Alpha and Omega Semiconductor

AOSL

Market cap $936M

AOSL Hedge Fund Activity: Q1 2026 in Review

180 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Alpha and Omega Semiconductor (AOSL) for Q1 2026, worth a combined $490M — up 10% from $444M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AOSL positions and 17 closed out — a net gain of 15 holders — while 61 added to existing stakes and 52 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $5.98M. The largest seller was Boston Partners, exiting entirely with an estimated $13.7M sold.

• 180 institutional investors held Alpha and Omega Semiconductor (AOSL) as of Q1 2026, up from 168 in Q4 2025.
• Funds reported $490M of Alpha and Omega Semiconductor stock for Q1 2026, up 10% quarter-over-quarter.
• 32 funds opened new Alpha and Omega Semiconductor positions in Q1 2026 and 17 closed out, a net change of +15 holders.
• The largest Alpha and Omega Semiconductor buyer in Q1 2026 was Two Sigma Investments, an estimated $5.98M added.
• The largest Alpha and Omega Semiconductor seller in Q1 2026 was Boston Partners, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2026.