Core Insights - Goldman Sachs (GS.US) reported a total market value of $740 billion for its Q2 2025 holdings, an increase of approximately 7.32% from $620 billion in the previous quarter [1][2]. Holdings Summary - In Q2 2025, Goldman Sachs added 591 new stocks, increased holdings in 2,542 stocks, and sold out of 568 stocks [1][2]. - The top ten holdings accounted for 21.01% of the total market value [1][2]. Top Holdings - Nvidia (NVDA.US) was the largest holding with approximately 160 million shares valued at about $25.28 billion, representing 3.43% of the portfolio, with a 15.41% increase in shares [3][4]. - Microsoft (MSFT.US) ranked second with around 46.7 million shares valued at approximately $23.24 billion, making up 3.16% of the portfolio, with a 3.40% increase in shares [3][4]. - The SPDR S&P 500 ETF (SPY.US) was third, holding about 36.8 million shares valued at approximately $22.76 billion, accounting for 3.09% of the portfolio, with a 5.89% increase in shares [3][4]. - Apple (AAPL.US) was fourth with about 90.9 million shares valued at approximately $18.65 billion, representing 2.53% of the portfolio, with a 1.92% increase in shares [3][4]. - The fifth largest holding was SPY put options, with 19.9 million shares valued at approximately $12.29 billion, accounting for 1.67% of the portfolio, but saw a decrease of 15.98% in shares [3][4]. Trading Activity - The top five purchases included Nvidia, Tesla (TSLA.US), Broadcom (AVGO.US), Invesco QQQ Trust call options, and Nvidia call options [5][6]. - The top five sales included Invesco QQQ Trust put options, SPDR S&P 500 ETF put options, AbbVie (ABBV.US), iShares Russell 2000 ETF, and iShares 20+ Year Treasury put options [5][6].

Core Insights - Barclays Bank reported a total market value of $252 billion for its Q2 2025 holdings, down from $353 billion in the previous quarter, indicating a decrease of approximately 34.33% [1][2] - The bank added 255 new stocks, increased holdings in 2,747 stocks, reduced holdings in 1,176 stocks, and completely sold out of 1,047 stocks during the quarter [1][2] - The top ten holdings accounted for 37.06% of the total market value [1][2] Holdings Overview - The largest holding is NVIDIA (NVDA), with approximately 100.84 million shares valued at about $15.93 billion, representing 6.32% of the portfolio, an increase of 14.2% in shares held [3][4] - Microsoft (MSFT) is the second largest holding, with around 26.97 million shares valued at approximately $13.41 billion, accounting for 5.33% of the portfolio, a decrease of 2.31% in shares held [3][4] - Apple (AAPL) ranks third, holding about 45.53 million shares valued at approximately $9.34 billion, which is 3.71% of the portfolio, with an increase of 1.91% in shares held [3][4] - Amazon (AMZN) is fourth, with approximately 36.38 million shares valued at about $7.98 billion, making up 3.17% of the portfolio, a decrease of 9.67% in shares held [3][4] - Tesla (TSLA) is fifth, holding about 20.51 million shares valued at approximately $6.51 billion, representing 2.59% of the portfolio, with an increase of 10.63% in shares held [3][4] Trading Activity - The top five purchases by percentage change in the portfolio were NVIDIA, Microsoft, Broadcom (AVGO), Tesla, and Meta [5] - The top five sales included SPDR S&P 500 ETF put options, Invesco QQQ Trust put options, SPDR S&P 500 ETF call options, Russell 2000 ETF put options, and Invesco QQQ Trust call options [6]

