Investment Firms Trade NVIDIA Shares Amid Strategic Shifts

6/29/2025 at 09:30 PM
Sentiment: 0.798
30 sources

Numerous investment firms have been actively buying and selling shares of NVIDIA Corporation (NASDAQ:NVDA), with key transactions including acquisitions by GAMMA Investing LLC and sales by its CEO Jen Hsun Huang.

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Institutional investors own 65.27% of NVIDIA's stock, with Tcfg Wealth Management LLC increasing its holdings by 1.9% in Q1, now worth $9,031,000. Analysts maintain a "Moderate Buy" consensus with a target price of $175.78.

Tritonpoint Wealth LLC increased its stake in NVIDIA by 3.6% in the first quarter, now holding 98,160 shares valued at $10,640,000. Institutional investors own 65.27% of NVIDIA's stock. The company reported a revenue increase of 69.2% year-over-year.

CCM Investment Advisers LLC reduced its NVIDIA holdings by 5.1% during the first quarter, selling 13,656 shares and maintaining 254,313 shares worth $27,562,000. NVIDIA is their second-largest holding, comprising 3.4% of the investment portfolio.

NVIDIA Corporation's revenue grew 69.2% compared to the same quarter last year, despite reporting $0.81 EPS, missing the consensus estimate of $0.87. Wall Street analysts gave the stock a "Moderate Buy" rating, with a consensus price target of $175.78.

BNC Wealth Management LLC reduced its NVIDIA holdings by 1.5% in Q1, with shares now worth $20,263,000. NVDA stock ratings range from "hold" to "overweight" and "buy," with a consensus "Moderate Buy" and an average target price of $175.78.

Goldstone Financial Group LLC increased its ownership in NVIDIA by 17.9% in the first quarter. Institutional investors hold 65.27% of NVIDIA's stock. CEO Jen Hsun Huang sold shares worth $11.44 million, slightly reducing his ownership to 4.17%.

Jackson Square Capital LLC reduced its position in NVIDIA by 12.3% in the first quarter, selling 22,009 shares. Despite this reduction, NVIDIA remains the second-largest holding in their portfolio, valued at $16,960,000.

Ipswich Investment Management Co. Inc. increased its NVIDIA holdings by 3.5% in the first quarter, owning 77,694 shares worth $8,420,000. Other investors also altered their stakes in NVIDIA, which accounts for 2.1% of Ipswich's portfolio.

Missouri Trust & Investment Co increased its NVDA holdings by 45% in the first quarter, owning 27,895 shares valued at $3,023,000. NVIDIA's stock was up 1.8%, with a market cap of $3.85 trillion and several "buy" ratings from analysts.

Pathway Financial Advisors LLC decreased its holdings in NVIDIA by 1.4% in Q1, retaining 21,955 shares worth $2,380,000. Other institutional investors made various changes, with significant insider stock sales reported. Analysts maintain a moderate buy consensus rating on NVIDIA.

GAMMA Investing LLC increased its NVIDIA holdings by 13.2% in Q1, owning 450,616 shares worth $48,838,000. NVIDIA represents 3.7% of its portfolio. Institutional investors hold 65.27% of NVIDIA's stock, highlighting widespread investor interest in NVDA.

Affinity Capital Advisors LLC increased its stake in NVIDIA (NVDA) by 19.6% in the first quarter, owning 8,719 shares worth $967,000, while Wall Street analysts forecast growth, giving NVIDIA a moderate buy rating with an average target price of $175.78.

IAG Wealth Partners LLC increased its stake in NVIDIA Corporation by 6.9% in the first quarter, owning 5,015 shares worth $544,000. Other large investors like BTC Capital Management and Capital Performance Advisors also bolstered their holdings in NVDA shares.

Southland Equity Partners LLC increased its stake in NVIDIA Corporation by 16.5% in the first quarter, bringing its holdings to 19,380 shares valued at $2,100,000. Several other institutional investors have also adjusted their positions in NVIDIA.

TPG Financial Advisors LLC reduced its position in NVIDIA Corporation by 3.6% in the first quarter, owning 4,818 shares worth $522,000. Several other institutional investors also adjusted their stakes, with analysts giving NVIDIA an overall "Moderate Buy" rating.

