Sequoia Financial Advisors, LLC has opened a new $93.1M position in $COWZ, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $COWZ.
$COWZ Hedge Fund Activity
We have seen 447 institutional investors add shares of $COWZ stock to their portfolio, and 324 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SEQUOIA FINANCIAL ADVISORS, LLC added 1,700,282 shares (+inf%) to their portfolio in Q1 2025, for an estimated $93,107,442
- BANK OF AMERICA CORP /DE/ removed 1,563,736 shares (-2.4%) from their portfolio in Q4 2024, for an estimated $88,319,809
- OSAIC HOLDINGS, INC. removed 1,235,954 shares (-14.6%) from their portfolio in Q4 2024, for an estimated $69,806,681
- AMERIPRISE FINANCIAL INC removed 943,933 shares (-10.2%) from their portfolio in Q4 2024, for an estimated $53,313,335
- LPL FINANCIAL LLC added 926,609 shares (+4.7%) to their portfolio in Q4 2024, for an estimated $52,334,876
- TRAPHAGEN INVESTMENT ADVISORS LLC removed 891,702 shares (-89.6%) from their portfolio in Q1 2025, for an estimated $48,829,601
- WELLS FARGO & COMPANY/MN added 652,842 shares (+5.7%) to their portfolio in Q4 2024, for an estimated $36,872,516
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 $COWZ ticker page for more data.
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