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institutional-ownership

Analyze institutional investor holdings from SEC 13F filings.

164|40|Updated Feb 16, 2026
Search Tags:#stock analysis#institutional ownership#smart money#investor sentiment#13F filings#activist investors
One-click install
npx skills add https://github.com/yennanliu/InvestSkill --skill institutional-ownership
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: institutional-ownership
Source: https://github.com/yennanliu/InvestSkill/tree/main/plugins/us-stock-analysis/skills/institutional-ownership
Command: npx skills add https://github.com/yennanliu/InvestSkill --skill institutional-ownership

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill helps investors understand the sentiment and actions of institutional investors by analyzing SEC 13F filings, identifying potential "smart money" trends and signals.

Core Features & Use Cases

  • Analyze Institutional Holdings: Get a snapshot of who owns a stock and how much.
  • Track Ownership Changes: Monitor quarter-over-quarter changes in holdings, including new positions, increases, and decreases.
  • Identify Smart Money: Recognize activity from notable investors like hedge funds and activist investors.
  • Assess Ownership Concentration: Understand the stability and risk associated with concentrated ownership.
  • Use Case: Before investing in a company, use this Skill to see if major funds like Vanguard or BlackRock are increasing their positions, or if activist investors are taking stakes, which could signal future stock performance.

Quick Start

Analyze the institutional ownership for Apple (AAPL) using the latest filings.

Frequently Asked Questions about institutional-ownership

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I track institutional ownership changes using SEC 13F filings?▼

You can track institutional ownership changes by analyzing SEC 13F filings to monitor quarter-over-quarter position changes, including new positions, increases, and decreases in institutional investor holdings.

What is smart money activity and how is it identified in stock analysis?▼

Smart money activity in stock analysis refers to notable actions by hedge funds and activist investors. It is identified by analyzing 13F filings to track their portfolio weight changes and new stake acquisitions.

How do I assess ownership concentration for a specific stock?▼

You assess ownership concentration by analyzing top institutional holders from 13F filings to understand the stability and risk associated with a stock's concentrated institutional ownership.

Can I monitor activist investor stakes through 13F filings?▼

Yes, you can monitor activist investor stakes by analyzing 13F filings to track when activist investors take new positions or change their existing holdings in a company.

Does this institutional ownership analysis require any specific data dependencies?▼

No specific data dependencies are required to analyze institutional ownership, as the Skill processes SEC 13F filings directly to track investor sentiment and portfolio weight changes.

What's the best way to analyze hedge fund positions before investing?▼

The best way to analyze hedge fund positions is to review 13F filings to see if major funds are increasing positions or if activist investors are taking stakes, which can signal future stock performance.

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