AlphaCore Capital LLC dramatically increased its stake in Microsoft Corporation by 85.7% in the first quarter. A newly released 13F filing shows the fund now holds 53,829 shares, having added nearly 25,000 shares during that period.

Corebridge Financial Inc. has slightly trimmed its stake in Astrana Health, selling 436 shares during the first quarter. The move, revealed in a recent SEC filing, reduces the institutional investor’s position by 1.9% and leaves it with a total of 22,454 shares.

LaSalle St. Investment Advisors LLC expanded its Microsoft holdings significantly in the first quarter, adding more than 3,000 shares. The move increases its total Microsoft shares to 15,146 and now makes up 1.3% of the firm’s overall portfolio.

Pinnacle Family Advisors LLC has acquired 4,687 shares of Alibaba Group Holding, marking a $620,000 investment in the specialty retailer. The move, reported by Holdings Channel, reflects a broader pattern of institutional interest in the New York–listed e-commerce company.

Palestra Capital Management LLC has bought 78,408 shares of Synopsys, Inc., marking a US$33.63 million investment in the semiconductor sector. The disclosure, submitted to the Securities & Exchange Commission, highlights the growing emphasis on technology holdings.

Parkman Healthcare Partners LLC purchased 76,125 shares of Vera Therapeutics in the first quarter, investing approximately $1,829,000. This acquisition reflects growing institutional interest, with other major players also revising their stakes in the company.

Plancorp LLC recently increased its position in Ameren Corporation by 4.5% during the first quarter, according to a recent SEC filing. The firm’s addition of 625 shares raised its overall total to 14,362 shares of the utilities provider’s stock.

PDT Partners LLC has acquired 5,047 shares of Guaranty Bancshares, Inc., valued at approximately $202,000. This move fits into a broader pattern of hedge fund and institutional investments in the Texas-based bank stock.

PDT Partners LLC recently raised its holdings in Smith Douglas Homes Corp. by 10.7% during the first quarter. According to a regulatory filing, the firm purchased an additional 1,349 shares, bringing its total to 13,988.

EP Wealth Advisors LLC has disclosed a slight reduction in its stake in DoorDash, Inc. The institutional investor sold 64 shares in the first quarter, decreasing its position by 1.1% and ending with 5,596 shares.

In a recent SEC filing, PDT Partners LLC announced the reduction of its stake in YETI Holdings by nearly 70%. The move underscores a significant change in the firm’s investment approach toward the premium outdoor gear company.

HSBC Holdings PLC made headlines with its acquisition of 3,603 KB Home shares in the first quarter, valued at about $209,000. This move places the construction company in the spotlight, as several other hedge funds have also been adjusting their positions in the stock.

HSBC Holdings PLC has substantially increased its ownership in Domo, Inc., boosting its stake by more than 90% during the first quarter of 2025. This move underscores growing investor confidence in the cloud-based data and analytics company, highlighting HSBC’s continued focus on emerging technology opportunities.

HSBC Holdings PLC has sold 219 shares of Lindsay Corporation, cutting its stake in the industrial products company by 11.6%. According to a recent 13F filing with the SEC, HSBC now holds 1,672 shares after the first-quarter transaction.

HSBC Holdings PLC has increased its stake in Accuray Incorporated by 15.4%, acquiring 16,389 additional shares in the first quarter. This move brings HSBC’s total holdings to 122,654 shares of the NASDAQ-listed medical equipment provider.

HSBC Holdings PLC reduced its stake in SunCoke Energy by nearly 6% in the first quarter, according to an SEC filing. The bank sold 1,380 shares, leaving it with 21,937 shares of the energy company’s stock.

A recent note from Zacks Research projects a lower Q3 2026 earnings per share for Lowe’s, dropping the figure to $2.97. The revision underscores a more cautious stance on the home improvement retailer and signals potential concerns for investors.

In a recently published report, Telsey Advisory Group revised its FY2026 earnings per share estimates for Macy’s, Inc. to $1.95. This upward adjustment indicates a more optimistic view of the retailer’s future performance, reflecting growing confidence in its long-term outlook.

Telsey Advisory Group has revised its Q3 2026 EPS estimates for Academy Sports and Outdoors, Inc. to $0.94. The adjustment, disclosed in a research note, signals an updated view of the retailer’s financial prospects for the upcoming quarter.

U.S. stocks are retreating as investors worry over mixed signals from the job market. The crux of the debate is whether hiring has slowed enough to spark a Federal Reserve interest-rate cut or too much, raising the specter of a recession.

Crude oil prices slipped by more than 1.5% on Friday, following a fresh report from the Energy Information Administration indicating higher commercial inventories in the United States. The market reacted swiftly to the data, pushing prices lower in response to the increased supply outlook.