Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$372M
Lifetime buys
$14.30B
Lifetime sells
$15.11B
Quarter activity
What changed in 2025Q4 - net new, added, trimmed, exited.
Added to12 names
- MUMICRON TECHNOLOGY INC+1,000,000$285.4M
- METAMETA PLATFORMS INC+230,000$151.8M
- GOOGALPHABET INC+399,431$125.3M
- OCOWENS CORNING NEW+788,500$88.2M
- AALAMERICAN AIRLS GROUP INC+4,900,000$75.1M
- MHKMOHAWK INDS INC+513,500$56.1M
- TSMTAIWAN SEMICONDUCTOR MFG LTD+70,000$21.3M
- MSFTMICROSOFT CORP+37,500$18.1M
- LRCXLAM RESEARCH CORP+55,000$9.4M
- MPLXMPLX LP+92,500$4.9M
- DALDELTA AIR LINES INC DEL+12,500$868K
- UALUNITED AIRLS HLDGS INC+2,500$280K
Trimmed24 names
- BABAALIBABA GROUP HLDG LTD−1,312,069$192.3M
- AMDADVANCED MICRO DEVICES INC−625,000$133.8M
- WHRWHIRLPOOL CORP−1,590,000$114.7M
- KWEBKRANESHARES TR−2,650,000$90.2M
- AMZNAMAZON COM INC−320,609$74.0M
- BIDUBAIDU INC−470,000$61.4M
- JDJD.COM INC−2,067,954$59.4M
- VSTVISTRA CORP−300,000$48.4M
- ETENERGY TRANSFER L P−2,765,985$45.6M
- UBERUBER TECHNOLOGIES INC−556,983$45.5M
- NVDANVIDIA CORPORATION−200,000$37.3M
- NSCNRG ENERGY INC−230,000$36.6M
- + 12 more…
Exited9 names
- FISVFISERV INC−925,000$119.3M
- TFCTRUIST FINL CORP−1,387,500$63.4M
- CZRCAESARS ENTERTAINMENT INC NE−2,100,000$56.8M
- KEYKEYCORP−2,020,000$37.8M
- CFGCITIZENS FINL GROUP INC−600,000$31.9M
- CMACOMERICA INC−462,500$31.7M
- XYZBLOCK INC−370,000$26.7M
- WALWESTERN ALLIANCE BANCORP−195,000$16.9M
- ZIONZIONS BANCORPORATION N A−285,000$16.1M
Recent transactions
Last 20 moves
TRIM
ADVANCED MICRO DEVICES INC
−625,000
~$214.16 · 2025Q4
2026-02-17
ADD
AMERICAN AIRLS GROUP INC
+4,900,000
~$15.33 · 2025Q4
2026-02-17
TRIM
ALIBABA GROUP HLDG LTD
−1,312,069
~$146.58 · 2025Q4
2026-02-17
SOLD
CAESARS ENTERTAINMENT INC NE
−2,100,000
~$27.02 · 2025Q4
2026-02-17
