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AngloGold Ashanti plc

AU Materials
$96.72 +$1.83 (1.93%)
Market Cap: $48.85 B
Gurus Holding
7
Popularity Rank
#1201
% of Shares Held
1.83%
Net Activity (Q4 2025)
+$206.75 M

Guru Ownership Trend

Guru Analysis for AngloGold Ashanti plc (AU)

AngloGold Ashanti plc (AU), a key player in the Materials sector, continues to attract institutional attention.

As of Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $894.74 M.

Top institutional holders include Howard Marks and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $206.75 M net inflow during the quarter.

Recent activity highlights Cliff Asness who dramatically increased their stake. Conversely, First Eagle Investment reduced exposure by 27.5%.

Key Holders

Top 5 by Value

$328.16 M
$179.29 M
$70.18 M
$47.21 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$283.69 M
Total Buy Value
New Buys 0
Additions 5
-$76.94 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
5

FAQs for AngloGold Ashanti plc (AU)

Major holders include Howard Marks ($328.16 M), Cliff Asness ($179.29 M), First Eagle Investment ($127.19 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 9.25 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $206.75 M, with 5 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited AU. The total reported sell value was $76.94 M.

Yes, 0 managers opened new positions in AU, and 5 increased their existing holdings. The total reported buy value was $283.69 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
4.67% Reduce -8.1% 3,847,991 $328.16 M Q4 2025
0.09% Add 5109.9% 2,082,326 $179.29 M Q4 2025
0.22% Reduce -27.5% 1,491,498 $127.19 M Q4 2025
0.26% Add 253.6% 822,908 $70.18 M Q4 2025
0.05% Add 356.5% 553,561 $47.21 M Q4 2025
0.52% Add 118.8% 434,260 $37.56 M Q4 2025
0.38% Add 19.6% 18,300 $1.56 M Q4 2025
Date
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Transaction
Value
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