Guru Ownership Trend
Guru Analysis for ProFrac Holding Corp. (ACDC)
ProFrac Holding Corp. (ACDC), a key player in the Energy sector, continues to attract institutional attention.
As of Q3 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $15.69 M.
Top institutional holders include HOTCHKIS & WILEY and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $8.96 M net inflow during the quarter.
Recent activity highlights Cliff Asness who dramatically increased their stake.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.02% | Add 27.8% | 1,484,760 | $5.49 M | Q3 2025 | |
| 0.00% | Add 6534.1% | 1,013,226 | $3.75 M | Q3 2025 | |
| 0.00% | New Buy | 642,513 | $2.38 M | Q3 2025 | |
| 0.00% | New Buy | 497,200 | $1.84 M | Q3 2025 | |
| 0.00% | New Buy | 18,784 | $69,501 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for ProFrac Holding Corp. (ACDC)
Major holders include HOTCHKIS & WILEY ($5.49 M), Cliff Asness ($3.75 M), Paul Tudor Jones ($2.38 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 3.66 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $8.96 M, with 5 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited ACDC. The total reported sell value was $214,424.
Yes, 3 managers opened new positions in ACDC, and 2 increased their existing holdings. The total reported buy value was $9.17 M.