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Contrarian bets · where smart money is split

Where is smart money arguing?

222 tickers where ≥2 superinvestors were buying while ≥2 others were selling over the last 4 quarters. The active-disagreement signal.

Consensus bets are safer but less interesting. Contrarian bets are where one side of the smart-money trade is wrong — and when a consensus forms, it moves the price.

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Full list · top 20

Every active debate

Sorted by total disagreement activity. Click any ticker for the full conviction breakdown.

METAMeta Platforms
+3conviction
Buying (17)
Selling (12)
MSFTMicrosoft
−11conviction
GOOGLAlphabet
−27conviction
TSMTaiwan Semi
−2conviction
AMZNAmazon
−6conviction
BNBrookfield Corp
+11conviction
Buying (11)
Selling (8)
VVisa
−15conviction
Buying (10)
Selling (8)
BABAAlibaba
+26conviction
Buying (8)
Selling (7)
NVDANVIDIA
+7conviction
MAMastercard
0conviction
Buying (7)
Selling (8)
UNHUnitedHealth
−24conviction
Selling (10)
IVVIVV
−19conviction
DHRDHR
−16conviction
GOOGAlphabet Class C
+2conviction
Buying (8)
Selling (6)
VSTVistra Corp
+1conviction
Buying (8)
Selling (6)
TMOTMO
−23conviction
INTUINTU
−20conviction
Buying (5)
COFCapital One Financial
−18conviction
SPOTSpotify
−1conviction
SEASEA
+1conviction
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How we find contrarian bets

Overlap of buyers and sellers, last 4 quarters

We scan every distinct 13F move across the last 4 quarters ( Q2 2026, Q1 2026, Q4 2025, Q3 2025) for each ticker. A ticker qualifies as contrarian if ≥2 superinvestors were buying (new or add) AND ≥2 others were selling (trim or exit) in the same window.

This is the inverse of /crowded-trades (where everyone is piled in the same direction). It’s also the signal Dataroma can’t show — their leaderboards don’t cross-tab buyers and sellers.

Contrarian bets carry high variance — one side of every disagreement is wrong. Not investment advice. Methodology.