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Aug 15, 2025  |  
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NextImg:Here's What Hedge Funds Bought And Sold In Q2: Full 13F Summary

Last night we reported that around the time Warren Buffett was making a decision to retire as CEO of Berkshire (at the age of 94), he made a few notable changes to his massive $260 billion portfolio of stocks, including a new position in UnitedHealth Group (which has sent the stock soaring the most since 2008 today), and adding to his homebuilder stake in what appears to be a bet on lower rates, besides the now-traditional slow motion unwind of his AAPL and bank/financial bets while adding to his record cash hoard, which now stands at $344 billion.

So what did all the other marquee hedge funds do? Two answers here: first, it doesn't matter, since as even Goldman discussed yesterday, retail investors have "changed the game" and are all that matters in the current market euphoria. Second: below is a breakdown of what some of the most notable hedge funds bought and sold in Q2, courtesy of Newsquawk and Roberts-Ryan.

Appaloosa (David Tepper): New INTC GT RTX DAL UAL IQV WHR MHK positions, Boosted NVDA TSM XYZ MU holdings 

Baupost Group (Seth Klarman): New AMCR PAGS FI positions, Exited CLVT SOLV SGI, Boosted CRH LBRDK DG GOOG ELV QSR WCC FIS holdings

Berkshire Hathaway (Warren Buffett): New LEN NUE UNH DHI LAMR ALLE positions, Cut BAC AAPL DVA CHTR FWONK holdings 

Carl Icah : Boosted IEP CTRI CVI positions, Confirms DAN exit 

Corvex Management (Keith Meister) : New QSR ORCL positions, Boosted VSTS WGS AQN SWX AMZN LLYVK holdings 

D1 Capital: New LPX FLS DHI VIK DHR positions, Exited CP INTC RCL SNPS

Discovery Capital Management (Rob Citrone) : New QXO YPF NU JBS CLS positions, Boosted AMX IREN SNAP holdings, Exited TUR SCHW BA

Elliott Management (Paul Singer): New HPE HYG positions, Boosted PSX holding, Exited RIG MTCH BMRN 

Eminence Capital (Ricky Sandler) : New PTON CPNG WBD JHX JEF SXT UNH positions, Boosted AMCR GTLB CWH FRSH WK holdings

Engaged Capital (Glenn Welling): New FRPT position, Boosted EVH YETI holdings 

Glenview Capital (Larry Robbins and Mark Horowitz): New SGRY EYE DKS COO MKSI ON IQV RH positions, Boosted GTM BLCO TEVA MYGN GPN holdings, Exited DNB CTVA CNC BKD PINS 

Greenlight / DME Capital (David Einhorn): New FLR VSCO SHC positions, Boosted GPK TEVA PENN DHT OIH holdings, Exited VTRS ALIT DLTR, Lowered PTON KD CNH holdings

Hound Partners (Jonathan Auerbach): New SE ONON GIII AAPL GS ICLR positions 

Jana Partners (Barry Rosenstein : New WEX position, Confirms increased RPD THS FRPT holdings, Exited FIS 

Lansdowne Partners: New UAL VMC positions, Boosted FCX TSM AMZN FTV TXN ROK AEM holdings:

Leon Cooperman: New AESI (confirmed) AVBP GEHC positions, Boosted FIHL SUN GCI KBR holdings, Exited LVS MSFT MSGS

Lone Pine: New EQT BN WIX UNH BKNG positions, Boosted VST AMZN KKR CRM LPLA holdings 

Kerrisdale Advisers: New WDC ACLS RDDT positions, Exited CSX BAC UBER 

Miller Value Partners (Bill Miller) : Boosted JELD CNDT GCI FOSL AXL NBR holdings

Paulson & Co (John Paulson): New JNPR GOOG positions

Peconic Partners (William Harnisch): New XLU RRC EQT FSLR GOOGL positions 

Pershing Square (Bill Ackman): New AMZN position, Exited CP, Boosted HTZ, HLT, BN, GOOGL 

Scion Asset Management (Michael Burry): New BRKR LULU UNH REGN MELI positions, Buys calls in BABA ASML JD META VFC, Exited all put positions 

Scopia Capital: New LIVN MNKD AL TSM positions, Increased CC PTON VSTS holdings 

Soros Capital: New EWY SMH MU positions, Exited CORZ EWZ YUMC 

Soros Fund (George Soros): New ETWO AVDX ARMK SRAD BRO AACT SHLS SNDK positions, Increased EVGO DNB IPG BGC SW CIFR NVDA holdings 

Stadium Capital: New DKS position, Added to BLDR GTLB BC

Starboard Value (Jeffrey Smith): New TRIP IWM positions, Boosted MTCH BDX PFE CRM ROG holdings 

TCI Fund Management (Chris Hohn): Boosted V SPGI holdings, Lowered CNI CP GOOG / GOOGL holdings:

Tiger Global: New CHYM BULL HNGE CRCL positions, Boosts AMZN RDDT XYZ Z LRCX holdings 

Third Point (Dan Loeb): New RKT FLS COOP positions 

Trian Fund (Nelson Peltz): Boosted FERG holding, Confirms lowered IVZ holding, Maintained JHG WEN SOLV GE holdings

ValueAct (Jeffrey Ubben and Bradley Singer): New RDFN CCCS SSD COOP MDB CBRE positions, Boosted RKT AMZN holdings, Exited TOST NU, Lowered RBLX DIS NSIT EXPE META V holdings 

Viking Global (Andreas Halvorsen): New DIS XYZ CART CSGP TTD UBS PNC APD AMD AIG positions, Exited DB SKX EQH ICE MNST TVTX UNH CB DASH 

More in the full pdf recap available to pro subscribers.