# ![@micro_burry Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1873256832803979264.png) @micro_burry Micro Burry

Institutional investors, including investment banks and their clients, have been actively accumulating shares in various ASX-listed companies. The focus has been on companies with market capitalizations between $100m and $10b, with stocks like $EOS, $VMM, $ARU, and $LYC showing significant institutional buying activity. This trend has been tracked and reported by a market analyst, who has also shared updates on the performance of a portfolio comprising these institutional conviction stocks.

### Engagements: [-----] [#](/creator/twitter::1873256832803979264/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1873256832803979264/c:line/m:interactions.svg)

- [--] Week [------] +655%
- [--] Month [------] +86%
- [--] Months [---------] +38%
- [--] Year [---------] +23,600%

### Mentions: [--] [#](/creator/twitter::1873256832803979264/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1873256832803979264/c:line/m:posts_active.svg)

- [--] Week [--] -18%
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- [--] Months [---] +55%
- [--] Year [---] +772%

### Followers: [-----] [#](/creator/twitter::1873256832803979264/followers)
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- [--] Week [-----] +1.60%
- [--] Month [-----] +5.40%
- [--] Months [-----] +113%
- [--] Year [-----] +1,782%

### CreatorRank: [-------] [#](/creator/twitter::1873256832803979264/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1873256832803979264/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  53.4% [stocks](/list/stocks)  29.13% [cryptocurrencies](/list/cryptocurrencies)  27.18% [financial services](/list/financial-services)  #2039 [currencies](/list/currencies)  2.91%

**Social topic influence**
[investment](/topic/investment) 27.18%, [data](/topic/data) #146, [market cap](/topic/market-cap) 12.62%, [market](/topic/market) 9.71%, [$eos](/topic/$eos) 9.71%, [$sbm](/topic/$sbm) 9.71%, [$vmm](/topic/$vmm) 9.71%, [$asl](/topic/$asl) 8.74%, [broker](/topic/broker) #22, [stocks](/topic/stocks) 7.77%

**Top accounts mentioned or mentioned by**
[@marketlensau](/creator/undefined) [@michellemakori](/creator/undefined) [@realrickrule](/creator/undefined) [@aschectman](/creator/undefined) [@tradiebuddy1](/creator/undefined) [@ronshamgar](/creator/undefined) [@microburry](/creator/undefined) [@pete__panda](/creator/undefined) [@wilson_trades](/creator/undefined)

**Top assets mentioned**
[Vaulta (A)](/topic/$eos) [PIMCO Dynamic Income Fund (PDI)](/topic/$pdi) [Republic Services, Inc. (RSG)](/topic/$rsg) [Pulsechain (PLS)](/topic/$pls) [Alaska Air Group, Inc. (ALK)](/topic/$alk) [Pentair PLC (PNR)](/topic/$pnr) [Rocket Pool (RPL)](/topic/$rpl) [Minswap (MIN)](/topic/$min) [Luckycoin (LKY)](/topic/$lky) [Equity Residential (EQR)](/topic/$eqr) [Carlisle Companies, Inc. (CSL)](/topic/$csl) [Karura (KAR)](/topic/$kar) [NovaDEX (NVX)](/topic/$nvx) [Tradetomato (TTM)](/topic/$ttm) [Morgan Stanley (MS)](/topic/morgan-stanley) [Bioventus Inc. (BVS)](/topic/$bvs) [Bitrue Coin (BTR)](/topic/$btr) [Citigroup Inc (C)](/topic/citigroup) [Karlsen (KLS)](/topic/$kls) [KardiaChain (KAI)](/topic/$kai) [Open Campus (EDU)](/topic/$edu)
### Top Social Posts
Top posts by engagements in the last [--] hours

"US markets rebounded Friday. Let's hope ASX follows on Monday. Meanwhile here's what RETAIL investors were buying most over the past [--] weeks (meaning pros were doing the opposite): $ARU $RML $NTU $SGQ $ASM $SKK $DAI $OCC $SS1 $ING $AVH $LKY $SYR $NVX $HGO $DRO $BOT When retail rushes in during weakness and institutions are exiting it's usually a warning sign. Data powered by @MarketLensAu https://twitter.com/i/web/status/1987310595335725444 https://twitter.com/i/web/status/1987310595335725444"  
[X Link](https://x.com/micro_burry/status/1987310595335725444)  2025-11-09T00:05Z [----] followers, [----] engagements


"My breakdown of how I benefit from ASX broker transactional data for trading struck a chord on HotCopper a few months ago. Thought the Twitter/X community would appreciate these [--] practical strategies below 1/ 👇"  
[X Link](https://x.com/micro_burry/status/1960312784522195007)  2025-08-26T12:06Z [----] followers, 602.2K engagements


"$NMG 90% $NMG Nice accumulation by someone from Argonaut Securities. Usually they make good calls. #ASX #SmartMoney #Trading $NMG.AX https://t.co/PxOwdxxfsB $NMG Nice accumulation by someone from Argonaut Securities. Usually they make good calls. #ASX #SmartMoney #Trading $NMG.AX https://t.co/PxOwdxxfsB"  
[X Link](https://x.com/anyuser/status/1994229116204425689)  2025-11-28T02:17Z [----] followers, [----] engagements


"$EQR Invest banks are buying #tungsten Is tungsten the new rare earths Seeing interest in $TGN and $EQR. https://t.co/xjZCj84gJT Is tungsten the new rare earths Seeing interest in $TGN and $EQR. https://t.co/xjZCj84gJT"  
[X Link](https://x.com/anyuser/status/2001211975070896541)  2025-12-17T08:44Z [----] followers, 10.5K engagements


"$TTM Retail investors turning from buying to selling. That means pros do the opposite - buying now. #ASX $TTM.AX"  
[X Link](https://x.com/anyuser/status/2008840136730272070)  2026-01-07T09:56Z [----] followers, [----] engagements


