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On Holding AG

ONON Consumer Discretionary
$33.03 $-1.74 (-5.00%)
Market Cap: $10.93 B
Gurus Holding
7
Popularity Rank
#940
% of Shares Held
2.25%
Net Activity (Q4 2025)
-$52 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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $245.64 M.

Top institutional holders include Frank Sands and Bill Gates.

Institutional sentiment is currently Bearish. This is evidenced by a $52 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 130.6%. Conversely, Paul Tudor Jones reduced exposure by 83.3%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$860,717.35
Total Buy Value
New Buys 1
Additions 1
-$52.86 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
2

FAQs for On Holding AG (ONON)

Major holders include Frank Sands ($308.4 M), Bill Gates ($23.24 M), Renaissance Technologies (RenTech) ($9.26 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 7.44 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $52 M, with 2 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited ONON. The total reported sell value was $52.86 M.

Yes, 1 managers opened new positions in ONON, and 1 increased their existing holdings. The total reported buy value was $860,717.35.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.94% Reduce -2.0% 6,635,050 $308.4 M Q4 2025
0.07% 500,000 $23.24 M Q4 2025
0.01% Reduce -80.7% 199,300 $9.26 M Q4 2025
0.01% Reduce -59.3% 58,127 $2.7 M Q4 2025
0.00% Add 130.6% 20,691 $961,719 Q4 2025
0.00% Reduce -83.3% 16,978 $789,137 Q4 2025
0.00% New Buy 6,798 $315,971 Q4 2025
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