Valeo Financial Advisors, LLC has added 93,266 shares of $IWR to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $IWR.
$IWR Hedge Fund Activity
We have seen 615 institutional investors add shares of $IWR stock to their portfolio, and 515 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JONES FINANCIAL COMPANIES LLLP added 5,633,614 shares (+8.1%) to their portfolio in Q3 2025, for an estimated $543,925,431
- BANK OF AMERICA CORP /DE/ added 1,612,328 shares (+2.7%) to their portfolio in Q3 2025, for an estimated $155,670,268
- WELLS FARGO & COMPANY/MN added 1,059,649 shares (+2.7%) to their portfolio in Q3 2025, for an estimated $102,309,110
- CETERA INVESTMENT ADVISERS added 1,038,604 shares (+91.4%) to their portfolio in Q3 2025, for an estimated $100,277,216
- ROYAL BANK OF CANADA added 813,960 shares (+13.1%) to their portfolio in Q3 2025, for an estimated $78,587,838
- US BANCORP \DE\ removed 710,695 shares (-5.2%) from their portfolio in Q4 2025, for an estimated $68,418,607
- GOLDMAN SACHS GROUP INC removed 616,797 shares (-23.6%) from their portfolio in Q3 2025, for an estimated $59,551,750
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 $IWR ticker page for more data.
