Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
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What Stocks are Saxo clients buying and selling? 12 May 2025
Saxo
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.
Most Bought and Sold Last Week
Palantir led the charge last week with a 3% uptick in buyers on the Saxo platform after the company’s stock plunged after its earnings update.
Berkshire Hathaway also saw a noticeable uptick in demand after the stock fell following news of Warren Buffet’s decision to step down as CEO.
Among UK stocks, Rolls-Royce picked up after last week’s positive trading update and on news that it’s going to be able to sell engines and parts into the US with no tariffs after the UK struck a deal with Washington on trade.
BP saw extra interest on fresh rumours it’s going to be subject to a takeover bid.
HSBC also attracted attention as the Asia and China-exposed bank picked up as tariff news lent on the positive.
In the sellers camp we saw clients continue to trim exposure to Magnificent 7 stocks with Microsoft, Nvidia and Tesla take three of the top four spots among the most sold.
Data source: Saxo UK client activity
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