"$TTM Broker data shows retail starting to buy again recently - not what I'd like to see. However I need to see the disposition after today's good market update that pushed price 15% up. Steady accumulation from two leaders: CLSA and Instinet. Selling by Shaw and Partners (looks like done selling) and Macquarie Securities. #ASX #gold $TTM.AX $TTM Retail investors turning from buying to selling. That means pros do the opposite - buying now. #ASX $TTM.AX https://t.co/Lh6Fl3AZVB $TTM Retail investors turning from buying to selling. That means pros do the opposite - buying now. #ASX $TTM.AX"  
[X Link](https://x.com/anyuser/status/2011284245961195930)  2026-01-14T03:48Z [----] followers, [----] engagements


"$NMG Here is confirmation why it's worth watching what Argonaut Securities clients are buying - they accumulated $9M worth of shares at about 32c just [--] months ago. Very timely entrance. Euroz Hartleys clients making good calls as well. #ASX $NMG.AX $NMG Broker data for the past week - now Euroz Hartleys is stepping in. #gold #commodities https://t.co/PE0EfXxEiP $NMG Broker data for the past week - now Euroz Hartleys is stepping in. #gold #commodities https://t.co/PE0EfXxEiP"  
[X Link](https://x.com/anyuser/status/2011293345151402020)  2026-01-14T04:24Z [----] followers, [----] engagements


"$FLT Nice move today. Same pattern on broker data as $CTT reported earlier. I see turnaround in retail from buying to selling meaning that professional investors are buying from retail investors. Seeing this in a few more consumer discretionary stocks. #ASX $FLT.AX $CTT Another case of retail switching from buying to selling. Also nice potential resistance level to break. #ASX $CTT.AX https://t.co/i1egNbk59s $CTT Another case of retail switching from buying to selling. Also nice potential resistance level to break. #ASX $CTT.AX https://t.co/i1egNbk59s"  
[X Link](https://x.com/anyuser/status/2012094034719002859)  2026-01-16T09:26Z [----] followers, [----] engagements


"$DMP $DMP.AX Another pretty nice case of retail switching from buying to selling. So pros are now buying. Price crawling up quite well as well. Holding and adding #ASX"  
[X Link](https://x.com/micro_burry/status/2014299403990048983)  2026-01-22T11:29Z [----] followers, [---] engagements


"$EQR $EQR.AX Dont know who exactly keeps accumulating and why but I like the steady competitive accumulation by clients of Interactive Brokers and J.P. Morgan. Up 200%. Thank you. $EQR Invest banks are buying #tungsten https://t.co/oO3HQ80AvD $EQR Invest banks are buying #tungsten https://t.co/oO3HQ80AvD"  
[X Link](https://x.com/anyuser/status/2016368022009872793)  2026-01-28T04:29Z [----] followers, 13.4K engagements


"$WTC $WTC.AX. Retail keeps steadily accumulating. Cant resist shorting from here"  
[X Link](https://x.com/anyuser/status/2016370361986908348)  2026-01-28T04:38Z [----] followers, [----] engagements


"Seeing more rotation into energy stocks in the broker data. Seems quite underperforming compared to gold and lithium. In some it started half a year ago some more recently. See chart for a group of investment banks for $WHC $PDN $CRN $DYL #ASX #coal #uranium #energy"  
[X Link](https://x.com/anyuser/status/2018956895378366658)  2026-02-04T07:56Z [----] followers, [----] engagements


"$CSL $CSL.AX Another example of why I like my "retail accumulation" indicator. The chart shows accumulation by retail investors. I don't really pay attention to the absolute number of shares moved from professional accounts to retail. I look at the relative shift compared to previous data. From August [----] - significant accumulation relative to previous months. There will be always those who'd call it manipulation or oversold but this data is a clear sentiment indicator showing how sentiment changes. I just stay away from such things or sometimes even short them - why not #ASX"  
[X Link](https://x.com/micro_burry/status/2021402671719252050)  2026-02-11T01:55Z [----] followers, [----] engagements


"$CSL $CSL.AX Here are top buyers and sellers by broker over the past [--] months. Pros dumped to retail. #ASX"  
[X Link](https://x.com/micro_burry/status/2021402674718179515)  2026-02-11T01:55Z [----] followers, [---] engagements


"$DRO Investment banks dominating buying over past [--] days: UBS Merrill Lynch and Morgan Stanley leading while retail brokers (CMC CommSec AUSIEX) sell. Steady institutional accumulation pattern continues unchanged. #ASX #SmartMoney #Trading $DRO.AX"  
[X Link](https://x.com/micro_burry/status/1944641281486991468)  2025-07-14T06:13Z [----] followers, [----] engagements


"Here's where investment banks (and their clients) have been placing their biggest bets over the past [--] weeks (500M-5B market cap): $BOE $BC8 $SDR leading the pack with massive institutional accumulation $ACL $KLC $VAU $PRN $CYL $KCN $MTM $SRG $EOS $ALK $IFL $ABB - all seeing serious buying pressure These ratios show buying significance relative to company size - much more telling than raw dollar amounts. What this means: The "Net volume/Shares" column shows net buying as a ratio to total shares outstanding. This allows you to find the highest institutional conviction regardless of market cap"  
[X Link](https://x.com/micro_burry/status/1964608591060742226)  2025-09-07T08:36Z [----] followers, 14.8K engagements


"🔍 PART 2: 1B-10B MARKET CAP RANGE 📊 Where the big investment banks are placing their bets in larger companies: $RUL dominating with [----] ratio but it's under takeover - so irrelevant. $EOS $PNR $ALK $RPL $CKF $KAR all showing strong institutional accumulation Notable mentions: $BKW $PDI $RSG $VAU $CYL $PRN - consistent buying pressure across quality mid-caps Results ranked by "Net volume/Shares" ratio over past [--] weeks - showing institutional buying significance relative to company size. Higher ratios = stronger conviction from Goldman Sachs Citigroup & Barrenjoey etc. #ASXTrading"  
[X Link](https://x.com/micro_burry/status/1969694688535093255)  2025-09-21T09:26Z [----] followers, [----] engagements


