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Axcelis

305 hedge funds and large institutions have $1.54B invested in Axcelis in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 125 increasing their positions, 87 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 87

1.7% more ownership

Funds ownership: 95.05%96.75% (+1.7%)

9% more call options, than puts

Call options by funds: $28.5M | Put options by funds: $26.1M

5% less funds holding

Funds holding: 322305 (-17)

25% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 65

29% less capital invested

Capital invested by funds: $2.16B → $1.54B (-$619M)

Holders
305
Holders Change
-17
Holders Change %
-5.28%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
49
Increased
125
Reduced
87
Closed
65
Calls
$28.5M
Puts
$26.1M
Net Calls
+$2.46M
Net Calls Change
-$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$265M -$6.88M -108,809 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$221M +$2.77M +43,768 +1%
RP
3
Reinhart Partners
Wisconsin
$71.6M +$25.6M +404,910 +39%
State Street
4
State Street
Massachusetts
$62M -$3.35M -52,958 -4%
American Century Companies
5
American Century Companies
Missouri
$56.6M +$5.08M +80,399 +8%
BNP Paribas Asset Management
6
BNP Paribas Asset Management
France
$50.7M +$26.8M +424,582 +71%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$46M +$1.76M +27,821 +3%
Bank of America
8
Bank of America
North Carolina
$45.7M +$40.1M +634,119 +222%
Primecap Management
9
Primecap Management
California
$41.5M -$5.14M -81,360 -9%
BTW
10
Boston Trust Walden
Massachusetts
$41M +$393K +6,216 +0.8%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$34.8M -$1.47M -23,310 -3%
Goldman Sachs
12
Goldman Sachs
New York
$31.6M +$2.8M +44,275 +7%
Grantham, Mayo, Van Otterloo & Co (GMO)
13
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$28.8M -$11.7M -184,682 -24%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$26.1M +$130K +2,053 +0.4%
Morgan Stanley
15
Morgan Stanley
New York
$25.2M +$752K +11,897 +2%
Amundi
16
Amundi
France
$24.7M +$3.91M +61,796 +13%
Voloridge Investment Management
17
Voloridge Investment Management
Florida
$23.9M +$16.4M +258,637 +116%
BCP
18
BlackBarn Capital Partners
New York
$23.9M +$26.8M +424,444 +758%
Northern Trust
19
Northern Trust
Illinois
$20M +$623K +9,853 +3%
Charles Schwab
20
Charles Schwab
California
$19.2M +$1.02M +16,071 +4%
Boston Partners
21
Boston Partners
Massachusetts
$16.3M +$188K +2,966 +0.9%
RA
22
Royce & Associates
New York
$14M -$3.32M -52,443 -16%
UBS Group
23
UBS Group
Switzerland
$13.5M +$1.5M +23,748 +10%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$10.6M -$874K -13,830 -6%
JSP
25
Jackson Square Partners
California
$10.4M +$1.5M +23,754 +13%

ACLS Hedge Fund Activity: Q1 2025 in Review

305 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Axcelis (ACLS) for Q1 2025, worth a combined $1.54B — down 29% from $2.16B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of ACLS and 49 opened new positions — a net loss of 16 holders — while 87 trimmed existing stakes and 125 added.

The largest buyer was Bank of America, adding an estimated $40.1M. The largest seller was Pacer Advisors, cutting an estimated $39.2M.

  • 305 institutional investors held Axcelis (ACLS) as of Q1 2025, down from 322 in Q4 2024.
  • Funds reported $1.54B of Axcelis stock for Q1 2025, down 29% quarter-over-quarter.
  • 49 funds opened new Axcelis positions in Q1 2025 and 65 closed out, a net change of -16 holders.
  • The largest Axcelis buyer in Q1 2025 was Bank of America, an estimated $40.1M added.
  • The largest Axcelis seller in Q1 2025 was Pacer Advisors, an estimated $39.2M sold.

Based on aggregated 13F filings for Q1 2025.