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6 min readMoneyta Team

The Books of 500 Fund Managers, Open to Everyone

Moneyta's institutional data is now public: the disclosed books of the 500 largest fund managers, quarterly changes, signal base rates, and the study that tests whether following any of them actually works. No account needed.

announcementsec-filingsfund-managersevidence
Institutional filing data opened to public view

Starting today, a large part of Moneyta is open without an account. The disclosed stock books of the 500 largest US fund managers. What each of them opened, added, trimmed and sold last quarter. The historical base rate of every signal we surface. And the study we believe this corner of the internet was missing: whether following any of these managers, at the delay the law imposes, ever actually beat the index.

What is open

  • Fund manager pages: each manager's top holdings, reported value, quarter changes, and adviser facts from Form ADV where the firm files one.
  • Ticker pages: fundamentals straight from SEC filings, institutional holder counts and trend, a full quote panel, and company overviews.
  • Evidence pages: every signal's historical record in headline form: how many times it fired, and how it did against the index.
  • The cloneability study: 312 books replayed at the real 45-day delay. 16.7% beat the market. The rest is the reason this study exists.

What stays for members

The intelligence layer: full books and quarter-over-quarter flows, manager track records and comparisons, full base-rate distributions, the conviction screen, the AI research desk that argues over filings and shows its work, and everything personal, from portfolio look-through to how a manager's book overlaps your own.

The line we drew is simple. The data is public record and we are happy to serve it beautifully. The intelligence computed on top of it is the product.

Start hereBrowse the 500 largest fund manager books, no sign-up needed

Everything is served with the same honesty rules members get: sources cited, lags stated, thin data refused rather than dressed up. Historical statistics, not predictions. Insight, not advice.

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Every new account starts with 14 days of Gold: every feature on, no card. Then Free, unless you choose a plan.

A note on what Moneyta is: Moneyta provides educational analytics about your portfolio's structure: insight, not advice. Nothing here is a recommendation to buy or sell any security. All screenshots show synthetic demo data.

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