Alphabet’s Split Tape: Who’s Buying, Who’s Selling
This is an AI analysis of an interesting pattern in QuantyFight data derived from SEC 13F holdings: GOOGL and GOOG show up on both sides of institutional flow — large dollar adds (Berkshire, Egerton) and large dollar cuts (Pershing Square), plus high manager-increase and manager-decrease counts.
0001193125-26-226661. The connecting narrative is AI-assisted interpretation for readability — not investment advice.
Who added Alphabet on the dollar leaderboard
On QuantyFight’s dollar-increase leaderboard, Berkshire’s GOOGL print is the standout (+$10.01B). Nearby Alphabet-related adds include Egerton Capital’s GOOG increase (~+$0.65B / +2,380,881 shares) and smaller GOOG adds from H&H International and TCI.
Sample Alphabet-related $ increases (QuantyFight)
| Manager | Ticker | $ move | Δ shares | AUM % impact |
|---|---|---|---|---|
| Berkshire Hathaway | GOOGL | +$10.01B | +36,403,656 | +3.81% |
| Egerton Capital (UK) LLP | GOOG | +$0.65B | +2,380,881 | +9.27% |
| H&H International Investment | GOOG | ~$0.48B | +1,850,600 | +2.40% |
| TCI Fund Management | GOOG | +$0.16B | +1,257,200 | +0.35% |
Source: hedge-movement
Who cut Alphabet
Pershing Square Capital Management appears among the largest dollar decreases with a GOOG cut of about −$1.84B (−5,852,145 shares; −14.28% disclosed-AUM impact) — #5 on the global dollar-loser leaderboard. Soroban also shows a GOOG reduction (~−$0.26B).
Sample Alphabet-related $ decreases
| Manager | Ticker | $ move | Δ shares | AUM % impact |
|---|---|---|---|---|
| Pershing Square Capital Management | GOOG | −$1.84B | −5,852,145 | −14.28% |
| Soroban Capital Partners | GOOG | −$0.26B | −1,444,082 | −3.41% |
Manager-count signal: crowded and contested
Dollar leaders show who moved the most money. Manager-count KPIs on QuantyFight show how many hedge-flagged managers changed direction:
Alphabet manager counts (hedge-flagged leaderboard)
Source: QuantyFight managers-increasing / decreasing / entering / exiting KPIs
Passive scale vs active movers
The GOOGL holders table is still led by BlackRock (~$128.5B), FMR (~$68.0B), State Street (~$65.1B), Geode (~$43.5B), and Morgan Stanley (~$34.8B). Berkshire’s ~$15.60B / 54.25M-share line is a high % of its own book (5.93%) but may not sit in the absolute top 10. Active movement stories (Berkshire’s add, Pershing’s cut) sit on top of that ownership bedrock — useful when teaching how 13F “flow” and “stock” differ. See also About 13F.
How to read the split on QuantyFight
- Scan Hedge movement for Berkshire / Egerton adds and Pershing / Soroban cuts.
- Open both GOOGL and GOOG — Class A and Class C can diverge by manager.
- Compare manager-count KPIs with dollar ranks so one mega print doesn’t hide contested manager-count flow.
- Follow up in Ask or Sectors.