Capital Group, a 94-year-old mutual fund once known for its conservative approach, has dramatically raised its stake in Bitcoin. Guided by veteran portfolio manager Mark Casey, the firm considers Bitcoin a modern-day store of value that could outshine gold in global wealth.

South Korea has reversed its plan to lower the threshold for capital gains taxes on large shareholders, opting to keep it at 5 billion won. The decision, prompted by investor pushback and market concerns, signals a broader shift in the country’s ongoing tax and investment policies.

Gold prices are rising sharply as inflation remains stubbornly high and unemployment edges higher. With a weakened dollar, growing central bank reserves, and the Federal Reserve considering rate cuts, many investors believe gold is set to climb even further.

FWD Group Holdings Limited has launched a tender offer to repurchase US$900 million worth of 8.40% Subordinated Notes due 2029. The company is offering US$1,016.5 per US$1,000 of principal amount, alongside accrued interest, and has also signaled its intention to issue new capital securities.

HMS Capital Management LLC recently lowered its stake in Procter & Gamble by 4.5%, selling 460 shares in the second quarter. The firm now holds 9,852 shares, valued at $1.57 million, according to a 13F filing with the Securities and Exchange Commission.

HMS Capital Management LLC slightly cut its holdings in Booking Holdings Inc. by 1.0% during the second quarter, selling five shares according to its recent SEC filing. The move left the firm with 484 shares of the business services provider’s stock.

City Center Advisors LLC purchased 645 shares of American Express in the second quarter, according to a recent filing with the Securities & Exchange Commission. The new stake is valued at around $206,000 and underscores the fund’s interest in a prominent payment services company.

Delphi Management Inc. MA has reduced its holdings in Chubb Limited by 8% during the second quarter of 2025. The latest regulatory filing reveals details behind this notable move, including the number of shares sold and the firm’s remaining stake.

RDA Financial Network recently sold 116 shares of Exxon Mobil, reducing its holding by 2.0%. The firm now holds 5,725 shares, valued at $617,000, as part of its recalibrated portfolio.

Hedges Asset Management LLC has reduced its position in GE HealthCare Technologies Inc. by 31.6% in the second quarter, selling 4,475 shares and leaving the firm with 9,700. The transaction was disclosed in the company’s latest SEC filing, shining light on this noteworthy move in the healthcare sector.

Peak Financial Advisors LLC has acquired 7,822 shares of Snap-On Incorporated, valued at about $2.434 million according to a recent SEC filing. This strategic move reflects an increasing institutional interest in the tool manufacturer.

Insight Wealth Strategies LLC has reduced its position in Waste Management by 9.2% during the second quarter. The firm sold 1,067 shares, bringing its total to 10,588, according to its most recent SEC filing.

Insight Wealth Strategies LLC sharply increased its investment in Interactive Brokers Group, Inc. in the second quarter. Recent regulatory filings show a 219.6% jump in holdings, reflecting a substantial vote of confidence in the financial services provider.

Insight Wealth Strategies LLC recently reduced its stake in JPMorgan Chase & Co. by 11.9%, selling 1,438 shares in the second quarter. The move leaves the firm with 10,604 shares of the banking giant, according to its latest SEC filing.

Investors Research Corp expanded its holdings in the ProShares S&P 500 EX-Financials ETF (SPXN) by 11.5% during this year’s second quarter. According to a recent Securities & Exchange Commission filing, the firm purchased an additional 1,937 shares, bringing its total ownership to 18,714 shares.

Horizons Wealth Management recently brought its ownership in iShares iBonds Dec 2027 Term Treasury ETF to 42,259 shares. A newly filed report shows a 5% increase from the firm’s previous quarter, reflecting a deliberate addition of 2,011 shares.

Investors Research Corp significantly reduced its stake in SpartanNash Company during the second quarter. According to filings with the SEC, the firm sold 35,870 shares, representing an 84.5% reduction in its holdings.

A recent regulatory filing shows that Upper Left Wealth Management LLC reduced its holdings in the iShares International Treasury Bond ETF by 11.9% in the second quarter. The firm sold 1,926 shares, retaining 14,216 shares of the fund.

Bayforest Capital Ltd has sharply reduced its stake in Bio-Rad Laboratories, Inc., selling 194 shares during the first quarter. The latest regulatory filing confirms a 53.2% decrease in the company’s holdings of the medical research firm.

Integrity Alliance LLC. has added 8,216 shares of PPL Corporation to its portfolio in the first quarter, for a total cost of $297,000. This move places the investment fund among other institutional players engaging with the utilities provider.

Bayforest Capital Ltd has taken a new position in Advanced Micro Devices, acquiring 458 shares valued at about $47,000. The move, which took place during the first quarter, reflects a continuing trend among hedge funds recalibrating their semiconductor holdings.