# SEC 13F Institutional Holdings & Hedge Fund Whale Scraper (`mehdad-datalabs/sec-13f-institutional-holdings-hedge-fund-whale-scraper`) Actor

Extract SEC EDGAR Form 13F-HR institutional holdings XML tables. Track Warren Buffett, BlackRock, and hedge fund stock portfolios in clean JSON/CSV

- **URL**: https://apify.com/mehdad-datalabs/sec-13f-institutional-holdings-hedge-fund-whale-scraper.md
- **Developed by:** [Mehdad Sharifi](https://apify.com/mehdad-datalabs) (community)
- **Security:** Limited permissions
- **Stats:** 2 total users, 1 monthly users, 100.0% runs succeeded, 0 bookmarks
- **User rating**: No ratings yet

## Pricing

from $5.00 / 1,000 extracted portfolio holdings

This Actor is paid per event. You are not charged for the Apify platform usage, but only a fixed price for specific events.

Learn more: https://docs.apify.com/actors/running/actors-in-store.md#pay-per-event

## What's an Apify Actor?

An Actor is a serverless cloud program that runs on the Apify platform. It has two run modes.
In Batch mode, an Actor accepts a well-defined JSON input, performs an action which can take anything from a few seconds to a few hours,
and optionally produces a well-defined JSON output, datasets with results, or files in key-value store.
In Standby mode, an Actor provides a web server which can be used as a website, API, or an MCP server.

Apify vocabulary and the platform model are defined once, in the agent quickstart at https://apify.com/agents.md.

## How to integrate an Actor?

If asked about integration, you help developers integrate Actors into their projects.
You adapt to their stack and deliver integrations that are safe, well-documented, and production-ready.

Do not guess an integration path. Every one of them is in the agent quickstart at https://apify.com/agents.md: the Apify MCP server, Agent Skills with the Apify CLI, the JavaScript and Python clients, the REST API, and the account-free path for an agent with no human to sign in. It also carries the rule on stating cost before the first paid run.

For examples already wired to this Actor's own input schema, see the [API](#api) section below.

Each client library has reference documentation the quickstart does not restate: [JavaScript/TypeScript](https://docs.apify.com/api/client/js/docs.md) (`npm install apify-client`) and [Python](https://docs.apify.com/api/client/python/docs.md) (`pip install apify-client`).

# README

## SEC Form 13F Institutional Holdings & Hedge Fund Whale Scraper API

Extract official SEC EDGAR Form 13F-HR institutional investment holdings directly into clean JSON, CSV, or Excel datasets. Track what Warren Buffett (Berkshire Hathaway), Michael Burry (Scion Asset Management), Bill Ackman (Pershing Square), Ray Dalio (Bridgewater), BlackRock, Citadel, and Renaissance Technologies are buying, holding, and option-hedging (PUT / CALL) every quarter.

Built for quantitative researchers, financial newsletters, wealth managers, n8n and Make automation workflows, and AI agents (Claude MCP and Cursor)—with zero SEC API keys or residential proxies required.

***

### Why Choose This SEC Form 13F Institutional Holdings Scraper?

| Feature | Benefit |
| :--- | :--- |
| Full XML Information Table Parser | Automatically locates and parses the raw SEC Form 13F-HR XML infoTable—extracting exact share counts, 9-digit CUSIPs, USD market values, and voting authority. |
| Automatic Portfolio Weight (%) Calculation | Calculates each stock position's exact percentage weight inside the institution's total 13F portfolio and sorts holdings from largest to smallest. |
| Put & Call Option Detection | Instantly spot whether a hedge fund holds common stock (LONG) or directional option bets (PUT / CALL). |
| Zero Proxy or API Key Costs | Connects directly to official SEC EDGAR endpoints with compliant rate-limiting—keeping your run costs near zero. |
| AI Agent & MCP Server Ready | Plug directly into Claude Desktop, Cursor, LangChain, n8n, Make, or Zapier for automated quarterly whale portfolio tracking. |