"📈 1-WEEK UPDATE: 1B-10B market cap institutional conviction basket Following up on the larger cap plays where investment banks were accumulating. Tracked this basket: $EOS $PNR $ALK $RPL $CKF $KAR $PDI $RSG $VAU $CYL RESULTS after [--] week: 📊 Portfolio return: +4.51% 📊 All Ordinaries ($XAO): +1.00% That's a 3.51% outperformance vs the broader market. Interesting pattern: Smaller caps (100M-1B) delivered +7.78% while larger caps (1B-10B) delivered +4.51%. Both significantly outperformed but institutional conviction in smaller companies generated nearly double the returns. #ASXTrading"  
[X Link](https://x.com/micro_burry/status/1972264621546369090)  2025-09-28T11:38Z [----] followers, [----] engagements


"📈 2-WEEK UPDATE: 1B-10B market cap basket - steady outperformance My larger cap institutional conviction basket: $EOS $PNR $ALK $RPL $CKF $KAR $PDI $RSG $VAU $CYL RESULTS after [--] weeks: 📊 Portfolio return: +8.77% 📊 All Ordinaries ($XAO): +2.50% Week-by-week progression: Week 1: +4.51% Week 2: +8.77% That's a 6.27% outperformance - more moderate than the small-cap basket but here's the advantage: Lower volatility = leverage-friendly. With 2-3x leverage on these more stable larger caps these returns become amplified significantly while maintaining manageable risk. NOT an advice but I do it"  
[X Link](https://x.com/micro_burry/status/1974723799083028823)  2025-10-05T06:30Z [----] followers, [----] engagements


"Money is rotating to resources. Better to take profit before someone else does it in front of you - it's a competition to sell. I personally sold $BVS at open from the run at $2.85. Was going to hold longer but there are simply better opportunities arising. While I hesitate to sell someone will do it anyway - so might as well be first out the door. https://twitter.com/i/web/status/1977897741616652706 https://twitter.com/i/web/status/1977897741616652706"  
[X Link](https://x.com/micro_burry/status/1977897741616652706)  2025-10-14T00:42Z [----] followers, [---] engagements


"$CSL Retail investors catching a falling knife. Posting this to remind myself not to do the same when my stocks get smashed due to bad news"  
[X Link](https://x.com/micro_burry/status/1986328452648337526)  2025-11-06T07:03Z [----] followers, 12.3K engagements


"$WTC Broker data for the past [--] weeks"  
[X Link](https://x.com/micro_burry/status/1988159237797933184)  2025-11-11T08:17Z [----] followers, [----] engagements


"$RSG $RSG.AX - accumulation by a group of investment banks. I took it at 84c quite close to the trendline. Ive noticed that when instos are actively buying simple technical support like trendlines works surprisingly well"  
[X Link](https://x.com/micro_burry/status/1993262797011263531)  2025-11-25T10:17Z [----] followers, [---] engagements


"Is tungsten the new rare earths Seeing interest in $TGN and $EQR. $TGN looks solid over the past few days. Someone from Citigroup is determined to buy https://t.co/q0mPsmqsXO $TGN looks solid over the past few days. Someone from Citigroup is determined to buy https://t.co/q0mPsmqsXO"  
[X Link](https://x.com/micro_burry/status/1994230726045139386)  2025-11-28T02:23Z [----] followers, [----] engagements


"$PDI Superior acquisition proposal from $PRU today. Held. Took at around 40c in September. Another perfect timing $PDI $PDI.AX Past month broker trading activity https://t.co/fneq8Eoq83 $PDI $PDI.AX Past month broker trading activity https://t.co/fneq8Eoq83"  
[X Link](https://x.com/micro_burry/status/1996111706230317119)  2025-12-03T06:58Z [----] followers, [----] engagements


"$MIN Same as $PLS clear difference between institutions and retail. Seeing this among other lithium stocks. Good confirmation that the whole sector is going hot now. #ASX #SmartMoney #Lithium $MIN.AX"  
[X Link](https://x.com/micro_burry/status/2007244778032046164)  2026-01-03T00:17Z [----] followers, [----] engagements


"@MichelleMakori @RealRickRule @ASchectman And here is more detailed broker data. Top buyers are investment banks. Similar picture in a few other silver developers/producers. #ASX $ASL $ASL.AX"  
[X Link](https://x.com/micro_burry/status/1977902664823255235)  2025-10-14T01:01Z [----] followers, [---] engagements


"$BVS $BVS.AX Also quite good accumulation by institutions - before and after trading update. Expecting it to hold the trendline - added on bounce off trendline"  
[X Link](https://x.com/micro_burry/status/1980799443495710920)  2025-10-22T00:52Z [----] followers, [---] engagements


"$TTM The list of buyers also looks solid"  
[X Link](https://x.com/micro_burry/status/2008840139573973493)  2026-01-07T09:56Z [----] followers, [---] engagements


"$NMG Broker data for the past week - now Euroz Hartleys is stepping in. #gold #commodities $NMG 90% https://t.co/b23EOx8dYf $NMG 90% https://t.co/b23EOx8dYf"  
[X Link](https://x.com/anyuser/status/2001581082777714760)  2025-12-18T09:11Z [----] followers, [----] engagements


"$DMP $DMP.AX Broker data for the past three months"  
[X Link](https://x.com/micro_burry/status/2014299407605453130)  2026-01-22T11:29Z [----] followers, [---] engagements


"$WTC This short went quite well. Don't like going against professional investors - Id rather do the opposite of what retail investors do 😉 $WTC $WTC.AX. Retail keeps steadily accumulating. Cant resist shorting from here. https://t.co/8pBJ4fUOG2 $WTC $WTC.AX. Retail keeps steadily accumulating. Cant resist shorting from here. https://t.co/8pBJ4fUOG2"  
[X Link](https://x.com/anyuser/status/2018957498024415329)  2026-02-04T07:59Z [----] followers, [----] engagements


"$EQR $EQR.AX Another +20% Accumulation by these two parties continue. $EQR $EQR.AX Dont know who exactly keeps accumulating and why but I like the steady competitive accumulation by clients of Interactive Brokers and J.P. Morgan. Up 200%. Thank you. https://t.co/ysfJFYynjE $EQR $EQR.AX Dont know who exactly keeps accumulating and why but I like the steady competitive accumulation by clients of Interactive Brokers and J.P. Morgan. Up 200%. Thank you. https://t.co/ysfJFYynjE"  
[X Link](https://x.com/micro_burry/status/2021484405932556519)  2026-02-11T07:20Z [----] followers, [----] engagements


