SOLVENTUM CORP (SOLV) — Hedge Fund Ownership Q4 2025
SOLV
- SOLVENTUM CORP (SOLV) is held by 4 of 81 tracked hedge funds, with Trian Fund Management (16%) and Davis Selected Advisers (2%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in SOLV holdings came from Davis Selected Advisers (+13%) and Pzena Investment Management (+0.2%), highlighting conviction.
- The biggest decreases in SOLV holdings came from Trian Fund Management (-3%) and Mairs & Power (-0.5%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to SOLVENTUM CORP (SOLV) by +3% vs the prior quarter and +6% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Trian Fund Management
|
16.38% | 8.2M | -2.67% | -2.67% | $652.7M | $79.24 | — |
| 2 |
Davis Selected Advisers Christopher Davis
|
2.22% | 6.2M | +12.73% | +18.55% | $492.9M | $79.24 | — |
| 3 |
Pzena Investment Management Richard Pzena
|
0.10% | 435K | +0.24% | — | $34.5M | $79.24 | — |
| 4 |
Mairs & Power
|
0.06% | 73K | -0.48% | +106.05% | $5.8M | $79.24 | — |
| 4 | Total | — | 15.0M | +3.29% | +5.71% | $1.19B | — | — |
* 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.