AXT Inc
AXTI
257 hedge funds and large institutions have $3.31B invested in AXT Inc in 2026 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 66 closing their positions.
100% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 66
78% more capital invested
Capital invested by funds: $1.86B → $3.31B (+$1.45B)
43% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 49
33% more funds holding
Funds holding: 193 → 257 (+64)
11.39% more ownership
Funds ownership: 58.82% → 70.21% (+11%)
5% less call options, than puts
Call options by funds: $641M | Put options by funds: $673M
85% less funds holding in top 10
Funds holding in top 10: 13 → 2 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$356M |
| 2 |
MG
Marex Group
London,
|
+$320M |
| 3 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
|
+$158M |
| 4 |
D.E. Shaw & Co
New York
|
+$133M |
| 5 |
CS
Clear Street
New York
|
+$118M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
E20 Capital
Hong Kong,
|
-$118M |
| 2 |
EFM
E Fund Management
Guangzhou,
China
|
-$110M |
| 3 |
WAM
WT Asset Management
Hong Kong
|
-$76.8M |
| 4 |
Morgan Stanley
New York
|
-$74.9M |
| 5 |
AC
Anther Capital
Hong Kong,
|
-$74.5M |
AXTI Hedge Fund Activity: Q2 2026 in Review
257 of the 8,317 institutional investors tracked by Wall St. Rank reported a position in AXT Inc (AXTI) for Q2 2026, worth a combined $3.31B — up 78% from $1.86B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new AXTI positions and 66 closed out — a net gain of 66 holders — while 70 added to existing stakes and 49 trimmed.
The largest buyer was BlackRock, adding an estimated $356M. The largest seller was E20 Capital, exiting entirely with an estimated $118M sold.
- 257 institutional investors held AXT Inc (AXTI) as of Q2 2026, up from 193 in Q1 2026.
- Funds reported $3.31B of AXT Inc stock for Q2 2026, up 78% quarter-over-quarter.
- 132 funds opened new AXT Inc positions in Q2 2026 and 66 closed out, a net change of +66 holders.
- The largest AXT Inc buyer in Q2 2026 was BlackRock, an estimated $356M added.
- The largest AXT Inc seller in Q2 2026 was E20 Capital, an estimated $118M sold.
Based on aggregated 13F filings for Q2 2026.