Form 13F
Topic
Form 13F is a quarterly report required by the United States Securities and Exchange Commission (SEC) for institutional investment managers controlling at least $100 million in assets. The filing lists all equity assets under management, providing transparency into the holdings of major Wall Street investors and hedge funds. These reports are widely analyzed by academic researchers, investors, and the public to track institutional investment trends.
2 episodes featuring Form 13F
Stock Movers
AI demand reshapes fortunes for Marvell, Macy’s and Hive
The episode connects three stock moves to shifting expectations for semiconductor demand, retail ownership and AI infrastructure contracts.
Aug 17, 2026 · 6 min
Stock Movers
Nvidia, Alibaba and Ferrari signal three different bets on the future
The episode connects Nvidia’s disclosed stakes, Alibaba’s AI-focused restructuring and Ferrari’s record auction to shifting corporate priorities and investor attention.
Aug 17, 2026 · 7 min