Guru Ownership Trend
Guru Analysis for Array Digital Infrastructure, Inc. (AD)
Array Digital Infrastructure, Inc. (AD), a key player in the Communication Services sector, continues to attract institutional attention.
As of Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $113.17 M.
Top institutional holders include Mario Gabelli and Howard Marks.
Institutional sentiment is currently Bullish. This is evidenced by a $21.7 M net inflow during the quarter.
Recent activity highlights Lee Ainslie who increased their stake by 175.9%. Conversely, Renaissance Technologies reduced exposure by 66.6%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.51% | Reduce -19.8% | 1,049,166 | $52.47 M | Q3 2025 | |
| 0.56% | New Buy | 724,444 | $36.23 M | Q3 2025 | |
| 0.03% | Reduce -11.5% | 364,396 | $18.22 M | Q3 2025 | |
| 0.05% | Add 175.9% | 67,703 | $3.39 M | Q3 2025 | |
| 0.00% | Reduce -66.6% | 18,797 | $940,038 | Q3 2025 | |
| 0.00% | New Buy | 15,685 | $784,407 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Array Digital Infrastructure, Inc. (AD)
Top Guru holders include Mario Gabelli ($52.47 M), Howard Marks ($36.23 M), Steven Cohen ($18.22 M). Collectively, tracked Gurus hold 2.24 M shares.
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $21.7 M, with 3 Gurus buying and 4 Gurus selling.
In the recent quarter, 3 Gurus reduced their positions, and 1 Gurus sold out of AD completely. Total sell value was $17.48 M.
Yes, 2 Gurus opened new positions in AD, and 1 added to their existing holdings. Total buy value was $39.17 M.