Notice: The Unusual Activity report is provided for informational and educational purposes only and is not intended to be used as a stock-picking service or as financial advice. The charts and accompanying research are designed to support your analysis, serving as indicators rather than direct recommendations to buy or sell any security. The creator assumes no responsibility for actions taken by readers and strongly encourages individuals to fully understand the associated risks and potential outcomes before making investment decisions. Please note that any charts and/or information are intended to aid in research and should not be considered a definitive part of your personal trading strategy. Not all charts will lead to actionable buy or sell signals at any given time. Individuals should consider consulting a qualified financial advisor before making any investment decisions.

Just a friendly reminder: Please pay close attention to the Daily Setups and Workspace scan results for potential future additions to stay ahead of the game.

If you’re facing challenges understanding the Daily Setups or need help crafting a trading strategy, don’t hesitate to ask for assistance. You can contact me via email at info@setyourstop.com or reach me through the Workspace. Let’s schedule a meeting to address your specific requirements and provide you with the guidance you need.

Unusual Activity Report

This daily report focuses on three key components that can lead to market momentum: unusual options activity, insider buying, and institutional sponsorship. By scanning for these signals each day, we uncover potential stock movements driven by notable trades, insider transactions, and institutional investments. Using advanced algorithms and proprietary research methods, we sift through vast amounts of data to identify unique opportunities, offering timely insights highlighting emerging market momentum.

Disclaimer: All data and information presented in this report are sourced from publicly available materials intended for informational purposes only. The content is not a recommendation to buy or sell securities and should not be relied upon as financial advice. Readers are encouraged to conduct their own research before making any investment decisions.

Standout Options Trades

This section highlights notable options trades reflecting significant sentiment—bullish, bearish, or mixed—characterized by high-dollar-value transactions or large trade sizes exceeding prior open interest. When open interest rises from the previous day, it often indicates the creation of new positions rather than the closing of existing ones, suggesting a fresh outlook on the underlying stock or ETF.

For instance, call buying generally signals an expectation of upward movement, while selling calls suggest the trader anticipates the price will stay below a certain level. Put selling reflects confidence that the price will hold above the strike, implying stability. In contrast, put buying may reveal a bearish outlook or serve as a hedge against a larger bullish position elsewhere.

This report highlights large, unusual options trades identified for their size and potential impact, representing individual sentiment rather than broad market consensus. These trades are informational and are not intended as buy or sell signals. They reflect noteworthy activity observed during the trading day and should be viewed as one part of a broader analysis.

Options Flow Analysis: Trading Day 2025-7-8

The following analysis focuses on the Stock Options Flow Leaderboard for the trading day 2025-7-8. Each section highlights significant institutional activity, providing sentiment, key observations, and market expectations based on the data. All numbers represent large block trades likely executed by institutional players, not total-market figures.

Note: This report highlights institutional block option flow based on net premium. Strike prices and expiration dates are not available with block data.

Tesla (TSLA)
Sentiment: Bullish
Options Activity: Institutional traders showed strong bullish sentiment in Tesla with high levels of both call buying and put selling. Call premiums bought totaled over $21.7 million, while puts sold brought in $50.3 million in collected premium—signaling notable confidence in price stability or a potential rebound.
Total Values: Over $87 million in combined call and put premiums
Analysis: Despite elevated put buying, the heavy call buying and even larger premium collected from put selling shifts sentiment decisively bullish. Institutions appear to be expressing confidence that TSLA will stay above key levels, with aggressive put selling acting as a floor.

Intel (INTC)
Sentiment: Bullish
Options Activity: Call buying totaled $17.4 million, and institutions also sold $2.3 million worth of puts—collecting premium in the process.
Total Values: Net premium of $13 million
Analysis: The strong net call premium and put selling indicate institutional bullishness, with positioning that anticipates upward movement or stability above recent levels.

PDD Holdings (PDD)
Sentiment: Bullish
Options Activity: Call buying of $10.7 million dwarfed all other activity, including modest put buying and selling.
Total Values: Net premium of $10.1 million
Analysis: Concentrated call buying highlights aggressive bullish positioning. Despite lighter put flow, sentiment remains positive based on the substantial capital deployed into calls.

