What Is an Institutional Positions Summary?
An institutional positions summary aggregates data from SEC 13F filings to provide a comprehensive overview of how institutional investors are positioned in a specific stock. It reveals the total number of institutional holders, the aggregate number of 13F shares, total investment value, ownership percentage relative to shares outstanding, and detailed breakdowns of new, increased, reduced, and closed positions. This data is essential for understanding smart money sentiment and tracking quarter-over-quarter changes in institutional conviction.
Our free positions summary tool lets you look up any U.S. stock symbol and instantly see the full institutional ownership picture for any quarter. Compare current and previous quarter metrics side by side, analyze position changes, and monitor the put/call ratio to gauge institutional sentiment. Export the data to CSV for further analysis in your spreadsheet or trading platform.
How to Use This Positions Summary Tool
- 1
Enter a Stock Symbol
Type any U.S. stock ticker symbol (e.g., AAPL, MSFT, TSLA) into the search field. Select the year and quarter you want to analyze.
- 2
Review Institutional Holdings
View the number of institutional investors, total 13F shares, total invested value, and ownership percentage. Each metric shows the current value, previous quarter value, and the change between them.
- 3
Analyze Position Changes & Options
Check new, increased, closed, and reduced positions to understand institutional activity. Review the put/call ratio and total calls/puts to gauge options-based sentiment. Export all data to CSV for offline analysis.
Key Metrics Explained
The positions summary includes several important metrics that institutional investors and analysts track closely. The investors holding count shows how many institutional managers hold the stock, while 13F shares represents the total number of shares reported across all 13F filings. The total invested value reflects the aggregate dollar amount institutions have allocated to the stock. The ownership percent shows what fraction of the company's outstanding shares are held by 13F filers.
Position activity metrics — new, increased, reduced, and closed positions — reveal the direction of institutional money flow. A high number of new and increased positions relative to closed and reduced positions signals growing institutional interest. The put/call ratio provides insight into how institutions are hedging or speculating through options, with values above 1.0 indicating more bearish positioning and values below 1.0 indicating more bullish positioning.
Why Track Institutional Positions?
Follow Smart Money
Track what hedge funds, mutual funds, and pension funds are buying and selling to inform your own investment decisions.
Spot Trends Early
Identify rising or declining institutional interest before it impacts stock prices. Quarter-over-quarter changes reveal emerging trends.
100% Free
No subscription, no hidden fees. Look up any stock, view institutional positions, and export to CSV completely free.