AXT Inc
AXTI
193 hedge funds and large institutions have $1.86B invested in AXT Inc in 2026 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 26 closing their positions.
315% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 26
287% more capital invested
Capital invested by funds: $481M → $1.86B (+$1.38B)
160% more funds holding in top 10
Funds holding in top 10: 5 → 13 (+8)
72% more funds holding
Funds holding: 112 → 193 (+81)
35% more call options, than puts
Call options by funds: $308M | Put options by funds: $229M
4.33% less ownership
Funds ownership: 63.15% → 58.82% (-4.3%)
12% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$50.4M |
| 2 |
WAM
WT Asset Management
Hong Kong
|
+$44.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$33M |
| 4 |
Citigroup
New York
|
+$31.3M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$30.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$50.1M |
| 2 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$49.2M |
| 3 |
DKCM
Davidson Kempner Capital Management
New York
|
-$44.7M |
| 4 |
CCM
CloudAlpha Capital Management
Hong Kong
|
-$35M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$34.3M |
AXTI Hedge Fund Activity: Q1 2026 in Review
193 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in AXT Inc (AXTI) for Q1 2026, worth a combined $1.86B — up 287% from $481M a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new AXTI positions and 26 closed out — a net gain of 82 holders — while 37 added to existing stakes and 42 trimmed.
The largest buyer was Jane Street, adding an estimated $50.4M. The largest seller was Point72 Asset Management, cutting an estimated $50.1M.
- 193 institutional investors held AXT Inc (AXTI) as of Q1 2026, up from 112 in Q4 2025.
- Funds reported $1.86B of AXT Inc stock for Q1 2026, up 287% quarter-over-quarter.
- 108 funds opened new AXT Inc positions in Q1 2026 and 26 closed out, a net change of +82 holders.
- The largest AXT Inc buyer in Q1 2026 was Jane Street, an estimated $50.4M added.
- The largest AXT Inc seller in Q1 2026 was Point72 Asset Management, an estimated $50.1M sold.
Based on aggregated 13F filings for Q1 2026.