Axcelis
ACLS
439 hedge funds and large institutions have $5.85B invested in Axcelis in 2026 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 119 increasing their positions, 141 reducing their positions, and 46 closing their positions.
229% more call options, than puts
Call options by funds: $135M | Put options by funds: $40.9M
148% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 46
93% more capital invested
Capital invested by funds: $3.03B → $5.85B (+$2.82B)
16% more funds holding
Funds holding: 378 → 439 (+61)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.33% less ownership
Funds ownership: 105.96% → 100.63% (-5.3%)
16% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 141
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$251M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$58.2M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$53.8M |
| 4 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$34.7M |
| 5 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$25.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$111M |
| 2 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
-$108M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$86.3M |
| 4 |
D.E. Shaw & Co
New York
|
-$61M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$60.1M |
ACLS Hedge Fund Activity: Q2 2026 in Review
439 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Axcelis (ACLS) for Q2 2026, worth a combined $5.85B — up 93% from $3.03B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new ACLS positions and 46 closed out — a net gain of 68 holders — while 119 added to existing stakes and 141 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $251M. The largest seller was Balyasny Asset Management, cutting an estimated $111M.
- 439 institutional investors held Axcelis (ACLS) as of Q2 2026, up from 378 in Q1 2026.
- Funds reported $5.85B of Axcelis stock for Q2 2026, up 93% quarter-over-quarter.
- 114 funds opened new Axcelis positions in Q2 2026 and 46 closed out, a net change of +68 holders.
- The largest Axcelis buyer in Q2 2026 was Fidelity Investments, an estimated $251M added.
- The largest Axcelis seller in Q2 2026 was Balyasny Asset Management, an estimated $111M sold.
Based on aggregated 13F filings for Q2 2026.