Q3 2025 — superinvestor 13F recap
1090 tracked 13F moves filed by 30 managers across 550 tickers. Filed with the SEC on 2025-11-14.
109 new positions · 486 adds · 366 trims · 129 exits. Net action: +100.
What they bought for the first time
What they fully walked away from
The 15 tickers that moved most
Top 10 busiest managers in Q3 2025
| # | Manager | Moves |
|---|---|---|
| 1 | Joel Greenblatt Gotham Asset Management | 497 |
| 2 | Polen Capital Polen Capital Management | 91 |
| 3 | Bill Nygren Oakmark Funds | 64 |
| 4 | Howard Marks Oaktree Capital | 52 |
| 5 | Stanley Druckenmiller Duquesne Family Office | 51 |
| 6 | Andreas Halvorsen Viking Global Investors | 51 |
| 7 | Tom Slater Baillie Gifford (Long Term Global Growth) | 48 |
| 8 | David Tepper Appaloosa Management | 26 |
| 9 | Stephen Mandel Lone Pine Capital | 24 |
| 10 | Lee Ainslie Maverick Capital | 21 |
Where the capital went
| Sector | Buys | Sells | Net |
|---|---|---|---|
| Other | 458 | 382 | +76 |
| Technology | 56 | 48 | +8 |
| Financials | 35 | 28 | +7 |
| Consumer Discretionary | 14 | 8 | +6 |
| Real Estate | 5 | 1 | +4 |
| Energy | 5 | 3 | +2 |
| Industrials | 6 | 4 | +2 |
| Consumer Staples | 2 | 0 | +2 |
| Utilities | 6 | 6 | +0 |
| Communication | 5 | 6 | -1 |
| Materials | 0 | 1 | -1 |
| Healthcare | 3 | 8 | -5 |
Frequently asked questions
How many 13F moves filed in Q3 2025?
1090 tracked 13F moves filed in Q3 2025: 109 new positions, 486 adds, 366 trims, 129 exits. Across 30 active managers and 550 unique tickers. Filed with SEC 2025-11-14.
Were superinvestors net buyers or sellers in Q3 2025?
Q3 2025 net action: 595 buy-side moves (109 new + 486 adds) vs 495 sell-side moves (366 trims + 129 exits). Net: +100 (net accumulation). Full breakdown by sector + manager below.
When are Q3 2025 13F filings released?
Form 13F-HR is filed within 45 days of quarter-end per SEC regulation. Q3 2025 filings completed by 2025-11-14. HoldLens aggregates positions across 82 tracked superinvestors as filings arrive — see /methodology for refresh cadence + lag windows.
Where does Q3 2025 13F data come from?
SEC EDGAR Form 13F-HR filings (45-day statutory lag from quarter-end). HoldLens federates positions across 82 tracked superinvestors and computes deltas (new / add / trim / exit) per ticker per filing. Quarterly cadence; Q3 2025 = SEC filing window ending 2025-11-14.
Based on publicly filed 13Fs for Q3 2025, filed with the SEC on 2025-11-14. 13Fs report long-only U.S. equity positions. Not investment advice. Methodology.