Valeo Financial Advisors, LLC has added 176,524 shares of $FBND to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $FBND.
$FBND Hedge Fund Activity
We have seen 418 institutional investors add shares of $FBND stock to their portfolio, and 226 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MORGAN STANLEY removed 5,817,506 shares (-16.6%) from their portfolio in Q2 2025, for an estimated $266,150,899
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 4,963,926 shares (+6.1%) to their portfolio in Q2 2025, for an estimated $227,099,614
- RFG ADVISORY, LLC removed 3,439,816 shares (-72.4%) from their portfolio in Q2 2025, for an estimated $157,371,582
- CREATIVE PLANNING removed 2,971,886 shares (-63.8%) from their portfolio in Q2 2025, for an estimated $135,963,784
- GALLAGHER FIDUCIARY ADVISORS, LLC added 1,970,997 shares (+4220.9%) to their portfolio in Q2 2025, for an estimated $90,173,112
- OSAIC HOLDINGS, INC. removed 1,504,381 shares (-35.8%) from their portfolio in Q2 2025, for an estimated $68,825,430
- JPMORGAN CHASE & CO removed 1,478,302 shares (-14.4%) from their portfolio in Q2 2025, for an estimated $67,632,316
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $FBND ticker page for more data.
