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Big moves in top institutional holdings: Time to update your portfolio?
Q2 13F filings through August 14 reveal key institutional changes. $Berkshire Hathaway-A (BRK.A.US)$ trimmed its $Apple (AAPL.US)$ and Show More
Q2 13F filings through August 14 reveal key institutional changes. $Berkshire Hathaway-A (BRK.A.US)$ trimmed its $Apple (AAPL.US)$ and $Snowflake (SNOW.US)$ while increasing its stake in  $Occidental Petroleum (OXY.US)$ . Buffett also boosted $Chubb Ltd (CB.US)$ 's holdings, making it the 8th largest, while $Ulta Beauty (ULTA.US)$ becomes a new favorite, surging over 13% after hours. Bridgewater reduced tech stocks but increased its positions in $Amazon (AMZN.US)$ and $Microsoft (MSFT.US)$ . Norway's Sovereign Wealth Fund lowered tech exposure and invested more in the energy sector. Michael Burry halved his stock portfolio but added $Alibaba (BABA.US)$ .  

🎙️Discussion
1. What signals do these institutional changes send about investment opportunities?
2. After the latest institutional filings, which stocks or sectors do you favor?
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