Who Is Buying Deere & Company? Hedge Fund Activity in 2026
See which hedge funds are buying, selling, or holding Deere & Company (DE) based on latest 13F filings. 4 funds buying, institutional value $18.7B.
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Who Is Buying Deere & Company? Hedge Fund Activity in 2026
Deere & Company is the undisputed king of agricultural equipment — the green-and-yellow tractors, combines, and precision agriculture systems that feed the world. But Deere is far more than a tractor company in 2026. Its aggressive push into autonomous farming technology, AI-driven crop management, and construction equipment has transformed it into a technology-meets-industrial powerhouse. The latest 13F filings reveal institutional investors taking a measured but slightly cautious stance.
Of the 16 major funds actively holding Deere, 6 are selling while just 4 are buying, with 6 maintaining their positions. This mild bearish tilt is driven largely by one massive position adjustment that dominates the filing period.
Quick Answer
Across the funds we read directly from SEC filings, the largest Deere position in the Q2 2026 13Fs (period ending 30 June 2026) is Citadel Advisors at $104M (163,452 shares). Measured against the size of each filer's book rather than in dollars, the most concentrated holder is Citadel Advisors, where Deere is 0.1% of everything they report. Every figure here is aggregated by CUSIP from the filer's own information table with put/call rows excluded — a 13F lists options beside shares, and adding them together is what produces the inflated stakes quoted elsewhere. Filings lag roughly 45 days: this is positioning as of 30 June 2026, not today, and not investment advice.
Institutional Activity at a Glance
- Funds Buying: 4
- Funds Selling: 6
- Funds Holding: 6
- Active Funds Tracked: 16 of 35
A 4-to-6 buy-sell ratio represents a modest bearish lean — not a stampede for the exits, but a clear signal that more funds are reducing exposure than adding. The 6 funds holding steady suggest that while enthusiasm has cooled, conviction in Deere's long-term thesis remains broadly intact.
Who holds Deere, and how much it matters to them
Read from each filer's Q2 2026 information table (period ending 30 June 2026).
| Fund | Position | Shares | Share of the fund's 13F book |
|---|---|---|---|
| Citadel Advisors | $104M | 163,452 | 0.1% of $171.84B |
| Millennium Management | $1.6M | 2,470 | 0.0% of $142.92B |
| Bridgewater Associates | $909k | 1,433 | 0.0% of $24.38B |
The last column is the one worth reading. A multi-strategy fund reporting a $100B+ book can hold a large dollar amount of Deere that means almost nothing to it, while a concentrated fund holding less in dollars may have several percent of its entire book in the name. Rankings by dollar value hide exactly that difference.
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Comparing each filer's Q1 2026 table with its Q2 2026 one, by share count — the change is what shows conviction, not the size of the position.
| Fund | Q1 2026 shares | Q2 2026 shares | Change |
|---|---|---|---|
| Millennium Management | 0 | 2,470 | new position |
| Bridgewater Associates | 0 | 1,433 | new position |
| Citadel Advisors | 568,058 | 163,452 | -71% |
A fund absent from this table reported no Deere position in either quarter.
Track DE with Freenance Smart Money
Track DE and 77,111 other institutional positions across 35 hedge funds with $21.4 trillion in combined AUM. See real-time buying and selling activity at app.freenance.io/smart-money/ticker/DE.
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FAQ
Which hedge funds are accumulating Deere & Company (DE) in recent 13F filings?
13F filings show D.E. Shaw increased its position to $106.7 million, while Appaloosa Management grew its stake to $44.6 million. Two additional funds also added shares at smaller scale — the common thread is that these are funds historically skilled at identifying cyclical bottoms in industrial names.
Why is Fidelity reducing its $3.5 billion Deere position?
Fidelity trimmed its $3.5 billion stake, with the reduction likely reflecting profit-taking after DE's multi-year run and concerns about near-term earnings visibility as the agricultural equipment cycle works through its downturn. Even a small percentage trim from a position this size dominates institutional flow data for DE.
How does precision farming and ag-tech affect Deere's long-term thesis?
Deere's See & Spray technology, autonomous tractors, and precision planting systems are transforming the company from a hardware manufacturer into a technology platform with recurring revenue potential. Farmers increasingly view this equipment as productivity investments rather than cyclical capex, which could decouple replacement demand from traditional farm economics.
What does the 4-buy-to-6-sell ratio signal about the agricultural equipment cycle?
The 4-to-6 ratio reflects a classic late-downcycle institutional setup: most funds are trimming or taking profits while a small group of contrarian specialists quietly accumulates. This pattern — many sellers and few but conviction-heavy buyers — has historically preceded cyclical turns in industrial stocks.
Why is the D.E. Shaw vs. Fidelity divergence on DE notable?
D.E. Shaw's quantitative models added to DE while Fidelity's fundamental research team trimmed, suggesting the quant models see value where fundamental analysts see risk. This divergence between systematic and fundamental approaches in 13F filings is often a precursor to a cyclical inflection point in industrial equipment names.