High Conviction Fund Sells

Largest Buys Largest Sells

Live Disclosures

Portfolio disclosures for 2025 Q3 are currently underway and will close on November 14th. As of this moment, 3,875 funds (~48%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.

Stock Fund Market Value Change
in Stake 		Shares
326
PWM
326
Puff Wealth Management
New Jersey
$147M -100% 258,272
327
Diamond Hill Capital Management
327
Diamond Hill Capital Management
Ohio
$147M -65% 1,659,015
328
BPC
328
Banque Pictet & Cie
Switzerland
$147M -82% 1,043,633
329
Principal Financial Group
329
Principal Financial Group
Iowa
$146M -64% 608,426
330
MMA
330
Mizuho Markets Americas
New York
$146M Closed 583,569
331
Robeco Institutional Asset Management
331
Robeco Institutional Asset Management
Netherlands
$146M -94% 486,476
332
SC
332
Soundwatch Capital
Connecticut
$146M -100% 2,534,235
333
Envestnet Portfolio Solutions
333
Envestnet Portfolio Solutions
Illinois
$146M -85% 1,278,383
334
Nordea Investment Management
334
Nordea Investment Management
Sweden
$145M -56% 347,351
335
MFG
335
Merit Financial Group
Georgia
$145M -85% 2,229,940
336
IMC Chicago
336
IMC Chicago
Illinois
$144M Closed 2,757,877
337
Massachusetts Financial Services
337
Massachusetts Financial Services
Massachusetts
$144M -86% 188,614
338
SP
338
Sarasin & Partners
United Kingdom
$144M -91% 4,273,853
339
PWS
339
Peterson Wealth Services
Utah
$144M -99% 15,466
340
Thrivent Financial for Lutherans
340
Thrivent Financial for Lutherans
Minnesota
$143M -90% 1,871,342
341
Los Angeles Capital Management
341
Los Angeles Capital Management
California
$142M -57% 693,356
342
SIMG
342
Stephens Investment Management Group
Texas
$142M -84% 990,927
343
Nordea Investment Management
343
Nordea Investment Management
Sweden
$142M -96% 284,527
344
Public Sector Pension Investment Board (PSP Investments)
344
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$142M -78% 1,373,422
345
PL
345
Perpetual Ltd
Australia
$141M Closed 2,041,739
346
NB
346
NBT Bank
New York
$141M -100% 12,134
347
CB
347
Cooke & Bieler
Pennsylvania
$140M -99% 865,161
348
Public Sector Pension Investment Board (PSP Investments)
348
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$140M -96% 2,579,700
349
AT
349
AMF Tjänstepension
Sweden
$140M -82% 228,096
350
Federated Hermes
350
Federated Hermes
Pennsylvania
$140M -94% 8,621,786
12 13
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