Merit Financial Group, LLC has opened a new $27.7M position in $FVAL, 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 $FVAL.
$FVAL Hedge Fund Activity
We have seen 69 institutional investors add shares of $FVAL stock to their portfolio, and 54 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 755,322 shares (+78.9%) to their portfolio in Q2 2025, for an estimated $48,242,416
- THRIVENT FINANCIAL FOR LUTHERANS removed 544,830 shares (-95.3%) from their portfolio in Q2 2025, for an estimated $34,798,292
- MERIT FINANCIAL GROUP, LLC added 401,738 shares (+inf%) to their portfolio in Q3 2025, for an estimated $27,667,696
- AVIDIAN WEALTH ENTERPRISES, LLC removed 252,014 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $16,096,134
- ROYAL BANK OF CANADA added 192,848 shares (+116.8%) to their portfolio in Q2 2025, for an estimated $12,317,201
- CUSTOS FAMILY OFFICE, LLC removed 169,072 shares (-52.6%) from their portfolio in Q3 2025, for an estimated $11,643,988
- TWO SIGMA INVESTMENTS, LP removed 103,600 shares (-50.4%) from their portfolio in Q2 2025, for an estimated $6,616,932
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 $FVAL ticker page for more data.
