---
title: 13F filings, Q3 2025
canonical: https://sweetvaluelab.com/investors/13f/2025-q3
quarter: 2025-09-30
deadline: 2025-11-14
filed: 2026-02-17
---
# 13F filings, Q3 2025

Holdings as of Sep 30, 2025, due by Nov 14, 2025. 85 of 85 tracked investors have filed; changes are computed for the 84 with holdings in both Q3 2025 and the quarter before. Stock positions only.

## New buys

| Security | Investors | Value |
| --- | ---: | ---: |
| UNP | 5 | $1.2B |
| FISV | 4 | $230.4M |
| GPC | 4 | $213.8M |
| FWONK | 4 | $180.6M |
| MDB | 4 | $164.9M |
| STUB (first appearance: spin-off or new listing) | 4 | $136.5M |
| AEBI (first appearance: spin-off or new listing) | 4 | $63.2M |
| GLIBK (first appearance: spin-off or new listing) | 4 | $63.1M |
| UNH | 4 | $25.9M |
| UPS | 4 | $12.6M |

## Sold out

| Security | Investors | Value sold |
| --- | ---: | ---: |
| LLY | 4 | $1.6B |
| UNH | 4 | $605.5M |
| SPARUSD | 4 | $50.6M |
| INTU | 3 | $610.1M |
| WIX | 3 | $366.2M |
| LBRDK | 3 | $215.8M |
| 0VVB | 3 | $181.5M |
| ICLR | 3 | $127.2M |
| ILMN | 3 | $80.5M |
| BLDR | 3 | $54.5M |

## Net bought

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| V | 10 / 10 | +$3.3B |
| AVGO | 5 / 7 | +$1.7B |
| AON | 6 / 2 | +$1.6B |
| FISV | 12 / 2 | +$1.6B |
| GOOGL | 9 / 20 | +$1.5B |
| CB | 3 / 2 | +$1.2B |
| UNP | 7 / 5 | +$1.2B |
| ELV | 9 / 3 | +$1.2B |
| PNC | 4 / 4 | +$1.1B |
| BSX | 3 / 3 | +$876.3M |

## Net sold

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| AAPL | 6 / 13 | −$10.6B |
| MSFT | 9 / 27 | −$10.3B |
| META | 10 / 20 | −$5.3B |
| BAC | 5 / 12 | −$3.2B |
| GOOG | 2 / 26 | −$2.7B |
| C | 0 / 10 | −$2.3B |
| ORCL | 2 / 12 | −$1.6B |
| LLY | 3 / 7 | −$1.5B |
| GE | 1 / 5 | −$1.4B |
| WFC | 0 / 13 | −$1.3B |

## Selected investors

| Investor | Largest moves |
| --- | --- |
| Buffett (Berkshire Hathaway Inc) | reduced AAPL −$10.6B; bought GOOGL +$4.3B; reduced BAC −$1.9B; added CB +$1.2B; reduced VRSN −$1.2B |
| Burry (Scion Asset Management, LLC) | bought MOH +$23.9M; bought SLM +$13.3M; bought BRKR 6.375 09/01/28 +$13.1M; sold EL −$12.1M; sold BRKR −$10.3M |
| Druckenmiller (Duquesne Family Office LLC) | sold PM −$148.6M; sold ENTG −$132.7M; sold COHR −$103.3M; sold MSFT −$99.9M; bought AMZN +$96.0M |
| Soros (Soros Fund Management LLC) | added AMZN +$404.7M; added GOOGL +$153.5M; sold LBRDK −$141.7M; bought F 0 03/15/26 +$137.7M; reduced DOCN 0 12/01/26 −$129.6M |
| Bridgewater (Bridgewater Associates, LP) | reduced NVDA −$880.5M; reduced GOOGL −$716.3M; reduced MSFT −$320.0M; reduced PANW −$294.1M; reduced META −$286.5M |
| Ackman (Pershing Square Inc.) | reduced GOOGL −$126.2M; reduced BN −$9.6M; reduced QSR −$5.5M; reduced UBER −$3.0M |
| Klarman (Baupost Group LLC) | bought UNP +$353.7M; added QSR +$269.6M; added ELV +$227.2M; bought GPC +$193.3M; reduced GOOG −$189.0M |
| Tepper (Appaloosa LP) | reduced UNH −$775.7M; added WHR +$411.4M; sold INTC −$179.2M; bought AMD +$153.7M; added QCOM +$148.9M |

Every tracked investor has filed for Q3 2025.

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Source: https://sweetvaluelab.com/investors/13f/2025-q3 (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs; share changes priced at each quarter's reported value. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.