Freeport-McMoRan (FCX)
Sentiment: Bullish
Options Activity: Call premiums of $7.6 million were the highest among metals names, with smaller opposing flows.
Total Values: Net premium of $5.36 million
Analysis: Call activity far outweighs put premiums, indicating continued bullish positioning on copper exposure and cyclical strength.

Moderna (MRNA)
Sentiment: Bullish
Options Activity: Institutions purchased $5.1 million in calls and sold $615K in puts, collecting premium.
Total Values: Net premium of $4.26 million
Analysis: This flow suggests growing confidence in upside potential for MRNA, likely driven by renewed biotech interest or catalysts ahead.

Unity Software (U)
Sentiment: Bullish
Options Activity: Over $6.2 million in calls bought versus light put flows and $784K in put premium collected
Total Values: Net premium of $3.5 million
Analysis: Bullish flows focused on upside potential with light defensive hedging. Confidence appears to be returning to high-beta tech names.

Oracle (ORCL)
Sentiment: Bullish
Options Activity: Call buying of $5.1 million outweighs modest put premiums
Total Values: Net premium of $2.74 million
Analysis: Tech stability remains a theme, with institutions deploying capital on long-dated call structures.

Super Micro Computer (SMCI)
Sentiment: Bullish
Options Activity: Call buying of $3.4 million and low put buying suggests upside expectation
Total Values: Net premium of $2.46 million
Analysis: Despite recent volatility, the bullish tone continues in AI hardware plays like SMCI.

MicroStrategy (MSTR)
Sentiment: Bullish
Options Activity: $8 million in calls bought, alongside $456K in puts sold
Total Values: Net premium of $2.4 million
Analysis: The flow aligns with continued strength in Bitcoin, where MSTR remains a leveraged proxy.

NexGen Energy (NXE)
Sentiment: Bullish
Options Activity: Pure call premium of $2.2 million, no opposing flows
Total Values: Net premium of $2.2 million
Analysis: Institutional interest in uranium remains firm, with NXE seeing clean bullish exposure via call buying.

IonQ (IONQ)
Sentiment: Bullish
Options Activity: $2.67 million in call buying versus light put premiums
Total Values: Net premium of $2.17 million
Analysis: Quantum computing remains a speculative tech theme, with institutional flows signaling renewed interest.

T-Mobile (TMUS)
Sentiment: Bullish
Options Activity: One significant put sold for $1.46 million in collected premium
Total Values: Net premium of $1.46 million
Analysis: Single-sided bullish bet with confidence in price holding steady or rebounding.

Phillips 66 (PSX)
Sentiment: Bullish
Options Activity: One directional trade with $1.44 million in call buying
Total Values: Net premium of $1.44 million
Analysis: Energy sector strength appears to be drawing in selective bullish flow.

Alibaba (BABA)
Sentiment: Mixed
Options Activity: Call buying at $1.35 million balanced by similar put volumes
Total Values: Net premium of $1.37 million
Analysis: Slight bullish lean, but flow shows caution—likely tied to geopolitical or macro risks in China.

Alcoa (AA)
Sentiment: Bullish
Options Activity: Call premium of $1.25 million outweighs minimal opposing flows
Total Values: Net premium of $1.16 million
Analysis: Industrial metals have seen renewed interest, and this setup suggests positioning for upside in aluminum pricing.

iShares Ethereum Trust (ETHA)
Sentiment: Bullish
Options Activity: Strong call buying at $2.46 million and bullish put selling
Total Values: Net premium of $2.05 million
Analysis: Institutions are positioning around Ethereum as an on-chain yield asset and staking proxy, coinciding with legislative headlines.

KraneShares China Internet ETF (KWEB)
Sentiment: Bullish
Options Activity: Focused call buying with $1.58 million in premium
Total Values: Net premium of $1.34 million
Analysis: A recovery theme may be underway in Chinese tech, with flow favoring upside after a prolonged downturn.

Galaxy Digital (GLXY)
Sentiment: Bullish
Options Activity: Call buying of $868K, no put premiums recorded
Total Values: Net premium of $793K
Analysis: Institutional flow mirrors rising crypto optimism, positioning GLXY as a beneficiary of digital asset momentum.