Family Wealth Partners LLC acquired 4,105 shares of NVIDIA Corporation, valued at approximately $445,000, during the first quarter. Institutional investors own 65.27% of NVDA stock, with various transactions and insider sales disclosed, reflecting changes in shareholder positions and market value assessments.

Vaughan Nelson Investment Management decreased its NVDA holdings by 27.1% in Q1, selling 752,987 shares. Despite the reduction, NVDA remains its 5th largest holding, worth $219,222,000. Analysts maintain a "Moderate Buy" with an average target price of $175.78.

Several institutional investors, including FMR LLC and Geode Capital Management LLC, have increased their stakes in NVIDIA, underscoring strong interest. Despite varied analyst ratings, NVIDIA maintains a Moderate Buy rating with an average target price of $175.78.

Cliftonlarsonallen Wealth Advisors LLC increased its stake in NVIDIA by 10.6% in Q1, owning 77,902 shares valued at $8,443,000, amid widespread investor interest. NVIDIA reported significant revenue growth and maintained strong institutional ownership, with analysts forecasting potential growth.

Southland Equity Partners LLC increased its stake in NVIDIA Corporation by 16.5% during the first quarter, now holding 19,380 shares worth $2,100,000. Several other investors also adjusted their holdings in NVIDIA, reflecting growing institutional interest.

Capital Investment Services of America Inc. reduced its NVIDIA holdings by 3.6% during the first quarter. NVIDIA accounts for 4.3% of the portfolio, valued at $42,691,000. Other institutional investors increased their positions in NVIDIA during the same period.

Dover Advisors LLC significantly increased its stake in NVIDIA Corporation by 84.6% in Q1, owning 5,352 shares worth $580,000. Other institutional investors also expanded their NVIDIA holdings, reflecting strong institutional interest in the company.

Everpar Advisors LLC reduced its NVIDIA holdings by 5.8% in the first quarter, selling 2,920 shares. Despite this reduction, NVIDIA remains the fifth largest position, comprising 2.7% of Everpar’s portfolio, valued at $5,166,000.

Blodgett Wealth Advisors LLC reduced its holdings in NVIDIA by 5.4% in Q1, owning 100,757 shares worth $10.92 million, representing 9.3% of its total portfolio. Insider Robert K. Burgess sold 50,000 shares, decreasing his ownership by 19.92%.

Missouri Trust & Investment Co increased its NVIDIA holdings by 45% in the first quarter, owning 27,895 shares worth $3,023,000. NVIDIA was the company's 14th largest position, comprising 1.1% of its total investments.

Motive Wealth Advisors reduced its NVIDIA holdings by 6.5% in Q1, owning 23,242 shares worth $2,519,000 at quarter-end. NVIDIA’s earnings missed estimates with $0.81 EPS, while revenues increased by 69.2% year-on-year, reaching $44.06 billion.

New Millennium Group LLC increased its holdings in NVIDIA by 1.6% in Q1, owning 140,443 shares valued at $15,221,000, making NVIDIA its second-largest portfolio position at 10%. Institutional investors and insiders continue adjusting their stakes in NVIDIA.

NVIDIA CEO Jen Hsun Huang sold 75,000 shares, reducing his ownership by 0.10%. NVIDIA reported missed quarterly earnings expectations, achieving $44.06 billion revenue. Analysts gave mixed ratings, with a consensus "Moderate Buy" and a target price of $175.78 for NVDA.

Union Bancaire Privee UBP SA increased its stake in NVIDIA by 14.4% in the first quarter, owning 1,267,678 shares valued at $134,660,000, making it the fund's 7th largest holding. Institutional investors own 65.27% of NVIDIA shares.

Osprey Private Wealth LLC increased its holdings in NVIDIA by 18.5% in the first quarter, owning 82,430 shares valued at $8,934,000, making NVIDIA its third-largest position. Institutional investors, including Tacita Capital and Vision Financial Markets, also acquired NVIDIA stakes recently.

    Investment Firms Trade NVIDIA Shares Amid Strategic Shifts | Baaao