Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Archer Daniels Midland Co (ADM)

1K + Investors. Track Smart Money conviction in ADM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +53
Streak
4Q ▲
Buyers last Q
55%

Smart Money Signals — ADM

Based on 1166 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added ADM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,166 hedge funds hold ADM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +26% more funds vs a year ago

fund count last 6Q
+237 new funds entered over the past year (+26% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.
🟡

Slight buying edge — 55% buying

605 buying486 selling
Last quarter: 605 funds bought or added vs 486 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-35 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 133 → 155 → 190 → 155. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 16% medium ■ 17% new
780 out of 1,166 hedge funds have held ADM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

121 → 133 → 155 → 190 → 155 new funds/Q
New funds entering each quarter: 133 → 155 → 190 → 155. A growing number of institutions are discovering ADM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 72% veterans vs 19% newcomers

■ 72% veterans ■ 9% 1-2yr ■ 19% new
Entry-cohort mix of 1,206 holders: 873 (72%) are 2+ year veterans, 104 entered 1–2 years ago, and 229 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds
68 of 1160 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in ADM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ADM

In 2026 Q2, 605 hedge funds were net buyers of ADM (155 opened a new position, 450 added to an existing one), while 486 reduced or exited (384 trimmed, 102 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 69% of total institutional value in ADM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +53 funds (more new holders than closures). Total institutional holders: 1166.

Hedge Fund Ownership: ADM

How many hedge funds hold ADM — quarterly history vs. share price
Quarterly hedge fund ownership of ADM vs. share price

Market Analysis: ADM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ADM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 3 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: ADM
1K + Investors

Track Smart Money conviction in ADM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1151 1113 3.41%
13F Shares 424M 408M 4.1%
Total Value $31.50B $28.80B 9.35%
New Positions 151 190 -39
Increased Positions 438 423 +15
Closed Positions 107 106 +1
Reduced Positions 368 321 +47
Total Calls 25 24 4.17%
Total Puts 21 22 -4.55%
PUT/CALL Ratio 0.84 0.92 Neutral

Statistics: ADM

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Institutional Holders (2026 Q2)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ADM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ADM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fairfield, Bush & CO. 4.96% 132,108 $10.1M
2 Spruce Point Capital Management, LLC 3.17% 24,008 $1.8M
3 Van Hulzen Asset Management, LLC 2.49% 458,267 $35.0M
4 State Farm Mutual Automobile Insurance Co 2.45% 46,796,552 $3.58B
5 Private Wealth Advisors, LLC 2.36% 120,800 $9.2M
6 apricus wealth, LLC 2.23% 61,071 $4.7M
7 Bruce & Co., Inc. 2.07% 100,000 $7.6M
8 Orca Investment Management, LLC 1.98% 35,708 $2.7M
9 Bearing Point Capital, LLC 1.96% 190,240 $14.5M
10 Robinson Value Management, Ltd. 1.79% 43,838 $3.3M
11 Kinloch Capital, LLC 1.75% 62,808 $4.8M
12 Brendel Financial Advisors LLC 1.60% 45,333 $3.5M
13 Uncommon Cents Investing LLC 1.59% 96,204 $7.3M
14 Capital Wealth Planning, LLC 1.58% 4,151,390 $317.2M
15 Abacus FCF Advisors LLC 1.46% 103,898 $7.9M
16 Private Wealth Advisors, LLC 1.44% 73,804 $5.6M
17 Forty-three Eighteen Advisors, LLC 1.38% 26,921 $2.1M
18 Moneta Group Investment Advisors LLC 1.32% 2,337,589 $178.6M
19 Butensky & Cohen Financial Security, Inc 1.29% 68,127 $5.2M
20 Neo Ivy Capital Management 1.23% 69,830 $5.3M
21 Rahlfs Capital, LLC 1.17% 20,810 $1.6M
22 Hickory Point Bank & Trust 1.12% 24,166 $1.8M
23 Patton Fund Management, INC. 1.06% 63,916 $4.9M
24 Munich Reinsurance Co Stock Corp in Munich 1.04% 621,603 $47.5M
25 Kieckhefer Group LLC 0.99% 31,880 $2.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Archer Daniels Midland Co (ADM)

What does the Smart Money Trend signal show for ADM?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added ADM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ADM?

Slight buying edge — 55% buying: Last quarter: 605 funds bought or added vs 486 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ADM holders?

Elite ownership — 69% AUM from top-100 funds: 68 of 1160 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in ADM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ADM?

67% of holders stayed for 2+ years: 780 out of 1,166 hedge funds have held ADM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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