"$BC8 $BC8.AX Broker data for the past weeks shows clients of investment banks continue to accumulate. Institutional conviction remains strong. Higher institutional conviction = less chance of deep pullback"  
[X Link](https://x.com/micro_burry/status/1970359658083950679)  2025-09-23T05:28Z [----] followers, [----] engagements


"$SBM Accumulation/distribution pattern remains consistent - professionals buying from retail investors who continue the selling trend"  
[X Link](https://x.com/micro_burry/status/1970366683069272290)  2025-09-23T05:56Z [----] followers, [----] engagements


"$CHN - accumulation by investment bank clients based on broker data. I bought a few weeks ago and sold a few days ago. Instos are buying but there were better opportunities so I had to sacrifice something. Still I kept it on the shortlist and set an alert in case it broke resistance. That worked out perfectly - definitely paid off having a premium TradingView subscription with plenty of alerts"  
[X Link](https://x.com/micro_burry/status/1970387340041286081)  2025-09-23T07:18Z [----] followers, [----] engagements


"Just hit 1K followers 🎉 Clear sign that broker data and its interpretation is gaining serious interest among retail traders. Big shoutout to @MarketLensAu - their platform makes institutional broker data accessible to retail traders like us. This data helped me catch opportunities in $DRO $MTM $SBM $EOS $DTR $LYC and others over recent months. Even when I missed initial entries seeing investment banks still buying gave me confidence to jump in mid-move. Game changer 💪 I've completely changed my trading behavior by watching what pros do vs retail - and doing the opposite when it makes sense."  
[X Link](https://x.com/micro_burry/status/1971390571655856294)  2025-09-26T01:45Z [----] followers, [----] engagements


"$VMM $VMM.AX Steady accumulation by a group of investment banks"  
[X Link](https://x.com/micro_burry/status/1971427727074017385)  2025-09-26T04:12Z [----] followers, [----] engagements


"$VMM Detailed broker data for the past month. Pro investors are buying from retail"  
[X Link](https://x.com/anyuser/status/1971427730467275096)  2025-09-26T04:12Z [----] followers, [----] engagements


"$VMM Nice looking breakout. Took position today"  
[X Link](https://x.com/anyuser/status/1971427734208606291)  2025-09-26T04:12Z [----] followers, [----] engagements


"📈 3-WEEK UPDATE: The institutional conviction experiment keeps delivering Following my "smart money" basket: $BC8 $MTM $VAU $PRN $SDR $CYL $KLS $KCN $ACL $BOE RESULTS after [--] weeks: 📊 Portfolio return: +11.37% 📊 All Ordinaries ($XAO): -0.67% Week-by-week progression: Week 1: +2.67% Week 2: +4.55% Week 3: +11.37% While the broader market turned negative following institutional flows generated 11.37% returns - that's a 12% outperformance gap. This isn't luck. This is what happens when you track where the smartest money in the market is positioning ahead of the crowd. The experiment"  
[X Link](https://x.com/micro_burry/status/1972260877392089470)  2025-09-28T11:23Z [----] followers, [----] engagements


"📈 1-WEEK UPDATE: 100M-1B market cap institutional conviction basket Following up on last week's fresh intel where investment banks were accumulating. Tracked this basket: $PMC $MEK $SBM $MTM $BC8 $SRL $BTR $LKY $USL $ASL RESULTS after [--] week: 📊 Portfolio return: +7.78% 📊 All Ordinaries ($XAO): +1.00% That's a 6.78% outperformance in just ONE week. Smaller caps with institutional backing continue to demonstrate explosive potential when smart money identifies value before the broader market catches on. The pattern holds: follow institutional conviction ratios = capture alpha 🎯 Next: 1B-10B"  
[X Link](https://x.com/micro_burry/status/1972263033251520527)  2025-09-28T11:32Z [----] followers, [----] engagements


"$VMM False breakout. Sold next day. Easy invalidation. The investment/trading thesis was to buy on breakout backed by steady institutional buying. Breakout failed - I sold - easy sell - moved to another opportunity. However the broker data still looks very nice and I'll be happy to take another chance. The current pullback is quite normal for this market cap - just need to account for volatility always and have set of rules. Setting another signal for a break and moving on. #ASX #SmartMoney #Trading #MarketLens $VMM $VMM.AX $VMM Nice looking breakout. Took position today."  
[X Link](https://x.com/micro_burry/status/1973240862504264063)  2025-10-01T04:17Z [----] followers, [----] engagements


"$SBM Here is how investment bank conviction signal materialises in solid and reliable profit without risk of significant pullback. The strength of this accumulation is of the highest at the moment in 100m-1B market cap. So I'm just riding this along with $ASL $CHN $BC8 $WBT and another dozen names in my portfolio. #ASX #SmartMoney #Trading $SBM $SBM.AX $SBM Accumulation/distribution pattern remains consistent - professionals buying from retail investors who continue the selling trend. https://t.co/ZrcOwUcyFy $SBM Accumulation/distribution pattern remains consistent - professionals buying from"  
[X Link](https://x.com/micro_burry/status/1973634306120835325)  2025-10-02T06:21Z [----] followers, [----] engagements


"📈 4-WEEK UPDATE: The power of following smart money My institutional conviction basket: $BC8 $MTM $VAU $PRN $SDR $CYL $KLS $KCN $ACL $BOE RESULTS after [--] weeks: - Portfolio return: +14.96% - All Ordinaries ($XAO): +1.60% Week-by-week progression: Week 1: +2.67% Week 2: +4.55% Week 3: +11.37% Week 4: +14.96% That's a 13.36% outperformance over the broader market. Why I like it Because this isn't built on complex indicators or betting on binary outcomes. It's straightforward broker data showing where institutional money is flowing. The institutions do the research. We just follow their"  
[X Link](https://x.com/micro_burry/status/1974719760790409280)  2025-10-05T06:14Z [----] followers, [----] engagements


