787.0% +1,383,384 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 861177 | SPG Simon Property Group Inc. | 26,350 | 3,604,590 | +13579.7% +3,578,240 |
| VICTORY CAPITAL MANAGEMENT INC 1040188 | ARMK Aramark | 41,879 | 5,697,439 | +13504.5% +5,655,560 |
| Boston Partners 1386060 | PGR Progressive Corp/Oh/ | 11,272 | 1,487,621 | +13097.5% +1,476,349 |
| Castle Hook Partners LP 1687241 | AMZN Amazon Com Inc | 9,772 | 1,283,048 | +13029.8% +1,273,276 |
| NOMURA HOLDINGS INC 1163653 | SYY Sysco Corp | 18,293 | 2,340,385 | +12693.9% +2,322,092 |
| Woodline Partners LP 1784547 | MTD Mettler Toledo International Inc/ | 797 | 101,829 | +12676.5% +101,032 |
| Altshuler Shaham Ltd 1324290 | BAC Bank Of America Corp /De/ | 21,300 | 2,655,000 | +12364.8% +2,633,700 |
| WORLDQUANT MILLENNIUM ADVISORS LLC 1745981 | LOW Lowes Companies Inc | 6,280 | 778,310 | +12293.5% +772,030 |
| Altshuler Shaham Ltd 1324290 | WFC Wells Fargo & Company/Mn | 13,400 | 1,630,000 | +12064.2% +1,616,600 |
| MARSHALL WACE, LLP 1318757 | WING Wingstop Inc. | 8,100 | 965,728 | +11822.6% +957,628 |
| Dodge & Cox 200217 | TMO Thermo Fisher Scientific Inc. | 25,741 | 3,054,778 | +11767.4% +3,029,037 |
| Capula Management Ltd 1557017 | UBER Uber Technologies, Inc | 37,483 | 4,424,088 | +11702.9% +4,386,605 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 861177 | AZO Autozone Inc | 1,208 | 141,066 | +11577.6% +139,858 |
| Blue Sparrow, LLC /DE 2104539 | BKNG Booking Holdings Inc. | 15,000 | 1,728,000 | +11420.0% +1,713,000 |
| RENAISSANCE TECHNOLOGIES LLC 1037389 | SMCI Super Micro Computer, Inc. | 59,400 | 6,785,600 | +11323.6% +6,726,200 |
| Schonfeld Strategic Advisors LLC 1665241 | VALE Vale S.A. | 109,384 | 12,487,730 | +11316.4% +12,378,346 |
| Squarepoint Ops LLC 1642575 | FANG Diamondback Energy, Inc. | 6,551 | 740,837 | +11208.8% +734,286 |
| EDGEWOOD MANAGEMENT LLC 860561 | AMZN Amazon Com Inc | 7,000 | 769,662 | +10895.2% +762,662 |
| Schonfeld Strategic Advisors LLC 1665241 | APH Amphenol Corp /De/ | 17,804 | 1,921,396 | +10691.9% +1,903,592 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 1033984 | WMB Williams Companies, Inc. | 16,327 | 1,760,590 | +10683.3% +1,744,263 |
| Capula Management Ltd 1557017 | NKE NIKE, Inc. | 29,882 | 3,200,767 | +10611.4% +3,170,885 |
| OMERS ADMINISTRATION Corp 1053321 | CNQ CANADIAN NATURAL RESOURCES Ltd | 66,100 | 7,053,566 | +10571.1% +6,987,466 |
| WELLINGTON MANAGEMENT GROUP LLP 902219 | BUD Anheuser-Busch InBev SA/NV | 30,199 | 3,190,248 | +10464.1% +3,160,049 |
| Pacer Advisors, Inc. 1616667 | KR Kroger Co | 29,172 | 3,056,681 | +10378.1% +3,027,509 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1164508 | NKE NIKE, Inc. | 54,651 | 5,615,316 | +10174.9% +5,560,665 |
| TWO SIGMA INVESTMENTS, LP 1179392 | LYB LyondellBasell Industries N.V. | 16,000 | 1,631,690 | +10098.1% +1,615,690 |
| D. E. Shaw & Co., Inc. 1009207 | KEYS Keysight Technologies, Inc. | 3,804 | 383,878 | +9991.4% +380,074 |
| AGF MANAGEMENT LTD 1003518 | LRCX Lam Research Corp | 6,664 | 667,135 | +9911.0% +660,471 |
| Castle Hook Partners LP 1687241 | SPY Spdr S&P 500 ETF Trust | 165,942 | 16,507,100 | +9847.5% +16,341,158 |
| T. Rowe Price Investment Management, Inc. 1897612 | CVE Cenovus Energy Inc. | 62,365 | 6,107,215 | +9692.7% +6,044,850 |
| HRT FINANCIAL LP 1475597 | QXO QXO, Inc. | 67,933 | 6,645,496 | +9682.4% +6,577,563 |
| Point72 Asset Management, L.P. 1603466 | PSX Phillips 66 | 7,300 | 710,500 | +9632.9% +703,200 |
| Capital World Investors 1422849 | BZ Kanzhun Ltd | 142,411 | 13,810,699 | +9597.8% +13,668,288 |
| AGF MANAGEMENT LTD 1003518 | XPO XPO, Inc. | 6,400 | 618,651 | +9566.4% +612,251 |
| T3 Companies, LLC 2052441 | MSFT Microsoft Corp | 4,876 | 470,799 | +9555.4% +465,923 |
| IMC-Chicago, LLC 1452861 | AAPL Apple Inc. | 8,780 | 842,877 | +9500.0% +834,097 |
| Castle Hook Partners LP 1687241 | W Wayfair Inc. | 25,624 | 2,455,952 | +9484.6% +2,430,328 |
| EVERGREEN CAPITAL MANAGEMENT LLC 1260824 | TMUS T-Mobile US, Inc. | 6,198 | 591,907 | +9450.0% +585,709 |
| DANSKE BANK A/S 800177 | OXY Occidental Petroleum Corp /De/ | 37,880 | 3,587,419 | +9370.5% +3,549,539 |
| MILLENNIUM MANAGEMENT LLC 1273087 | QXO QXO, Inc. | 90,282 | 8,516,144 | +9332.8% +8,425,862 |
| T3 Companies, LLC 2052441 | IBIT iShares Bitcoin Trust ETF | 31,155 | 2,934,556 | +9319.2% +2,903,401 |
| Luxor Capital Group, LP 1316580 | SPY Spdr S&P 500 ETF Trust | 13,000 | 1,216,300 | +9256.2% +1,203,300 |
| MARSHALL WACE, LLP 1318757 | JPM Jpmorgan Chase & Co | 21,280 | 1,985,670 | +9231.2% +1,964,390 |
| TWO SIGMA INVESTMENTS, LP 1179392 | CMCSA Comcast Corp | 52,700 | 4,899,902 | +9197.7% +4,847,202 |
| Belvedere Trading LLC 1632341 | INTC Intel Corp | 35,000 | 3,253,160 | +9194.7% +3,218,160 |
| SG Americas Securities, LLC 1313360 | DLTR Dollar Tree, Inc. | 16,101 | 1,476,412 | +9069.7% +1,460,311 |
| Capula Management Ltd 1557017 | NOVT Novanta Inc | 220,000 | 20,000,000 | +8990.9% +19,780,000 |