Bailard’s Futu Holdings FUTU Stock Holding History

Bailard’s Portfolio FUTU Stock Details FUTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,001	Closed	-$1.74M	–	799
2025 Q3	$1.74M	Sell	10,001 -4,999	-33%	-$830K	0.04%	256
2025 Q2	$1.85M	Sell	15,000 -5,000	-25%	-$511K	0.04%	249
2025 Q1	$2.05M	Sell	20,000 -5,000	-20%	-$512K	0.05%	226
2024 Q4	$2M	Buy	25,000 +10,000	+67%	+$936K	0.05%	225
2024 Q3	$1.43M	Hold	15,000	–	–	0.04%	261
2024 Q2	$984K	Buy	+15,000	New	+$1.01M	0.03%	295

Other funds holding FUTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Bailard's FUTU Position: Q4 2025 in Review

Bailard sold out of Futu Holdings (FUTU) in Q4 2025, closing a stake of 10,001 shares — an estimated $1.74M sold.

Bailard first reported a position in FUTU in Q2 2024 and held it in 6 quarters. The position peaked at $2.05M in Q1 2025. 405 funds tracked by Wall St. Rank hold FUTU as of Q4 2025.

Bailard reported no remaining Futu Holdings position as of Q4 2025 after selling out during the quarter.
Bailard sold 10,001 Futu Holdings shares in Q4 2025, an estimated $1.74M.
Bailard first reported a position in Futu Holdings in Q2 2024 and held it in 6 quarters.
Bailard's Futu Holdings position peaked at $2.05M in Q1 2025.
405 funds tracked by Wall St. Rank held Futu Holdings as of Q4 2025.

Based on Bailard's 13F filing for Q4 2025, filed 4 Feb 2026.