What is 13F.Chat
13F.Chat is an AI-powered platform for researching SEC 13F hedge fund holdings. It tracks the quarterly moves of top managers—what they bought, added, and sold—and provides AI-driven explanations to help users judge whether each move still matters. The platform turns 13F filings into actionable portfolio insights, allowing users to follow smart money and optimize their investments.
How to use 13F.Chat
- Explore Smart Money Holdings: Navigate to the "Smart Money Holdings" section to browse the latest 13F filings by manager, stock, sector, or filing period.
- Use the Multi 13F Workspace: Compare multiple funds side-by-side to analyze holdings overlap and sector exposure.
- Leverage the AI Copilot: Ask questions about specific holdings, managers, or portfolio strategies using the AI assistant.
- Run Portfolio Optimization: Access the portfolio optimization tools to research risk, concentration, and tariff exposure.
- Check the 13F Discovery Radar: View the latest capital rotation signals, industry heatmaps, and high-conviction stock moves.
Features of 13F.Chat
- 13F Discovery Radar: Tracks capital rotation across managers, industries, and stocks with visual timelines and heatmaps.
- Multi 13F Workspace: Compare up to multiple hedge fund portfolios side-by-side.
- Single 13F Workspace: Deep dive into individual manager holdings.
- AI Copilot: Get AI-powered explanations and answers about 13F data.
- Smart Money Holdings Explorer: Search and filter by manager, stock, sector, or filing period.
- Portfolio Optimization & Risk Research: Tools for analyzing portfolio risk, concentration, and optimization.
- Daily Public Research: Curated research pieces on manager consensus and specific funds (e.g., Berkshire, Fundsmith).
- Macro Rotation Heatmap: Visual representation of industry exposure and active flow momentum.
- Largest Manager Books: Overview of top hedge fund managers by AUM and turnover.
Use Cases of 13F.Chat
- Track Hedge Fund Moves: Monitor what top managers like Berkshire Hathaway, Fisher Asset Management, and PRIMECAP are buying and selling.
- Research Stock Conviction: Identify high-conviction stock moves with active flow data (e.g., MSFT, GOOGL, DAL).
- Analyze Sector Rotation: See which industries are gaining or losing capital from smart money.
- Compare Fund Strategies: Use the workspace to compare holdings overlap between different managers.
- Optimize Your Portfolio: Apply institutional-grade optimization techniques to your own portfolio.
- Stay Informed Daily: Access daily public research on manager consensus and curated Q&A.
FAQ
Q: What data does 13F.Chat use? A: It uses publicly available SEC 13F filings from institutional investment managers.
Q: How often is the data updated? A: Data refreshes quarterly based on the latest 13F filing period. The current data shown is as of 2026-05-07.
Q: Is this investment advice? A: No. The content is for informational and research purposes only and is not investment advice.
Q: Can I compare multiple funds? A: Yes, the Multi 13F Workspace allows you to compare multiple managers side-by-side.
Q: Is there an AI assistant? A: Yes, the AI Copilot feature provides AI-powered explanations and answers to your questions about 13F data.
