New positions
Funds that newly appeared in the stock.
What changed?
Ownership Shift
See how institutional ownership of a company changes from one disclosure period to the next.
Stake Trace reconstructs changes across mutual-fund portfolios to identify which institutions increased, reduced, entered or exited a position.
Live example
A real disclosure comparison
The diagram is the ownership flow already used in Stake Trace. It opens on a covered stock and the latest comparable periods.
HDFCBANK: 168 increases, 109 reductions, 21 entries, 149 exits between 2026-07 and 2026-08.
Panel: 168 increases, 109 reductions, 21 new positions, 149 exits. The diagram shows the largest movers in each group. Ribbon width is the change in shares, not a transfer between funds.
Mutual fund ownership flow
HDFC Bank Ltd.
HDFCBANKJul 2026 → Aug 2026
- Total added
- +95.10M
- Total reduced
- −439.23M
- Net comparable
- −344.13M
- schemes increasing
- 8
- New positions
- 8
- schemes reducing
- 8
- Full exits
- 8
Accumulated8 increased · 8 entered
Reduced8 reduced · 8 exited
Ribbon width is the change in shares held, not the size of the position. The diagram does not imply shares moved between funds.
Select any fund in the diagram to inspect its position.
Why we built it
A holdings snapshot tells you where institutions are. Ownership Shift tells you what changed.
A periodic disclosure is a snapshot: which schemes held a stock, and how many shares, at one month-end. Reading two snapshots by hand makes a long-held position look like news, and makes it easy to miss a fund that left while another arrived.
Ownership Shift compares the filings and classifies each scheme. Adjacent periods can be named as one change. A longer window keeps the path of intermediate disclosures separate from the start and end quantities, so an endpoint difference is not treated as a single event.
The aggregate share-count change is then attributed to the schemes and fund houses that produced it. The reading describes the filings. It is not a recommendation.
What it tells you
What the comparison separates.
Exits
Funds that completely removed the position.
Increases
Existing holders that accumulated additional shares.
Reductions
Existing holders that reduced exposure.
Don't just see the change. See who caused it.
Net share change −557.50M. Largest driver: Exits.
- Parag Parikh Flexi Cap Fund-Reg(G)PPFAS Mutual FundExit−149.73M
- ICICI Prudential Multi Asset Allocation FundICICI Prudential Mutual FundExit−69.20M
- NIPPON INDIA LARGE CAP FUNDNippon India Mutual FundExit−66.08M
- NIPPON INDIA MULTI CAP FUNDNippon India Mutual FundExit−52.75M
- SBI Arbitrage FundSBI Mutual FundNew position+34.27M
- SBI Arbitrage Opportunities FundSBI Mutual FundExit−28.41M
- NIPPON INDIA SMALL CAP FUNDNippon India Mutual FundExit−19.95M
- ICICI Prudential Equity Savings FundICICI Prudential Mutual FundExit−18.16M
Example questions
Questions this reading can take.
- “Which funds accumulated Jio Financial last month?”
- “Who exited Tata Motors?”
- “How has mutual-fund ownership of HDFC Bank changed over six months?”
- “Which AMCs were responsible for the largest ownership increase?”
Example questions, not reported results.
MCP
Use Ownership Shift programmatically
The same intelligence available on Stake Trace can be queried by agents and applications through the Stake Trace MCP.
Analyze how mutual-fund holdings in a stock changed between disclosure periods. Can analyze aggregate mutual-fund activity, a specific mutual fund's position, or a selected set of funds. Returns share-count changes, increases/reductions, entries/exits with confidence, participation changes, major drivers, corporate-action adjustments, and data-quality limitations. For two consecutive periods the comparison names a single action. For a longer window it reconstructs every intermediate disclosure and returns the sequence of events in `path`, while `endpoint` reports only the start and end quantities: a window that begins absent and ends held is not necessarily an entry. Holder scope: omit both `fund` and `funds` for all mutual funds; send `fund` for one scheme; send `funds` for a selected set of schemes, read as one combined panel (`fund_mode` aggregate, the default) or one result per scheme (`fund_mode` individual). `holder_scope` in the response states which was used; results for selected schemes never describe the whole mutual-fund industry.
ownership_shift(
stock,
fund?,
from_period?,
to_period?,
limit?
)- stock
- Ticker, company name or ISIN. For example TRENT, Trent Ltd, or INE849A01020.
- fund?
- Optional scheme name. Omit to analyse all mutual funds in aggregate.
- from_period?
- Earlier disclosure period as YYYY-MM. If only this is given, the next period is used as the comparison.
- to_period?
- Later disclosure period as YYYY-MM. If only this is given, the previous period is used as the baseline.
- limit?
- Maximum entries in each detail array. Default 10.
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