Outlier Hedge Fund Sells

Live Disclosures

Portfolio disclosures for 2025 Q3 are currently underway and will close on November 14th. As of this moment, 3,401 funds (~42%) 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
1
PWS
1
Peterson Wealth Services
Utah
$34.7B -100% 185,762
2
NB
2
NBT Bank
New York
$17.4B -100% 131,937
3
NB
3
NBT Bank
New York
$9.94B -100% 98,801
4
PWS
4
Peterson Wealth Services
Utah
$9.94B -100% 8,074
5
WF
5
WoodTrust Financial
Wisconsin
$7.35B -100% 9,749
6
PWS
6
Peterson Wealth Services
Utah
$7.08B -100% 37,149
7
PWS
7
Peterson Wealth Services
Utah
$6.11B -100% 17,395
8
PWS
8
Peterson Wealth Services
Utah
$5.99B -100% 44,874
9
NB
9
NBT Bank
New York
$4B -100% 62,240
10
PWS
10
Peterson Wealth Services
Utah
$2.19B -100% 61,297
11
PWS
11
Peterson Wealth Services
Utah
$2.06B -99% 96,263
12
SG Americas Securities
12
SG Americas Securities
New York
$1.97B -59% 7,720,703
13
GA
13
Greenhaven Associates
New York
$1.63B -99% 16,092,290
14
NB
14
NBT Bank
New York
$1.6B -100% 56,782
15
PWS
15
Peterson Wealth Services
Utah
$1.53B -98% 145,339
16
NB
16
NBT Bank
New York
$1.29B -99% 97,736
17
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$1.15B -61% 11,488,196
18
Jones Financial Companies
18
Jones Financial Companies
Missouri
$1.1B -62% 4,325,503
19
CAAM
19
Cornerstone Advisors Asset Management
Pennsylvania
$1.02B -98% 10,100,703
20
Jennison Associates
20
Jennison Associates
New York
$980M -94% 17,659,339
21
Jones Financial Companies
21
Jones Financial Companies
Missouri
$968M -97% 14,466,953
22
MIH
22
Meitav Investment House
Israel
$936M -76% 52,108
23
FCBT
23
First Citizens Bank & Trust
North Carolina
$923M -93% 9,210,693
24
GP
24
Gridiron Partners
Pennsylvania
$918M -95% 504,103
25
Jones Financial Companies
25
Jones Financial Companies
Missouri
$916M -79% 3,796,138