Director at $FUND purchases 5,813 shares in insider transaction

A recent insider purchase has caught the attention of market watchers as Director W WHITNEY GEORGE acquired 5,813 shares of $FUND on June 30, 2025, for an estimated $43,074. This transaction, disclosed in a recent SEC filing and reported by Quiver Quantitative, resulted in a 1.7% increase in their holdings of this class of stock. Following this purchase, W WHITNEY GEORGE now holds 342,383 shares of $FUND stock.

Over the past six months, $FUND insiders have engaged in 20 transactions involving the company’s stock. Of these trades, 14 have been purchases, while 6 have been sales. The most active insider, W WHITNEY GEORGE, made 14 total purchases, acquiring 396,466 shares for an estimated $2,915,797, and 6 sales, selling 29,900 shares for an estimated $215,473.

Tracking insider transactions can provide valuable insights for investors. By monitoring buying and selling activities of company executives and key personnel, investors can potentially gauge confidence in the stock and make informed decisions regarding their own holdings.

In addition to insider activity, hedge funds have also been adjusting their positions in $FUND. In the most recent quarter, 14 institutional investors added shares of the company to their portfolio, while 18 decreased their positions. Notable moves include SPROTT INC. adding 154,903 shares (+1.0%) to their holdings in Q1 2025, 1607 CAPITAL PARTNERS, LLC removing 145,405 shares (-46.9%), and ROYAL BANK OF CANADA increasing their position by 82,892 shares (+16.7%).

Other significant changes in hedge fund activity include WOLVERINE ASSET MANAGEMENT LLC reducing their stake by 76,383 shares (-40.5%), SHAKER FINANCIAL SERVICES, LLC selling off 58,062 shares (-15.5%), and LPL FINANCIAL LLC adding 45,643 shares (+11.8%). LANDSCAPE CAPITAL MANAGEMENT, L.L.C. took a more drastic approach by liquidating their entire holding of 37,723 shares in Q1 2025.

Market participants interested in tracking hedge fund activity regarding $FUND can utilize tools like Quiver Quantitative’s institutional holdings dashboard to stay informed about changes in institutional ownership and portfolio adjustments made by major investors.

It is crucial for investors to conduct thorough research and due diligence before making any investment decisions. The information presented in this article is intended for informational purposes only and should not be construed as financial advice. Readers are encouraged to review Quiver Quantitative’s disclaimers for additional information.