SOLVENTUM CORP (SOLV) — Hedge Fund Ownership Q1 2026
SOLV
- SOLVENTUM CORP (SOLV) is held by 4 of 82 tracked hedge funds, with Trian Fund Management (14%) 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 (+2%) and Pzena Investment Management (+1%), highlighting conviction.
- The biggest decreases in SOLV holdings came from Mairs & Power (-1%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to SOLVENTUM CORP (SOLV) by +1% 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
|
13.93% | 8.2M | — | -2.67% | $537.9M | $65.30 | — |
| 2 |
Davis Selected Advisers Christopher Davis
|
1.90% | 6.3M | +1.77% | +19.71% | $413.4M | $65.30 | — |
| 3 |
Pzena Investment Management Richard Pzena
|
0.09% | 440K | +1.06% | — | $28.7M | $65.30 | — |
| 4 |
Mairs & Power
|
0.05% | 73K | -0.51% | +106.93% | $4.7M | $65.30 | — |
| 4 | Total | — | 15.1M | +0.77% | +6.19% | $984.7M | — | — |
* 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.