Biggest New Stock Purchases by Hedge Funds — Q3 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:Q3 2026Q2 2026Q1 2026Q3 2025
#FundNew BuyValue
1Hamilton Capital, LLCDGRW$704.6B
2Forvis Mazars Wealth Advisors, LLCVEU$646.1B
3Capital Investment Advisors, LLCDGRO$645.9B
4SIGNATUREFD, LLCVXUS$457.7B
5FERGUSON WELLMAN CAPITAL MANAGEMENT, INCACWX$407.2B
6Two Seas Capital LPROIV$350.0B
7Retirement Planning Group, LLCQGRW$316.9B
8Mondrian Investment Partners LTDSONY$294.5B
9FARMERS & MERCHANTS INVESTMENTS INCVEA$271.0B
10Angeles Investment Advisors, LLCVXUS$238.3B
11Peterson Wealth Advisors, LLCSPYM$228.2B
12Ninety One UK LtdDB$222.4B
13SEGRA CAPITAL MANAGEMENT, LLCCCJ$216.7B
14STEPHENS GROUP ASSET MANAGEMENT, LLCVUG$216.6B
15Tanglewood Wealth Management, Inc.VEA$210.7B
16Keystone Financial Planning, Inc.SCHD$204.3B
17Everhart Financial Group, Inc.VUG$202.3B
18SRH ADVISORS, LLCSRHQ$200.4B
19CONGRESS ASSET MANAGEMENT COAPH$181.0B
20HT Partners LLCSCHB$177.4B
21Avidian Wealth Enterprises, LLCAQLT$177.2B
22PARK NATIONAL CORP /OH/DDWM$175.9B
23Acropolis Investment Management, LLCDFCF$173.5B
24Legacy Advisors, LLCQLTY$145.1B
25Sumitomo Mitsui DS Asset Management Company, LtdGLDM$135.4B
26Blankinship & Foster, LLCDFAU$133.7B
27Conrad Siegel Investment Advisors, Inc.DFAC$131.2B
28Freedom Day Solutions, LLCMBOX$129.0B
29Gibson Capital, LLCVNQ$125.0B
30Pennsylvania State UniversityIAU*$122.9B
31Sowell Financial Services LLCWLDR$112.7B
32Compass Ion Advisors, LLCIXUS$111.4B
33LVW Advisors, LLCSPYM$109.6B
34ROCKLAND TRUST COINDB$107.9B
35TOMPKINS FINANCIAL CORPTMP$106.3B
36Beach Point Capital Management LPVEL$103.4B
37Colony Family Offices, LLCDFUS$101.6B
38ASSETMARK, INCQVML$101.1B
39NIXON PEABODY TRUST COIDEV$99.7B
40RS CRUM INC.BSV$96.8B
41Nadler Financial Group, Inc.VO$95.1B
42Perigon Wealth Management, LLCVGIT$90.5B
43Venture Visionary Partners LLCVUG$85.6B
44ZEVENBERGEN CAPITAL INVESTMENTS LLC6RJ0$84.5B
45Financial Symmetry IncDFAC$83.8B
46Copeland Capital Management, LLCUSPH$80.6B
47BURRUS FINANCIAL SERVICES, INC.BND$79.6B
48Vision Capital Management, Inc.VEA$79.4B
49GATEWAY INVESTMENT ADVISERS LLCBAC$79.0B
50Beacon Capital Management, Inc.VNQ$77.2B
51Verger Capital Management LLCAGG$76.9B
52REINHART PARTNERS, LLC.CTRI$76.7B
53Jaffetilchin Investment Partners, LLCSCHX$76.0B
54SigFig Wealth Management, LLCIBIT$73.9B
55Roth Financial Partners LLCAQLT$73.9B
56CALEDONIA INVESTMENTS PLCFAST$68.6B
57Sterling Capital Management LLCSCHW$68.2B
58True North Advisors, LLCFNDX$68.1B
59MONTRUSCO BOLTON INVESTMENTS INC.SCHW$67.9B
60RIVERSEDGE ADVISORS, LLCVUG$67.8B
61KFA Private Wealth Group, LLCFBCG$67.0B
62ARGENT CAPITAL MANAGEMENT LLCVTRS$66.5B
63Sound Income Strategies, LLCHTGC$62.5B
64Heartwood Wealth Advisors LLCVEA$60.9B
65Arlington Financial Advisors, LLCCGGO$60.3B
66CapWealth Advisors, LLCFNMA F PERP P$58.8B
67Paragon Capital Management LtdSPHQ$58.3B
68Cambridge Advisors Inc.BND$57.6B
69Gradient Investments LLCRUNN$56.2B
70BEACON FINANCIAL GROUPDGRW$56.2B
71PENN DAVIS MCFARLAND INCROIV$55.7B
72MARINO, STRAM & ASSOCIATES LLCVUG$55.2B
73Sigma Planning CorpDGRO$54.7B
74Richardson Capital Management LLCSCHX$54.5B
75CORDA Investment Management, LLC.SCHW$52.4B
76Gridiron Partners, LLCAGG$51.2B
77Financial Management Professionals, Inc.PULS$50.5B
78DEPRINCE RACE & ZOLLO INCPB$50.2B
79Veery Capital, LLCSCHG$50.0B
80Vantage Investment Partners, LLCEQT$48.5B
81Galvin, Gaustad & Stein, LLCAQLT$47.4B
82Archford Capital Strategies, LLCIEMG$47.0B
83Pinnacle Wealth Management Advisory Group, LLCVEU$46.9B
84New Harbor Financial Group, LLCSHY$46.8B
85MARKET STREET WEALTH MANAGEMENT ADVISORS LLCSPYM$46.2B
86BOYUM WEALTH ARCHITECTS LLCSCHB$45.1B
87CAPITAL CITY TRUST CO/FLEDV$44.3B
88Muzinich & Co., Inc.ARCC$43.8B
89Tradewinds Capital Management, LLCCOMT$43.0B
90Prism Advisors, Inc.USEW$41.5B
91Paradice Investment Management LLCFLS$41.2B
92STEEL GROVE CAPITAL ADVISORS, LLCDSTL$40.3B
93TOTAL INVESTMENT MANAGEMENT INCBCTK$39.8B
94BALDWIN WEALTH PARTNERS LLC/MASCHP$39.6B
95Armbruster Capital Management, Inc.SPLV$39.0B
96FORT WASHINGTON INVESTMENT ADVISORS INC /OH/EQR$38.8B
97Verity & Verity, LLCPFE$38.6B
98MATRIX ASSET ADVISORS INC/NYUSB$38.5B
99Deeter Investments LLPEQT$38.0B
100NORTH POINT PORTFOLIO MANAGERS CORP/OHAPH$36.4B

Data sourced from SEC 13F filings for Q3 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.