Signal
Investor Move
Action
Add
Capital
$484.0K disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Jun 30, 2025
Total Changes
92
New
33
Reduced/Sold
28
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| GOOGL | Alphabet Inc. | Reduced | $56.6M | 0.04% |
| JNJ | Johnson & Johnson | Reduced | $37.4M | 0.03% |
| 462222100 | IONIS PHARMACEUTICALS INC. | Increased | $114.3M | 0.02% |
| BRK-A | Berkshire Hathaway Inc. | Reduced | $111.5M | 0.02% |
| 52800109 | AUTOLIV INC. | Increased | $48.5M | 0.01% |
| N20944109 | CNH INDUSTRIAL NV | Increased | $172.5M | 0.01% |
| 29415F104 | ENVISTA HOLDINGS CORP | Increased | $28.5M | 0% |
| 23586506 | U-HAUL HOLDING CO - NON VOTING | Reduced | $25.8M | 0% |
| AXP | American Express Company | Increased | $21.7M | 0% |
| 302491303 | FMC CORP. | Reduced | $9.9M | 0% |
| FDX | FedEx Corporation | Reduced | $25.9M | 0% |
| VRTX | Vertex Pharmaceuticals Incorporated | Reduced | $16.6M | 0% |
| BAC | Bank of America Corporation | Increased | $18.3M | 0% |
| WFC | Wells Fargo & Company | Increased | $48M | 0% |
| AZO | AutoZone, Inc. | Reduced | $22.5M | 0% |
| BRK-B | Berkshire Hathaway Inc. | Increased | $49.3M | 0% |
| 25243Q205 | DIAGEO P L C - ADR | Reduced | $13.2M | 0% |
| 8.9151E+113 | TOTALENERGIES SE ADR | Reduced | $8.2M | 0% |
| BNY | Bank of New York Mellon Corp | Increased | $13M | 0% |
| 05329W102 | AUTONATION, INC. | New | $503K | 0% |