Q1 2026 · Magnificent Seven · SEC 13F patterns

Mag7 Churn: The Same Names Funds Are Adding and Cutting

This is an AI analysis of an interesting pattern in QuantyFight data derived from SEC 13F holdings: AMZN, MSFT, NVDA, META, GOOGL, and AAPL simultaneously top managers-increasing and managers-decreasing / exiting leaderboards — a two-way ownership pattern rather than a one-direction pile-in.

Last reviewed: 2026-09-24 Filing window: Q1 2026 vs Q4 2025 Source: QuantyFight · SEC 13F-derived data

AMZN

140↑ / 128↓

Also 36 entering · 53 exiting

MSFT

129↑ / 115↓

32 entering · 65 exiting

NVDA

93↑ / 103↓

More decreasing than increasing

AAPL

68↑ / 122↓

Decreases outnumber increases

Open Mag7 manager-count KPIs

Compare increasing, decreasing, entering, and exiting on QuantyFight.

Hedge movement AMZN NVDA

How to read this article. This is AI analysis of interesting patterns in QuantyFight data derived from SEC 13F holdings. Numbers, ranks, share counts, and sector labels come from QuantyFight’s 13F-derived data whose ultimate source is the SEC Form 13F data sets archive. Primary Q1 2026 filing accession: 0001193125-26-226661. The connecting narrative is AI-assisted interpretation for readability — not investment advice.

The Q1 2026 Mag7 churn table

Manager-count KPIs on QuantyFight (hedge-flagged leaderboard) for the latest filing window:

Magnificent Seven — manager flow counts

Ticker	Increasing	Decreasing	Entering	Exiting
AMZN	140	128	36	53
MSFT	129	115	32	65
NVDA	93	103	38	32
META	85	68	28	33
GOOGL	73	103	27	48
AAPL	68	122	19	27

Source: QuantyFight managers-increasing / decreasing / entering / exiting · Q1 2026

What two-way counts mean (and don’t)

High counts on both sides usually mean the name is widely held and actively rebalanced — not that “everyone is selling” or “everyone is buying.” AAPL’s 122 decreasing vs 68 increasing managers is a useful caution against reading Mag7 as a single directional consensus.

Counts are not dollar-weighted. One Berkshire-sized GOOGL add can outweigh dozens of small decreases in dollar terms — which is why QuantyFight pairs manager-count KPIs with dollar-mover leaderboards.

Dollar leaders vs count leaders

Contrast: Mag7 count leaders vs selected $ prints

Signal	Example on QuantyFight
Count breadth	AMZN 140 managers increasing (top of increasing KPI)
Dollar concentration	Berkshire +$10.01B GOOGL (top of dollar-movers)
Dollar cut in Mag7	TCI −$7.11B MSFT; Polen −$1.24B AMZN; H&H −$1.05B AAPL
Entry vs exit	MSFT 65 managers exiting vs 32 entering

Mag7 — entering vs exiting

Ticker	Entering	Exiting
AMZN	36	53
MSFT	32	65
NVDA	38	32
META	28	33
GOOGL	27	48
AAPL	19	27

How to use this on QuantyFight

Open each Mag7 ticker page and compare holder tables with movement KPIs.
Use Hedge movement to jump from count leaders to dollar leaders.
Read About for 13F limitations before inferring sentiment.
Ask comparative questions in Ask.

Inspect Mag7 churn live

Manager counts and dollar movers on the same catalog.

Hedge movement Sectors Membership

Data caveats (important). Form 13F snapshots are delayed, cover reportable U.S. long securities for managers over the SEC threshold, and exclude shorts, many derivatives, cash, and non-13(f) exposures. “AUM” / book figures on QuantyFight refer to disclosed long value derived from SEC 13F holdings, not a manager’s full firm AUM. Large share changes can reflect sales, transfers, share-class mechanics, or reporting transitions — treat movement rows as research starting points. This article is AI analysis for information only and is not investment advice.