Biggest whale moves this quarter

Every quarterly change across all 18 tracked hedge funds, ranked by dollar delta. Compares each filer's latest 13F against their prior quarter.

Biggest NEW positions (1627 moves)

TickerIssuerFundΔ Position ($)
MSFTMICROSOFT CORPBill Ackman+$2.09B
HUTHUT 8 CORPPhilippe Laffont (Coatue)+$1.12B
PLTRPALANTIR TECHNOLOGIES INCMichael Burry+$912.1M
RACEFERRARI N VAndreas Halvorsen (Viking Global)+$816.9M
CBRSCEREBRAS SYSTEMS INCChase Coleman (Tiger Global)+$662.8M
MSCIMSCI INCAndreas Halvorsen (Viking Global)+$650.0M
CROWDSTRIKE HLDGS INCJim Simons (Renaissance)+$571.6M
UNION PAC CORPAndreas Halvorsen (Viking Global)+$556.9M
AMZNAMAZON COM INCJim Simons (Renaissance)+$546.0M
WBDWARNER BROS DISCOVERY INCDan Loeb (Third Point)+$533.2M
DIGITAL RLTY TR INCAndreas Halvorsen (Viking Global)+$414.9M
CCLCARNIVAL CORP LTDAndreas Halvorsen (Viking Global)+$408.5M
AMDADVANCED MICRO DEVICES INCChase Coleman (Tiger Global)+$392.0M
CVSCVS HEALTH CORPAndreas Halvorsen (Viking Global)+$379.0M
FEDEX FGHT HLDG CO INCAndreas Halvorsen (Viking Global)+$357.4M
HDHOME DEPOT INCBill Gates (Gates Foundation)+$352.7M
MSMORGAN STANLEYAndreas Halvorsen (Viking Global)+$339.2M
SELECT SECTOR SPDR TRKen Griffin (Citadel)+$309.1M
SPACE EXPLORATION TECHN CORPKen Griffin (Citadel)+$303.3M
QUALCOMM INCAndreas Halvorsen (Viking Global)+$279.8M
APTVAPTIV PLCAndreas Halvorsen (Viking Global)+$279.5M
SEAGATE TECHNOLOGY HLDNGS PLChase Coleman (Tiger Global)+$275.1M
VVISA INCChase Coleman (Tiger Global)+$274.0M
AVALONBAY CMNTYS INCAndreas Halvorsen (Viking Global)+$252.8M
INTERCONTINENTAL EXCHANGE INKen Griffin (Citadel)+$249.8M
MDTMEDTRONIC PLCJim Simons (Renaissance)+$247.8M
SNOWSNOWFLAKE INCAndreas Halvorsen (Viking Global)+$244.4M
AAPLAPPLE INCGeorge Soros+$241.6M
EQUITABLE HLDGS INCAndreas Halvorsen (Viking Global)+$236.9M
TAKE-TWO INTERACTIVE SOFTWARAndreas Halvorsen (Viking Global)+$235.1M

Biggest SOLD OUT (1454 moves)

TickerIssuerFundΔ Position ($)
AAPLAPPLE INCAndreas Halvorsen (Viking Global)−$911.9M
HILTON WORLDWIDE HLDGS INCBill Ackman−$870.0M
CSXCSX CORPAndreas Halvorsen (Viking Global)−$766.7M
GOOGLALPHABET INCAndreas Halvorsen (Viking Global)−$689.0M
PNC FINL SVCS GROUP INCAndreas Halvorsen (Viking Global)−$629.9M
TMUST-MOBILE US INCAndreas Halvorsen (Viking Global)−$623.2M
HCAHCA HEALTHCARE INCAndreas Halvorsen (Viking Global)−$508.8M
CLSCELESTICA INCAndreas Halvorsen (Viking Global)−$466.2M
APPAPPLOVIN CORPChase Coleman (Tiger Global)−$398.0M
CARNIVAL CORPAndreas Halvorsen (Viking Global)−$355.1M
PROGRESSIVE CORPAndreas Halvorsen (Viking Global)−$320.5M
AMERICAN INTL GROUP INCAndreas Halvorsen (Viking Global)−$317.6M
ZGZILLOW GROUP INCChase Coleman (Tiger Global)−$304.9M
APGAPI GROUP CORPAndreas Halvorsen (Viking Global)−$236.5M
NFLXNETFLIX INC.Chase Coleman (Tiger Global)−$234.5M
ZSZSCALER INCChase Coleman (Tiger Global)−$221.6M
SPDR SERIES TRUSTDavid Tepper (Appaloosa)−$217.6M
BEBLOOM ENERGY CORPKen Griffin (Citadel)−$194.2M
CBOE GLOBAL MKTS INCAndreas Halvorsen (Viking Global)−$193.5M
SNDKSANDISK CORPGeorge Soros−$178.7M
APPAPPLOVIN CORPJim Simons (Renaissance)−$173.7M
SELECT SECTOR SPDR TRKen Griffin (Citadel)−$172.1M
JAZZ INVESTMENTS I LTDDavid Tepper (Appaloosa)−$158.4M
GALLAGHER ARTHUR J & COAndreas Halvorsen (Viking Global)−$157.5M
CORNING INCGeorge Soros−$153.6M
LULULULULEMON ATHLETICA INCAndreas Halvorsen (Viking Global)−$150.1M
VANECK ETF TRUSTJim Simons (Renaissance)−$141.7M
PCORPROCORE TECHNOLOGIES INCChase Coleman (Tiger Global)−$133.4M
UBERUBER TECHNOLOGIES INCJim Simons (Renaissance)−$129.2M
NOWSERVICENOW INCJim Simons (Renaissance)−$126.1M

