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Adecoagro

124 hedge funds and large institutions have $543M invested in Adecoagro in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 33 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $739K | Put options by funds: $434K

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more capital invested

Capital invested by funds: $474M → $543M (+$69.4M)

6% more funds holding

Funds holding: 117124 (+7)

0.36% more ownership

Funds ownership: 48.25%48.61% (+0.36%)

28% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 46

Holders
124
Holders Change
+7
Holders Change %
+5.98%
% of All Funds
1.66%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
31
Increased
33
Reduced
46
Closed
22
Calls
$739K
Puts
$434K
Net Calls
+$305K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
1
Helikon Investments
United Kingdom
$134M +$51.9M +5,060,347 +73%
ROIC
2
Route One Investment Company
California
$95.1M -$3.99M -388,600 -4%
PI
3
PGGM Investments
Netherlands
$50.3M
Jennison Associates
4
Jennison Associates
New York
$47.4M -$9.1M -887,008 -17%
Mirae Asset Global ETFs Holdings
5
Mirae Asset Global ETFs Holdings
Hong Kong
$24.5M +$4.43M +431,641 +25%
BS
6
Banco Santander
Spain
$20.9M -$61M -5,942,000 -76%
SGDR
7
SPX Gestao de Recursos
Brazil
$13.7M +$12.6M +1,227,609 New
Grantham, Mayo, Van Otterloo & Co (GMO)
8
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$11M +$105K +10,200 +1%
SSA
9
Schonfeld Strategic Advisors
New York
$11M +$10.1M +982,999 New
WGI
10
Westwood Global Investments
Massachusetts
$9.78M -$8.48M -826,703 -49%
JAG
11
Journey Advisory Group
Kentucky
$9.2M +$8.45M +823,941 New
Amundi
12
Amundi
France
$8.18M +$365K +35,530 +5%
Morgan Stanley
13
Morgan Stanley
New York
$6.46M -$1.32M -128,721 -18%
CCM
14
Causeway Capital Management
California
$6.29M -$44.1K -4,298 -0.8%
6CM
15
683 Capital Management
New York
$5.3M -$1.29M -125,897 -21%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$4.05M -$632K -61,562 -15%
DCM
17
Discovery Capital Management
Connecticut
$3.95M -$8.92M -869,111 -71%
JP Morgan Chase
18
JP Morgan Chase
New York
$3.52M -$1.67M -162,685 -34%
CSS
19
Cubist Systematic Strategies
Connecticut
$3.51M +$1.96M +191,431 +156%
Voloridge Investment Management
20
Voloridge Investment Management
Florida
$3.31M -$1.84M -179,774 -38%
CAM
21
Claret Asset Management
Quebec, Canada
$3.26M +$46.2K +4,505 +2%
Ameriprise
22
Ameriprise
Minnesota
$3.13M +$579K +56,432 +25%
BlackRock
23
BlackRock
New York
$2.97M -$776K -75,644 -22%
UBS Group
24
UBS Group
Switzerland
$2.78M -$2.76M -268,534 -52%
Invesco
25
Invesco
Georgia
$2.75M -$743K -72,411 -23%

AGRO Hedge Fund Activity: Q1 2025 in Review

124 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q1 2025, worth a combined $543M — up 15% from $474M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AGRO positions and 22 closed out — a net gain of 9 holders — while 33 added to existing stakes and 46 trimmed.

The largest buyer was Helikon Investments, adding an estimated $51.9M. The largest seller was Banco Santander, cutting an estimated $61M.

  • 124 institutional investors held Adecoagro (AGRO) as of Q1 2025, up from 117 in Q4 2024.
  • Funds reported $543M of Adecoagro stock for Q1 2025, up 15% quarter-over-quarter.
  • 31 funds opened new Adecoagro positions in Q1 2025 and 22 closed out, a net change of +9 holders.
  • The largest Adecoagro buyer in Q1 2025 was Helikon Investments, an estimated $51.9M added.
  • The largest Adecoagro seller in Q1 2025 was Banco Santander, an estimated $61M sold.

Based on aggregated 13F filings for Q1 2025.