The 13F whale amount is the dollar change in one large institution's position in a stock from one quarter to the next, from its SEC Form 13F filing. Green (positive) means the filer opened or added; red (negative) means it trimmed or exited. "Whale" is shorthand for a big, watched holder.
Any institutional manager overseeing $100M or more in U.S. equities must file Form 13F with the SEC every quarter, listing its holdings. Quantustik compares one filer's reported stake in the previous quarter against the latest quarter and shows the change in that position's market value — answering a concrete question: did this big holder put more money in, or take money out, of this specific stock last quarter?
Example (illustrative): suppose a fund reported holding 1.0 million shares last quarter and 1.4 million this quarter, and the stock trades near $250. The whale amount would show roughly +$100M (0.4M added shares × ~$250) — a clear increase. If it had cut the stake instead, the row would show a red, negative amount of similar size.
13F is filed up to 45 days after quarter-end, so the position can already be weeks or months old — never a real-time trade. And the dollar amount blends how many shares the filer actually traded with how the price moved: a value can rise simply because the stock went up. Read the whale amount as a slow, backward-looking read on where large money has already positioned — context, not a timing signal.
SEC Form 13F is a quarterly report any institutional manager overseeing $100M or more in U.S. equities must file, disclosing its holdings. The whale amount is the change in one filer's position value between two consecutive 13F filings.
13F is filed up to 45 days after quarter-end, so the position it describes can already be a month and a half or more old by the time it's public. It shows where large money has already been, not where it's going.
Not necessarily. The dollar amount blends share-count changes with price moves — a position's value can rise just because the stock went up, even if the manager didn't add any shares.
Browse all S&P 500 tickers to see this metric applied to individual companies.
Educational research only — not investment advice.