Hedge funds with $100M+ AUM file 13F quarterly disclosing their positions. The 45-day lag matters, but cluster reads — multiple funds adding the same name — still leak alpha.
SEC Form 13F is a quarterly report that institutional investment managers with $100 million or more in qualifying assets must file. It discloses every long equity position and certain options holdings in the portfolio. In practical terms, it shows you what stocks Bridgewater, Citadel, Berkshire Hathaway, and thousands of other large funds own.
Over 5,000 institutions file 13F reports each quarter. The SEC maintains a searchable database on EDGAR where anyone can look up a specific filer.
13F data reveals institutional conviction. When a top-performing fund initiates a large new position or doubles down on an existing holding, it signals deep due diligence. Traders use 13F data to:
| Included | Excluded |
|---|---|
| Long equity positions | Short sales |
| Call and put options | Cash and treasuries |
| Convertible bonds (sometimes) | Most fixed income |
| ADRs and ETF shares | Commodities, forex, crypto |
The 45-day filing delay is the biggest limitation. By the time you read a 13F, the fund may have already sold. Cross-reference with real-time signals like Form 4 insider buys and Schedule 13D activist stakes for fresher data.
| Quarter End | Filing Deadline |
|---|---|
| December 31, 2025 | February 17, 2026 |
| March 31, 2026 | May 15, 2026 |
| June 30, 2026 | August 14, 2026 |
| September 30, 2026 | November 16, 2026 |
Catalyst Edge combines 13F institutional data with real-time SEC filings so you see both the big picture and the live signal.
Open ScannerForm 13F is filed quarterly, within 45 days of the end of each calendar quarter. In 2026 the deadlines are February 17, May 15, August 14, and November 16. This delay means the data is always 45-90 days old by the time you see it.
Institutional investment managers with at least $100 million in qualifying assets under management must file Form 13F. This includes hedge funds, mutual funds, pension funds, insurance companies, and bank trust departments.
No. Form 13F only shows long equity positions and certain options positions. Short sales, cash, bonds, commodities, and most derivatives are excluded. For short interest data, traders must look at exchange-reported short interest or Form SI filings.
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