Adecoagro
AGRO
90 hedge funds and large institutions have $103M invested in Adecoagro in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 34 reducing their positions, and 18 closing their positions.
4.09% less ownership
Funds ownership: 17.27% → 13.18% (-4.1%)
5% less funds holding
Funds holding: 95 → 90 (-5)
21% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 34
21% less call options, than puts
Call options by funds: $92K | Put options by funds: $116K
28% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 18
35% less capital invested
Capital invested by funds: $159M → $103M (-$55.8M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$3.08M |
| 2 |
PCM
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
+$2.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.6M |
| 4 |
Two Sigma Investments
New York
|
+$1.46M |
| 5 |
Goldman Sachs
New York
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Helikon Investments
London,
United Kingdom
|
-$25.8M |
| 2 |
Jennison Associates
New York
|
-$7.75M |
| 3 |
Amundi
Paris,
France
|
-$4.93M |
| 4 |
WGI
Westwood Global Investments
Boston,
Massachusetts
|
-$2.08M |
| 5 |
JAG
Journey Advisory Group
Covington,
Kentucky
|
-$1.94M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFI
101
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
| – | -$243K | -26,591 | Closed |
|
|
CCA
102
Carrera Capital Advisors
Troy,
Michigan
| – | -$203K | -22,201 | Closed |
|
103
Balyasny Asset Management
Chicago,
Illinois
| – | -$161K | -17,599 | Closed |
|
|
TSS
104
Two Sigma Securities
New York
| – | -$156K | -17,065 | Closed |
|
|
DIG
105
Dauntless Investment Group
Etna,
New Hampshire
| – | -$83.7K | -9,154 | Closed |
|
106
RhumbLine Advisers
Boston,
Massachusetts
| – | -$4.64K | -508 | Closed |
|
107
Raymond James Financial
St Petersburg,
Florida
| – | -$1.62K | -177 | Closed |
|
108
Jones Financial Companies
Des Peres,
Missouri
| – | -$118 | -13 | Closed |
|
AGRO Hedge Fund Activity: Q3 2025 in Review
90 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q3 2025, worth a combined $103M — down 35% from $159M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of AGRO and 13 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 27 added.
The largest buyer was Discovery Capital Management, adding an estimated $3.08M. The largest seller was Helikon Investments, exiting entirely with an estimated $25.8M sold.
- 90 institutional investors held Adecoagro (AGRO) as of Q3 2025, down from 95 in Q2 2025.
- Funds reported $103M of Adecoagro stock for Q3 2025, down 35% quarter-over-quarter.
- 13 funds opened new Adecoagro positions in Q3 2025 and 18 closed out, a net change of -5 holders.
- The largest Adecoagro buyer in Q3 2025 was Discovery Capital Management, an estimated $3.08M added.
- The largest Adecoagro seller in Q3 2025 was Helikon Investments, an estimated $25.8M sold.
Based on aggregated 13F filings for Q3 2025.