Latest research, educational guides, and news from the world of institutional investing.
Garrett Motion executive Olivier Rabiller received a 456,461-share award on Feb 11 and then sold 662,963 shares ($13.5M) over two weeks — offloading far more than he was granted.
Bloom Energy officer Shawn Soderberg exercised options at $31 and immediately sold at $178-180, netting $8.1M in a single day — her third major sell-off in four months.
Arcellx CEO and founder Rami Elghandour sold nearly 90,000 ACLX shares worth $10.2M on Feb 27 — part of a structured liquidity sequence that included option exercises and share gifts earlier in the month.
Axsome Therapeutics COO Mark Jacobson sold his entire remaining position worth $5.7M while Director Mark Coleman sold $4M on the same day — a coordinated $9.8M insider exit.
Norges Bank Investment Management, managing the world's largest sovereign wealth fund, disclosed $935B in US equities for Q4 2025 — a 7.4% QoQ increase. NVIDIA leads at $62B (6.7% of portfolio), followed by Apple at $52B and Microsoft at $51B.
A practical 10b5-1 filter that helps investors distinguish routine insider selling from meaningful risk signals.
How to separate true insider conviction from mechanical option-related flows in Form 4 filings.
A practical framework for identifying high-signal insider cluster buying events and filtering out low-information Form 4 noise.
CEO Marc Benioff and CTO Parker Harris combined for over $35 million in Salesforce stock sales during Q4 2025, with Harris executing a single-day $31.6M exercise-and-sell on December 2.
The Lilly family's philanthropic endowment dumped 376,000 LLY shares worth $406 million between November and December 2025, yet its remaining 92.2 million shares are worth over $100 billion.
Both Scott Farquhar and Mike Cannon-Brookes sold thousands of Atlassian shares across Jan 23-28 in near-identical transaction patterns, totaling approximately $4M in combined dispositions.
Sanders Capital's $86.8B portfolio exits Alibaba, Halliburton, and Schlumberger while opening a $2.3B Salesforce position and doubling its Lockheed Martin stake — a decisive Q4 2025 value pivot.
Abu Dhabi's Mubadala sovereign wealth fund holds 90% of its $17.5B portfolio in GlobalFoundries, added $631M in Bitcoin via IBIT, and opened positions in 4 quantum computing stocks in Q4 2025.
Snehal Amin's Windacre Partnership surged from $4.4B to $9.3B in a single quarter, deploying $4.9B across 7 new positions headlined by a brand-new $1.38B bet on Roper Technologies that the fund had never previously held.
Soros Fund Management's Q4 2025 13F reveals a bold pivot to energy options (XOP, XLE) and AI infrastructure (CoreWeave, Kodiak AI), with the portfolio surging 23% to $8.6B across 244 assets.
Bridgewater Associates doubled its 13F portfolio to $27.4B in Q4 2025, expanding to 1,040 holdings after Ray Dalio's exit and a record 33% return in its Pure Alpha fund.
Berkshire Hathaway's Q4 2025 13F reveals Buffett slashed Amazon by 77%, continued trimming Apple and Bank of America, while adding to Chevron and Chubb — all in his final quarter as CEO.
Bridgewater Associates doubled its 13F equity portfolio to $27.4B in Q4 2025, adding 549 new holdings. After Ray Dalio's formal exit and a record 33% Pure Alpha return, we break down the fund's systematic, diversified approach.
Soros Fund Management's Q4 2025 13F reveals a bold pivot to energy ETFs (XOP, XLE puts) and AI infrastructure (CoreWeave, Kodiak AI), with AUM surging 23% to $8.6 billion. 115 new positions opened, heavy convertible bond exposure, and a massive energy hedge signal Soros's signature asymmetric macro strategy.
Warren Buffett slashed Amazon by 77% in his final quarter as Berkshire Hathaway CEO, while adding to Chevron, Chubb, and Domino's. Deep dive into the $274.2B Q4 2025 13F filing.