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Adecoagro

95 hedge funds and large institutions have $124M invested in Adecoagro in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

74% more call options, than puts

Call options by funds: $986K | Put options by funds: $568K

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

20% more capital invested

Capital invested by funds: $103M → $124M (+$20.5M)

6% more funds holding

Funds holding: 9095 (+5)

1.92% more ownership

Funds ownership: 13.18%15.1% (+1.9%)

0% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 26

Holders
95
Holders Change
+5
Holders Change %
+5.56%
% of All Funds
1.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
27
Increased
26
Reduced
26
Closed
21
Calls
$986K
Puts
$568K
Net Calls
+$418K
Net Calls Change
+$442K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
1
PGGM Investments
Netherlands
$32.1M
S2L
2
Sparta 24 Ltd
Israel
$21.4M
DCM
3
Discovery Capital Management
Connecticut
$9.54M +$4.57M +581,660 +94%
Mirae Asset Global ETFs Holdings
4
Mirae Asset Global ETFs Holdings
Hong Kong
$6.1M +$1.04M +132,843 +21%
Two Sigma Investments
5
Two Sigma Investments
New York
$3.5M +$1.75M +222,257 +102%
BlackRock
6
BlackRock
New York
$3.04M +$245K +31,214 +9%
GCM
7
Ghisallo Capital Management
Massachusetts
$2.99M +$2.96M +376,666 New
HF
8
HRT Financial
New York
$2.48M +$289K +36,857 +13%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$2.41M +$2.39M +303,869 New
Goldman Sachs
10
Goldman Sachs
New York
$2.27M +$740K +94,297 +49%
Millennium Management
11
Millennium Management
New York
$2.19M +$1.53M +195,308 +241%
Morgan Stanley
12
Morgan Stanley
New York
$2.16M +$918K +116,897 +75%
PCM
13
PenderFund Capital Management
British Columbia, Canada
$1.98M
UBS Group
14
UBS Group
Switzerland
$1.87M +$1.62M +206,249 +712%
BGM
15
Burkehill Global Management
New York
$1.59M +$1.57M +200,000 New
WLC
16
Walnut Level Capital
Colorado
$1.57M
MCM
17
Moon Capital Management
New York
$1.52M +$1.51M +191,662 New
Lazard Asset Management
18
Lazard Asset Management
New York
$1.5M +$1.48M +188,924 New
DIG
19
Dauntless Investment Group
New Hampshire
$1.35M +$1.34M +170,778 New
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$1.3M +$767K +97,705 +149%
Citadel Advisors
21
Citadel Advisors
Florida
$1.08M -$793K -100,931 -43%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$1.07M +$504K +64,199 +91%
Ameriprise
23
Ameriprise
Minnesota
$1.01M -$1.7M -216,201 -63%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$972K -$515K -65,542 -35%
PCM
25
Ping Capital Management
New York
$952K +$158K +20,100 +20%

AGRO Hedge Fund Activity: Q4 2025 in Review

95 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Adecoagro (AGRO) for Q4 2025, worth a combined $124M — up 20% from $103M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AGRO positions and 21 closed out — a net gain of 6 holders — while 26 added to existing stakes and 26 trimmed.

The largest buyer was Discovery Capital Management, adding an estimated $4.57M. The largest seller was Invesco, cutting an estimated $3.24M.

  • 95 institutional investors held Adecoagro (AGRO) as of Q4 2025, up from 90 in Q3 2025.
  • Funds reported $124M of Adecoagro stock for Q4 2025, up 20% quarter-over-quarter.
  • 27 funds opened new Adecoagro positions in Q4 2025 and 21 closed out, a net change of +6 holders.
  • The largest Adecoagro buyer in Q4 2025 was Discovery Capital Management, an estimated $4.57M added.
  • The largest Adecoagro seller in Q4 2025 was Invesco, an estimated $3.24M sold.

Based on aggregated 13F filings for Q4 2025.