{"id":73197,"date":"2026-02-19T18:16:35","date_gmt":"2026-02-19T18:16:35","guid":{"rendered":"https:\/\/dogewisperer.com\/?p=73197"},"modified":"2026-02-19T18:16:35","modified_gmt":"2026-02-19T18:16:35","slug":"how-smart-money-is-positioning-to-win-in-2026","status":"publish","type":"post","link":"https:\/\/dogewisperer.com\/?p=73197","title":{"rendered":"How Smart Money Is Positioning To Win In 2026"},"content":{"rendered":"<div>\n<p>Hedge funds just revealed their Q4 portfolios. The world\u2019s largest investors are making the same bet.<\/p>\n<p>Fourteen of the world\u2019s biggest hedge funds dropped their Q4 portfolio disclosures this week and the moves were\u2026 not subtle. SoftBank sold every share of Nvidia <a class=\"ticker-link\" data-ticker=\"NVDA\" data-exchange=\"NASDAQ\" href=\"https:\/\/www.benzinga.com\/quote\/NVDA\" target=\"_blank\" rel=\"noopener\">(NASDAQ:<\/a><a class=\"ticker\" href=\"https:\/\/www.benzinga.com\/quote\/NVDA\">NVDA<\/a>) it owned. Buffett cut 77% of his Amazon <a href=\"https:\/\/www.benzinga.com\/quote\/AMZN\" target=\"_blank\" class=\"ticker-link\" data-ticker=\"AMZN\" data-exchange=\"NASDAQ\" rel=\"noopener\">(NASDAQ:<\/a><a class=\"ticker\" href=\"https:\/\/www.benzinga.com\/quote\/AMZN\">AMZN<\/a>) stake. Druckenmiller dumped 30+ positions in a single quarter.<\/p>\n<p><figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><\/p>\n<div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\">\n<p lang=\"en\" dir=\"ltr\">JUST IN: Many famous investors including Warren Buffett, Bill Ackman and a bunch more just updated their portfolios<\/p>\n<p>Here&#8217;s what their portfolios looked like as of the end of 2025 \u2026 A Thread\ud83e\uddf5\u2b07\ufe0f<\/p>\n<p>Warren Buffett \ud83d\udc10: <\/p>\n<p>(This is Warren Buffett&#8217;s FINAL portfolio as the CEO of\u2026 <a href=\"https:\/\/t.co\/yojeYjZsus\">pic.twitter.com\/yojeYjZsus<\/a><\/p>\n<p>\u2014 Evan (@StockMKTNewz) <a href=\"https:\/\/twitter.com\/StockMKTNewz\/status\/2023868234169287116?ref_src=twsrc%5Etfw\">February 17, 2026<\/a><\/p>\n<\/blockquote>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/div>\n<\/p>\n<\/figure>\n<p>We\u2019ll get into all of it.<\/p>\n<h3 class=\"wp-block-heading\">THE RUNDOWN<\/h3>\n<p><strong>13F FILINGS \u203a<\/strong> It was one of the most active 13F cycles in recent memory. SoftBank exited its entire $6B Nvidia position and rotated into crypto (including $781M in a Bitcoin treasury company). Buffett slashed Amazon by 77% and opened a $352M New York Times stake nobody saw coming. Ackman opened $1.76B in Meta while Druckenmiller, Lone Pine, and Bridgewater were all selling it. Druckenmiller purged 30+ holdings and loaded up on financials <a class=\"ticker-link\" data-ticker=\"XLF\" data-exchange=\"ARCA\" href=\"https:\/\/www.benzinga.com\/quote\/XLF\" target=\"_blank\" rel=\"noopener\">(NYSE:<\/a><a class=\"ticker\" href=\"https:\/\/www.benzinga.com\/quote\/XLF\">XLF<\/a>), Brazil <a class=\"ticker-link\" data-ticker=\"EWZ\" data-exchange=\"ARCA\" href=\"https:\/\/www.benzinga.com\/quote\/EWZ\" target=\"_blank\" rel=\"noopener\">(NYSE:<\/a><a class=\"ticker\" href=\"https:\/\/www.benzinga.com\/quote\/EWZ\">EWZ<\/a>), and equal-weight S&amp;P (RSP). Tepper exited six regional banks in one shot. Full 13F breakdown on Rallies.<\/p>\n<p><figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><\/p>\n<div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\">\n<p lang=\"en\" dir=\"ltr\">BREAKING: Berkshire Hathaway Q4 2025 13F: Slashed <a href=\"https:\/\/twitter.com\/search?q=%24AMZN&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$AMZN<\/a> by 77% (~$1.7B sold), trimmed <a href=\"https:\/\/twitter.com\/search?q=%24BAC&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$BAC<\/a> by 50.8M shares (-9%), opened new <a href=\"https:\/\/twitter.com\/search?q=%24NYT&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$NYT<\/a> position worth $352M.<\/p>\n<p>Active quarter with continued selling of tech and bank holdings alongside selective additions to insurance, energy, and media.\u2026 <a href=\"https:\/\/t.co\/fWPN86xSsU\">pic.twitter.com\/fWPN86xSsU<\/a><\/p>\n<p>\u2014 WOLF (@WOLF_Financial) <a href=\"https:\/\/twitter.com\/WOLF_Financial\/status\/2023867776520384669?ref_src=twsrc%5Etfw\">February 17, 2026<\/a><\/p>\n<\/blockquote>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/div>\n<p><figcaption class=\"wp-element-caption\"><strong>AI \u203a<\/strong> Meta (NASDAQ:<a class=\"ticker\" href=\"https:\/\/www.benzinga.com\/quote\/META\">META<\/a>) signed a deal to use millions of Nvidia chips in its data centers, including next-gen Vera Rubin systems and standalone CPUs. Nvidia (NVDA) rose ~2%. The semiconductor index gained 1.4%. Zuckerberg is calling it a step toward \u201cpersonal superintelligence for everyone,\u201d &#8230;<\/figcaption><\/p>\n<\/figure>\n<p><a href=\"https:\/\/www.benzinga.com\/Opinion\/26\/02\/50728609\/how-smart-money-is-positioning-to-win-in-2026?utm_source=benzinga_taxonomy&amp;utm_medium=rss_feed_free&amp;utm_content=taxonomy_rss&amp;utm_campaign=channel\" alt=\"How\" smart money is positioning to win in>Full story available on Benzinga.com<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Hedge funds just revealed their Q4 portfolios. The world\u2019s largest investors are making the same bet. Fourteen of the world\u2019s biggest hedge funds dropped their Q4 portfolio disclosures this week and the moves were\u2026 not subtle. SoftBank sold every share of Nvidia (NASDAQ:NVDA) it owned. Buffett cut 77% of his Amazon (NASDAQ:AMZN) stake. Druckenmiller dumped [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"iawp_total_views":0,"footnotes":""},"categories":[2],"tags":[3,4,5],"class_list":["post-73197","post","type-post","status-publish","format-standard","hentry","category-news","tag-crypto","tag-doge","tag-news"],"_links":{"self":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/posts\/73197","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=73197"}],"version-history":[{"count":0,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/posts\/73197\/revisions"}],"wp:attachment":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=73197"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=73197"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=73197"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}