Hedge Funds

Wall Street's billionaire brigade hit turbulence in the first quarter of 2025. From Warren Buffett to George Soros, even the most iconic names couldn't dodge the drawdowns as markets rotated and profit-taking weighed down performance. Buffett's Berkshire Hathaway Inc (NYSE:BRK) (NYSE:BRK) saw a -2....

While many investors have been backing away from healthcare stocks amid regulatory overhangs and earnings pressure, Ole Andreas Halvorsen of Viking Global Investors is leaning in. In the first quarter, Halvorsen added to his position in UnitedHealth Group Inc. (NYSE:UNH), snapping up additional...

Paul Singer isn't tiptoeing into the energy sector, he's charging in at full throttle. In the first quarter of 2025, Elliott Investment Management hiked its energy sector exposure from 23.84% to a commanding 37.64%, making it the firm's largest allocation. Phillips 66, Suncor: Singer’s...

While Wall Street’s mood around solar stocks has generally been cool since President Donald Trump took the oath again, George Soros is dialing up the wattage. In a surprise move that bucks the broader sentiment, Soros Fund Management revealed a bold new bet on First Solar Inc. (NASDAQ:FSLR),...

Carl Icahn is making bold moves from the lab to the tarmac. According to his latest 13F filing for the quarter ended March 31, the billionaire activist investor significantly boosted his holdings in Illumina Inc. (NASDAQ:ILMN) and JetBlue Airways Corp. (NASDAQ:JBLU) – a striking bet on both...

As ValueAct Holdings, LP. buys a fresh stake in Rocket Companies Inc. (NYSE:RKT), Andrew Left‘s Citron Research endorses the move, calling the investment a “multi-year story.” What Happened: The co-CEO and CIO of ValueAct, Mason Morfit, added 6.728 million shares worth $81.213...

It’s been a roller coaster year for Wall Street as investors revise expectations during a period of rapidly changing policy announcements in the White House. While markets turned bearish in March and April as the Trump Administration threatened tariffs on several U.S. trade partners, the SPDR...

Veteran hedge fund manager Doug Kass isn't mincing words about the state of the cannabis industry. In a recent column titled “Picking the Cannabis Winners in an Industry Full of the Walking Dead,” the Seabreeze Partners president outlined why he believes most public cannabis companies...

Ray Dalio's Bridgewater Associates just made a massive portfolio move that's bound to raise eyebrows on Wall Street. Is Berkshire’s Portfolio Sending A Message According to its first quarter 13F filing, the world's largest hedge fund slashed its top holding — the SPDR S&P 500 ETF (NYSE:...

Billionaire hedge fund manager Paul Tudor Jones believes the U.S. economy is either in or near recession. He also expects stocks to fall to new lows this year, but he has made similar predictions multiple times in recent years and been wrong. What To Know: Jones predicted Tuesday morning on CNBC...

Billionaire investor Bill Ackman isn't just writing a $900 million check to Howard Hughes Holdings Inc (NYSE:HHH) – he's rewriting the script. In a move that caught Wall Street's eye, Pershing Square, backed mainly by Ackman himself, is investing in Howard Hughes at $100 a share – a 48...

Apple Inc (NASDAQ:AAPL) might be Berkshire Hathaway Inc's (NYSE:BRK) (NYSE:BRK) biggest holding today, but it's far from being Warren Buffett's oldest flame. While Apple accounts for over 28% of Berkshire's portfolio, Buffett only began buying it in the first quarter of 2016. That makes it a...

Warren Buffett and Cathie Wood may both be stock-picking legends, but their portfolios might as well be from different galaxies. While Buffett cruises the investing seas with old-school juggernauts, Wood launches rockets hoping they'll land on the moon – or at least avoid burning up on re-...

Rio Tinto (NYSE:RIO), the second-largest global miner, has fended an activist investor campaign to abandon its long-standing dual listing structure. U.K.-based hedge fund Palliser Capital, which has campaigned for the effort, required a 75% majority but fell short, reaching only 19.35%, below the...

Billionaire investor John Paulson and NovaGold Resources, Inc. (AMEX:NG) have agreed to purchase a significant stake in the Donlin Gold project in Alaska. Barrick Gold Corp. (NYSE:GOLD) will sell its entire 50% interest in the project for $1 billion in cash. The Details: Novagold will purchase a 10...