Several prominent hedge funds have disclosed their second-quarter 2025 13F filings, revealing notable portfolio adjustments. Two Sigma's top buys included $IGV, $GEV, $DUOL, $UNH, and $QQQ, while it sold $AVGO, $SPY, $MRVL, $AMD, and $NOW. Point72 increased holdings in $NVDA, $MSFT, $ANET, $SNOW, and $BIIB, reducing stakes in $DHR, $SPOT, $SPY (CALL), $BKNG, and $META. Third Point, managed by Daniel Loeb, initiated new positions in $COOP, $META, $FIX, $DHR, $WDAY, and others, while exiting $EQT, $X, $DFS, $T, $HES, $PINS, and more. Tiger Global Management, led by Chase Coleman, added several stocks including $XYZ, $RDDT, $AMZN, $CPAY, $APP, $Z, $AVGO, $LRCX, $LLY, $ZG, $TSM, $NVDA, $MSFT, $GEV, $GOOGL, $FLUT, $CPNG, $META, and $ZS, while reducing $ZKH, $RERE, $CRWD, $WDAY, $NOW, and $DASH. David Einhorn, managing approximately $2.3 billion, reported new positions in $FLR, $CI, $VSCO, and $SHC, added $TEVA, $GPK, and $WFRD, exited $DLTR, and reduced holdings in $PTON, $SNX, and $KD. Microsoft saw a $12 billion increase in hedge fund holdings to $47 billion in Q2 2025, while Meta was reduced by 147 investors and Amazon was increased by 177 investors, with the Saudi wealth fund notably selling stakes in Meta, Shopify, and Alibaba. Perceptive Advisors' top buys included $ASND, $OMDA, $ROIV, $CAI, and $INSM, with top sells of $FOLD, $ITCI, $EWTX, $SLNO, and $IOVA. These filings highlight ongoing shifts in hedge fund strategies amid evolving market conditions.