***

### What Data Does This Actor Extract? (Sample JSON Output)

Every institutional stock or option position inside a Form 13F-HR filing is flattened into a clean, structured JSON record:

```
{
  "institutionName": "BERKSHIRE HATHAWAY INC",
  "institutionCik": "0001067983",
  "filingDate": "2026-08-14",
  "reportPeriod": "2026-06-30",
  "issuerName": "APPLE INC",
  "classTitle": "COM",
  "cusip": "037833100",
  "marketValueUsd": 84200000000.0,
  "sharesOrPrincipalAmount": 400000000.0,
  "shareOrPrincipalType": "SH",
  "putOrCall": "LONG",
  "investmentDiscretion": "DFND",
  "portfolioWeightPct": 30.1245,
  "accessionNumber": "0000950123-26-008912",
  "infoTableXmlUrl": "https://www.sec.gov/Archives/edgar/data/1067983/000095012326008912/form13fInfoTable.xml"
}
```

***

### How to Use SEC Form 13F Hedge Fund Whale Scraper

1. Enter Institution CIKs or Tickers: Add one or more 10-digit SEC Central Index Keys (CIKs) or stock tickers of institutional investment managers (e.g., 0001067983 for Berkshire Hathaway, 0001649339 for Scion Asset Management, BRK-A, BLK).
2. Set Minimum Position Value (USD): Optional—set minHoldingValueUsd (for example, 10000000) to filter out small positions and extract only high-conviction holdings worth USD 10 Million or more.
3. Set Max Holdings Per Institution: Choose how many top positions (sorted automatically by largest USD market value first) to extract per 13F filing (default: 50, up to 2,000).
4. Run & Export: Click Start and download your dataset in JSON, CSV, Excel, or XML, or connect directly via the Apify REST API.

***

### Famous Hedge Fund & Institutional Whale CIKs Cheat Sheet

| Institution / Hedge Fund Manager | SEC CIK | Portfolio Style |
| :--- | :--- | :--- |
| Berkshire Hathaway (Warren Buffett) | 0001067983 | Concentrated value investing, blue-chip compounders |
| Scion Asset Management (Michael Burry) | 0001649339 | Contrarian deep value & macro Put/Call option positions |
| Pershing Square Capital (Bill Ackman) | 0001336528 | High-conviction activist & large-cap quality growth |
| Bridgewater Associates (Ray Dalio) | 0001350694 | Global macro, ETFs & diversified risk-parity equities |
| Renaissance Technologies (Jim Simons) | 0001037389 | Quantitative algorithmic & statistical arbitrage equities |
| Citadel Advisors (Ken Griffin) | 0001423053 | Multi-strategy hedge fund, equities & institutional options |
| Appaloosa Management (David Tepper) | 0001656456 | Event-driven tech, AI infrastructure & global macro |
| Duquesne Family Office (Stanley Druckenmiller) | 0001536411 | High-conviction AI, semiconductor & macro growth trends |
| Tiger Global Management (Chase Coleman) | 0001167483 | Global technology, software & internet leaders |
| Elliott Investment Management (Paul Singer) | 0001791786 | Activist special situations, spin-offs & event-driven stakes |

***

### Transparent Pay-Per-Event Pricing

You only pay for the exact institutional portfolio holdings extracted:

- Actor Startup (apify-actor-start): USD 0.01 per run.
- Extracted Holding (holding-extracted): USD 0.005 per parsed portfolio stock holding (USD 5.00 per 1,000 holdings).
- Free Tier Friendly: With Apify's free USD 5.00 monthly credit, you can extract nearly 1,000 hedge fund portfolio holdings every month for free.

***

### Top Use Cases

- Smart-Money & Whale Copy-Trading Models: Track which stocks top-performing hedge fund managers (Buffett, Druckenmiller, Burry, Ackman, Tepper) are accumulating and which positions have the highest portfolioWeightPct.
- Institutional Option Hedging Detection: Filter by putOrCall (PUT vs. CALL) to see where billion-dollar funds are placing massive bearish Put hedges or leveraged Call bets.
- Financial Newsletter & YouTube Content Automation: Connect this Actor to n8n or Make every quarter (45 days after quarter-end) to automatically generate "What Warren Buffett & Michael Burry Bought This Quarter" tables and charts.
- AI Financial Research Agents (MCP): Give Claude Desktop, Cursor, or LangChain live access to verified SEC Form 13F-HR XML holdings via Apify's Model Context Protocol (MCP) server.

