Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
+$5.15B
Lifetime buys
$385.18B
Lifetime sells
$347.05B
Quarter activity
What changed in 2025Q1 - net new, added, trimmed, exited.
New positions428 names
- KVUEKENVUE INC+3,718,431$89.2M
- KKR 6.25 03/01/28 DKKR & CO INC+1,800,000$88.2M
- YUMYUM BRANDS INC+347,279$54.6M
- SOUNSOUNDHOUND AI INC+6,500,134$52.8M
- SMCI 3.5 03/01/29Super Micro Computer Inc - US+52,715,000$51.1M
- VNOMUSDVIPER ENERGY INC+1,088,073$49.1M
- MCHP 7.5 03/15/28MICROCHIP TECHNOLOGY INC 7.500 03/15/28 CVT+950,000$46.7M
- BBDBANCO BRADESCO S A+20,311,259$45.3M
- CMICUMMINS INC+130,868$41.0M
- SRESEMPRA+550,474$39.3M
- VRNAVERONA PHARMA PLC+613,997$39.0M
- STWDSTARWOOD PPTY TR INC+1,953,010$38.6M
- + 416 more…
Added to1195 names
- GEVGE VERNOVA LLC+1,967,775$600.7M
- DISDISNEY WALT CO+5,164,437$509.7M
- PLTRPALANTIR TECHNOLOGIES INC+5,946,019$501.8M
- XLFSELECT SECTOR SPDR TR+9,836,014$489.9M
- TSMTAIWAN SEMICONDUCTOR MFG LTD+2,388,505$396.5M
- UNHUNITEDHEALTH GROUP INC+746,129$390.8M
- SCHWSCHWAB CHARLES CORP+4,915,834$384.8M
- COSTCOSTCO WHSL CORP NEW+363,451$343.7M
- INTUINTUIT+559,841$343.7M
- BSXBOSTON SCIENTIFIC CORP+3,075,641$310.3M
- ADBEADOBE SYSTEMS INCORPORATED+790,600$303.2M
- MRKMERCK & CO INC+2,936,922$263.6M
- + 1183 more…
Trimmed1106 names
- BABOEING CO−5,669,196$966.9M
- SPYSPDR S&P 500 ETF TR−1,014,156$567.3M
- LLYLILLY ELI & CO−667,437$551.2M
- NEENEXTERA ENERGY INC−5,953,344$422.0M
- NFLXNETFLIX INC−416,679$388.6M
- TSLATESLA INC−1,355,087$351.2M
- MUMICRON TECHNOLOGY INC−4,031,603$350.3M
- CVNACARVANA CO−1,585,510$331.5M
- CEGCONSTELLATION ENERGY CORP−1,614,896$325.6M
- APPAPPLOVIN CORP−1,205,728$319.5M
- CAVACAVA GROUP INC−3,084,590$266.5M
- DASHDOORDASH INC−1,438,273$262.9M
- + 1094 more…
Exited388 names
- IVVISHARES TR−1,616,083$951.4M
- AJGGALLAGHER ARTHUR J & CO−1,758,166$499.1M
- SNAP 0.125 03/01/28SNAP INC−116,813,000$95.5M
- CCLCARNIVAL CORP−3,297,434$82.2M
- RHRH−187,898$74.0M
- CHGG 0.125 03/15/25CHEGG INC−75,632,000$73.8M
- XLVSELECT SECTOR SPDR TR−525,485$72.3M
- NSIT 0.75 02/15/25INSIGHT ENTERPRISES INC−31,716,000$70.8M
- 418100HASHICORP INC−1,860,590$63.7M
- NOCNORFOLK SOUTHN CORP−271,123$63.6M
- AXON 0.5 12/15/27AXON ENTERPRISE INC−23,376,000$61.0M
- AAL 6.5 07/01/25AMERICAN AIRLINES GROUP INC−46,487,000$54.4M
- + 376 more…
Recent transactions
Last 20 moves
