The Big Picture: Global Fund Positioning Update

  The Big Picture:  Global Fund Positioning Update In this report, we take a deep dive into active global fund positioning—across regions, countries, sectors, and stocks—highlighting the key dynamics shaping capital allocation across our 360-strong fund universe. We begin with headline positioning trends across the three major regions, before examining each in detail: Americas, EMEA, and Asia, together with a …

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Palantir Technologies Inc

335 Global Equity Funds, AUM $1.25tr Palantir Technologies Inc. Rotation Signals Momentum Shift Palantir has rapidly become one of the most widely held AI names among Global funds, with ownership nearly doubling in six months to 11.3%. Growth managers have driven the surge, though most positions remain small outside a few concentrated bets. Despite ranking fourth within its software and …

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Active Global Funds: Positioning Analysis, July 2025

333 Global Equity Funds, AUM $1.2tr Active Global Funds: Positioning Analysis, July 2025   Regional Trends The Magnificent 7: Active Global Fund Positioning Update Financials Exchanges: A Sector on the Rise Stock Analysis Alibaba Group Holding Ltd.: The Path to Redemption? Rheinmetall AG: Out of the Shadows Danaher Corporation: Reassessing the Investment Case Merck & Co., Inc.: Returning to the …

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Global Funds: Performance & Attribution Analysis, H1 2025

333 emerging market Funds, AUM $1.2tr Global Funds: Performance & Attribution Analysis, H1 2025   Active Global funds matched the benchmark, returning 10.23% on average in H1 2025, with 45.5% of funds outperforming. Value strategies led by a wide margin, with 80.7% outperforming and beating Aggressive Growth by nearly 6%. High Active funds dominated performance, with 39 of the top …

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Europe Reasserted:  Consensus Builds as Europe Reclaims Ground from the U.S.

336 Global Equity Funds, AUM $1.1tr Active Global Funds: Positioning Analysis, June 2025 Europe Reasserted:  Consensus Builds as Europe Reclaims Ground from the U.S DM Europe remains the top regional overweight, with over 90% of global funds positioned above benchmark. Allocations have rebounded sharply from late-2024 lows, marking a renewed expression of long-term conviction. Positioning is broad-based, led by the …

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Global Funds: Positioning Analysis, May 2025

332 Global Equity Funds, AUM $1.1tr Active Global Funds: Positioning Analysis, May 2025 Inside This Month’s Analysis Regional TrendsAustralia: Strategic Underweights & Ownership LowsIndustrials: Consensus Overweight Amid Growing Conviction   Stock AnalysisMercadoLibre Inc: Growth Funds Remain BullishDiageo plc: Diminishing InterestNVIDIA Corporation: Record Ownership Despite UnderweightSpotify Technology SA: Rising Up the ChartsWalt Disney Company: Confidence Returning Click on the below buttons …

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Global Funds: Positioning Chart Pack, April 2025

332 Global Equity Funds, AUM $1.1tr Active Global Funds: Positioning Chart Pack, April 25 Inside This Month’s Chart Pack Regional Trends China & HK Consumer Discretionary: Rebuilding Trust US Utilities: Record Ownership as Rotation Gathers Pace   Stock Analysis Samsung Electronics:  Bottom of the Range Adobe Incorporated: Drifting Lower Palantir Technologies: Early Stage Momentum Ericsson Class B: Back in Favour? …

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Global Funds: Positioning Chart Pack, March 2025

334 Global Equity Funds, AUM $1.2tr Active Global Funds: Positioning Chart Pack, March25 Inside This Month’s Chart Pack Japan Technology: Climbing Back To The Top   United States Consumer Staples: From Exodus to Equilibrium   German Consumer Discretionary: Oversold, Overlooked — and Due for a Rethink? For more analysis, data or information on active investor positioning in your market, please …

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Xi’s Champions: A Closer Look at Fund Positioning

Global, GEM, Asia Ex-Japan, China Active Equity Xi’s Champions: A Closer Look at Fund Positioning   Special Report It feels like sentiment toward Chinese investment is starting to thaw. President Xi’s recent meeting with select private sector leaders – the first of its kind since 2018 – has been widely seen as an effort to reset Beijing’s relationship with business. …