***

### Frequently Asked Questions (FAQ)

#### What is SEC Form 13F (13F-HR)?

Under Section 13(f) of the U.S. Securities Exchange Act, every institutional investment manager (including hedge funds, mutual fund families, pension funds, and family offices) that exercises investment discretion over USD 100 Million or more in Section 13(f) US exchange-traded equities and options must file Form 13F-HR with the SEC within 45 days after the end of each calendar quarter.

#### Does this scraper calculate exact USD values and portfolio weights?

Yes. In accordance with current SEC EDGAR Form 13F XML specifications, all market values are reported in exact USD dollars (marketValueUsd), and this Actor automatically sums the entire 13F XML table to compute each individual holding's exact percentage weight (portfolioWeightPct) inside the fund's portfolio before sorting from largest position to smallest.

#### How can I connect this SEC 13F Whale API to Python, Google Sheets, or n8n?

You can trigger this Actor via the Apify REST API, the apify-client Python or Node.js SDK, or the native Apify integration node inside n8n, Make, Clay, and Zapier to export clean hedge fund portfolio tables automatically.

***

### Explore Our Complete 20-API Financial, Biotech & B2B Intelligence Suite

- [SEC Form 4 Insider Trading Scraper & XML Parser API](https://apify.com/mehdad-datalabs/sec-form-4-insider-trading-scraper-xml-parser-api)
- [SEC Form N-PORT Mutual Fund & ETF Portfolio Holdings API](https://apify.com/mehdad-datalabs/sec-nport-etf-mutual-fund-holdings-xml-scraper)
- [SEC 10-K & 10-Q XBRL Financial Statements & Earnings API](https://apify.com/mehdad-datalabs/sec-10k-10q-xbrl-financial-statements-earnings-api)
- [SEC Form 8-K Corporate Events, M\&A & Executive Change Scraper](https://apify.com/mehdad-datalabs/sec-8k-corporate-events-ma-executive-change-scraper)
- [SEC Schedule 13D & 13G Activist Investor & 5%+ Ownership API](https://apify.com/mehdad-datalabs/sec-schedule-13d-13g-activist-investor-ownership-api)
- [SEC Form S-1 IPO Pipeline & Form 144 Insider Sale Notice API](https://apify.com/mehdad-datalabs/sec-ipo-s1-form144-insider-sale-scraper)
- [SEC Form D Startup Funding, VC Raise & Founder B2B Lead API](https://apify.com/mehdad-datalabs/sec-form-d-startup-funding-vc-b2b-lead-scraper)
- [SEC DEF 14A Executive Compensation & Proxy Statement API](https://apify.com/mehdad-datalabs/sec-def14a-ceo-executive-compensation-proxy-scraper)
- [SEC Form 20-F & 6-K Global ADR & Foreign Stock Filings API](https://apify.com/mehdad-datalabs/sec-20f-6k-foreign-adr-international-stock-scraper)
- [CFPB Fintech & Bank Consumer Complaint Intelligence API](https://apify.com/mehdad-datalabs/cfpb-fintech-bank-consumer-complaint-b2b-scraper)
- [FDIC US Bank Directory, Deposits, Assets & B2B Lead API](https://apify.com/mehdad-datalabs/fdic-us-bank-directory-deposits-assets-b2b-scraper)
- [FDA 510(k) Medical Device Clearances & MedTech B2B Lead API](https://apify.com/mehdad-datalabs/fda-510k-medical-device-clearances-medtech-b2b-scraper)
- [FDA Drug, Device & Food Recall Enforcement & Legal Lead API](https://apify.com/mehdad-datalabs/fda-product-recalls-safety-enforcement-b2b-scraper)
- [US Pharmacy, Clinical Lab & Medical Supply B2B Lead API](https://apify.com/mehdad-datalabs/us-pharmacy-medical-lab-dme-b2b-lead-scraper)
- [US Public Company B2B Directory, SIC & HQ Phone API](https://apify.com/mehdad-datalabs/us-public-company-b2b-profile-sic-hq-phone-scraper)
- [US Federal Government Contract Awards & DoD B2B Lead Scraper](https://apify.com/mehdad-datalabs/us-federal-government-contract-awards-dod-b2b-scraper)
- [FDA Drug Approvals, NDA/BLA Biotech Catalyst & Pharma API](https://apify.com/mehdad-datalabs/fda-drug-approvals-biotech-catalyst-pharma-b2b-scraper)
- [ClinicalTrials.gov Phase 1-3 Biotech Catalyst & B2B Lead API](https://apify.com/mehdad-datalabs/clinical-trials-biotech-catalyst-cro-b2b-lead-scraper)
- [US Doctor, Dentist & Medical Clinic B2B Lead Scraper API](https://apify.com/mehdad-datalabs/us-doctor-dentist-clinic-healthcare-b2b-lead-scraper)