"📈 2-WEEK UPDATE: Second experiment - 100M-1B market cap tracking [--] weeks ago I ran my broker screener by @MarketLensAu on the 100M-1B market cap range and built a basket based on where investment banks were accumulating. Tracked: $PMC $MEK $SBM $MTM $BC8 $SRL $BTR $LKY $USL $ASL RESULTS after [--] weeks: 📊 Portfolio return: +15.43% 📊 All Ordinaries ($XAO): +2.50% Week-by-week progression: Week 1: +7.78% Week 2: +15.43% That's a 12.93% outperformance - and the gap is widening🚀 #ASXTrading #SmartMoney #InstitutionalFlow 📈 1-WEEK UPDATE: 100M-1B market cap institutional conviction basket"  
[X Link](https://x.com/micro_burry/status/1974721732054601991)  2025-10-05T06:22Z [----] followers, [----] engagements


"$SBM Yesterday announced CR at 46c. Big discount from latest close of 59c but 10% from [--] day VWAP - quite standard. As I posted before buying by investment bank clients was very strong and consistent lately - one of the biggest convictions. My first thought: unlikely it stays long around CR price or maybe won't even reach it at all. #ASX #SmartMoney #Trading #MarketLens $SBM $SBM.AX https://twitter.com/i/web/status/1975728004702908778 https://twitter.com/i/web/status/1975728004702908778"  
[X Link](https://x.com/micro_burry/status/1975728004702908778)  2025-10-08T01:00Z [----] followers, [----] engagements


"$CHN Was thinking to sell around $2.40 a few days ago after good breakout to free up funds but that quite strong and accelerating buying by instos convinced me to hold longer. Up 10% today Held 🥳 #ASX $CHN.AX $CHN - accumulation by investment bank clients based on broker data. I bought a few weeks ago and sold a few days ago. Instos are buying but there were better opportunities so I had to sacrifice something. Still I kept it on the shortlist and set an alert in case it broke https://t.co/MNnDXfkRFY $CHN - accumulation by investment bank clients based on broker data. I bought a few weeks"  
[X Link](https://x.com/micro_burry/status/1976161218915381483)  2025-10-09T05:42Z [----] followers, [----] engagements


"$VMM I SHOULD HAVE NOT SOLD IT Joking 🤑I'm glad that I sold and executed my trading plan/rule rather than upset that I missed something. I had a breakout signal. Took it again today. Accumulation by investment banks looks incredible and smooth. Love it #ASX #SmartMoney #Trading $VMM.AX $VMM False breakout. Sold next day. Easy invalidation. The investment/trading thesis was to buy on breakout backed by steady institutional buying. Breakout failed - I sold - easy sell - moved to another opportunity. However the broker data still looks very nice and I'll be https://t.co/R2QB8OfItz $VMM False"  
[X Link](https://x.com/micro_burry/status/1976171796534816815)  2025-10-09T06:24Z [----] followers, [----] engagements


"$MTM My biggest loser of the past few days - will probably keep it while it's staying above the trendline"  
[X Link](https://x.com/anyuser/status/1976175679332024500)  2025-10-09T06:39Z [----] followers, [----] engagements


"$SBM Wow broker data for the day of CR announcement - top buyers are Argonaut Securities and Canaccord Genuity. Argonaut Securities is the lead manager. It's not often that a lead manager or their clients not only take part in CR but also buy on market after. Held $SBM.AX $SBM Yesterday announced CR at 46c. Big discount from latest close of 59c but 10% from [--] day VWAP - quite standard. As I posted before buying by investment bank clients was very strong and consistent lately - one of the biggest convictions. My first thought: unlikely it stays https://t.co/pHbhzYJZhC $SBM Yesterday announced"  
[X Link](https://x.com/micro_burry/status/1976436573785948185)  2025-10-09T23:56Z [----] followers, 11K engagements


"📈 3-WEEK UPDATE: 100M-1B market cap basket - volatility in action My small-cap institutional conviction basket: $PMC $MEK $SBM $MTM $BC8 $SRL $BTR $LKY $USL $ASL RESULTS after [--] weeks: 📊 Portfolio return: +5.22% 📊 All Ordinaries ($XAO): +0.12% Week-by-week progression: Week 1: +7.78% Week 2: +15.43% Week 3: +5.22% Week [--] reality check: Resources came under heavy pressure (most stocks in this basket are resource companies) pulling back gains significantly. Important note: These are simple buy-and-hold experiments. In reality I review portfolios weekly (or more often) removing and adding"  
[X Link](https://x.com/micro_burry/status/1977266948905013335)  2025-10-12T06:55Z [----] followers, [----] engagements


"📈 3-WEEK UPDATE: 1B-10B market cap basket - stability advantage on display My larger cap institutional conviction basket: $EOS $PNR $ALK $RPL $CKF $KAR $PDI $RSG $VAU $CYL RESULTS after [--] weeks: 📊 Portfolio return: +8.20% 📊 All Ordinaries ($XAO): +0.12% Week-by-week progression: Week 1: +4.51% Week 2: +8.77% Week 3: +8.20% Contrast this with the small-cap basket: went from +15.43% to +5.22% in week [--]. This larger cap basket only pulled back from +8.77% to +8.20%. Lower volatility = more predictable drawdowns. Still up +8.08% vs the market despite sector pressure. Same reminder: These are"  
[X Link](https://x.com/micro_burry/status/1977267614499086654)  2025-10-12T06:58Z [----] followers, [----] engagements


"PART 2:Where invest banks have been positioning over the past [--] weeks on #ASX 1B-10B M. CAP RANGE Top institutional conviction plays: $DRO $CAT $KCN $CU6 $DTR $LTR $PNR $GGP $BVS $PDN $RPL $CMM $DYL $SLX $RSG $EOS $4DX $VUL Data powered by @MarketLensAu 🚀"  
[X Link](https://x.com/micro_burry/status/1977276736535683245)  2025-10-12T07:34Z [----] followers, [----] engagements


