RBC Turns More Constructive on UiPath (PATH), Raises PT Following Investor Meetings
UiPath Inc.
Hedge Fund Investor Letters Q3 2025
We will be sharing Q3 2025 hedge fund investor letters in this article.
Hedge Funds
News & Analysis
Top Fund Managers
Best Performing Funds
Featured Content
Insider Trading
News & Analysis
Latest Insider Purchases
Zint bought 175 Deluxe Corp shares at $21.44
Starr bought 39 Fundrise Income Real Estate Fund Llc shares at $10.01
Baldwin bought 10,392 Global Payments Inc shares at $81.42
Baldwin bought 3,000 Global Payments Inc shares at $80.25
Cohn bought 174,947 Nerdy Inc. shares at $1.40
Latest Insider Sales
Wycoff sold 39,000 Uscb Financial Holdings Inc. shares at $18.68
Nicholas sold 9,093 Standard Motor Products Inc. shares at $38.01
Tompkins sold 150 Muncy Columbia Financial Corp shares at $54.75
Taylor sold 10,000 Natural Gas Services Group Inc shares at $33.54
Taylor sold 10,000 Natural Gas Services Group Inc shares at $33.16
Featured Content
Do not Miss
IBM in Focus as Bernstein Maintains Neutral Stance After Confluent Acquisition
International Business Machines Corporation (NYSE:IBM) is one of the AI Stocks Analysts Are Watching Closely. On December 10, Bernstein SocGen Group reiterated its Market Perform rating on the stock ...
Stifel Sees Marvell (MRVL) Well Positioned Across the AI Data-Center Stack
The company’s portfolio includes “VSR electrical links for chip-to-chip and board-level communication; scale-up technologies such as AECs, custom fabrics, and emerging photonic interconnects that ...
Palantir (PLTR) in Focus After Winning $448M U.S. Navy Contract, Analyst Holds Market Perform
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the AI Stocks Analysts Are Watching Closely. On December 10, William Blair analyst Louie DiPalma reiterated a Market Perform rating on the stock.
Stifel Cuts Oracle (ORCL) Price Target After Earnings, Maintains Buy Rating
Oracle Corporation (NYSE:ORCL) is one of the AI Stocks Analysts Are Watching Closely. On December 11, Stifel analyst Brad Reback lowered the price target on the stock to $275.00 (from $350.00) while...
Bernstein Reiterates Outperform on TSM as Revenue Tracks Ahead of Guidance
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the AI Stocks Analysts Are Watching Closely. On December 10, Bernstein SocGen Group reiterated its “Outperform” rating on the...
Bank of America Reiterates Buy on Nvidia (NVDA) , Citing Leadership in AI Compute
NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks Analysts Are Watching Closely. On December 10, Bank of America reiterated the stock as “Buy” with a $275 price target.
Here’s Why CyberArk Software Ltd (CYBR) Rose 19% in Q3
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s What Affected BJ’s Wholesale Club Holdings Inc. (BJ) in Q3
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
TimesSquare Capital Management U.S. Focus Growth Strategy’s Q3 2025 Investor Letter
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” third-quarter 2025 investor letter.
What Makes Oracle (ORCL) a Strong Technology Company?
Janus Henderson Investors, an investment management company, released its “Forty Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Taiwan Semiconductor Manufacturing Company (TSM) Surged Amid Increasing AI Momentum
Janus Henderson Investors, an investment management company, released its “Forty Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
MercadoLibre (MELI) Fell in Q3 Due to Competition Concerns
Janus Henderson Investors, an investment management company, released its “Forty Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Janus Henderson Forty Fund Sold Marvell Technology (MRVL) Due to Lack of Earnings Visibility
Janus Henderson Investors, an investment management company, released its “Forty Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Janus Henderson Forty Fund’s Q3 2025 Investor Letter
Janus Henderson Investors, an investment management company, released its “Forty Fund” third-quarter 2025 investor letter.
Broadcom (AVGO): Brasada Capital Management’s Best Year-To-Date Performer
Brasada Capital Management, an investment management company, released its Q3 2025 investor letter. A copy of the letter can be downloaded here.
Brasada Capital Management’s Views on Ferguson Plc (FERG)
Brasada Capital Management, an investment management company, released its Q3 2025 investor letter. A copy of the letter can be downloaded here.
Brasada Capital Management’s Q3 2025 Investor Letter
Brasada Capital Management, an investment management company, released its Q3 2025 investor letter.
Solid Results and Improved Guidance Lifted CRH (CRH) in Q3
L1 Capital, an investment management firm, released its “L1 Long Short Fund” (unhedged) third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Bernstein Remains Bullish On Taiwan Semiconductor Manufacturing Company Limited (TSM)
According to TheFly, on December 8, 2025, Bernstein increased its price target for Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) from $290 to $330. The firm kept an Outperform rating.
