In the first quarter of 2025, several prominent hedge fund managers made notable portfolio adjustments. David Tepper's Appaloosa Management reduced its stake in Alibaba Group Holding Ltd by 22%, though Alibaba remains his largest holding at 21% of the portfolio, and added Deutsche Bank while exiting FedEx. Tepper also altered his position in the 'Magnificent Seven' stocks. Third Point LLC, led by Daniel Loeb, exited positions in Meta Platforms and Tesla, selling 665,000 shares of Meta and 500,000 shares of Tesla, while increasing stakes in Kenvue and Nvidia and focusing more on Staples, Telecom, and Industrials sectors. John Paulson's Paulson & Co. added Honeywell and Intra-Cellular Therapeutics, while exiting Alphabet. Lone Pine Capital initiated new positions in Eli Lilly, Capital One, Flutter, and Cipher Mining, and increased stakes in Meta and Starbucks, exiting UnitedHealth and Booking. Leon Cooperman increased holdings in Range Resources by 35% and OMF by 188%, while selling out of ABR and ADT. Dennis Hong of ShawSpring Partners added positions in Intuit (95%), NCNO (39%), PCOR (20%), and others, while reducing Hilton by 43% and selling out of SE and IAC. Bill Miller's Miller Value Partners increased holdings in Nabors Industries by 38% and initiated new positions in Verizon and JELD, while reducing Walmart and UNFI. Chris Hohn's TCI Fund Management added 24% to Microsoft and reduced Alphabet by 32%. David Einhorn's Greenlight Capital increased stakes in Core Natural Resources, HPQ, Teck Resources, and others. Kahn Brothers focused on Organon & Co with a 2.79% portfolio impact. Steve Mandel emphasized Carvana with a 4.18% portfolio impact. David Rolfe of Wedgewood Partners reduced Visa by 26%, added 49% to O'Reilly Automotive, and reduced UnitedHealth by 81%. These moves reflect a broad reallocation across technology, industrials, consumer staples, and healthcare sectors among leading investment firms.