"$EOS Sold. The price broke down from channel and broker data shows that institutions started to dump to retail investors. $EOS.AX"  
[X Link](https://x.com/micro_burry/status/1977617166515183730)  2025-10-13T06:07Z [----] followers, [----] engagements


"$EOS $EOS.AX That timely selling reinforces confidence to follow the data and your rules $EOS Sold. The price broke down from channel and broker data shows that institutions started to dump to retail investors. $EOS.AX https://t.co/mbI6pqIkw3 $EOS Sold. The price broke down from channel and broker data shows that institutions started to dump to retail investors. $EOS.AX https://t.co/mbI6pqIkw3"  
[X Link](https://x.com/micro_burry/status/1977916203336413520)  2025-10-14T01:55Z [----] followers, [----] engagements


"$MEI Massive spike in buying by investment banks over the past [--] weeks. Clear rare earths play as institutions position themselves in the sector. Accumulation/distribution chart shows the aggressive buying pattern. #RareEarths $MEI $MEI.AX #mining #CriticalMinerals"  
[X Link](https://x.com/micro_burry/status/1977929372494701000)  2025-10-14T02:48Z [----] followers, [----] engagements


"$VMM Super steady accumulation by a group of investment banks (Citigroup Goldman Sachs Macquarie Merrill Lynch J.P. Morgan Morgan Stanley UBS) continues. $VMM.AX #RareEarths #mining #CriticalMinerals"  
[X Link](https://x.com/micro_burry/status/1977948093770346996)  2025-10-14T04:02Z [----] followers, [----] engagements


"$VMM Detailed broker data for the past [--] weeks. Top buyers: Invest bank clients - usually fundies Top sellers: Retail investors and early stage professional investors: - CommSec - Third Party Platform - Canaccord Courtesy to @MarketLensAu for the broker data and early signal"  
[X Link](https://x.com/micro_burry/status/1977948097377665441)  2025-10-14T04:02Z [----] followers, [---] engagements


"$GBZ Very interesting. Someone from Canaccord Genuity is aggressively buying. There was recent CR at 53c with Canaccord as lead manager. Accumulation before CR was from Canaccord and after CR when price dropped to 53c (CR price) the accumulation just accelerated. The CR was to fund exploration and development of gold projects in the Drummond Basin Queensland. #ASX $GBZ.AX"  
[X Link](https://x.com/micro_burry/status/1978308284705841332)  2025-10-15T03:53Z [----] followers, [----] engagements


"$FFM $FFM.AX Nice movement today. Was waiting for this move spotted early by broker data 👇"  
[X Link](https://x.com/micro_burry/status/1978657627988246644)  2025-10-16T03:01Z [----] followers, [----] engagements


"$EOS Looks like early big investors from Macquarie Securities are rushing to dump shares. Overall EOS is a beautiful case study of growth. Published more detailed interpretation on HotCopper. #ASX #SmartMoney #Trading $EOS.AX https://hotcopper.com.au/threads/eos-broker-data.8830141/ https://hotcopper.com.au/threads/eos-broker-data.8830141/"  
[X Link](https://x.com/micro_burry/status/1978694817254088815)  2025-10-16T05:29Z [----] followers, [----] engagements


"$WBT Another position that offset losses partly. Why not hold this beauty while institutions accumulating like that #ASX $WBT.AX"  
[X Link](https://x.com/micro_burry/status/1980796305762041890)  2025-10-22T00:40Z [----] followers, [----] engagements


"$VMM As posted before - accumulation by institutions was quite nice. Nothing fundamentally changed. Just a correction - I believe it will be bought back very fast. I can actually say the same about most of my positions 🤣. Because that was the idea of buying most of them. There is steady institutional buying to fill positions - not pump and dump. #ASX $VMM.AX https://twitter.com/i/web/status/1980798020129349809 https://twitter.com/i/web/status/1980798020129349809"  
[X Link](https://x.com/anyuser/status/1980798020129349809)  2025-10-22T00:47Z [----] followers, [----] engagements


"$PDI $PDI.AX One of the biggest losers in my portfolio today - 9%. Looking to add on touch of that trendline"  
[X Link](https://x.com/micro_burry/status/1980802931151773834)  2025-10-22T01:06Z [----] followers, [---] engagements


"$DTR Merrill Lynch steady accumulation continues while CommSec and Shaw clients selling. Feels like price found some support. Given retail selling and institutions still buying taking a position from 38c"  
[X Link](https://x.com/micro_burry/status/1982704391217094739)  2025-10-27T07:02Z [----] followers, [----] engagements


"$CAY Broker data for the past month"  
[X Link](https://x.com/micro_burry/status/1985571341819658496)  2025-11-04T04:54Z [----] followers, [----] engagements


"Massive dump to retail investors. $CSL $CSL.AX Past week broker trading activity https://t.co/pzotcB3IwT $CSL $CSL.AX Past week broker trading activity https://t.co/pzotcB3IwT"  
[X Link](https://x.com/micro_burry/status/1986327644200443992)  2025-11-06T06:59Z [----] followers, [----] engagements


""If you want to trade well you need to turn this on its head. You need to teach your brain to be hopeful (about profits) when it is wrongly fearful (about losing the profits). You need to teach your brain to be fearful (about losses) when it is mistakenly hopeful (about the position turning positive)." From Best Loser Wins by Tom Hougaard"  
[X Link](https://x.com/micro_burry/status/1986329427652059298)  2025-11-06T07:06Z [----] followers, [----] engagements


"📈 US markets rebounded Friday. Let's hope ASX follows on Monday. And here's where the opportunity might be - stocks where RETAIL was SELLING most over the past [--] weeks (while pros were buying): $EUR $AHX $EGR $PLS $BUB $CEE $HLO $DMP $MIN $KCN $AIS $WBT $SLX $KAU $FFM $MLG When retail panics out and professionals are quietly accumulating that's often where the real opportunities hide. These are the names where smart money is positioning during weakness 👀 Data powered by @MarketLensAu"  
[X Link](https://x.com/micro_burry/status/1987311875969990760)  2025-11-09T00:10Z [----] followers, [----] engagements


