Unusual Whales on Autopilot: the institutional and bitcoin-holder Portfolios

I'm Chris, one of the co-founders of Autopilot. Unusual Whales is a data company, and two of the Portfolios they publish here are built on exactly the kind of thing a data company should be good at: aggregating public filings and public statements.

One thing first, because we're an SEC-registered investment adviser and I have to say it. Autopilot is the app. The actual investment advice comes from Autopilot Advisers, LLC. If you want the full legal version of anything in here, it's on our disclaimer page.

Who they are

Unusual Whales is a market data company. They publish Portfolios on Autopilot as an independent Pilot, and the Portfolio descriptions name their own data as the source. Credit where it's due: they've done serious work making public filings legible, and we've said so for years.

The Portfolios, and what each one says it does

Top Institutional Mega Cap is described as following the largest positions owned by institutions in the US market by value, sourced from Unusual Whales via public filings. It's an aggregate rather than a bet on one manager, which makes it a different animal from a single-firm tracker.

Bitcoin HoDLers is described as tracking publicly traded companies that buy, hold, or are rumored to hold bitcoin, with the Portfolio updated when new information comes out. Its stated sources are earnings calls, media reports and company communications.

What to check before you follow

An aggregate of institutional positions is, by construction, a crowded set of large companies. That's a feature if you want what institutions own and a limitation if you were hoping for something differentiated.

The bitcoin-holder Portfolio holds equities rather than bitcoin, so it carries both company risk and crypto price sensitivity. The word rumored appears in its own description, which tells you the source standard varies within it. Read it in the app and size accordingly.

Read the Portfolio's own description in the app, because that's the Pilot's statement of method. Look at the worst decline rather than the return, because that's the number that decides whether you hold on. Check how often it changes, since turnover costs money and creates taxable events in a taxable account. And check the fee at your balance, which is arithmetic in What Autopilot's fee actually means at your balance.

How following works

You pick the Portfolio, connect the brokerage you already use, and allocate money. You give Autopilot Advisers limited authority to send orders to the account you already have. When the Portfolio changes, we send them and your broker fills them. The money stays put.

What it costs

A flat cash subscription, not a percentage of your balance. Per our Form CRS dated February 2026, Basic Tier has no Base Advisory and Licensing Fee, and Premium Tier is $29.99 to $199.99 a quarter or $99.99 to $699.99 a year. Pilot subscriptions are separate and add on if you follow more than one Portfolio. Because it's a flat dollar amount, it's a bigger share of a small account than a big one, so do the math at your balance.

Frequently asked questions

Unusual Whales portfolio

Portfolios published on Autopilot by Unusual Whales as an independent Pilot, including one following the largest institutional positions by value and one tracking public companies that hold bitcoin.

Unusual Whales Autopilot

They publish as an independent Pilot. Autopilot Advisers manages the Portfolios and they run in the brokerage account you already have.

Top Institutional Mega Cap portfolio

Described as following the largest positions owned by institutions in the US market by value, sourced from public filings. It's an aggregate rather than a single firm's book.

Is there a portfolio of companies that hold bitcoin?

Yes, one that tracks publicly traded companies that buy, hold or are rumored to hold bitcoin, built from earnings calls, media reports and company communications. It holds equities, not bitcoin.

Start Investing

Since Autopilot Advisers is an SEC-registered investment adviser, we have to put disclaimers on stuff like this. They're below, and the full version is on our disclaimer page.

Disclosures

© Autopilot Holdings Corporation 2026 — All rights reserved. “Autopilot” refers to Autopilot Holdings Corporation and its wholly-owned, and separately managed subsidiaries, including Autopilot Advisers, LLC, an SEC-registered investment adviser. All investing is subject to investment risks, including possible loss of the principal invested, and past performance is not indicative of future results. View our Customer Relationship Summary and other important information at joinautopilot.com/disclaimer.

This information is provided by Autopilot for educational and illustrative purposes only and is not a recommendation, an offer to sell or the solicitation to buy any security. Autopilot relies on information from various sources believed to be reliable, including information from Clients, Pilots and other third parties, but cannot guarantee the accuracy or completeness of that information. Autopilot does not provide tax or legal advice and you are encouraged to consult with professionals before making investment decisions.

Autopilot is not affiliated with, sponsored, or endorsed by the companies listed, described, or featured on its site. Company logos or trademarks used do not imply endorsement and are the property of their respective owners.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. You should carefully consider your investment objectives, risk tolerance, and time horizon before investing through Autopilot.

Autopilot Advisers, LLC is an SEC-registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Additional information about Autopilot is available in our Form ADV Part 2A, available at adviserinfo.sec.gov or joinautopilot.com/adv.

Autopilot provides limited investment advisory services focused on Portfolio selection and suitability assessment. Our services are not intended to replace comprehensive financial planning. We recommend consulting with a qualified financial advisor regarding your complete financial situation.

This content is provided for educational and informational purposes only. It does not constitute investment, legal, or tax advice and should not be relied upon as the basis for any investment decision. You should consult with qualified professionals regarding your specific circumstances.

Autopilot does not provide tax, legal, or accounting advice. You should consult with qualified tax and legal professionals regarding your specific circumstances.

Autopilot does not hold client assets. All investments are held at the brokerage firm you select and connect to Autopilot. Your brokerage firm is responsible for trade execution, custody, and reporting. Autopilot is not responsible for your broker-dealer’s services, fees, or execution quality.

Autopilot’s services depend on technology systems, third-party APIs, and internet connectivity. System outages, API disruptions, or connectivity issues may temporarily affect service availability or trade execution timing.

Client account holdings are designed to track the Portfolio you’ve selected, but your actual holdings and performance may differ from the Portfolio due to execution timing, market conditions, brokerage capacity constraints, fractional share availability, and other factors outside Autopilot’s control.

For Portfolios inspired by publicly disclosed trading activity, there may be a delay between when a Pilot executes a trade and when that trade becomes publicly available and is incorporated into the Portfolio. This timing delay may affect the suitability or performance of trades when executed in client accounts.

Unusual Whales is an independent Pilot and is not an employee or affiliate of Autopilot. Portfolios published by Pilots are managed by Autopilot Advisers, LLC. Listing is not an endorsement of a Pilot or strategy. Strategies linked to digital assets carry heightened volatility and risk of loss, and holding equities of companies exposed to digital assets is not the same as holding those assets. Fee amounts are quoted from Form CRS dated February 2026 and may change.