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).
10 S&P 500 Components Hedge Funds Are Buying »