"My indicator that lithium has bottomed recently - retail investors switched from buying to selling meaning that pro investors are now buying more. Below blue line shows changes in holdings by retail investors and pivot from accumulation to distribution for $PLS $MIN $IGO $LTR #ASX #SmartMoney #Trading #Lithium https://twitter.com/i/web/status/1988110770220265571 https://twitter.com/i/web/status/1988110770220265571"  
[X Link](https://x.com/micro_burry/status/1988110770220265571)  2025-11-11T05:05Z [----] followers, [----] engagements


"$PLS Broker data for the past month"  
[X Link](https://x.com/micro_burry/status/1988135804221485077)  2025-11-11T06:44Z [----] followers, [----] engagements


"$MIN Very similar broker data as for $PLS. Instos are buying retail investors are selling #lithium #asx"  
[X Link](https://x.com/micro_burry/status/1988142124584579191)  2025-11-11T07:09Z [----] followers, [----] engagements


"Great video overview of broker data for anyone new to tracking institutional flows on the ASX. Hundreds of new traders joined MarketLens recently. If you're one of them don't skip this video. Learn how to use the Company Broker Report screen for opportunities and spot institutional accumulation before price moves. Real examples included. https://t.co/M1AE1weL0b Hundreds of new traders joined MarketLens recently. If you're one of them don't skip this video. Learn how to use the Company Broker Report screen for opportunities and spot institutional accumulation before price moves. Real examples"  
[X Link](https://x.com/micro_burry/status/1988785295609983426)  2025-11-13T01:45Z [----] followers, [----] engagements


"I guess this is the dump by $DRO directors via Velocity Trade"  
[X Link](https://x.com/micro_burry/status/1988827300180230633)  2025-11-13T04:32Z [----] followers, [----] engagements


"Sometimes its actually relatively easy to track this kind of selling when an insider uses niche brokers. Now Im watching to see when they start buying again 🤣 $DRO"  
[X Link](https://x.com/micro_burry/status/1988827305074991150)  2025-11-13T04:32Z [----] followers, [----] engagements


"This is what investment banks have been buying over the past two weeks. More than half of these are in my portfolio. The performance has been quite resilient - good profits from lithium stocks partly offset the losses. It wouldnt have been this resilient if I werent using broker data when making trading decisions. Im pretty sure about that. $WA8 $RUL $EUR $MIN $KCN $DMP $JMS $PLS $ELD $NVA $RSG $LTR $BVS $USL $PNR $SLX $CXO $BGL $NCK $VAU $ERD $MEK"  
[X Link](https://x.com/micro_burry/status/1990727429841957342)  2025-11-18T10:22Z [----] followers, [----] engagements


"$NMG Number one stock by the clients of Argonaut Securities based on broker transactions for the past week. #ASX #SmartMoney #Trading $NMG.AX"  
[X Link](https://x.com/micro_burry/status/1994228302999961623)  2025-11-28T02:14Z [----] followers, [---] engagements


"$PDI Accumulation by a group of invest banks"  
[X Link](https://x.com/micro_burry/status/1996112319102025827)  2025-12-03T07:00Z [----] followers, [---] engagements


"Well I dont expect to be right 100% of the time. As long as my approach delivers consistent growth without excessive stress or deep drawdowns Im satisfied. Im up more than 100% on a diversified portfolio of 20+ stocks overall over past [--] months with a maximum drawdown of around 25%. Missing a good move on a single stock doesnt really upset me much to be honest. https://twitter.com/i/web/status/2016084089284014420 https://twitter.com/i/web/status/2016084089284014420"  
[X Link](https://x.com/micro_burry/status/2016084089284014420)  2026-01-27T09:41Z [----] followers, [--] engagements


"@tradiebuddy1 Mixed. I think retail volume is low. The majority is coming from professionals but not large insto funds more likely smaller capital firms and overseas hedge funds"  
[X Link](https://x.com/micro_burry/status/2017916900949581839)  2026-02-01T11:04Z [----] followers, [--] engagements


"$WTC $WTC.AX Broker Data shows that investment banks have been steadily accumulating shares over the past year. Well see in a few days just how much they dumped on less-informed investors. A 20% price drop suggests they unloaded a significant amount onto retail. #ASX #SmartMoney #Trading https://twitter.com/i/web/status/1893883275904782736 https://twitter.com/i/web/status/1893883275904782736"  
[X Link](https://x.com/micro_burry/status/1893883275904782736)  2025-02-24T04:38Z [----] followers, [---] engagements


"$GQG $GQG.AX Interesting formation on the chart"  
[X Link](https://x.com/micro_burry/status/1950419278844633126)  2025-07-30T04:52Z [----] followers, [----] engagements


"🧵 THREAD: 3-week experiment following institutional money flows 1/5 I went back to Sunday Aug [--] and ran my screener using broker data from Aug 5-19 (T+3 delay means latest data available was Aug 19). Then paper-traded two baskets starting Monday Aug [--]. The results. 📊"  
[X Link](https://x.com/micro_burry/status/1967153501513159140)  2025-09-14T09:08Z [----] followers, [----] engagements


"@RonShamgar $EHL Clients of investment banks started to buy at the end of August and keep buying (based on broker data). Maybe even potential bidders are accumulating. Very steady and nice turnaround"  
[X Link](https://x.com/micro_burry/status/1968572643549860046)  2025-09-18T07:07Z [----] followers, [---] engagements


"$ASL - clients of investment banks continue to accumulate - no slowing down $ASL. Invest banks (and their clients) have been accumulating for the past few months. It's time to explode now https://t.co/Du4SAzVoUu $ASL. Invest banks (and their clients) have been accumulating for the past few months. It's time to explode now https://t.co/Du4SAzVoUu"  
[X Link](https://x.com/micro_burry/status/1971458905638306262)  2025-09-26T06:16Z [----] followers, [----] engagements


"$ASL Detailed broker data for the past [--] weeks"  
[X Link](https://x.com/micro_burry/status/1971458909245407566)  2025-09-26T06:16Z [----] followers, [---] engagements


"$LYC Accumulation by a group of invest banks (and their clients) - purple line vs accumulation by retail - blue line. Held 😝 #ASX $LYC.AX"  
[X Link](https://x.com/micro_burry/status/1976157693510631537)  2025-10-09T05:28Z [----] followers, [----] engagements


