By At Holdings Channel, we have reviewed the latest batch of the 51 most recent 13F filings for the 06/30/2026 reporting period, and noticed that Alphabet Inc (Symbol: GOOG) was held by 34 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.
Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.
Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let’s take a look at the change in GOOG positions, for this latest batch of 13F filers:
FundNew Position?Change In Share CountChange In Market Value ($ in 1000’s) NorthRock Partners LLC Existing +79+$4,154Community Bank N.A. Existing –145+$441Maven Securities LTD Existing –112,950–$30,332RFG Advisory LLC Existing +2,585+$3,481NewEdge Advisors LLC Existing +54,291+$66,711Cypress Capital Management LLC WY Existing UNCH+$5Hedeker Wealth LLC Existing –281+$3,121Steamboat Capital Partners LLC Existing –14,024+$31GFG Capital LLC Existing +162+$271Pointe Capital Management LLC Existing –80+$616Ehrenkranz Partners L.P. Existing UNCH+$216IFP Advisors Inc Existing –31,573+$3,442Roble Belko & Company Inc Existing UNCH+$191Squarepoint Ops LLC Existing –834,316–$219,232Keenan Capital LLC NEW +76,000+$26,853Baird Financial Group Inc. Existing –485,703+$277,557Arcus Capital Partners LLC Existing –929–$206Beacon Investment Advisory Services Inc. Existing –777+$1,390PHOENIX ASSET MANAGEMENT PARTNERS Ltd Existing UNCH–$194Sterling Investment Advisors Ltd. Existing –666+$945Ninepoint Partners LP Existing –4,227–$1,522Sawyer & Company Inc Existing –1,983–$756One Charles Private Wealth Services LLC Existing +3+$323XY Planning Network Inc. Existing +2,394+$1,192PensionDanmark Pensionsforsikringsaktieselskab Existing +34,218–$18,097BayBridge Capital Group LLC Existing +70+$61Custos Family Office LLC Existing +92–$9Torno Capital LLC NEW +250,000+$71,715Wealth Management Strategies Inc. Existing UNCH–$23Legacy Edge Advisors LLC Existing –84–$208Johnson Wealth Management LLC Existing –4–$50CapitalatWork S.A. Existing –208,104–$80,755Sacks & Associates LLC Existing –85–$131Thompson David Blair NEW +2,532+$726Aggregate Change: –1,273,505+$111,927
In terms of shares owned, we count 9 of the above funds having increased existing GOOG positions from 03/31/2026 to 06/30/2026, with 17 having decreased their positions and 3 new positions.
Looking beyond these particular funds in this one batch of most recent filers, we tallied up the GOOG share count in the aggregate among all of the funds which held GOOG at the 06/30/2026 reporting period (out of the 8,870 we looked at in total). We then compared that number to the sum total of GOOG shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for GOOG. We found that between these two periods, funds increased their holdings by 177,230,688 shares in the aggregate, from 3,137,199,716 up to 3,314,430,404 for a share count increase of approximately 5.65%. The overall top three funds holding GOOG on 06/30/2026 were:
We’ll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Alphabet Inc (Symbol: GOOG).
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