NewEdge Wealth, LLC
•CIK: 1861796•Filing: Q4 2025
NewEdge Wealth, LLC, managed by the renowned hedge fund manager Bill Ackman, currently oversees $8.6 billion in assets with a focus on value-oriented investments, as evidenced by recent additions like VGSH and RSP, which have surged by 910% and 628%, respectively. The fund's top holdings include USFR, MSFT, AAPL, NVDA, and GOOGL, with recent moves highlighting a strategic shift towards financial and industrial sectors, as seen in the new positions in USFR, ISHG, and LOB.
Total AUM
$8.6B
+ $778.7K in options
QoQ Performance
+26.0%
Positions
929
+ 4 options
Top 10 Concentration
34.3%
Latest Filing
Q4 2025
Top Holdings Allocation
USFR4.9%
MSFT4.4%
AAPL4.2%
NVDA3.2%
GOOGL3.2%
AVGO1.9%
SPY1.8%
JPM1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other48.4%
Technology28.0%
Financial7.8%
Healthcare5.3%
ETF4.4%
Consumer3.1%
Industrial1.3%
Energy0.7%
🚪 Exited Positionssold since Q3 2025
+820 more exited positions
Changes from Q3 2025
NEW8 new positions
↑151 increased
↓39 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023