Hedge Vision

4.8K posts

Hedge Vision

@HedgeVision

Institutional & Insider Insights | Investing

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Hedge Vision@HedgeVision·24 Şub

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/heres-what-h…

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Hedge Vision@HedgeVision·1d

x.com/hedgevision/st…

Hedge Vision@HedgeVision

$CRM Director David Kirk buys $500,178 of shares, marking the first Salesforce insider buy this year. CRM is down by 30% over the past year.

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Hedge Vision@HedgeVision·1d

$CRM Director Laura Alber buys $500,266 of shares. That's the second insider buy in two days, with Director David Kirk disclosing a $500,178 purchase yesterday.

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Hedge Vision@HedgeVision·2d

$CRM Director David Kirk buys $500,178 of shares, marking the first Salesforce insider buy this year. CRM is down by 30% over the past year.

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Hedge Vision@HedgeVision·2d

@VladdyGuerr999 @SECGov Slowe offloaded employee stock options, this is an uninformative sale

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Vladdy Guerrero@VladdyGuerr999·2d

@HedgeVision LOL. STFU. 04:26 AM EDT, 03/12/2026 Christopher Brian Slowe, Chief Technology Officer, on March 09, 2026, sold 9,500 shares in Reddit (RDDT) for $1,297,225. Following the Form 4 filing with the SEC, Slowe has control over a total of 203,241 Class. YOU need to be in jail @SECGov

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Hedge Vision@HedgeVision·3d

$RDDT Director Sarah Farrell buys $1.38 million of shares. This comes after Farrell bought $7.48 million of shares last month, marking the largest Reddit insider buy ever.

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Hedge Vision@HedgeVision·3d

It's worth pointing out that Farrell indirectly purchased the shares through Waygrove Partnership, which she co-founded and serves as a Managing Partner.

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Hedge Vision@HedgeVision·3d

@VariantMkt Thank you! 🥲

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Variant@VariantMkt·3d

@HedgeVision No problem at all hedge. Love your content :)

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Hedge Vision@HedgeVision·3d

Word on the street is that Abdiel Capital is shutting down. The hedge fund was known for its highly concentrated bets and managed $3.4 billion in discretionary AUM, including $70 million in 13F AUM divided across 7 positions. Abdiel reduced its top 4 13F positions by at least 80% during Q4. 1. $HCA: 44.24% 2. $GLBE: 19.77% 3. $AFRM: 15.11% 4. $APPN: 12.40% 5. $CPNG: 6.02% 6. $TBBB: 2.28% 7. $GBTG: 0.19%

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Hedge Vision@HedgeVision·3d

@thatmarketsguy He sold stock options, not an outright sale

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ThatMarketsGuy@thatmarketsguy·3d

@HedgeVision You see the CEO sell there right? But we’re just skipping over that because some director bought?

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Hedge Vision@HedgeVision·3d

$SOFI CEO Anthony Noto buys $500,516 of shares. SOFI closed lower today after Muddy Waters released a short report on the company, calling out its dilution and debt. Noto purchased $1 million of SOFI two weeks ago, becoming the third separate insider to buy shares this year.

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Hedge Vision@HedgeVision·3d

Not exactly sure, hasn't been covered by any major outlets either. My best guess would be that their concentrated positions got caught off guard by a changing market dynamic. Either LPs wanted out or Moran decided to call it a day. I remmeber Abdiel betting big on $CRCT a few years back and that didn't turn out well. Same with $CPNG $APPN

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kwak@dnlkwk·3d

@HedgeVision wait what happened

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Hedge Vision@HedgeVision·5 Mar

@Michael70308363 Math is right in front of you, it's $148M

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Michael@Michael70308363·5 Mar

@HedgeVision It is 14 million, but 148 million, check your math.

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Hedge Vision@HedgeVision·5 Mar

$TTD CEO Jeff Green buys $148 million of shares, marking the first insider purchase in nearly 4 years and the largest ever by a wide margin. TTD is up by 9% afterhours on reports that OpenAI is in talks with the company to sell ads on ChatGPT. Green now owns 8.34 million shares, up from 2.34 million.