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TAO Synergies Inc. hedge fund holdings

TAOXNASDAQ
$4.43+0.02 (+0.45%)as of Oct 5, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

TAOX · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-42.5%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 202574$360K$267K12Aug 14, 2025
Q3 2025174$1.68M$105K23Nov 14, 2025
Q4 2025149$1.36M$497K24Feb 14, 2026
Q1 20261010$655K$1.69M23May 15, 2026
Q2 2026146$936K$182K26Aug 14, 2026

Quarterly action breakdown

Q2 2026
26 filers
New position
5
$519K+139K sh
Increased
9
$417K+112K sh
Reduced
4
-$171K-45.8K sh
Out / sold
2
-$10.8K-2.91K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Summit Financial, LLCAdded 33.47%+$54K$215K0.00%Aug 12, 2026
Colonial Trust AdvisorsNew Buy+$1.87K$1.87K0.00%Aug 11, 2026

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