Axcelis
ACLS
377 hedge funds and large institutions have $3.03B invested in Axcelis in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 98 increasing their positions, 133 reducing their positions, and 58 closing their positions.
227% more call options, than puts
Call options by funds: $23.5M | Put options by funds: $7.18M
22% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 58
20% more capital invested
Capital invested by funds: $2.52B → $3.03B (+$511M)
4.97% more ownership
Funds ownership: 100.98% → 105.96% (+5%)
2% more funds holding
Funds holding: 370 → 377 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
26% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 133
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$161M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$99.3M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$42.3M |
| 4 |
Morgan Stanley
New York
|
+$20.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$46.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$27.8M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$24.9M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$17M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$15.6M |
ACLS Hedge Fund Activity: Q1 2026 in Review
377 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Axcelis (ACLS) for Q1 2026, worth a combined $3.03B — up 20% from $2.52B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new ACLS positions and 58 closed out — a net gain of 13 holders — while 98 added to existing stakes and 133 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $161M. The largest seller was Victory Capital Management, cutting an estimated $46.8M.
- 377 institutional investors held Axcelis (ACLS) as of Q1 2026, up from 370 in Q4 2025.
- Funds reported $3.03B of Axcelis stock for Q1 2026, up 20% quarter-over-quarter.
- 71 funds opened new Axcelis positions in Q1 2026 and 58 closed out, a net change of +13 holders.
- The largest Axcelis buyer in Q1 2026 was Fidelity Investments, an estimated $161M added.
- The largest Axcelis seller in Q1 2026 was Victory Capital Management, an estimated $46.8M sold.
Based on aggregated 13F filings for Q1 2026.