Smart money is quietly loading 5 stocks

Comparing Q1 2026 (reportDate 2026-03-31) against Q4 2025 (reportDate 2025-12-31) across all five configured funds — Berkshire Hathaway, Bridgewater Associates, Renaissance Technologies, Citadel Advisors, and Two Sigma — 825 tickers cleared the raw acceleration filter (net buyers > sellers, ≥25% aggregate share increase OR ≥2 newly opened positions, puts excluded). After overlaying market cap ≥ $1B, quality-rail exclusions (mega-cap retail favorites, ETFs, SPACs), single-buyer >80% concentration limits, and the retail-attention filter, five names survived. The single most surprising finding: Berkshire did NOT anchor any top-20 candidate. Its incremental adds this window (GOOGL, DaVita, Pool Corp, Domino's, HEICO) either concentrated in mega-caps already tripped by the retail exclusion or lacked multi-fund confirmation. All five picks are therefore quant-plus-Bridgewater constructs; two of them (PACCAR and Barclays) show Bridgewater opening a genuinely NEW position, which weighs meaningfully more than a quant nudge given Bridgewater's slower turnover and macro-thesis orientation.