Institutional & Insider Insights | Investing
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Joined November 2017
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Hedge Vision retweeted
August 2026 Portfolio Review
The Hedge Vision portfolio returned 5.37% in August, bringing its YTD return to 15.67%.
$NOW led my portfolio with a 29.6% return. NOW climbed the ranks to become my sixth largest position, up from ninth at the beginning of the month.
hedgevision.substack.com/p/a…
Hedge Vision retweeted
Here’s What Hedge Funds Bought in Q2 2026
-Tepper’s unexpected bet against Berkshire Hathaway and Apple.
-A fresh look at Situational Awareness’ portfolio before it plummeted 67%.
-Druckenmiller buys call options on two Magnificent 7 stocks.
And much, much more…
hedgevision.substack.com/p/h…
Hedge Vision retweeted
Here's What Hedge Funds Bought in Q4
-Druckenmiller cuts his tech exposure to a multi-year low while turning to a South American country.
-Tepper bets big on the “Big Three” of the semiconductor memory industry.
-Bill Ackman reveals a new holding in his 11-stock portfolio.
And much, much more…
hedgevision.substack.com/p/h…
Hedge Vision retweeted
I highly recommend checking out @HedgeVision for institutional holdings. He updates every quarter on what funds are buying and selling - it’s worth tracking what the big players are doing.
Really like his work.
Hedge Vision retweeted
This is one of the best article I read this quarter. A lot of work have been done here. Support HV @HedgeVision 🙌
Here's What Hedge Funds Bought in Q1
-Druckenmiller’s top new position is… a 2020 pandemic winner?
-Top hedge funds have a new favorite stock
-Warren Buffett requests confidential treatment for a new mystery stock
And much, much more…
hedgevision.substack.com/p/h…
Hedge Vision retweeted
@HedgeVision is one of the key reasons I got into $LuLu early. Awesome analyst! Follow now!
Hedge Vision retweeted
Here’s What Hedge Funds Bought in Q3
The latest portfolio updates on Druckenmiller, Tepper, the Tiger Cubs, and more
hedgevision.substack.com/p/h…
Hedge Vision retweeted
Here’s What Hedge Funds Bought in Q2
Dive into the portfolios of Druckenmiller, Tepper, the Tiger Cubs, and more.
hedgevision.substack.com/p/h…
Hedge Vision retweeted
July portfolio review out now!
xitter.cf/HedgeVision/status/182…
Hedge Vision retweeted
2024 Mid-Year Portfolio Review
The Hedge Vision portfolio returned 26.61% during the first half of 2024.
The top contributors to my YTD returns were $NVDA with a gain of 156% and $CROX and $CRWD, each with a gain of 55%.
hedgevision.substack.com/p/2…
Hedge Vision retweeted
👀👌
Here's What Hedge Funds Bought in Q1
From $NVDA to Druckenmiller to an options-trading sovereign wealth fund, here's the scoop on what hedge funds traded in Q1.
hedgevision.substack.com/p/h…
Hedge Vision retweeted
New post is up!
The 3 Worst Hedge Fund Mistakes of All-Time
xitter.cf/HedgeVision/status/176…
The 3 Worst Hedge Fund Mistakes of All-Time
These hedge funds lost a combined $46 billion. Don't make the same mistakes that they did.
hedgevision.substack.com/p/t…
Hedge Vision retweeted
@HedgeVision If you don’t follow, you absolutely should. The absolute best in the business at tracking the plethora of hedge funds. Brings his “A game” all
day every day. Never asks for anything in return. It is people like this why our tribes thrive. Mad respect. 🫡
Hedge Vision retweeted
Read more about the complete list of winners here: hedgevision.substack.com/p/t…
