Guru Ownership Trend
Guru Analysis for General Dynamics Corporation (GD)
General Dynamics Corporation (GD), a key player in the Industrials sector, continues to attract institutional attention.
As of Q3 2025, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.17 B.
Top institutional holders include Cliff Asness and HOTCHKIS & WILEY.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $436.08 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 118.3%. Conversely, Robert Olstein reduced exposure by 24.9%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 0.36% | Add 118.3% | 1,663,847 | $567.37 M | Q3 2025 | |
| 0.57% | Reduce -2.3% | 538,977 | $183.79 M | Q3 2025 | |
| 1.08% | 391,000 | $133.33 M | Q3 2025 | ||
| 0.20% | New Buy | 357,799 | $122.01 M | Q3 2025 | |
| 0.32% | Add 0.7% | 293,443 | $100.06 M | Q3 2025 | |
| 0.20% | Add 107.2% | 135,049 | $46.05 M | Q3 2025 | |
| 0.02% | Reduce -22.2% | 42,724 | $14.57 M | Q3 2025 | |
| 1.50% | Reduce -24.9% | 23,290 | $7.94 M | Q3 2025 | |
| 0.00% | 7,297 | $2.49 M | Q3 2025 | ||
| 0.00% | Add 14.5% | 7,037 | $2.4 M | Q3 2025 | |
| 0.01% | New Buy | 5,271 | $1.8 M | Q3 2025 | |
| 0.00% | Reduce -10.1% | 3,852 | $1.31 M | Q3 2025 | |
| 0.05% | 952 | $324,632 | Q3 2025 | ||
| 0.00% | New Buy | 40 | $13,640 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for General Dynamics Corporation (GD)
Top Guru holders include Cliff Asness ($567.37 M), HOTCHKIS & WILEY ($183.79 M), Tom Gayner ($133.33 M). Collectively, tracked Gurus hold 3.47 M shares.
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $436.08 M, with 7 Gurus buying and 5 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 1 Gurus sold out of GD completely. Total sell value was $19.99 M.
Yes, 3 Gurus opened new positions in GD, and 4 added to their existing holdings. Total buy value was $456.07 M.