High Conviction Fund Sells

Live Disclosures

Portfolio disclosures for 2025 Q3 are currently underway and will close on November 14th. As of this moment, 3,769 funds (~46%) 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
26
Jones Financial Companies
26
Jones Financial Companies
Missouri
$1.1B -62% 4,325,503
27
CAAM
27
Cornerstone Advisors Asset Management
Pennsylvania
$1.02B -98% 10,100,703
28
Jennison Associates
28
Jennison Associates
New York
$980M -94% 17,659,339
29
Jones Financial Companies
29
Jones Financial Companies
Missouri
$968M -97% 14,466,953
30
MIH
30
Meitav Investment House
Israel
$936M -76% 52,108
31
FCBT
31
First Citizens Bank & Trust
North Carolina
$923M -93% 9,210,693
32
GP
32
Gridiron Partners
Pennsylvania
$918M -95% 504,103
33
Jones Financial Companies
33
Jones Financial Companies
Missouri
$916M -79% 3,796,138
34
Parnassus Investments
34
Parnassus Investments
California
$893M Closed 1,134,238
35
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$874M -97% 18,254,054
36
Allianz Asset Management
36
Allianz Asset Management
Germany
$829M -91% 1,245,001
37
SC
37
Soundwatch Capital
Connecticut
$827M -82% 1,235,107
38
Jennison Associates
38
Jennison Associates
New York
$810M -91% 1,669,857
39
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$786M -83% 23,971,203
40
Jennison Associates
40
Jennison Associates
New York
$783M -98% 3,170,427
41
Jones Financial Companies
41
Jones Financial Companies
Missouri
$779M -79% 7,979,085
42
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$765M -78% 16,582,364
43
Assenagon Asset Management
43
Assenagon Asset Management
Luxembourg
$758M -78% 5,736,129
44
PWS
44
Peterson Wealth Services
Utah
$726M -96% 58,047
45
Jones Financial Companies
45
Jones Financial Companies
Missouri
$720M -97% 7,557,884
46
Assenagon Asset Management
46
Assenagon Asset Management
Luxembourg
$702M -92% 758,869
47
Jennison Associates
47
Jennison Associates
New York
$695M -99% 14,170,865
48
Assenagon Asset Management
48
Assenagon Asset Management
Luxembourg
$693M -61% 908,085
49
WCM Investment Management
49
WCM Investment Management
California
$686M Closed 3,388,634
50
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$684M -95% 11,951,859