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Global Funds: Positioning Chart Pack, Feb 2025

334 Global Equity Funds, AUM $1.2tr Active Global Funds: Positioning Chart Pack, Feb 25   Inside This Month’s Chart Pack Regional Trends China & HK: Sentiment Improving, but ownership remains near the lows US Information Technology: Signs of Caution Amid Record Highs Stock Analysis Swiss Majors: Historically Low Ownership Financial Exchanges: LSE, ICE and CME Group Hit New Highs Luxury …

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    Terms and Conditions

    Investor Positioning Report — Copley Fund Research Ltd  ·  Last updated: July 2026  ·  Registered in England and Wales

    1. Who we are

    Copley Fund Research Ltd provides proprietary institutional fund intelligence to listed companies and investor relations professionals. These terms govern every purchase of an Investor Positioning Report. By completing a purchase you confirm you have read, understood, and agreed to these terms in full.

    2. What you are purchasing

    The Investor Positioning Report is a bespoke PDF report mapping the institutional fund universe around your stock. It covers current investors, past investors, competitor investors, and white space investors. Every report is built from scratch for the specific company ordered and is not a standardised or templated product.

    3. Delivery and process

    Following payment or invoice issuance, Copley Fund Research will contact you within one working day to agree your competitor set. Production begins once the competitor set is confirmed in writing. The completed report will be released to you within 48 hours of production starting, provided payment has been received in full; where payment is outstanding, the report will be withheld until payment clears. If the requested company falls outside our covered fund universes, or a competitor set cannot be agreed, Copley Fund Research will issue a full refund or cancel the outstanding invoice.

    4. Competitor set agreement

    The competitor set is agreed with you in writing prior to production, and the report is built to that agreed specification. Requests to amend the competitor set after delivery, based on a change of preference rather than an error, may be treated as a new order.

    5. Refund policy

    Because each report is produced individually for your company, orders are non-refundable once production has begun, except as set out in clauses 3 and 5a below. By purchasing, you agree not to dispute the charge with your card provider on the basis that the service was not as described, provided the report has been delivered to the agreed specification or corrected under clause 5a.

    5a. Quality remedy

    If a delivered report contains a material error caused by Copley Fund Research — for example, an incorrect company analysed, a competitor omitted from the agreed set, or content missing from the specification in clause 2 — Copley Fund Research will correct and redeliver the report at no additional charge, within a reasonable timeframe. This is your sole remedy for such errors.

    6. Data and accuracy

    All fund positioning data in the report reflects holdings as disclosed at the most recently available reporting date at the time of compilation. The timing of fund holdings disclosures is determined by regulatory requirements applicable to each fund and is outside the control of Copley Fund Research Ltd. This data may not reflect current fund positions. Copley Fund Research takes reasonable care to ensure accuracy but makes no warranty, express or implied, as to the completeness or current accuracy of the underlying data — though this does not affect the quality remedy in clause 5a for errors in how that data was analysed or presented. Past fund positioning is not indicative of future fund behaviour or investment decisions.

    7. Not investment advice

    The Investor Positioning Report is produced for investor relations intelligence purposes only. It does not constitute investment advice, financial advice, or a recommendation to buy, hold, or sell any security. The data reflects historical fund positioning and must not be relied upon as a prediction of future fund behaviour or investment decisions. Copley Fund Research Ltd is not authorised or regulated by the Financial Conduct Authority for the provision of investment advice.

    8. Permitted use and confidentiality

    The report is licensed for internal use by the purchasing organisation only. You may share it with employees and directors of your organisation. You may not: reproduce, redistribute, publish, or resell the report or any part of it; share it with any third party outside your organisation without prior written consent; use the fund or portfolio manager names contained in the report to approach those individuals on behalf of Copley Fund Research or in a manner that could damage Copley Fund Research's relationships with those funds; or use the data for any purpose other than your own investor relations strategy. The data, analysis, and methodology contained in the report are the intellectual property of Copley