VNET Group (VNET)
Sentiment: Bullish
Options Activity: Call premium of $845K with no put activity
Total Values: Net premium of $845K
Analysis: Early accumulation in cloud/data infrastructure, supported by clean bullish options flow.

Exact Sciences (EXAS)
Sentiment: Bullish
Options Activity: Single-sided call premium of $427K
Total Values: Net premium of $427K
Analysis: Traders are placing speculative bullish bets with minimal hedging interest.

Beam Therapeutics (BEAM)
Sentiment: Bullish
Options Activity: Call buying totaled $788K, no puts traded
Total Values: Net premium of $788K
Analysis: Biotech sentiment appears to be picking up, with BEAM seeing fresh interest on the options front.

Important Note: The numbers above only represent aggregate figures of large block trades made by institutions. They are not total-market figures and should not be interpreted as such.

Individual Options Trades: Trading Day 2025-7-8

This section focuses on unusual trades that stand out on an individual basis. These trades are highlighted for their distinctiveness, reflecting significant activity that diverges from typical market behavior.

GEO Group (GEO)
Sentiment: Bullish
Options Activity: Traders collected premium by selling PUT contracts expiring July 11, 2025 with a $25.50 strike, just below the spot price near $25.80. These trades exceeded prior open interest, indicating new positions. Additionally, CALL contracts at the $30 strike expiring August 15, 2025 were aggressively bought, also sized above prior open interest.
Total Values: Over $411K in premium for puts and $352.8K in calls
Strike Price: $25.50 PUTs, $30 CALLs
Analysis: The put selling near the money suggests confidence in price holding above support through expiry. The call buying further out reflects a bullish outlook on a potential rebound above $30.
Days to Expiry: 3 (PUTs), 38 (CALLs)

ASP Isotopes (ASPI)
Sentiment: Bullish
Options Activity: A large sweep of CALL contracts with a $9 strike expiring December 19, 2025 were bought while the stock traded near $6.74.
Total Values: Over $328K in call premium
Strike Price: $9
Analysis: The heavy call buying suggests speculative upside positioning for a significant move over the next five months.
Days to Expiry: 164

Joby Aviation (JOBY)
Sentiment: Bullish
Options Activity: Traders bought CALL contracts at the $15 strike expiring October 17, 2025, with the spot price around $11.57. Trade sizes were well above prior open interest.
Total Values: Over $168K in call premium
Strike Price: $15
Analysis: This call activity indicates a bullish view, with expectations of a strong rally through the fall.
Days to Expiry: 101

Palo Alto Networks (PANW)
Sentiment: Bullish
Options Activity: A sweep of CALL contracts at the $215 strike expiring January 16, 2026 was purchased with spot near $204.
Total Values: $524K in premium
Strike Price: $215
Analysis: The position reflects expectations of a continued trend higher over the longer term.
Days to Expiry: 192

Unity Software (U)
Sentiment: Bullish
Options Activity: A surge in CALL buying across the $30.50 and $31 strikes expiring July 11, 2025, with all trades exceeding prior open interest.
Total Values: Over $837K in premium
Strike Price: $30.50–$31
Analysis: Intense short-term bullish positioning suggests traders are anticipating a breakout above these key levels by the end of the week.
Days to Expiry: 3

VNET Group (VNET)
Sentiment: Bullish
Options Activity: A series of CALL purchases across various expiries and strikes, including large positions in the $9 strike for September and $8 strike for August.
Total Values: Over $845K in call premium
Strike Price: $7–$9
Analysis: The consistent multi-month call activity points to aggressive upside speculation, with buyers positioning for a sustained move higher.
Days to Expiry: 10 to 73

Fortinet (FTNT)
Sentiment: Bullish
Options Activity: Traders sold PUT contracts at $85 and $100 strikes, expiring March 20, 2026 and November 21, 2025 respectively, while collecting significant premium far below the current spot of ~$106. Also saw call buying for $108 expiring July 18.
Total Values: Over $412K in premium collected (PUTs), plus $47.5K in calls
Strike Price: $85 PUT, $100 PUT, $108 CALL
Analysis: The far-out PUT selling well below spot is a bullish stance on price stability or rebound.
Days to Expiry: 10 to 255

