Sowell Financial Services LLC significantly increased its holdings in Banco Santander, acquiring 9,093 additional shares in the second quarter. The move represents an 82.6% boost, bringing the firm’s total position in the multinational bank to 20,108 shares.

While Warren Buffett’s portfolio is known for its reliability, no investor is infallible. This brief look at three of his holdings reveals why two are likely to remain strong options, and why one may not be living up to its billing.

Rosen Law Firm has issued an urgent reminder for investors who purchased Altimmune shares between August 10, 2023, and June 25, 2025. The October 6, 2025 deadline to seek lead plaintiff status in a class action lawsuit could be key for those seeking compensation.

Beaumont Financial Advisors LLC recently disclosed selling 304 shares of PayPal Holdings, Inc., reducing its stake by 6.5%. The move leaves the firm with 4,371 shares, according to the latest SEC filing.

In its recent 13F filing with the Securities & Exchange Commission, Kathmere Capital Management LLC disclosed a 0.7% reduction in its Merck & Co., Inc. stake during the second quarter. The firm sold 149 shares, leaving it with 19,802 total shares.

In the past week, two newly listed companies—one in biotech and another in cybersecurity—saw insiders pour over $98 million into their shares, signaling strong confidence in their markets. A coal miner also attracted attention as a director increased their stake, joining several chief executives who have made similar moves.

Advisors Management Group Inc. ADV made a notable move this second quarter by acquiring 1,018 shares of UnitedHealth Group for roughly $318,000. The investment was disclosed in the firm’s latest SEC filing, underscoring growing hedge-fund interest in the leading healthcare conglomerate.

Twelve Points Wealth Management LLC recently grew its position in Cleveland-Cliffs Inc. by 15.1%, reaching a total investment valued at $1.97 million. According to an SEC filing, the firm purchased an additional 33,964 shares, bringing its total holdings to 259,463.

First American Bank has significantly lowered its stake in UnitedHealth Group, selling over 17,000 shares. Newly released SEC filings confirm that the bank now holds 25,620 shares of the healthcare giant.

One Plus One Wealth Management LLC has taken a fresh stake in Occidental Petroleum worth $685,000, reflecting broader investor interest in the oil and gas producer. The purchase of 16,304 shares comes amid reported movements by other major investors in the company, suggesting potential optimism about its performance.

Instrumental Wealth LLC recently disclosed a new stake in Oracle Corporation through a second-quarter 13F filing. The investment, valued at roughly $228,000, underscores the ongoing appeal of the technology giant among institutional investors. Additional details about other hedge funds remain limited.

Eastover Investment Advisors LLC modestly increased its holdings in Fidelity National Financial, Inc. during the second quarter, adding 686 shares. This incremental move highlights the institutional investor’s continued interest in the financial services firm.

Fifth Third Bancorp has reduced its holdings in GE HealthCare Technologies Inc. by 1.8% during the second quarter. The move, disclosed in a filing with the SEC, involved the sale of 596 shares, leaving the firm with 32,631 shares of the company.

Patton Fund Management Inc. has made a notable move by purchasing 10,132 shares of Moderna, Inc., valued at about $280,000. According to a recent SEC filing, this acquisition took place in the second quarter and aligns with similar investments by other hedge funds.

Eagle Global Advisors LLC has reported a 2.1% reduction in its stake in Union Pacific Corporation, selling 770 shares in the second quarter. Following this move, the firm now holds 36,604 shares of the railroad operator’s stock, valued at $8.42 million.

Fifth Third Bancorp made a marked increase in its holdings of VICI Properties Inc., expanding its position by 43.7% in the second quarter. The bank’s total of 78,112 shares is now valued at around $2.5 million, reflecting a strategic move in the real estate investment market.

Sowell Financial Services LLC recently cut its position in VICI Properties Inc. (NYSE:VICI) by 8.1%. According to a recent SEC filing, the firm sold 700 shares, leaving it with 7,931 shares in total.

E Fund Management (HK) Co. marked a significant milestone by listing two new ETFs on the Hong Kong Stock Exchange. Surpassing an initial offering size of HK$1.369 billion, this dual launch caught the attention of regulators, global investors, and financial partners alike.

Some of AI’s most influential figures, including Sam Altman, believe AI stocks may be overpriced. Investors and retirees alike are pondering whether to adjust their retirement portfolios in light of these warnings.

True North Advisors LLC recently reduced its holdings in semiconductor giant Lam Research Corporation (NASDAQ:LRCX), selling 3,522 shares during the second quarter. The move, which represents a 10.2% decrease in the firm’s stake, was disclosed in a filing with the Securities and Exchange Commission.

Wealth Enhancement Advisory Services LLC has reduced its holdings in SEI Select Emerging Markets Equity ETF by 2.2% in the second quarter. This move, reflected in a 13F filing with the Securities and Exchange Commission, leaves the investor with 135,972 shares of the fund.