Oppenheimer Analyst Maintains An Outperform Rating On Broadcom Inc. (AVGO)
TheFly reported on December 5, 2025, that Oppenheimer analyst Rick Schafer had increased the firm’s price target for Broadcom Inc.
Morgan Stanley Analyst Is Bullish On Thermo Fisher Scientific Inc. (TMO)
According to The Fly, on December 2, 2025, Morgan Stanley analyst Kallum Titchmarsh established a price objective of $670, up from $656. He initiated coverage of Thermo Fisher Scientific Inc.
Hudbay Minerals (HBM) Rose Following the Copper Price Rally
L1 Capital, an investment management firm, released its “L1 Long Short Fund” (unhedged) third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Bernstein Analyst Reaffirms Buy Rating On Lam Research Corporation (LRCX)
On December 2, 2025, The Fly reported that Morgan Stanley analyst Shane Brett reaffirmed an Equal Weight rating.
Citi Keeps A Sell Rating On Intel Corporation (INTC)
Heading on to more developments, according to CNBC, Intel Corporation (NASDAQ:INTC)’s stock dropped on December 1, 2025, reversing a 10% increase from the previous day when analyst Ming-Chi Kuo of TF...
Citi Analyst Is Bullish On ASML Holding N.V. (ASML)
On December 10, 2025, TheFly reported that Citi analyst Andrew Gardiner lifted the price objective for ASML Holding N.V. (NASDAQ:ASML) to EUR 1,200 from EUR 1,050.
Morgan Stanley Keeps An Equal Weight Rating On KLA Corporation (KLAC)
Morgan Stanley stated that its 2026 wafer fab equipment (WFE) forecast remains basically constant at $129 billion, representing an 11% year-over-year rise.
Barclays Maintains An Overweight Rating On 3M Company (MMM)
According to TheFly, Barclays increased its price target for 3M Company (NYSE:MMM) from $180 to $190 on December 4, 2025.
From Market Noise to Predictive Insight: How AI Is Reshaping the Future of Investment Research
Investment research used to mean reading through hundreds of earnings reports and hoping the patterns spotted were actually meaningful.
NexGen Energy Ltd. (NXE) Benefitted from a Surge in Spot Uranium Prices
L1 Capital, an investment management firm, released its “L1 Long Short Fund” (unhedged) third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
L1 Long Short Fund Limited’s Q3 2025 Investor Letter
L1 Capital, an investment management firm, released its “L1 Long Short Fund” (unhedged) third-quarter 2025 investor letter.
Hedge Fund Resource Center Lists
11 Best Cancer Stocks to Buy Right Now
40 Most Unfriendly Countries in the World
30 Unhappiest Countries in the World in 2025
Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut
5 Countries with the Most Beautiful Women in the World
20 Countries with the Most Beautiful Women in the World
20 US Cities with the Highest Homeless Population Per Capita
20 Countries with the Highest Homeless Population
12 Countries with the Highest Bond Yields in the World
20 Countries with the Most Battle Tanks in the World
12 Best Nasdaq Stocks Under $20 to Buy Now
10 Best Low Beta Tech Stocks to Buy According to Analysts
10 Worst Performing Currencies of 2024
15 States with the Best Weed in America
16 Countries with the Largest Proven Oil Reserves in the World
16 Highest Quality Chocolate Brands in the US
20 Countries with the Strongest Armies in the World
Top 13 English Speaking Countries in Asia
20 States with Highest Female to Male Ratio in the US
40 Best Places to Visit in Europe Before You Die
20 States with the Lowest Life Expectancy in the US
25 Cities with the Highest Homeless Population in the World
20 Countries With The Best English Accent in The World
30 Cities with the Highest Weed Consumption in the US
25 Countries with the Highest Alcohol Consumption per Capita
10 Best Gold Stocks Under $30
10 Best Genomics Stocks To Buy Right Now
20 Countries with the Best Economy in the World in 2024
30 Cheapest Countries in the World in 2024
15 Healthiest Countries in Europe
15 Healthiest Countries In Africa
25 Most Tropical Cities in the US
15 Most Underrated States in the US
13 Best Cheap Perfumes for Women That Smell Amazing
Best Cheap Perfume for Women That Smells Amazing
20 Most Industrialized Countries in Asia
The Most Successful Celebrity Beauty Company in the World
15 Most Successful Celebrity Beauty Companies in the World
20 Best Places For Sex Tourism in the World
Top 20 U.S. Cities with the Highest Murders in 2024
26 Most Dangerous Prisons In The World
30 Cities with The Highest Murders Per Capita in 2024 in the World
Top 10 Affordable Cities to Live in the US in 2024
20 Budget-Friendly Corporate Gifts for Employees
30 US Cities With Highest Homicide Rates In 2024
20 Countries With Darkest Skin Color in the World
25 Easiest Countries to Get Laid in 2024
25 European Cities with Most Single Women
15 Dangerous Jobs That Pay $75,000 or More
20 Gayest Cities in Europe
