MOTOROLA SOLUTIONS INC (MSI) — Hedge Fund Ownership Q4 2025
MSI
- MOTOROLA SOLUTIONS INC (MSI) is held by 7 of 82 tracked hedge funds, with Wedgewood Partners (5%) and Mairs & Power (2%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- New position in MSI stock was initiated by Jensen Investment Management (1%).
- The biggest increases in MSI holdings came from Mairs & Power (+14%) and Wedgewood Partners (+25%), highlighting conviction.
- The biggest decreases in MSI holdings came from Dodge & Cox (-1%) and Ariel Investments (-1%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to MOTOROLA SOLUTIONS INC (MSI) by +12% vs the prior quarter and +14% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Wedgewood Partners David Rolfe
|
5.13% | 72K | +24.61% | +26.97% | $27.5M | $383.32 | — |
| 2 |
Mairs & Power
|
1.94% | 525K | +14.12% | +8.39% | $201.3M | $383.32 | — |
| 3 |
Cooperman Capital
|
1.72% | 135K | — | +35.00% | $51.7M | $383.32 | — |
| 4 |
Jensen Investment Management
|
1.06% | 175K | NEW | — | $67.2M | $383.32 | — |
| 5 |
Torray Investment Partners Robert Torray
|
0.03% | 566 | — | — | $216,959 | $383.32 | — |
| 6 |
Ariel Investments
|
0.00% | 755 | -0.66% | -5.62% | $289,407 | $383.32 | — |
| 7 |
Dodge & Cox
|
0.00% | 11K | -0.88% | +30.46% | $4.3M | $383.32 | — |
| 7 | Total | — | 920K | +11.88% | +14.36% | $352.6M | — | — |
* 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.