Core Viewpoint - Major global financial institutions, including JPMorgan Chase, Vanguard Group, and BlackRock, have significantly increased their holdings in technology giants, particularly Nvidia, in the second quarter of 2025, as revealed in their 13F filings [1][2][6]. Group 1: JPMorgan Chase Holdings - As of June 30, 2025, JPMorgan Chase's U.S. stock investment portfolio reached a total market value of $1.53 trillion, reflecting an 11.7% increase from the previous quarter [3]. - The top five holdings of JPMorgan Chase are all technology companies, accounting for 25.16% of the total portfolio [4]. - The largest positions include Microsoft (MSFT) at approximately $78.12 billion (5.11%), Nvidia (NVDA) at about $73.09 billion (4.78%), and Apple (AAPL) at around $44.03 billion (2.88%) [4][5]. Group 2: Vanguard Group Holdings - Vanguard Group's U.S. stock holdings reached a total market value of $6.18 trillion as of June 30, 2025, with the top ten holdings comprising a significant portion of the portfolio [6][7]. - The top five holdings include Nvidia, Microsoft, Apple, Amazon, and META, with Vanguard increasing its positions in these stocks during the second quarter [7]. Group 3: BlackRock Holdings - BlackRock's U.S. stock holdings totaled $5.25 trillion as of June 30, 2025, with the top ten holdings representing 28.07% of the total portfolio [7]. - Nvidia is the largest holding for BlackRock, with a total of 1.91 billion shares, and the firm also increased its stakes in Apple and Amazon during the second quarter [7].

Core Viewpoint - Citigroup's second-quarter 13F filing reveals a total market value of $204 billion, reflecting a 4.08% increase from the previous quarter's $196 billion, with significant changes in stock positions [1][2]. Holdings Summary - Total market value increased to $204 billion from $196 billion, a rise of approximately 4.08% [1][2]. - New purchases amounted to 520 stocks, while 1,720 stocks were added to existing positions, 3,015 stocks were reduced, and 427 stocks were completely sold out [1][2]. - The top ten holdings represent 19.82% of the total market value [1][2]. Top Holdings - Nvidia (NVDA) is the largest holding with 46.52 million shares valued at approximately $7.35 billion, accounting for 3.61% of the portfolio, with a decrease of 9.35% in shares held [3][5]. - Microsoft (MSFT) follows with 11.89 million shares valued at about $5.91 billion, making up 2.90% of the portfolio, down 9.66% in shares held [3][5]. - Apple (AAPL) ranks third with 231.26 million shares valued at around $4.74 billion, representing 2.33% of the portfolio, with a decrease of 5.14% in shares held [3][5]. - iShares Russell 2000 ETF put options (IWM) are fourth, with 21.37 million shares valued at approximately $4.61 billion, increasing by 9.47% in shares held [3][5]. - Amazon (AMZN) is fifth with 19.34 million shares valued at about $4.24 billion, accounting for 2.08% of the portfolio, with a slight decrease of 0.61% in shares held [3][5]. Notable Changes - Tesla put options (TSLA) saw a significant increase of 38.77% in holdings during the second quarter [4][5]. - The top five new purchases included Meta put options (META), Tesla put options (TSLA), Microsoft put options (MSFT), iShares 7-10 Year Treasury ETF call options (IEF), and Carvana put options (CVNA) [5][7]. - The top five sales included Invesco QQQ Trust put options (QQQ), SPDR Gold Shares ETF call options (GLD), iShares 20+ Year Treasury ETF call options (TLT), Apple (AAPL), and iShares iBoxx High Yield Corporate Bond ETF put options (HYG) [6][7].

Core Insights - UBS reported a total market value of $540 billion in its Q1 2025 holdings, remaining stable compared to the previous quarter [1][2] - The firm added 1,239 new stocks to its portfolio, increased holdings in 4,632 stocks, reduced holdings in 4,025 stocks, and completely sold out of 944 stocks [1][2] - The top ten holdings accounted for 14.36% of the total market value [1][2] Holdings Summary - The top five holdings include Apple (AAPL) with approximately 60.7 million shares valued at $13.49 billion (2.48% of the portfolio), Microsoft (MSFT) with about 32.9 million shares valued at $12.35 billion (2.27%), Nvidia (NVDA) with around 101.4 million shares valued at $10.99 billion (2.02%), Amazon (AMZN) with approximately 37.6 million shares valued at $7.15 billion (1.31%), and SPDR S&P 500 ETF (SPY) with about 12.8 million shares valued at $7.14 billion (1.31%) [3][4] - Notably, SPY saw a significant increase in holdings by 27.95% compared to the previous quarter [3][4] Trading Activity - The turnover rate for the portfolio was 19.64%, with an alternative turnover rate of 8.64% [2] - The average holding period for the top 20 stocks was approximately 20.95 quarters, while the top 10 stocks had an average holding period of 21 quarters [2] Buying and Selling Trends - The top five purchases included SPDR S&P 500 ETF put options, iShares iBoxx High Yield Corporate Bond ETF put options, SPDR S&P 500 ETF, SPDR Gold Shares ETF, and Berkshire Hathaway [4][6] - The top five sales included Microsoft, Apple, Google, Tesla, and iShares iBoxx Investment Grade Corporate Bond ETF call options [5][6]

