High Conviction Fund Sells

Live Disclosures

Portfolio disclosures for 2025 Q3 are currently underway and will close on November 14th. As of this moment, 3,829 funds (~47%) 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
351
Envestnet Portfolio Solutions
351
Envestnet Portfolio Solutions
Illinois
$137M -90% 700,209
352
PWS
352
Peterson Wealth Services
Utah
$137M -99% 1,864
353
A
353
AustralianSuper
Australia
$136M -92% 2,556,257
354
Massachusetts Financial Services
354
Massachusetts Financial Services
Massachusetts
$135M -87% 1,602,614
355
PAS
355
Park Avenue Securities
New York
$134M -74% 1,180,901
356
Mawer Investment Management
356
Mawer Investment Management
Alberta, Canada
$134M -83% 3,133,137
357
WF
357
Welch & Forbes
Massachusetts
$134M Closed 380,883
358
OCBV
358
Ownership Capital B.V.
Netherlands
$134M Closed 380,652
359
PB
359
Prime Buchholz
New Hampshire
$131M -100% 953,469
360
Envestnet Asset Management
360
Envestnet Asset Management
Illinois
$131M -86% 3,698,529
361
RCW
361
Rheos Capital Works
Japan
$131M -94% 109,300
362
IG
362
ING Group
Netherlands
$131M -94% 649,296
363
NWM
363
Nicola Wealth Management
British Columbia, Canada
$130M -80% 2,017,800
364
Assenagon Asset Management
364
Assenagon Asset Management
Luxembourg
$130M -60% 5,303,796
365
PF
365
Phoenix Financial
Israel
$129M Closed 18,810,302
366
VC
366
Vicus Capital
Pennsylvania
$129M -57% 192,912
367
NIEF
367
Nalanda India Equity Fund
Mauritius
$128M Closed 2,029,728
368
AM
368
AGF Management
Ontario, Canada
$128M -58% 178,382
369
TA
369
Tectonic Advisors
Texas
$128M -75% 2,134,913
370
OCBV
370
Ownership Capital B.V.
Netherlands
$128M -89% 224,311
371
CB
371
Cooke & Bieler
Pennsylvania
$127M -50% 1,097,831
372
AHSW
372
Adventist Health System West
California
$127M Closed 204,550
373
VWM
373
Venturi Wealth Management
Texas
$127M -100% 2,565,179
374
SG Americas Securities
374
SG Americas Securities
New York
$127M -61% 523,485
375
PAS
375
Park Avenue Securities
New York
$126M -74% 642,442