KULR Technology Group (KULR)
Sentiment: Bullish
Options Activity: A deep out-of-the-money CALL for $4 strike expiring January 16, 2026 was bought aggressively.
Total Values: $180K
Strike Price: $4
Analysis: Though highly speculative, this long-dated trade suggests a high-risk bet on a turnaround.
Days to Expiry: 192

Kingsoft Cloud (KC)
Sentiment: Bullish
Options Activity: Call buyers targeted the $15 strike expiring August 15, 2025, all occurring just before the close on July 7.
Total Values: Over $47K
Strike Price: $15
Analysis: The late-day activity implies a potential setup for upside momentum as earnings or catalysts approach.
Days to Expiry: 39

Viking Therapeutics (VKTX)
Sentiment: Bullish
Options Activity: Multiple strikes targeted via call buying, including $22.50, $31, $32.50, $40 across July and August expiries.
Total Values: Over $1.13M
Strike Price: $22.50–$40
Analysis: A wide range of strikes being purchased signals aggressive speculation or a build-up of bullish exposure ahead of news.
Days to Expiry: 3 to 38

CRISPR Therapeutics (CRSP)
Sentiment: Bullish
Options Activity: Traders sold PUTs at the $55 strike expiring August 15, 2025, above current spot at $54.66, collecting premium while assuming risk.
Total Values: Over $426K
Strike Price: $55
Analysis: This bullish put selling reflects confidence that the stock will remain above the strike over the next five weeks.
Days to Expiry: 38

Intel (INTC)
Sentiment: Bullish
Options Activity: Massive call buying in the $24 strike range expiring March 20, 2026, all trades far exceeding open interest.
Total Values: Over $6.65M in call premium
Strike Price: $24
Analysis: A major long-term bet suggesting institutional positioning for sustained upside in Intel.
Days to Expiry: 255

Ford (F)
Sentiment: Bullish
Options Activity: A large sweep targeting $13 CALLs expiring August 15, 2025 while spot sat near $11.69.
Total Values: $119K
Strike Price: $13
Analysis: This is a classic momentum positioning trade, likely anticipating a technical breakout.
Days to Expiry: 38

Exact Sciences (EXAS)
Sentiment: Bullish
Options Activity: A sweep of CALLs at the $62.50 strike expiring October 17, 2025, initiated while spot was near $52.80.
Total Values: $427.5K
Strike Price: $62.50
Analysis: Suggests upside expectation over the next three months, possibly in anticipation of a clinical or earnings catalyst.
Days to Expiry: 101

Rigetti Computing (RGTI)
Sentiment: Bullish
Options Activity: Traders sold PUTs at the $14 strike expiring January 16, 2026, collecting premium well above current spot of $13.56.
Total Values: Over $382K
Strike Price: $14
Analysis: This bullish put sale reflects high confidence in price remaining elevated or rebounding.
Days to Expiry: 192

Full Truck Alliance (YMM)
Sentiment: Bullish
Options Activity: Deep out-of-the-money CALLs at the $10 strike expiring December 19, 2025 were bought while spot traded near $12.91.
Total Values: $287K
Strike Price: $10
Analysis: Likely a hedge or unusual speculative positioning assuming sharp downside reversals or event-driven moves.
Days to Expiry: 164

Caesars Entertainment (CZR)
Sentiment: Bullish
Options Activity: A deep out-of-the-money PUT at $23 strike was sold while the stock traded above $29.
Total Values: $456.5K
Strike Price: $23
Analysis: This far-out put selling reflects strong conviction that the stock will remain well above this level.
Days to Expiry: 38

AGNC Investment (AGNC)
Sentiment: Bullish
Options Activity: A sweep of $9.50 CALLs expiring July 18, 2025 was bought as spot traded at $9.44.
Total Values: $99K
Strike Price: $9.50
Analysis: Suggests short-term bullish sentiment, possibly tied to earnings or dividend expectations.
Days to Expiry: 10

Insider Transactions

Each day, insider transactions provide insights into the movements of key executives and shareholders within various companies. These transactions can signal confidence in future performance or a need to liquidate holdings. Today’s report identified the most significant insider purchases and sales, highlighting influential figures and companies that made notable moves.  Let’s take a look at some of today’s standout transactions.

