Global Demand For Equity Exposure Settles At Marginal Drop (3%)
Brendan Wood TopGun Shareholder Conviction Index Update – June 2025
Question: Are you planning to be a net buyer, net neutral or net seller in the near term 3 months?
(Net buyer means own more $ in equities than you do today.)
• 38% of global big cap investors plan to increase exposure to stocks over the next three months. (down from 41% in May)
• Only 13% intend to decrease equity exposure.
• 49% intend to maintain their current equity exposure
Rising/falling demand for stocks is estimated through Brendan Wood’s daily personal debriefs (+ 2000 yearly consultations) with asset managers, overseeing +/-$60 trillion. The Brendan Wood global investor network establishes investment quality and demand, stock by stock, across 1400 large cap investment targets. The aggregated findings also broadly anticipate the forthcoming net increasing or decreasing global demand for equity exposure.
Brendan Wood TopGun™ Names 2025 Companies Include:
Danaher Corporation
Welltower Inc.
Progressive Corp
Mastercard Incorporated
Microsoft Corp.
Royal Bank of Canada
Waste Connections
TransDigm Group Incorporated
HCA Healthcare, Inc.
T-Mobile US, Inc.
If you would like to subscribe please send an email to
jnovak@brendanwood.com or aknott@brendanwood.com or gpeck@brendanwood.com
Prior Releases:
About Brendan Wood International:
Brendan Wood International (BWI), formed in 1970, is a private advisory group which originates performance investigation programs in the capital markets. Relying on its real time intelligence, BWI advises public companies, institutional and activist investors, investment banks and broker dealers on strategy, performance and recruitment of TopGun™ talent. Big cap companies looking for comprehensive investor confidence data on their organizations are likely to discover that Brendan Wood partners consult with their investors non stop year round. There are 2000+ live consultations with investment professionals overseeing +/- $60 trillion invested in the +/- 1400 big cap companies on the BWI Index. Investors depend on BWI to quantify the demand side of the investment industry, including the name by name research sales and trading professionals who influence investor demand. The firm’s partners have formally presented at 1000+ C level strategy meetings and corporate off-sites in fifty cities. Brendan Wood founded the exclusive TopGun™ Club, a performance based institution.
Disclosure:
All reports, evaluations and assessments contained herein, represent Brendan Wood International’s subjective judgment and opinions, based on our years of experience and on information obtained by us in the course of our research. Much of the factual information contained in the reports has been obtained by us from third parties on whose responses we have relied in good faith, independent verification by Brendan Wood International being, under the circumstances, impossible. While we believe that you will find our reports to be an invaluable tool in formulating your own strategies and judgments, the foregoing should be borne in mind. This report is not meant as investment advice and should not be interpreted as advising on the value of a company’s securities, the advisability of investing in, purchasing or selling any company’s securities or any other conclusion relating to investment/divestiture of a company’s securities. Finally, this report is not intended as an offer or solicitation for the purchase or sale of any company’s securities.
Related Links:
www.TopGunPress.com
LinkedIn
www.brendanwood.com
Contacts:
Jordan Novak
Managing Partner
Brendan Wood International
+1 416 924 8110
jnovak@brendanwood.com
Amanda Knott
Managing Director
Brendan Wood International
+1 416 924 8110
aknott@brendanwood.com
Gordon Peck
Managing Partner
Brendan Wood International
+1 416 924 8110
gpeck@brendanwood.com
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