"🔍 FRESH INTEL: Where invest banks have been positioning over the past [--] weeks on #ASX 100M-1B MARKET CAP RANGE Top institutional conviction plays: $ASL $NVX $KAI $WA8 $EDU $VMM $AIS $MEI $FFM $SBM $SKS $BSX $ARU $LRV $OCC $EUR Data powered by @MarketLensAu 🚀"  
[X Link](https://x.com/micro_burry/status/1977273137818652715)  2025-10-12T07:20Z [----] followers, [----] engagements


"@MichelleMakori @RealRickRule @ASchectman Yeah institutions have been positioning themselves and topping up on silver players. Take a look at $ASL.AX That rising line is accumulation by a group of investment banks (and their clients)"  
[X Link](https://x.com/micro_burry/status/1977902398095192513)  2025-10-14T01:00Z [----] followers, [----] engagements


"📈 WEEK [--] RESULTS: 100M-1B institutional conviction basket Remember Sunday's screener Tracked these [--] stocks: $ASL $NVX $PMC $KAI $WA8 $EDU $VMM $AIS $MEI $FFM $SBM $SKS $BSX $ARU $LRV $OCC $EUR $TOR Market closed. Here's what happened: 📊 Basket average return: +9.00% 📊 All Ordinaries: +0.31% Friday was brutal across the board. Up to Thursday close this basket was sitting at +14%. Even with Friday's market-wide selloff following institutional conviction delivered 29x the market return in just ONE WEEK. Data powered by @MarketLensAu🚀 #ASX #Trading #SmartMoney 🔍 FRESH INTEL: Where invest"  
[X Link](https://x.com/micro_burry/status/1979066029998510502)  2025-10-17T06:04Z [----] followers, [----] engagements


"What CommSec clients (retail) sold most over the past [--] weeks (100M-5B market cap): Ranked by % of shares moving FROM CommSec accounts TO other brokers - essentially flowing from retail hands into professional accounts. Data powered by @MarketLensAu Smart money accumulating what retail is dumping 🤔 #asx #gold #lithium $KCN $CTT $LIN $PDN $A1G $TCG $HRZ $PNN $GLN $WEB $TGN $HLS $MEK $SS1 $LRV"  
[X Link](https://x.com/micro_burry/status/1997465677389865001)  2025-12-07T00:38Z [----] followers, [----] engagements


"$BOE Accumulation by retail investors. Why I'm not surprised"  
[X Link](https://x.com/micro_burry/status/2001474643111420343)  2025-12-18T02:08Z [----] followers, [----] engagements


"$FMG This is how it unfolded. Was perfect timing to open a position in August. Another really good example of how retail pivoting from buying to selling indicates price turnaround as well. I don't really like to use the word "predict" but seeing such a turnaround definitely makes it easier for me to open a position. #ASX #SmartMoney $FMG.AX $FMG Accumulation/distribution chart shows retail investors starting to sell more to a wider group of professional brokers. Classic shift from weak hands to smart money building positions. #ASX #SmartMoney #Trading $FMG.AX https://t.co/qqhKKT81Om $FMG"  
[X Link](https://x.com/micro_burry/status/2002970217165795477)  2025-12-22T05:11Z [----] followers, [----] engagements


"$LRV Amateur Elliott Wave trader in me thinks it's gonna run till [----] at least. However very optimistic Elliott Wave trader hopes for this being wave [--] in wave [--] 🤣 #ASX $LRV.AX #antimony"  
[X Link](https://x.com/anyuser/status/2011300409948979549)  2026-01-14T04:52Z [----] followers, [----] engagements


"Retail investors are not really selling yet. Given the massive retail support for $LRV on HotCopper Im not surprised - theyre holding"  
[X Link](https://x.com/anyuser/status/2011303469257564326)  2026-01-14T05:04Z [----] followers, [---] engagements


"Actually at this scale the turnaround becomes more apparent - retail switching from buying to selling - I've overlooked this"  
[X Link](https://x.com/micro_burry/status/2011304658976063970)  2026-01-14T05:09Z [----] followers, [---] engagements


"$CTT Another case of retail switching from buying to selling. Also nice potential resistance level to break. #ASX $CTT.AX"  
[X Link](https://x.com/anyuser/status/2008850816355213528)  2026-01-07T10:38Z [----] followers, [----] engagements


"RT @micro_burry: $NMG Broker data for the past week - now Euroz Hartleys is stepping in. #gold #commodities"  
[X Link](https://x.com/anyuser/status/2011286280899084749)  2026-01-14T03:56Z [----] followers, [--] engagements


"$LRV Broker data for the past month looks quite interesting - I would not normally buy based on this broker data until it breaks. Now it did. Clients of a few investment banks are among top buyers - Macquarie Securities Morgan Stanley Securities Instinet Clients of Australian professional brokers - early professional investors are selling - Bell Potter Argonaut Securities FinClear Execution Euroz Hartleys. This is the moment when institutions (big boys) start to buy from local pros. Familiar pattern at 500M-1B market cap. Time will tell but I'm placing my bet. #ASX $LRV.AX $LRV Amateur"  
[X Link](https://x.com/anyuser/status/2011302857203703934)  2026-01-14T05:02Z [----] followers, [----] engagements


"Watching Meddy practice closely. Taking notes 🎾📒😁"  
[X Link](https://x.com/anyuser/status/2012816855631532484)  2026-01-18T09:18Z [----] followers, [----] engagements


"Absolutely great video on how to track smart money concentration and how to benefit from it. Quite similar to what I normally do on a daily and weekly basis. Good job guys👋 Over the past few weeks we've been working hard to improve the Broker Trade Screener and created an in-depth educational video about how to use it to find where smart money is accumulating on the ASX before price moves. The workflows that keep you ahead of the market: Over the past few weeks we've been working hard to improve the Broker Trade Screener and created an in-depth educational video about how to use it to find"  
[X Link](https://x.com/anyuser/status/2014488336841486752)  2026-01-23T00:00Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing