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Top Funds' Activity in Q4 2024

Pension Pulse

The Omaha, Nebraska-based conglomerate cut its stake in the bank to 8.9% The iPhone maker remains Berkshires largest stock holding, representing 28% of the conglomerates portfolio. The firm also bought shares in SiriusXM and Occidental Petroleum during the quarter, while slashing a stake in Citigroup Inc. 73%, selling 40.6

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Top Funds' Activity in Q2 2024

Pension Pulse

George Soros’ investment firm and Druckenmiller’s family office both cut their positions in Nvidia in the second quarter, as Tepper’s Appaloosa Management also sold down its stake in the California tech giant by 84%, the filings to the U.S. The conglomerate still owns nearly 4.7 Here are some funds worth tracking closely.

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Transcript: Peter Mallouk, Creative Planning

The Big Picture

Because this isn’t like, we’re not a hedge fund, we’re not a mutual fund. The typical investment firm seems to be east coast or West coast. You finances is very, very broad, but there’s hedge funds, mutual funds, smma, then there’s dealing with people, right?