US Insider Purchases

Calamos Aksia Private Equity & Alternatives Fund
Buyer: Herman Thomas E (Vice President and CFO)
Shares Purchased: 44,995 (+112487.6%)
Price: USD 10.01
Total Value: USD 450,400

Dividend and Income Fund (DNI)
Buyer: WINMILL & CO. INC (See “Explanation of Responses”)
Shares Purchased: 3,600 (+2.1%)
Price: USD 13.59
Total Value: USD 48,920

US Insider Sales

Amazon.com Inc (AMZN)
Seller: Bezos Jeffrey P (Executive Chair)
Shares Sold: 2,046,582 (-0.2%)
Price: USD 223.92
Total Value: USD 458,271,869

Centuri Holdings Inc (CTRI)
Seller: Southwest Gas Holdings, Inc. (Large shareholder)
Shares Sold: 1,060,240 (-2.2%)
Price: USD 20.75
Total Value: USD 21,999,980

Credo Technology Group Holding Ltd (CRDO)
Seller: Cheng Chi Fung (Chief Technology Officer)
Shares Sold: 40,550 (-0.5%)
Price: USD 91.88
Total Value: USD 3,725,856

Eos Energy Enterprises Inc (EOSE)
Seller: Mastrangelo Joe (Chief Executive Officer)
Shares Sold: 127,152 (-9.3%)
Price: USD 4.92
Total Value: USD 625,588

UiPath Inc (PATH)
Seller: Dines Daniel (CEO and Chairman)
Shares Sold: 45,000 (-0.8%)
Price: USD 13.21
Total Value: USD 594,513

Hims & Hers Health Inc (HIMS)
Seller: Okupe Oluyemi (Chief Financial Officer)
Shares Sold: 11,581 (-16.6%)
Price: USD 46.67
Total Value: USD 540,498

Thumzup Media Corp (TZUP)
Seller: Steele Robert A (Chief Executive Officer)
Shares Sold: 2,500,000 (-80.6%)
Price: USD 0.50
Total Value: USD 1,250,000

Chipotle Mexican Grill Inc (CMG)
Seller: Garner Curtis E (Pres, Chief Strategy & Technology Officer)
Shares Sold: 15,750 (-4.4%)
Price: USD 56.32
Total Value: USD 887,108

Mastercard Inc (MA)
Seller: Genachowski Julius (Non-Executive Director)
Shares Sold: 312 (-3.6%)
Price: USD 570.67
Total Value: USD 178,049

Greif Inc (GEF)
Seller: Rosgaard Ole G (President and CEO)
Shares Sold: 2,200 (-2.9%)
Price: USD 70.00
Total Value: USD 154,000

Aldel Financial Inc (ADF)
Seller: Kauffman Robert I (Non-Executive Director)
Shares Sold: 12,465 (-0.3%)
Price: USD 10.19
Total Value: USD 127,018

InterDigital Wireless Inc (IDCC)
Seller: Pankaj Rajesh (Chief Technology Officer)
Shares Sold: 1,000 (-1.3%)
Price: USD 224.58
Total Value: USD 224,580

Healthequity Inc (HQY)
Seller: Fiore Michael Henry (EVP, Chief Commercial Officer)
Shares Sold: 1,094 (-2.0%)
Price: USD 101.50
Total Value: USD 111,038

SYNNEX Corp (SNX)
Seller: Polk Dennis (Hyve Solutions Executive)
Shares Sold: 1,800 (-1.9%)
Price: USD 139.35
Total Value: USD 250,830

Salesforce.com Inc (CRM)
Seller: Benioff Marc (Chair and CEO)
Shares Sold: 478 (-0.0%)
Price: USD 273.15
Total Value: USD 130,567

Gamco Natural Resources Gold & Income Trust (GNT)
Seller: Saba Capital Management, L.P. (Large shareholder)
Shares Sold: 31,293 (-1.8%)
Price: USD 6.43
Total Value: USD 201,214

