Smart money is quietly loading 5 stocks

Compared 2026-06-30 filings against 2026-03-31 for the five configured watchlist funds (Berkshire, Bridgewater, Renaissance, Citadel, Two Sigma). Across all latest filings, 7,862 unique CUSIPs surfaced; 787 passed the raw acceleration filter (net adders > trimmers, aggregate Q/Q share increase ≥ 25% or ≥ 2 funds newly opening, single-fund block-buy check exempting Berkshire). After layering the mega-cap-retail exclusion, the $1B market-cap / $10M ADV liquidity rails, the 7-trading-day earnings blackout, and the low-retail-attention screen, five names survive. The most striking single finding: Bridgewater initiated brand-new positions in all five finalists in the same quarter — an unusually concentrated pivot for a fund that averages fewer than 50 net position changes per filing. Alphabet ranked #1 by raw score but was excluded as a mega-cap retail favorite where Berkshire added rather than newly initiated. Thomson Reuters is the cleanest signature: three managers opened the same position from zero simultaneously. NiSource is the only finalist where retail has not yet chased the print — shares trade 17% below the funds' quarter-end average entry.