Guru Ownership Trend
Guru Analysis for Analog Devices, Inc. (ADI)
Analog Devices, Inc. (ADI), a key player in the Technology sector, continues to attract institutional attention.
As of Q4 2025, a total of 17 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.07 B.
Top institutional holders include First Eagle Investment and First Pacific Advisors.
Notably, First Pacific Advisors has expressed high conviction in this stock, allocating 6.69% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $455.07 M net outflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Ray Dalio reduced exposure by 92.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Analog Devices, Inc. (ADI)
Major holders include First Eagle Investment ($549.4 M), First Pacific Advisors ($508.46 M), Tom Gayner ($277.5 M). According to the latest reported data, 17 tracked investment managers collectively hold approximately 6.78 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $455.07 M, with 6 managers increasing positions and 12 managers reducing holdings.
During the most recent reporting period, 11 managers trimmed their positions, while 1 fully exited ADI. The total reported sell value was $519.72 M.
Yes, 1 managers opened new positions in ADI, and 5 increased their existing holdings. The total reported buy value was $64.65 M.
