Guru Ownership Trend
Guru Analysis for Hormel Foods Corporation (HRL)
Hormel Foods Corporation (HRL), a key player in the Consumer Staples sector, continues to attract institutional attention.
As of Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $200.97 M.
Top institutional holders include Mairs and Power and Bill Gates.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $35.25 M net outflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 405.4%. Conversely, Cliff Asness reduced exposure by 62.9%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.97% | Reduce -0.8% | 4,185,642 | $103.55 M | Q3 2025 | |
| 0.14% | Reduce -5.0% | 2,085,290 | $51.59 M | Q3 2025 | |
| 0.04% | Reduce -21.8% | 1,278,925 | $31.64 M | Q3 2025 | |
| 0.01% | Reduce -62.9% | 559,596 | $13.81 M | Q3 2025 | |
| 0.01% | Add 405.4% | 83,137 | $2.06 M | Q3 2025 | |
| 0.02% | New Buy | 59,118 | $1.46 M | Q3 2025 | |
| 0.00% | Reduce 0.0% | 56,935 | $1.41 M | Q3 2025 | |
| 0.01% | Add 7.4% | 48,590 | $1.2 M | Q3 2025 | |
| 0.01% | Reduce -44.3% | 19,835 | $490,718 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| 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 |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Hormel Foods Corporation (HRL)
Top Guru holders include Mairs and Power ($103.55 M), Bill Gates ($51.59 M), Renaissance Technologies ($31.64 M). Collectively, tracked Gurus hold 8.38 M shares.
Based on recent 13F filings, the sentiment is Negative (Net Sell). There was a net outflow of $35.25 M, with 3 Gurus buying and 7 Gurus selling.
In the recent quarter, 6 Gurus reduced their positions, and 1 Gurus sold out of HRL completely. Total sell value was $38.45 M.
Yes, 1 Gurus opened new positions in HRL, and 2 added to their existing holdings. Total buy value was $3.19 M.