Summary of Key Points Core Viewpoint - Bank of America reported a total market value of $1.24 trillion in its Q1 2025 holdings, reflecting a 4.20% increase from the previous quarter's $1.19 trillion, with significant activity in stock purchases and sales [1][2]. Holdings Activity - Total market value of holdings reached $1.24 trillion, up from $1.19 trillion, indicating a 6.83% inflow as a percentage of total market value [2] - New purchases included 634 stocks, while 4,520 stocks were added to existing positions [1][2] - The bank reduced holdings in 2,694 stocks and completely sold out of 500 stocks [1][2] - The top ten holdings accounted for 15.76% of the total market value [1][2] Top Holdings - Microsoft (MSFT) was the largest holding with approximately 73.1 million shares valued at $27.45 billion, representing 2.22% of the portfolio, an increase of 7.42% from the previous quarter [3][4] - Apple (AAPL) followed with about 122 million shares valued at $27.09 billion, making up 2.19% of the portfolio, with a 2.67% increase in shares [3][4] - Nvidia (NVDA) ranked third with around 210 million shares valued at $22.74 billion, accounting for 1.84% of the portfolio, showing a significant increase of 19.97% [3][4] - Other notable holdings included Vanguard Value ETF (VTV) and Vanguard Growth ETF (VUG), with respective values of $21.47 billion and $18 billion [3][4] Trading Activity - The turnover rate for the portfolio was 12.9%, with an alternative turnover rate of 4.7% [2] - The average holding period for the top 20 stocks was 20.2 quarters, while the top 10 stocks had an average holding period of 23.7 quarters [2] Notable Purchases and Sales - Significant increases in holdings were observed in Amazon (AMZN), Google (GOOGL), Broadcom (AVGO), and Meta (META) [7] - The top buys included SPDR S&P 500 ETF put options (SPY) and iShares Russell 2000 ETF put options (IWM) [6] - Major sell-offs included Apple call options (AAPL) and Invesco QQQ Trust put options (QQQ) [5][6]

Core Insights - Carlyle Group Inc reported a total market value of $3.80 billion for Q1 2025, down from $4.15 billion in the previous quarter, representing an 8% decrease [1][2] - The firm made no new stock purchases, increased its position in one stock, reduced holdings in five stocks, and completely exited four stocks [1][2][5] - The top ten holdings accounted for 99.33% of the total market value [2] Holdings Summary - StandardAero remains the largest holding with approximately 134 million shares valued at about $3.6 billion, making up 92.44% of the portfolio, with a significant increase in shares by 1912.52% [3][4] - Soleno Therapeutics is the second largest holding with around 860,980 shares valued at approximately $61.4 million, representing 1.59% of the portfolio, showing a decrease of 37.41% in shares [3][4] - WeRide (文远知行) holds the third position with about 3.42 million shares valued at approximately $46.5 million, maintaining its share count from the previous quarter [3][4] - Phathom Pharmaceuticals and Pony.ai are the fourth and fifth largest holdings, with values of approximately $21.9 million and $20.8 million, respectively, both maintaining their share counts [3][4] Sell and Exit Activities - Carlyle Group completely exited positions in Ramaco Resources-A, Riley Exploration Permian, Robinhood, and Spyre Therapeutics during the first quarter [3][5] - The top sold stocks included Getty Images, Riley Exploration Permian, Robinhood, Spyre Therapeutics, and Ramaco Resources, with minimal changes in portfolio percentage [5][7]