Nuveen Pennsylvania Quality Municipal Income Fund (NQP)
Seller: Saba Capital Management, L.P. (Large shareholder)
Shares Sold: 11,194 (-0.2%)
Price: USD 11.18
Total Value: USD 125,149

BlackRock California Municipal Income Trust (BFZ)
Seller: Saba Capital Management, L.P. (Large shareholder)
Shares Sold: 3,054 (-0.1%)
Price: USD 10.87
Total Value: USD 33,197

CDN Insider Purchases

Tourmaline Oil Corp (TOU)
Buyer: Rose, Mike (Senior Officer of Issuer)
Shares Purchased: 5,000 (+0.1%)
Price: CAD 62.92
Total Value: CAD 314,601

Canada Nickel Company Inc (CNC)
Buyer: Smith, David (Director of Issuer)
Shares Purchased: 283,000 (+26.6%)
Price: CAD 1.06
Total Value: CAD 299,980

Nuvista Energy Ltd (NVA)
Buyer: Lawford, Michael (Senior Officer of Issuer)
Shares Purchased: 18,000 (+7.9%)
Price: CAD 13.90
Total Value: CAD 250,200

55 North Mining Inc.
Buyer: DiGirolamo, Julio (Senior Officer of Issuer)
Shares Purchased: 1,253,800 (+15.7%)
Price: CAD 0.05
Total Value: CAD 62,690

Nuvista Energy Ltd (NVA)
Buyer: LeGrow, Christopher Mark Alessandro (Senior Officer of Issuer)
Shares Purchased: 3,000 (+3.2%)
Price: CAD 13.75
Total Value: CAD 41,250

Petrus Resources Ltd (PRQ)
Buyer: Gray, Kenneth Graham (Director and Senior Officer of Issuer)
Shares Purchased: 17,946 (+0.6%)
Price: CAD 1.36
Total Value: CAD 24,360

Global Atomic Corp (GLO)
Buyer: Chambers, Dean Ronald (Director of Issuer)
Shares Purchased: 30,000 (+58.9%)
Price: CAD 0.73
Total Value: CAD 21,900

CDN Insider Sales

No sales filed

Institutional Spotlight: July 8, 2025

Tracking Strategic Moves from Major Investment Firms

TENOR Capital Takes a Stake in FACT
TENOR Capital Management, led by Robin Shah, disclosed a significant new position in Freedom Acquisition Corp. I (FACT), acquiring 1,000,000 shares, amounting to 5.40% ownership. This marks a material accumulation from a hedge fund known for opportunistic event-driven strategies, possibly signaling anticipation of a future corporate action or SPAC-related development.

Carl Icahn Ups the Ante in CTRI
Activist investor Carl Icahn continues to deepen his involvement in Coterra Energy (CTRI), disclosing ownership of 6,403,877 shares, or 7.22% of the company. Icahn’s presence often suggests a push for operational or strategic changes, and this growing stake may attract attention from other institutional investors looking to align with activist momentum.

Full Control: Brown Advisory Owns All of BASG
Brown Advisory Inc. reported full ownership of Build Acquisition Corp. (BASG) with 18,671,248 shares, translating to a commanding 100.00% stake. Such complete control is unusual and may hint at internal restructuring or plans for a reverse merger.

FUND 1 Investments Bets Big on CURV
FUND 1 Investments LLC disclosed a 10.50% stake in Torrid Holdings (CURV), owning 10,433,112 shares. This substantial position by a relatively low-profile firm suggests strong conviction in a turnaround or undervalued opportunity in the plus-size fashion retailer.

Modest Positioning from BB&T in HIPS
BB&T Corp initiated a position in GraniteShares HIPS US High Income ETF (HIPS) with 41,703 shares, representing a small 0.50% ownership. The position is minor but adds to the overall institutional diversity in the ETF.

BMO Goes All-In on CANNABIST
Bank of Montreal made a major move into the cannabis sector with a 10.02% ownership in The Cannabist Company Holdings, totaling 53,444,440 shares. The size and timing of this position reflect a bold stance from a major Canadian bank in support of the sector’s long-term regulatory and market potential.

