Guru Ownership Trend
Guru Analysis for GE Vernova Inc. (GEV)
GE Vernova Inc. (GEV), a key player in the Industrials sector, continues to attract institutional attention.
As of Q3 2025, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.76 B.
Top institutional holders include Chase Coleman and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $256.36 M net outflow during the quarter.
Recent activity highlights Stanley Druckenmiller who opened a new position. Conversely, Louis Moore Bacon reduced exposure by 93.5%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 2.19% | Add 5.2% | 1,154,594 | $709.96 M | Q3 2025 | |
| 0.45% | Add 12.6% | 1,158,362 | $700.57 M | Q3 2025 | |
| 0.58% | Reduce -39.1% | 716,282 | $440.44 M | Q3 2025 | |
| 1.57% | Reduce -16.3% | 651,092 | $400.36 M | Q3 2025 | |
| 1.17% | New Buy | 77,320 | $47.54 M | Q3 2025 | |
| 0.07% | Reduce -68.5% | 24,029 | $14.78 M | Q3 2025 | |
| 3.74% | Reduce -35.2% | 22,600 | $13.9 M | Q3 2025 | |
| 0.09% | Reduce -0.4% | 14,834 | $9.12 M | Q3 2025 | |
| 0.03% | Add 35.7% | 12,694 | $7.81 M | Q3 2025 | |
| 0.00% | Add 10.7% | 4,662 | $2.87 M | Q3 2025 | |
| 0.02% | Reduce -93.5% | 2,222 | $1.37 M | Q3 2025 | |
| 0.01% | Reduce -0.5% | 1,493 | $918,046 | Q3 2025 | |
| 0.24% | New Buy | 1,426 | $876,847 | Q3 2025 | |
| 0.01% | 1,000 | $614,900 | Q3 2025 | ||
| 0.05% | 569 | $349,878 | 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 GE Vernova Inc. (GEV)
Major holders include Chase Coleman ($709.96 M), Cliff Asness ($700.57 M), Renaissance Technologies ($440.44 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 3.84 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $256.36 M, with 6 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 0 fully exited GEV. The total reported sell value was $420.57 M.
Yes, 2 managers opened new positions in GEV, and 4 increased their existing holdings. The total reported buy value was $164.21 M.