Biggest ADDS (3211 moves)

TickerIssuerFundΔ Position ($)
GOOGLALPHABET INCWarren Buffett+$11.65B
GOOGLALPHABET INCWarren Buffett+$8.58B
DALDELTA AIR LINES INCWarren Buffett+$2.72B
STATE STR SPDR S&P 500 ETF TRay Dalio (Bridgewater)+$1.13B
METAMETA PLATFORMS INCPhilippe Laffont (Coatue)+$1.02B
METAMETA PLATFORMS INCJim Simons (Renaissance)+$994.7M
NVDANVIDIA CORPORATIONJim Simons (Renaissance)+$978.2M
GOOGLALPHABET INCJim Simons (Renaissance)+$672.2M
AMZNAMAZON COM INCAndreas Halvorsen (Viking Global)+$633.1M
CMECME GROUP INCKen Griffin (Citadel)+$534.1M
INTCINTEL CORPChase Coleman (Tiger Global)+$521.5M
GOOGLALPHABET INCJim Simons (Renaissance)+$499.1M
ISHARES TRRay Dalio (Bridgewater)+$498.4M
REPUBLIC SVCS INCKen Griffin (Citadel)+$485.6M
NFLXNETFLIX INC.Jim Simons (Renaissance)+$484.4M
NVDANVIDIA CORPORATIONPhilippe Laffont (Coatue)+$476.9M
METAMETA PLATFORMS INCAndreas Halvorsen (Viking Global)+$444.1M
AMDADVANCED MICRO DEVICES INCJim Simons (Renaissance)+$421.0M
RLRALPH LAUREN CORPKen Griffin (Citadel)+$420.6M
TSLATESLA INCJim Simons (Renaissance)+$388.7M
DOLLAR GEN CORPD. E. Shaw+$354.5M
APLDAPPLIED DIGITAL CORPKen Griffin (Citadel)+$346.3M
TAIWAN SEMICONDUCTOR MANUFACGeorge Soros+$339.4M
SHWSHERWIN WILLIAMS COAndreas Halvorsen (Viking Global)+$336.7M
NFLXNETFLIX INC.Philippe Laffont (Coatue)+$334.5M
STATE STR SPDR S&P 500 ETF TKen Griffin (Citadel)+$331.2M
INTERACTIVE BROKERS GROUP INAndreas Halvorsen (Viking Global)+$327.0M
SEAGATE TECHNOLOGY HLDNGS PLJim Simons (Renaissance)+$319.7M
COREBRIDGE FINL INCD. E. Shaw+$319.4M
GOOGLALPHABET INCDan Loeb (Third Point)+$316.0M

Biggest REDUCTIONS (3557 moves)

TickerIssuerFundΔ Position ($)
GOOGLALPHABET INCBill Ackman−$1.84B
GOOGLALPHABET INCChase Coleman (Tiger Global)−$982.4M
MSFTMICROSOFT CORPPhilippe Laffont (Coatue)−$867.2M
BERKSHIRE HATHAWAY INC DELBill Gates (Gates Foundation)−$818.9M
LMTLOCKHEED MARTIN CORPKen Griffin (Citadel)−$813.2M
HUMHUMANA INCD. E. Shaw+$787.2M
DVADAVITA INCWarren Buffett+$769.1M
STATE STR SPDR S&P 500 ETF TDavid Tepper (Appaloosa)−$716.9M
PROGRESSIVE CORPKen Griffin (Citadel)−$698.8M
TSLATESLA INCAndreas Halvorsen (Viking Global)−$696.6M
INTCINTEL CORPJim Simons (Renaissance)+$695.8M
APPLIED MATLS INCChase Coleman (Tiger Global)+$613.8M
DISNEY WALT COAndreas Halvorsen (Viking Global)−$592.7M
MUMICRON TECHNOLOGY INCGeorge Soros+$562.9M
LRCXLAM RESEARCH CORPChase Coleman (Tiger Global)+$537.5M
SNDKSANDISK CORPJim Simons (Renaissance)−$496.7M
MUMICRON TECHNOLOGY INCJim Simons (Renaissance)−$486.5M
AERCAP HOLDINGS NVKen Griffin (Citadel)−$484.6M
TAIWAN SEMICONDUCTOR MANUFACChase Coleman (Tiger Global)+$450.3M
AVGOBROADCOM INCChase Coleman (Tiger Global)−$446.9M
NOKNOKIA CORPD. E. Shaw−$443.4M
DOW HLDGS INCD. E. Shaw−$437.4M
ABNBAIRBNB INCKen Griffin (Citadel)−$435.8M
AMZNAMAZON COM INCRay Dalio (Bridgewater)−$431.3M
INTERCONTINENTAL EXCHANGE INAndreas Halvorsen (Viking Global)−$418.9M
BROOKFIELD CORPBill Ackman−$401.8M
CTASCINTAS CORPKen Griffin (Citadel)−$398.3M
SCHWSCHWAB CHARLES CORPAndreas Halvorsen (Viking Global)−$396.6M
WASTE MGMT INC DELBill Gates (Gates Foundation)−$396.4M
GHGUARDANT HEALTH INCKen Griffin (Citadel)−$388.5M

Data from SEC EDGAR quarterly 13F-HR filings. 13F filings are due 45 days after quarter end and reflect equity positions only (no shorts, no options, no non-US listings). By law they lag reality by up to 6 weeks — treat as historical, not real-time.