Hot Stocks – Institutional Buying Activity (Jan 15, 2026)


As of Jan 15, 2026, institutional investors are showing strong buying activity across the market, according to the latest SEC 13F filings. The top 10 hot stocks represent the most significant institutional momentum, including new positions, position increases, and continued accumulation, providing insight into where smart money is flowing during the quarter.


During Q1 2026, the institutional buying activity totaled $2.6B across 10 institutional positions:


Position Increases – LENNAR CORP-A (LEN), TOLL BROTHERS INC (TOL), AVANTOR INC (AVTR), ARROW ELECTRONICS INC (ARW), BAXTER INTERNATIONAL INC (BAX), and 5 more

Among the top hot stocks, the Consumer Cyclical sector leads with 3 stocks, indicating strong institutional interest in this area of the market.

RANKSTOCKPRICEMOMENTUMINVESTORSACTIVITYACTIONS
#1
LENLENNAR CORP-A
Consumer Cyclical
$102.80Institutional avg
100/100
$1.0B
1avg $1.0B
New:+0
Increases:+1
View Details
#2
TOLTOLL BROTHERS INC
Consumer Cyclical
$135.22Institutional avg
100/100
$757.7M
1avg $757.7M
New:+0
Increases:+1
View Details
#3
AVTRAVANTOR INC
Healthcare
$11.46Institutional avg
100/100
$234.9M
1avg $234.9M
New:+0
Increases:+1
View Details
#4
ARWARROW ELECTRONICS INC
Technology
$110.18Institutional avg
100/100
$209.3M
1avg $209.3M
New:+0
Increases:+1
View Details
#5
BAXBAXTER INTERNATIONAL INC
Healthcare
$19.11Institutional avg
100/100
$204.3M
1avg $204.3M
New:+0
Increases:+1
View Details
#6
MTHMERITAGE HOMES CORP
Consumer Cyclical
$65.80Institutional avg
100/100
$96.4M
1avg $96.4M
New:+0
Increases:+1
View Details
#7
GOOGALPHABET INC-CL C
Communication Services
$329.14Institutional avg
100/100
$36.2M
1avg $36.2M
New:+0
Increases:+1
View Details
#8
ADIANALOG DEVICES INC
Technology
$300.90Institutional avg
100/100
$10.6M
1avg $10.6M
New:+0
Increases:+1
View Details
#9
MDTMEDTRONIC PLC
Unknown
$97.54Institutional avg
100/100
$10.2M
1avg $10.2M
New:+0
Increases:+1
View Details
#10
METAMETA PLATFORMS INC-CLASS A
Communication Services
$653.06Institutional avg
100/100
$9.3M
1avg $9.3M
New:+0
Increases:+1
View Details

What Makes a Stock "Hot"?

  • •New positions by multiple top investors
  • •Significant position size increases
  • •Recent additions to major portfolios
  • •High conviction buys from smart money

How to Use This Data

  • •Research the companies behind trending stocks
  • •Understand why smart money is buying
  • •Consider your own investment thesis
  • •Track position changes over time