# Actor input Schema

## `institutions` (type: `array`):

Enter 10-digit SEC CIK numbers or stock tickers of institutional investment managers (e.g. 0001067983 for Warren Buffett / Berkshire Hathaway, 0001649339 for Scion Asset Mgmt).

## `minHoldingValueUsd` (type: `integer`):

Only extract stock positions worth at least this dollar amount (e.g., 1000000 for $1M+ positions).

## `maxHoldingsPerInstitution` (type: `integer`):

Maximum number of portfolio stock rows to extract per institutional 13F filing (sorted by largest dollar value first).

## Actor input object example

```json
{
  "institutions": [
    "0001067983",
    "0001649339"
  ],
  "minHoldingValueUsd": 0,
  "maxHoldingsPerInstitution": 50
}
```

# Actor output Schema

## `dataset` (type: `string`):

Clean table of parsed SEC Form 13F-HR hedge fund and institutional stock holdings

# API

You can run this Actor programmatically using our API. Below are code examples in JavaScript, Python, and CLI, as well as the OpenAPI specification and MCP server setup.

## JavaScript example

```javascript
import { ApifyClient } from 'apify-client';

// Initialize the ApifyClient with your Apify API token
// Replace the '<YOUR_API_TOKEN>' with your token
const client = new ApifyClient({
    token: '<YOUR_API_TOKEN>',
});

// Prepare Actor input
const input = {};

// Run the Actor and wait for it to finish
const run = await client.actor("mehdad-datalabs/sec-13f-institutional-holdings-hedge-fund-whale-scraper").call(input);

// Fetch and print Actor results from the run's dataset (if any)
console.log('Results from dataset');
console.log(`💾 Check your data here: https://console.apify.com/storage/datasets/${run.defaultDatasetId}`);
const { items } = await client.dataset(run.defaultDatasetId).listItems();
items.forEach((item) => {
    console.dir(item);
});

// 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/js/docs

```

## Python example

```python
from apify_client import ApifyClient

# Initialize the ApifyClient with your Apify API token
# Replace '<YOUR_API_TOKEN>' with your token.
client = ApifyClient("<YOUR_API_TOKEN>")

# Prepare the Actor input
run_input = {}

# Run the Actor and wait for it to finish
run = client.actor("mehdad-datalabs/sec-13f-institutional-holdings-hedge-fund-whale-scraper").call(run_input=run_input)

# Fetch and print Actor results from the run's dataset (if there are any)
print(f"💾 Check your data here: https://console.apify.com/storage/datasets/{run.default_dataset_id}")
for item in client.dataset(run.default_dataset_id).iterate_items():
    print(item)

# 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/python/docs/quick-start

```

## CLI example

```bash
echo '{}' |
apify call mehdad-datalabs/sec-13f-institutional-holdings-hedge-fund-whale-scraper --silent --output-dataset

```

## MCP server setup

```json
{
    "mcpServers": {
        "apify": {
            "type": "http",
            "url": "https://mcp.apify.com/?tools=fetch-actor-details,mehdad-datalabs/sec-13f-institutional-holdings-hedge-fund-whale-scraper"
        }
    }
}
```

The hosted server signs you in with OAuth on first connect, so no API token belongs in this config. Clients without OAuth support can send an `Authorization: Bearer <APIFY_API_TOKEN>` header instead, using a token from API & Integrations in Apify Console (https://console.apify.com/settings/integrations).

## OpenAPI specification

Download the OpenAPI definition: https://api.apify.com/v2/actors/MEbPa955ctJtUPZFX/builds/Qy7J9zw1w1VCJy6Hj/openapi.json