Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Neil Wilson
Investor Content Strategist
Summary: In this series you will gain the exclusive insight of what Saxo clients are buying and selling week on week. This is not financial advice, Capital at Risk.
Saxo clients were busy last week – here's a look at some of the most bought and sold shares on the platform in a week that saw fresh record highs for stocks and Nvidia became the world's first $4 trillion company..
In absolute terms, the tech trio of Nvidia, Tesla and Palantir continued to be the most popular names for UK investors. Clients were net buyers or Nvidia and Tesla but trimmed exposure to Palantir.
Amazon and Alphabet drew strong buying activity last week too, but clients were net sellers of Apple.
Among some of the biggest position changes of the last week were buys in advertising giant WPP, with investors apparently averaging in after the stock plunged on a profits warning.
AST SpaceMobile was another name to see a big uplift in long positions.
Last week the FCC granted AST SpaceMobile an experimental license to test FM1, a giant square-shaped satellite that the company has been aiming to launch this month.
Critical minerals miner Metals One was also popular as it continued its volatile ride in 2025. US health insurer Oscar Health was another to attract buyers as the stock fell last week.
Rolls-Royce and Alibaba were some of the other stocks to see strong net buys last week.
Among the sellers, clients offload some BP, Rio Tinto and Glencore, as well as Coinbase and MicroSrategy, even as Bitcoin raced to a record high.
Other names that had more sellers than buyers included Hims & Hers, AMD, LVMH and Snowflake.