Summary
Large institutional investors are buying tech companies. The stock market volatility during 2Q gave institutional investors a chance to buy dips and pick up some tech names at better prices. Taking a look at 13F filings of well-known institutional portfolios, we see that the big guns were busy picking up some new companies and/or adding to existing positions. Buying was across a variety of sectors, but tech names stand out. Vickers Stock Research, a subsidiary of Argus Research Group, analyzes insider trading and institutional stock ownership. Form 13-Fs, which institutions must file to report their holdings, are due 45 days after the end of calendar quarters and have come in for 2Q25. We review 13Fs of major in