Cohen & Steers Builds a Dominant Stake in HPP
Cohen & Steers Inc. now controls 17.02% of Hudson Pacific Properties (HPP) with 64,515,605 shares. As a real estate-focused asset manager, this indicates growing confidence in the commercial REIT despite broader concerns in the office space sector.

T. Rowe Price Targets CURB and HOLX
T. Rowe Price Investment Management Inc. disclosed dual high-conviction positions: 10,631,020 shares (10.10%) in Curbswap (CURB) and 24,083,297 shares (10.80%) in Hologic (HOLX). These holdings reflect a balanced approach between innovation in fintech and stability in healthcare technology.

Price T. Rowe Adds to DSGX, Avoids STRT
Price T. Rowe Associates Inc. MD added 8,560,751 shares (10.00%) of Descartes Systems Group (DSGX), a key player in logistics software. Their separate minor position of 1,945 shares in STRATTEC Security (STRT) appears negligible in comparison, likely more of a placeholder than a strategic position.

Legal & General Makes a Dual Tech Play
Legal & General Investment Management Ltd reported meaningful stakes in both Cognyte Software (CGNT) with 4,033,757 shares (5.70%) and Mitek Systems (MITK) at 3,045,287 shares (6.68%), highlighting a tilt toward niche cybersecurity and digital ID verification segments.

Sands Capital Adds IOT Exposure
Sands Capital Management, led by Frank Sands, revealed a stake of 19,714,695 shares (6.60%) in Samsara Inc. (IOT). The move underscores confidence in industrial IoT platforms, particularly those leveraging AI and fleet management technology.

Trian Fund Still Active in WEN
Trian Fund Management, under Nelson Peltz, maintained a robust presence in Wendy’s (WEN) with 30,904,107 shares (16.09%). Peltz’s continued involvement could point to further boardroom activism or operational restructuring efforts.

FMR LLC’s Broad-Based Accumulation
Fidelity’s institutional arm (FMR LLC) unveiled widespread ownership across a broad spectrum of sectors:

• ONON: 28,935,843 shares (10.00%)

• MGNI: 17,224,291 shares (12.20%)

• OCUL: 19,608,170 shares (12.30%)

• LXRX: 38,137,535 shares (10.50%)

• SANM: 5,805,957 shares (10.90%)

• MMYT: 9,011,895 shares (10.00%)

• BTAL: 1,944,788 shares (11.60%)

• CRESCENT BIOPHARMA INC: 1,414,190 shares (10.20%)

• OMADA HEALTH INC: 5,600,662 shares (10.00%)

The sheer number of disclosed positions illustrates FMR’s aggressive expansion across health tech, biotech, consumer brands, and international markets—an assertive signal of conviction across multiple growth verticals.

Federated Investors Tilt Toward Biotech
Federated Investors Inc. PA reported positions in two clinical-stage biotech names: FBRX with 1,072,233 shares (8.78%) and EYPT with 4,599,450 shares (6.68%), suggesting strategic exposure to high-risk, high-reward opportunities in the life sciences pipeline.

Institutional Momentum Watchlists

(Stocks are sorted to highlight those with the strongest momentum at the time of the scan)

Welcome to the Institutional Momentum Watchlist, an exclusive feature for our members. This list highlights stocks that have recently caught the attention of institutional investors, either through new purchases or significant additions. These stocks are selected based on promising technical setups that suggest potential momentum. Our systematic approach filters for opportunities where institutional sponsorship aligns with favorable technical conditions, offering a unique edge in your trading strategy. Keep an eye on this watchlist as we update it each weekend with the latest insights from the market.

Click on the CandleGlance chart to view it in full size. Find a chart that matches your criteria or interests. You can easily save it to your watchlist on StockCharts.com for further analysis and tracking or copy and paste the ticker list into your chart provider.

