HoldingsIntel
Smart Money Verdict per stock & fund from SEC 13F, insider, activist & congressional filings.
| Endpoint | https://mcp.holdingsintel.com/sse (streamable-http) |
|---|---|
| Registry version | 1.1.0 |
| Now | 16 tools · grade F (20) · pin ts_4654456cd407e8a180e2c68543a4c155 · protocol 2025-06-18 |
| First / last listed | 2026-10-24 22:10 UTC / 2026-10-24 22:10 UTC |
| Grade over time | 2026-10-24: F (20), 16 tools |
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Tools: analyze_stock analyze_fund find_signals compare_funds clone_fund search_filers search_securities list_quarters get_congress_trades analyze_politician get_insider_trades get_activist_stakes get_fund_holdings get_stock_holders get_13f_activity get_my_mcp_status
analyze_stock | Returns the Smart Money Verdict for a single stock: a synthesized signal from 13F institutional positioning, Form 4 insider trades, 13D/13G activist filings, and STOCK Act congressional trades.
WHEN TO USE: User asks about an individual stock's institutional positioning, smart money sentiment, hedge fund activity, insider buying/selling, or recent moves.
Examples:
- "Is smart money buying NVDA? params: ticker_or_cusip* |
analyze_fund | Returns a filing-bound hedge-fund profile with current rating, DNA, and tracked-holdings in-profit enrichment when available.
WHEN TO USE: User asks about a specific hedge fund's profile, performance, investing style, or recent disclosed moves.
Examples:
- "How is Renaissance Technologies performing?"
- "What's Berkshire Hathaway's investing archetype?"
- "What did Bridgewater buy last quar params: cik_or_name*, quarter |
find_signals | Screens for stocks or fund moves matching a signal type. Use this when the user wants a list, not a single stock.
WHEN TO USE: User asks for a screen, list, or "what's interesting right now". Types:
- convergence: stocks with institutional coverage where 2+ available filing-source signals align
- conviction: highest-conviction recent moves
- double_downs: positions increased while price fel params: type*, sector, min_score, quarter, limit, cursor |
compare_funds | Side-by-side comparison of 2-3 hedge funds on one real common 13F quarter: holding overlap (Jaccard similarity), DNA similarity, ratings, win rates, and common holdings.
WHEN TO USE: User wants to compare hedge funds head-to-head.
Examples:
- "Compare Berkshire and Pershing Square"
- "How similar are Renaissance and Two Sigma?"
- "How do these funds' current disclosed holdings and research params: funds*, quarter |
clone_fund | Backtests a disclosed hedge-fund cloning strategy across completed 13F disclosure intervals without look-ahead.
WHEN TO USE: User wants to know how a fund-cloning strategy would have performed.
Examples:
- "Backtest cloning Renaissance's top 10 since 2023"
- "What's the return on copying Pershing Square's portfolio?"
- "How would I have done following Buffett's top 5?"
PARAMETERS:
- top_ params: cik_or_name*, top_n, rank_by, scenario, start_quarter |
search_filers | Searches funds by name and returns canonical CIKs for discovery or disambiguation.
WHEN TO USE: The user asks to find funds, a partial name may match several funds, or a workflow specifically needs a canonical CIK.
Examples:
- "Find funds with Pershing in the name"
- "Which Renaissance filer did you mean?"
WHEN NOT TO USE:
- Call analyze_fund or clone_fund directly for an ordinary fund nam params: query*, limit |
search_securities | Searches stocks by ticker or company name and returns canonical security identities.
WHEN TO USE: The user asks to find stocks, a company name is ambiguous, or a workflow specifically needs the canonical CUSIP.
WHEN NOT TO USE:
- Call analyze_stock directly for an ordinary ticker or CUSIP
- Use find_signals when screening across stocks rather than resolving a single name
RETURNS: Up to the params: query*, limit |
list_quarters | Returns every processed 13F quarter with reported and prior-quarter filer counts, a default_ready selection heuristic, and whether the current caller can access that quarter. It never labels a quarter complete. latest is the newest default-ready quarter; latest_reported is the newest quarter with any processed filing. If the index cannot be loaded, returns source_unavailable rather than a successf params: none |
get_congress_trades | Returns official financial disclosures from Congress and the OGE executive-branch feed. It defaults to Congress; branch selects Congress, executive, or both. Optionally filter by one stock or one official filer.
WHEN TO USE: User asks what Congress, a senator, a representative, or an executive-branch official disclosed buying or selling.
Examples:
- "What stocks did Nancy Pelosi trade?"
- "Wh params: ticker_or_cusip, member, branch, direction, filed_from, filed_to, limit, cursor |
analyze_politician | Returns a single politician's profile, trading performance, and notable trades, based on their official financial disclosures.
WHEN TO USE: User asks how a specific member of Congress has performed as a trader, or wants their profile and recent activity.
Examples:
- "How good a trader is Nancy Pelosi?"
- "What's Dan Crenshaw's track record?"
- "Show me Tommy Tuberville's profile and recent params: member* |
get_insider_trades | Returns completed current corporate-insider non-derivative Form 4 transactions filed since August 24, 2026. With no identity filter, returns the global recent-filing feed; optionally filter by one stock or one insider.
WHEN TO USE: User asks whether insiders are buying or selling a stock, or wants a specific executive's trades.
Examples:
- "Are insiders buying NVDA?"
- "Did any executives sel params: ticker_or_cusip, insider_name, direction, trade_class, filed_from, filed_to, limit, cursor |
get_activist_stakes | Returns SEC Schedule 13D/13G large-ownership filings. With no identity filter, returns the global recent-filing feed; optionally filter by one stock or one filer.
WHEN TO USE: User asks who has taken a big stake in a company, or whether an activist investor is involved.
Examples:
- "Who has a 5%+ stake in Tesla?"
- "Is there an activist investor in NVDA?"
- "Show recent active 13D/13G stake params: ticker_or_cusip, filer, classification, filed_from, filed_to, limit, cursor |
get_fund_holdings | Returns all disclosed positions currently processed for a hedge fund and quarter, paginated.
WHEN TO USE: User wants every currently processed disclosed position for a fund, not just the headline moves or rating.
Examples:
- "List everything Berkshire Hathaway holds"
- "Show me Pershing Square's full portfolio"
- "What are all of Bridgewater's positions?"
PARAMETERS:
- cik_or_name: a CIK params: cik_or_name*, quarter, instrument_type, limit, cursor |
get_stock_holders | Returns every available active cash-equity 13F holder position for one stock and one quarter, using cursor pagination.
WHEN TO USE: The user asks who owns a stock, which institutions hold it, how large each disclosed position is, or wants all currently processed holders for a quarter.
PARAMETERS:
- ticker_or_cusip: one ticker or exact CUSIP
- quarter: required YYYY-QN filing quarter
- curs params: ticker_or_cusip*, quarter*, limit, cursor |
get_13f_activity | Returns every available changed 13F position for exactly one fund or one stock in one quarter, using cursor pagination.
WHEN TO USE: The user asks what a fund bought, added to, trimmed, or exited; or which institutions changed a named stock position.
PARAMETERS:
- provide exactly one of cik_or_name or ticker_or_cusip
- quarter: required YYYY-QN filing quarter
- change_types: any unique sub params: cik_or_name, ticker_or_cusip, quarter*, change_types, instrument_type, limit, cursor |
get_my_mcp_status | Returns the current caller's authentication method, HoldingsIntel access tier, and exact daily MCP quota usage. This read-only status check does not consume daily quota. Anonymous callers receive quota=null; it never exposes keys, billing data, or another user's account. params: none |
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