GuruTrack

2025 Q3 report

What hedge-fund gurus bought and sold this quarter

Managers filed43
Total value$1.31T
Stocks covered7325
Summary
2025 Q3 report: 43 tracked hedge-fund managers held 7325 stocks this quarter, a combined reported value of ~$1.31T. Most new buys: KLAR, FIG, BLSH. Most-held: MSFT, META, AMZN. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1KLARKLARKLARNA GROUP PLC9 new
2FIGFIGFIGMA INC-CL A8 new
3BLSHBLSHBULLISH8 new
4FIGRFIGRFIGURE TECHNOLOGY SOLUT-CL A7 new
5STUBSTUBSTUBHUB HOLDINGS INC-CLASS A7 new
6NTSKNTSKNETSKOPE INC-CL A7 new
7ARXARXACCELERANT HOLDINGS7 new
8VIAVIAVIA TRANSPORTATION INC-CL A7 new
Most adds this quarter
1MSFTMSFTMICROSOFT CORP13 added
2METAMETAMETA PLATFORMS INC-CLASS A12 added
3NVDANVDANVIDIA CORP11 added
4TSMTSMTAIWAN SEMICONDUCTOR-SP ADR10 added
5GOOGLGOOGLALPHABET INC-CL A9 added
6CBCBChubb, Ltd.8 added
7AMZNAMZNAMAZON.COM INC8 added
8VVVISA INC-CLASS A SHARES7 added
Most trims / exits this quarter
1AMZNAMZNAMAZON.COM INC12 trimmed
2MSFTMSFTMICROSOFT CORP10 trimmed
3CRHCRHCRH PLC10 trimmed
4UNHUNHUNITEDHEALTH GROUP INC9 trimmed
5JNPRJNPRJUNIPER NETWORKS INC9 trimmed
6APPAPPAPPLOVIN CORP-CLASS A9 trimmed
7GOOGGOOGALPHABET INC-CL C9 trimmed
8HESHESHESS CORP8 trimmed
Most-held
1MSFTMSFTMICROSOFT CORP25 holders
2METAMETAMETA PLATFORMS INC-CLASS A23 holders
3AMZNAMZNAMAZON.COM INC22 holders
4TSMTSMTAIWAN SEMICONDUCTOR-SP ADR22 holders
5NVDANVDANVIDIA CORP21 holders
6GOOGLGOOGLALPHABET INC-CL A20 holders
7GOOGGOOGALPHABET INC-CL C18 holders
8AVGOAVGOBROADCOM INC15 holders
9SESESEA LTD-ADR15 holders
10AAPLAAPLAPPLE INC14 holders

Hot sectors this quarter

Warren Buffett · Berkshire32 holdersAI & Compute31 holdersRobotaxi & AV30 holdersDuan Yongping29 holdersSam Altman · OpenAI Ecosystem28 holdersElon Musk · Tesla & SpaceX28 holdersTim Cook · Apple Supply Chain27 holdersSemiconductors27 holdersJensen Huang · NVIDIA AI Ecosystem26 holdersCloud & SaaS26 holders

Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.