US Institutional Momentum Watchlist

EXPORT – US – Institutional – 2025-07-03

DBVT, NXT, BSGM, SNT, SEZL, CRDO, DAVE, SGHC, TPR, RBRK, CRWD, ZVRA, STRL, FINV, RDVT, PRIM, CYD, KTOS, IESC, NN, HWM, CLS, VST, RDWR, AXON, BN, NRIM, LIF, RCL, KD, TOST, PBI, AGX, III, OWLT, ATAT, GEV, LMB, QUBT, NEXT, SPOT, ROAD, FIX, MCB, AVGO, CALX, TATT, SNOW, CDTX, JBL, JPM, SAP, BA, NRG, CAH, LLYVA, AS, GROY, ZS, CSCO, THM, CW, UBER, CEG, MELI, PLTR, PM, CRS, LITE, VIK, MSFT, FROG, CDE, JCI, TPC, WFC, IBM, MTZ, OSW, ATI, CVNA, RBC, MIR, REVG, WWD, FNMA, LBRDK, CVS, PVLA, CRBG, FUTU, ITRI, RBLX, CHTR, STNE, GS, SANM, DGII, AXP, COF, NFLX, APH, BTM, INTU, TBPH, FIVE, GE, OMF, DERM, RTX, DIS, EPR, CNM, EBAY, META, STT, TDG, LASR, ASND, NDAQ, ETNB, VEEV, EAT, PBYI, SLNO, TEL, TSM, RPRX, PARA, GTES, BAC, BK, BEN, TTWO, AN, GILD, AZ, SGI, T, SCHW, DE, EHC, MITT, ALLT, INDV, IPI

Canadian Institutional Momentum Watchlist

EXPORT – CDN – Institutional – 2025-07-03

TH.TO, ONC.TO, TCW\.TO, GLO.TO, WEED.TO, CRDL.TO, LGO.TO, EMX.V, DRM.TO, AEP.V, CEU.TO, BLDP.TO, TVK.TO, CPH.TO, BITF.TO, CLS.TO, FTT.TO, BAM.TO, NEO.TO, BBD/B.TO, BN.TO, USA.TO, FSZ.TO, DCBO.TO, AC.TO, AQN.TO, SSL.TO, NPI.TO, VNP.TO, GOOS.TO, BEPC.TO, BLX.TO, SES.TO, K.TO, CCO.TO, CIGI.TO, CAE.TO, AIM.TO, TXG.TO, SII.TO, DR.TO, CG.TO, PET.TO, KXS.TO, EIF.TO, WN.TO, DSG.TO, MDA.TO, WJX.TO, RCI/B.TO, BDGI.TO, L.TO, LSPD.TO, ONEX.TO, MHC/U.TO, WPM.TO, FSV.TO, OR.TO, BMO.TO, MX.TO, CRON.TO, EFX.TO, ABX.TO, WTE.TO, EFN.TO, ATRL.TO, NG.TO, SIS.TO, CF.TO, TRI.TO, BDT.TO, STN.TO, EMP/A.TO, KNT.TO, PAAS.TO, RY.TO, RUS.TO, NGD.TO, DOL.TO, ATD.TO, FNV.TO, NTR.TO, MAG.TO, ELD.TO, LB.TO, AAUC.TO, IFC.TO, WSP.TO, BDI.TO, NFI.TO, TRP.TO, QBR/B.TO, IGM.TO, OGI.TO, SHLE.TO, MTL.TO, TD.TO, TFPM.TO, NA.TO, ARG.TO, SAP.TO, FN.TO, CM.TO, DFY.TO, LUG.TO, DRX.TO, IAG.TO, EQB.TO, MI/UN.TO, EDV.TO, IMO.TO, GUD.TO, NXE.TO, POW\.TO, SU.TO, PBH.TO, SSRM.TO, NXR/UN.TO, ET.TO, WELL.TO, DPM.TO, AD/UN.TO, ARIS.TO, CFP.TO, CRR/UN.TO, NWH/UN.TO, SLF.TO, EMA.TO, WPK.TO, CMG.TO, PZA.TO, FM.TO, IMG.TO, GRT/UN.TO, AGI.TO

To conclude our report, we thank you for your engagement and insights. Your feedback is valuable, and we encourage you to share your recommendations. Stay attentive to the Daily Setups, the Workspace, and the Watchlists for emerging opportunities. Additionally, explore the PDFs of the scanner results provided in the Daily Setups report. Until next time, happy trading!