Group 1 - The core viewpoint of the article highlights that Citigroup's Q1 holdings have significantly increased, with a total market value of $196 billion, up approximately 16% from the previous quarter's $169 billion [1] - The largest position in Citigroup's portfolio is in Nasdaq 100 ETF put options, with a holding of 25.54 million shares valued at approximately $11.98 billion, accounting for 6.12% of the investment portfolio [1] - Citigroup has substantially increased its holdings in major tech companies, with Nvidia holding 51.32 million shares, a growth of 48.34% from the previous quarter, and Apple holding 24.38 million shares, a growth of 62.57% [1]

Core Insights - Citigroup submitted its 13F filing for the first quarter ending March 31, 2025, reporting a total market value of $196 billion, up approximately 16% from $169 billion in the previous quarter [1][2]. Holdings Summary - The fund added 349 new stocks, increased holdings in 2,259 stocks, reduced holdings in 2,635 stocks, and completely sold out of 632 stocks [1][2]. - The top ten holdings accounted for 24.36% of the total market value [1][2]. Top Holdings - The largest position was in Invesco QQQ Trust (PUT), with 25.54 million shares valued at approximately $11.98 billion, representing 6.12% of the portfolio, and a significant increase of 306.29% in shares held [3][6]. - NVIDIA (NVDA) was the second-largest holding, with 51.32 million shares valued at about $5.56 billion, making up 2.84% of the portfolio, and an increase of 48.34% in shares held [4][6]. - Apple (AAPL) ranked third, holding 24.38 million shares valued at approximately $5.42 billion, which is 2.77% of the portfolio, with a 62.57% increase in shares held [5][6]. - Microsoft (MSFT) was fourth, with 13.16 million shares valued at about $4.94 billion, accounting for 2.52% of the portfolio, and a 75.93% increase in shares held [5][6]. - The fifth position was in SPDR Gold ETF (CALL), with 13.89 million shares valued at approximately $4.00 billion, representing 2.05% of the portfolio, with a decrease of 2.26% in shares held [5][6]. Notable Changes - The top five purchases by percentage change included Invesco QQQ Trust (PUT), iShares 20+ Year Treasury (TLT), SPDR S&P 500 ETF (SPY), iShares 20+ Year Treasury (CALL), and Microsoft [6][8]. - The top five sales by percentage change included Tesla (PUT), iShares Russell 2000 (PUT), NVIDIA (PUT), Carvana (PUT), and Apple (PUT) [7][8].

Core Insights - Morgan Stanley's first quarter 13F filing shows a total market value of $1.37 trillion, up from $1.34 trillion in the previous quarter, indicating a growth of 6.05% in inflows [1][2] - The fund added 605 new stocks, increased holdings in 2,772 stocks, reduced holdings in 3,431 stocks, and completely sold out of 691 stocks, with the top ten holdings accounting for 22.67% of the total market value [1][2] Holdings Overview - The top five holdings include Microsoft (MSFT) with 142 million shares valued at approximately $53.31 billion, Nvidia (NVDA) with 421 million shares valued at about $45.64 billion, Apple (AAPL) with 199 million shares valued at around $44.15 billion, Amazon (AMZN) with 200 million shares valued at approximately $38.10 billion, and Meta (META) with 58 million shares valued at about $33.54 billion [3][4][5] - The top ten holdings also feature SPDR S&P 500 ETF (SPY), Mastercard (MA), Google (GOOG), Broadcom (AVGO), and Vanguard S&P 500 ETF (VOO) [4][5] Trading Activity - The top five purchases by percentage change in the portfolio include Visa (V), Walmart (WMT), Johnson & Johnson (JNJ), Philip Morris (PM), and Meta [6][7] - The top five sales by largest value include Tesla put options, SPDR S&P 500 ETF put options, Taiwan Semiconductor (TSM), SPDR Gold Shares ETF put options, and Honeywell (HON) [6][7]