At Holdings Channel, we have reviewed the latest batch of the 64 most recent 13F filings for the 06/30/2026 reporting period, and noticed that Alphabet Inc (Symbol: GOOGL) was held by 52 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 GOOGL positions, for this latest batch of 13F filers:
FundNew Position?Change In Share CountChange In Market Value ($ in 1000’s)
PKO BP BANKOWY Universal Pension Society JSC
Existing
UNCH+$1,048Neumann Advisory Hong Kong Ltd
Existing
+10,000+$14,795Elevation Wealth Partners LLC
Existing
–457+$1,399Cohen Capital Management Inc.
Existing
–192+$4,906Czech National Bank
Existing
+83,430+$140,506Luma Capital S.A. SPF
Existing
UNCH+$4,109PensionDanmark Pensionsforsikringsaktieselskab
Existing
–2,779+$73,585Mirabaud & Cie SA
Existing
–15,061–$3,068Assenagon Asset Management S.A.
Existing
+2,025,076+$855,355Apella Capital LLC
Existing
+1,111+$4,537Hennion & Walsh Asset Management Inc.
Existing
+1,341+$6,913Windsor Capital Management LLC
Existing
+5+$75First National Bank of Mount Dora Trust Investment Services
Existing
UNCH+$80West Financial Advisors LLC
Existing
UNCH+$42Lexington Hill Partners LLC
Existing
+1,755+$698Legacy Wealth Management LLC MS
Existing
–3,080+$1,936Pine Haven Investment Counsel Inc
Existing
–333+$959Ledgewood Wealth Advisors LLC
Existing
UNCH+$562Breakwater Capital Group
Existing
+31+$697Sunburst Financial Group LLC
Existing
+226+$609Affinity Capital Advisors LLC
Existing
–339+$586Agate Pass Investment Management LLC
Existing
–5,336+$1,516Valeo Financial Advisors LLC
Existing
+5,267+$14,626Crumly & Associates Inc.
Existing
–658+$221Seilern Investment Management Ltd
Existing
–64,060–$9,944Private Wealth Group LLC
Existing
+50+$79TL Private Wealth
Existing
UNCH+$85Worth Asset Management LLC
Existing
+718+$528Norway Savings Bank
Existing
–1,164+$2,157MRA Advisory Group
Existing
–12+$111Beaird Harris Wealth Management LLC
Existing
+125+$348Norman Fields Gottscho Capital Management LLC
Existing
UNCH+$1,771Gradient Investments LLC
Existing
+22,044+$13,036Atwood & Palmer Inc.
Existing
–100+$1,679Platt Investment Counsel LLC
Existing
+208+$125Rockland Trust Co.
Existing
–39,479+$17,114Bright Rock Capital Management LLC
Existing
–27,000–$2,319Kwmg LLC
Existing
–19+$177White Wing Wealth Management
Existing
+31+$85Whitcomb & Hess Inc.
NEW
+581+$208Victrix Investment Advisors
Existing
–339+$2,977Teamwork Financial Advisors LLC
Existing
+57+$4,796Sonoma Allocations LLC
Existing
+19+$128Abner Herrman & Brock LLC
Existing
+1,190+$602Ebert Capital Management Inc.
Existing
+168+$1,554Aurora Investment Managers LLC.
Existing
–661+$1,445TrueWealth Advisors LLC
Existing
–162+$150Professional Advisory Services Inc.
Existing
+930+$1,039Green Ridge Wealth Planning LLC
Existing
–424+$1,286Puff Wealth Management LLC
NEW
+3,796+$1,357Community Trust & Investment Co.
Existing
UNCH+$296OFS Enterprise LLC
Existing
+58+$226Aggregate Change:
+1,996,562+$1,167,788
In terms of shares owned, we count 22 of the above funds having increased existing GOOGL positions from 03/31/2026 to 06/30/2026, with 20 having decreased their positions and 2 new positions. Worth noting is that Flaharty Asset Management LLC, included in this recent batch of 13F filers, exited GOOGL common stock as of 06/30/2026.
Looking beyond these particular funds in this one batch of most recent filers, we tallied up the GOOGL share count in the aggregate among all of the funds which held GOOGL at the 06/30/2026 reporting period (out of the 192 we looked at in total). We then compared that number to the sum total of GOOGL 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 GOOGL. We found that between these two periods, funds increased their holdings by 117,946 shares in the aggregate, from 6,960,220 up to 7,078,166 for a share count increase of approximately 1.69%. The overall top three funds holding GOOGL 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: GOOGL).
