Here’s Why Analog Devices (ADI) Rose in Q4
Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter “Carillon Eagle Growth & Income Fund”. A copy of the letter can be downloaded here.
Analog Devices Inc (ADI)
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Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Cantillon Capital Management William Von Mueffling | 2,168,792 | $588,176,391 | +1% | 3.18% |
| 2. | First Eagle Investment Management Jean-Marie Eveillard | 2,025,829 | $549,404,898 | -1% | 0.97% |
| 3. | Markel Gayner Asset Management Tom Gayner | 1,023,245 | $277,504,044 | -13% | 2.21% |
| 4. | Lansdowne Partners Alex Snow | 634,754 | $172,145,285 | +320% | 12.62% |
| 5. | Renaissance Technologies Jim Simons | 349,595 | $94,810,164 | -44% | 0.15% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $139.12 | 1 | $139.12 | 27,677 | 2022-10-10 | Filing | |
| $163.98 | 2 | $327.96 | 27,676 | 2022-01-20 | Filing | |
| $187.60 | 2 | $375.19 | 27,676 | 2021-11-16 | Filing | |
| $144.16 | 3,650 | $526,184.00 | 104,008 | 2022-06-17 | Filing | |
| $165.01 | 1 | $157.25 | 100,358 | 2021-10-06 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $326.44 | 84 | $27,421.10 | 120,696 | 2026-02-05 | Filing | |
| $325.71 | 140 | $45,599.82 | 120,780 | 2026-02-05 | Filing | |
| $324.58 | 364 | $118,146.97 | 120,920 | 2026-02-05 | Filing | |
| $323.41 | 364 | $117,719.86 | 121,284 | 2026-02-05 | Filing | |
| $322.31 | 674 | $217,237.55 | 121,648 | 2026-02-05 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 50,893,276 | $13,802,256,451 | 0.2% | |
| 2. | 43,255,569 | $11,730,910,510 | 0.2% | |
| 3. | 23,487,584 | $6,369,832,781 | 0.21% | |
| 4. | 22,468,677 | $6,093,505,910 | 0.38% | |
| 5. | 11,941,135 | $3,229,863,128 | 0.2% |
News See All
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BofA Raises Analog Devices (ADI) Target, Sees Long AI-Driven Upgrade Cycle Ahead
On December 16, BofA raised its price target on Analog Devices, Inc. (NASDAQ:ADI) to $320 from $290 and kept a Buy rating.
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