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
↑ +83
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — ADM

Based on 1110 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
1,110 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.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+176 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 3 quarters from the low — a sharp move.
🟡

Slight buying edge — 59% buying

621 buying436 selling
Last quarter: 621 funds bought or added vs 436 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.
📈

More new buyers each quarter (+34 vs last Q)

new funds entering per quarter
Funds opening a new ADM position: 119 → 133 → 155 → 189. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 15% medium ■ 17% new
751 out of 1,110 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.
💰

Price up while funds trimmed (+17% value, -5% shares)

Value
+17%
Shares
-5%
Last quarter: total value of institutional ADM holdings rose +17% even though funds reduced share count by 5%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

114 → 119 → 133 → 155 → 189 new funds/Q
New funds entering each quarter: 119 → 133 → 155 → 189. A growing number of institutions are discovering ADM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 73% of holders stayed 2+ years

■ 73% veterans ■ 9% 1-2yr ■ 19% new
Of 1,149 current holders: 834 (73%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
64 of 1110 holders are among the 100 largest funds by AUM, controlling 58% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 Q1, 621 hedge funds were net buyers of ADM (189 opened a new position, 432 added to an existing one), while 436 reduced or exited (330 trimmed, 106 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 58% of total institutional value in ADM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +83 funds (more new holders than closures). Total institutional holders: 1110.

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.

Is It Too Late to Buy Archer Daniels Midland Co (ADM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ADM has moved relative to its sector benchmark (XLP) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
ADM
+10.4%
XLP
+4.7%

ADM outperformed XLP by +5.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
ADM
+0.5%
XLP
+1.4%

Since the filing became public, ADM outperformed XLP by -0.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

63 top-rated funds 4 high-conviction
Consensus
7.8
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 1106 1027 7.69%
13F Shares 401M 423M -5.17%
Total Value $28.49B $24.26B 17.41%
New Positions 188 155 +33
Increased Positions 421 351 +70
Closed Positions 109 94 +15
Reduced Positions 318 343 -25
Total Calls 24 26 -7.69%
Total Puts 22 28 -21.43%
PUT/CALL Ratio 0.92 1.08 Neutral

Statistics: ADM

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Financial Highlights

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Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fairfield, Bush & CO. 5.41% 134,058 $9.7M
2 Arrow Capital Pty Ltd 5.02% 70,000 $5.0M
3 Private Wealth Advisors, LLC 3.12% 152,718 $11.1M
4 Van Hulzen Asset Management, LLC 2.86% 528,967 $38.5M
5 State Farm Mutual Automobile Insurance Co 2.68% 46,796,552 $3.40B
6 apricus wealth, LLC 2.27% 64,056 $4.7M
7 Orca Investment Management, LLC 2.23% 36,043 $2.6M
8 Bearing Point Capital, LLC 2.16% 190,100 $13.8M
9 Bruce & Co., Inc. 2.08% 100,000 $7.3M
10 Spruce Point Capital Management, LLC 2.03% 25,381 $1.8M
11 Sage Capital Advisors,llc 1.93% 114,336 $8.3M
12 Kinloch Capital, LLC 1.85% 62,310 $4.5M
13 Robinson Value Management, Ltd. 1.81% 44,786 $3.3M
14 Abacus FCF Advisors LLC 1.67% 102,262 $7.4M
15 Oceanic Investment Management LTD 1.62% 26,360 $1.9M
16 Uncommon Cents Investing LLC 1.62% 96,284 $7.0M
17 Moneta Group Investment Advisors LLC 1.52% 2,778,927 $202.0M
18 Brendel Financial Advisors LLC 1.50% 41,839 $3.0M
19 Quantessence Capital LLC 1.48% 4,180 $304K
20 Guardian Investment Management 1.43% 8,935 $1.8M
21 Butensky & Cohen Financial Security, Inc 1.32% 69,101 $5.0M
22 Masters Capital Management LLC 1.20% 500,000 $36.3M
23 Hickory Point Bank & Trust 1.16% 24,166 $1.8M
24 Munich Reinsurance Co Stock Corp in Munich 1.15% 642,797 $46.7M
25 Rahlfs Capital, LLC 1.11% 20,810 $1.5M
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 — 3 quarters in a row: For 3 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 — 59% buying: Last quarter: 621 funds bought or added vs 436 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 — 58% AUM from top-100 funds: 64 of 1110 holders are among the 100 largest funds by AUM, controlling 58% 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?

68% of holders stayed for 2+ years: 751 out of 1,110 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.

Is it too late to buy Archer Daniels Midland Co (ADM) following the 2026 Q1 hedge fund 13F filings?

As of today, ADM has moved +0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.4% for the XLP sector ETF — an outperformance of -0.9%. Since the quarter end (March 31, 2026), ADM has gained +10.4% vs +4.7% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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