Themed Screens

Stocks owned by the most value investors

The stocks held by the largest number of smart-money whales tracked on whalstreet. Ranked by # of holders across the cohort.

Hot new positions — first-time buys by multiple gurus

Stocks that 3 or more institutional whales bought for the first time this quarter. The cleanest 'consensus new buy' signal across the cohort.

Consensus buys — what 3+ value investors bought

Stocks bought by 3 or more institutional whales this quarter. The original Dataroma-style 'multi-guru buy' screener, ranked by net buy value.

Consensus sells — what 3+ value investors are exiting

Stocks sold by 3 or more institutional whales this quarter. The contrarian signal — what smart money is rotating out of, ranked by net sell value.

5%+ stakes — high-conviction positions

Positions where a whale just crossed the 5% portfolio-weight conviction line — either a new position taken at scale or an existing position aggressively expanded. Where smart money is putting real chips down.

Concentrated bets — single positions over 10%

Stocks where at least one institutional whale holds the position at over 10% of their entire portfolio. The 'bet the fund' signal — positions large enough that the whale's career rides on the call.

Quiet conviction — off-radar stocks 2+ whales own at scale

Stocks where 2 or more whales hold the position at 3%+ portfolio weight each, but the aggregate institutional ownership is under $2B. Off-radar names where smart money is concentrated but the herd hasn't piled in yet.