Q1 2025 13F snapshot

68 whales filed · $460.2B aggregate AUM · Holdings as of 2025-03-31

Top buys

Biggest net buy value across all whales

Stock	Whales buying	Net value
V · Visa, Inc.	20	$3.2B
INTU · Intuit	7	$2.4B
BRK-B · Berkshire Hathaway Inc. Del	19	$2.2B
FLUT · Flutter Entmt Plc	6	$2.2B
BAC · Bank America Corp.	7	$2.2B
GEV · Ge Aerospace	6	$1.9B
PM · Philip Morris Intl Inc.	9	$1.9B
META · Meta Platforms, Inc.	9	$1.8B
TSM · Taiwan Semiconductor Mfg Ltd.	5	$1.7B
808513105 · Schwab Charles Corp.	7	$1.7B

Top sells

Biggest net sell value

Stock	Whales selling	Net value
AAPL · Apple Inc.	10	-$3.3B
GOOGL · Alphabet Inc.	17	-$1.7B
NOW · Servicenow Inc.	1	-$970M
CNI · Canadian Natl Ry Co.	3	-$615M
PEP · Pepsico Inc.	5	-$440M
TOST · Toast Inc.	2	-$429M
TEAM · Atlassian Corporation	1	-$383M
SHOP · Shopify Inc.	3	-$362M
CHKP · Check Point Software Tech Lt	3	-$357M
NVO · Novo-Nordisk A S	1	-$332M

Hot new positions

First-time buys ranked by # of whales

Stock	Whales buying	Total value
MSFT · Microsoft Corp.	12	$3.0B
V · Visa, Inc.	9	$2.1B
BRK-B · Berkshire Hathaway Inc. Del	9	$1.7B
GOOGL · Alphabet Inc.	9	$1.4B
GOOGL · Alphabet Inc.	8	$1.4B
AMZN · Amazon Com Inc.	7	$2.2B
INTU · Intuit	6	$2.5B
META · Meta Platforms, Inc.	6	$2.2B
BAC · Bank America Corp.	6	$2.1B
COF · Capital One Financial	6	$1.6B

Mass exits

Stocks the most whales fully exited

Stock	Whales exiting
78462F103 · Spdr S&P 500 Etf Tr	3
46137V357 · Invesco Exchange Traded Fd T	2
CIGI · Colliers Intl Group Inc.	2
HRI · Herc Holdings Inc.	2
HD · Home Depot Inc.	2
PEP · Pepsico Inc.	2
AMZN · Amazon Com Inc.	2
CMG · Chipotle Mexican Grill Inc.	2
20854L108 · Consol Energy Inc. New	2
867975104 · Sunrise Communications Ag	2

Top filers this quarter

Ranked by AUM

Whale	AUM	Positions
First Eagle Investment · First Eagle Investment Management, LLC	$47.9B	411
Chris Hohn · Tci Fund Management Ltd.	$43.4B	10
Bill Gates · Gates Foundation Trust	$41.8B	25
Polen Capital Management LLC	$31.8B	117
Andreas Halvorsen · Viking Global Investors LP	$31.5B	91
Terry Smith · Fundsmith Llp	$22.0B	38
William Von Mueffling · Cantillon Capital Management LLC	$15.4B	37
Duan Yongping · H&H International Investment, LLC	$12.0B	11
Steve Mandel · Lone Pine Capital LLC	$11.6B	22
Tom Gayner · Markel Group Inc.	$11.3B	135

Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.

★ WatchlistData from SEC EDGAR · whalstreet.com