ADOBE INC (ADBE) — Hedge Fund Ownership Q4 2025
ADBE
- ADOBE INC (ADBE) is held by 11 of 81 tracked hedge funds, with Cantillon Capital Management (2%) and Polen Capital Management (2%) holding the largest stakes, indicating moderate hedge fund interest relative to peers.
- The biggest increases in ADBE holdings came from Dodge & Cox (+36%) and Cantillon Capital Management (+16%), highlighting conviction.
- The biggest decreases in ADBE holdings came from Polen Capital Management (-28%) and Jensen Investment Management (-21%), suggesting profit-taking or de-risking.
- 1 hedge fund exited ADBE.
- Overall, hedge funds increased exposure to ADOBE INC (ADBE) by +4% vs the prior quarter and +27% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Cantillon Capital Management William von Mueffling
|
2.19% | 1.2M | +15.69% | +88.21% | $405.0M | $349.99 | — |
| 2 |
Polen Capital Management
|
2.01% | 1.3M | -27.55% | -55.38% | $470.9M | $349.99 | — |
| 3 |
Hillman Capital Management Mark Hillman
|
1.60% | 7K | -13.91% | -29.01% | $2.5M | $349.99 | — |
| 4 |
Olstein Capital Management Robert Olstein
|
1.15% | 16K | +4.92% | — | $5.6M | $350.00 | — |
| 5 |
Torray Investment Partners Robert Torray
|
0.75% | 15K | -9.05% | +9.36% | $5.2M | $349.99 | — |
| 6 |
Dodge & Cox
|
0.41% | 2.2M | +35.83% | +10231.62% | $757.5M | $349.99 | — |
| 7 |
Jensen Investment Management
|
0.19% | 35K | -21.36% | -21.36% | $12.1M | $349.99 | — |
| 8 |
Maverick Capital Lee Ainslie
|
0.05% | 14K | NEW | — | $4.9M | $349.99 | — |
| 9 |
Lindsell Train
|
0.05% | 5K | +17.78% | +48.88% | $1.9M | $349.99 | — |
| 10 |
Mairs & Power
|
0.01% | 2K | -0.99% | +3.03% | $703,130 | $349.99 | — |
| 11 |
Pzena Investment Management Richard Pzena
|
0.00% | 837 | +4.36% | — | $292,942 | $349.99 | — |
| — |
Markel Group Tom Gayner
|
— | — | EXITED | — | — | — | — |
| 11 | Total | — | 4.8M | +4.21% | +27.03% | $1.67B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.