Orgel Wealth Management, LLC has opened a new $158.6M position in $MTUM, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $MTUM.
$MTUM Hedge Fund Activity
We have seen 431 institutional investors add shares of $MTUM stock to their portfolio, and 340 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 2,200,049 shares (+341.3%) to their portfolio in Q1 2025, for an estimated $444,695,904
- ENVESTNET ASSET MANAGEMENT INC removed 1,062,995 shares (-8.4%) from their portfolio in Q1 2025, for an estimated $214,863,179
- GOLDMAN SACHS GROUP INC removed 848,602 shares (-74.6%) from their portfolio in Q1 2025, for an estimated $171,527,922
- ORGEL WEALTH MANAGEMENT, LLC added 659,781 shares (+inf%) to their portfolio in Q2 2025, for an estimated $158,558,569
- MERCER GLOBAL ADVISORS INC /ADV added 512,679 shares (+7.4%) to their portfolio in Q1 2025, for an estimated $103,627,806
- PARK AVENUE SECURITIES LLC removed 507,294 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $102,539,336
- BANK OF AMERICA CORP /DE/ removed 468,221 shares (-30.6%) from their portfolio in Q1 2025, for an estimated $94,641,510
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 $MTUM ticker page for more data.
