AGCO Corporation (AGCO) — Hedge Fund Ownership Q4 2025
AGCO
- AGCO Corporation (AGCO) is held by 4 of 82 tracked hedge funds, with Davis Selected Advisers (1%) and Olstein Capital Management (0.2%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in AGCO holdings came from Davis Selected Advisers (+13%) and Third Avenue Management (+16%), highlighting conviction.
- The biggest decreases in AGCO holdings came from Olstein Capital Management (-5%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to AGCO Corporation (AGCO) by +13% vs the prior quarter and +3% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Davis Selected Advisers Christopher Davis
|
0.96% | 2.0M | +13.01% | +2.89% | $213.7M | $104.32 | — |
| 2 |
Olstein Capital Management Robert Olstein
|
0.19% | 9K | -5.26% | -37.93% | $939,000 | $104.33 | — |
| 3 |
Third Avenue Management
|
0.09% | 11K | +16.10% | — | $1.1M | $104.32 | — |
| 4 |
Tweedy, Browne Tweedy, Browne Co LLC
|
0.09% | 11K | +16.10% | — | $1.1M | $104.32 | — |
| 4 | Total | — | 2.1M | +12.95% | +2.59% | $216.9M | — | — |
* 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.