On Holding AG

ONON Consumer Discretionary
$45.09 +$0.07 (0.16%)
Market Cap: $15.04 B
Gurus Holding
6
Popularity Rank
#1356
% of Shares Held
2.57%
Net Activity (Q3 2025)
+$45.5 M

Guru Ownership Trend

Guru Analysis for On Holding AG (ONON)

On Holding AG (ONON), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $385.78 M.

Top institutional holders include Frank Sands and Renaissance Technologies.

Institutional sentiment is currently Bullish. This is evidenced by a $45.5 M net inflow during the quarter.

Recent activity highlights Ray Dalio who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 87.7%.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.79% Add 46.7% 6,769,430 $286.69 M Q3 2025
0.06% Reduce -32.8% 1,032,915 $43.74 M Q3 2025
0.06% 500,000 $21.18 M Q3 2025
0.02% New Buy 142,736 $6.04 M Q3 2025
0.01% Reduce -87.7% 101,624 $4.3 M Q3 2025
0.00% Add 20.0% 8,971 $379,922 Q3 2025

Key Holders

Top 5 by Value

$286.69 M
$21.18 M
$6.04 M

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$97.38 M
Total Buy Value
New Buys 1
Additions 2
-$51.88 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
2
Net Buyers
3

FAQs for On Holding AG (ONON)

Major holders include Frank Sands ($286.69 M), Renaissance Technologies ($43.74 M), Bill Gates ($21.18 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 8.56 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $45.5 M, with 3 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited ONON. The total reported sell value was $51.88 M.

Yes, 1 managers opened new positions in ONON, and 2 increased their existing holdings. The total reported buy value was $97.38 M.