Which Stocks Did the Whales Buy and Sell in Q4?

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In Q4/2024, the total value of long positions by institutional investors increased 9.47% to 57.8 trillion USD, a record high.

Meanwhile, the ratio of net buyers to net sellers has declined for the third consecutive quarter, signaling that the profit-taking trend continues.

The market slowdown stems from uncertainty risks—both political (Trump's re-election) and valuation concerns.

Trump's first month in office made the market quite unstable, imposing trade tariffs (or at least attempting to), speculating about buying Greenland, escalating conflicts, and even making statements about Canada being the 51st state of the United States.

However, as usual, every quarter, the financial media buzzes around 13F reports – filings from large investment funds and giants like Warren Buffett's Berkshire Hathaway. These are not just dry numbers but contain a wealth of valuable information, offering unique insights into the investment decisions of top money managers.

On the other hand, one should not blindly chase every report. Smart investing requires selectivity and discernment, using this information as inspiration rather than a launchpad for blind decisions.

In today's article, Viet Hustler will go over the overall market picture through Q4 2024 13F filings with you.

• The Concept of 13F Reports and Their Pros and Cons

• Top Stocks Held & Bought by Funds in Q4

• Changes in Portfolios of Major Funds

• Advice for Retail Investors