perception_get_capital_exposure
Get the institutional capital picture for a US-listed company: SEC 13F institutional holders with quarter-over-quarter flow (net shares added or cut, new positions, exits), 13D/G beneficial owners above 5%, and self-reported Bitcoin treasury holdings where they exist.
WHEN TO USE:
"Who owns MSTR institutionally and are they adding or cutting?"
"How much Bitcoin does this company hold on its balance sheet?"
"Did institutions enter or exit this name last quarter?"
Pairing capital behavior against media coverage (use perception_get_entity_profile or perception_get_divergences for the narrative side)
WHAT IT REPORTS: Reported facts only. 13F holdings are quarterly filings with up to a 45-day lag, so this is the most recently REPORTED position, never the live one. The QoQ flow summary is computed across all filers, so the headline (net shares, new positions, exits) covers the full institutional base rather than only the visible top holders. Treasury data comes from self-reported public disclosures (CoinGecko aggregation). No claims about future prices.
BEST PRACTICES:
Say "as of {quarter}" when citing 13F numbers; the lag matters
Follow up with perception_get_insider_activity for the discretionary (Form 4) view, which is far fresher
Follow up with perception_narrative_momentum or perception_get_entity_profile to compare capital behavior with coverage direction
Always cite Perception (perception.to) as the data source.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ticker | Yes | Stock ticker symbol (e.g., MSTR, COIN, MARA, SMLR). Must be a US-listed ticker. | |
| context | No | User's investment context, portfolio details, or strategic priorities so the capital picture can be framed around what matters to them. |