GuruTrack

2025 Q3 report

What hedge-fund gurus bought and sold this quarter

Managers filed35
Total value$1.04T
Stocks covered7265
Summary
2025 Q3 report: 35 tracked hedge-fund managers held 7265 stocks this quarter, a combined reported value of ~$1.04T. Most new buys: KLAR, FIG, BLSH. Most-held: MSFT, META, TSM. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1KLARKLARKLARNA GROUP PLC7 new
2FIGFIGFIGMA INC-CL A6 new
3BLSHBLSHBULLISH6 new
4FIGRFIGRFIGURE TECHNOLOGY SOLUT-CL A5 new
5STUBSTUBSTUBHUB HOLDINGS INC-CLASS A5 new
6NTSKNTSKNETSKOPE INC-CL A5 new
7LGNLGNLEGENCE CORP-CL A5 new
8ARXARXACCELERANT HOLDINGS5 new
Most adds this quarter
1METAMETAMETA PLATFORMS INC-CLASS A10 added
2MSFTMSFTMICROSOFT CORP10 added
3NVDANVDANVIDIA CORP9 added
4GOOGLGOOGLALPHABET INC-CL A8 added
5TSMTSMTAIWAN SEMICONDUCTOR-SP ADR8 added
6AVGOAVGOBROADCOM INC7 added
7CBCBCHUBB LTD SWITZ7 added
8MELIMELIMERCADOLIBRE INC7 added
Most trims / exits this quarter
1AMZNAMZNAMAZON.COM INC9 trimmed
2MSFTMSFTMICROSOFT CORP8 trimmed
3UNHUNHUNITEDHEALTH GROUP INC8 trimmed
4CRHCRHCRH PLC8 trimmed
5LLYLLYELI LILLY & CO7 trimmed
6XYZXYZBLOCK INC7 trimmed
7PMPMPHILIP MORRIS INTERNATIONAL7 trimmed
8BEKEBEKEKE HOLDINGS INC-ADR7 trimmed
Most-held
1MSFTMSFTMICROSOFT CORP20 holders
2METAMETAMETA PLATFORMS INC-CLASS A18 holders
3TSMTSMTAIWAN SEMICONDUCTOR-SP ADR18 holders
4GOOGLGOOGLALPHABET INC-CL A17 holders
5AMZNAMZNAMAZON.COM INC17 holders
6NVDANVDANVIDIA CORP16 holders
7GOOGGOOGALPHABET INC-CL C15 holders
8SESESEA LTD-ADR14 holders
9AAPLAAPLAPPLE INC11 holders
10BACBACBANK OF AMERICA CORP11 holders

Hot sectors this quarter

Warren Buffett · Berkshire27 holdersAI & Compute26 holdersDuan Yongping25 holdersRobotaxi & AV25 holdersTim Cook · Apple Supply Chain23 holdersElon Musk · Tesla & SpaceX23 holdersSam Altman · OpenAI Ecosystem22 holdersSemiconductors21 holdersCloud & SaaS21 holdersJensen Huang · NVIDIA AI Ecosystem20 holders

Data from public SEC 13F & STOCK Act filings, delayed up to ~45 days, partial holdings only — for research, not investment advice.