Enovix
ENVX
298 hedge funds and large institutions have $674M invested in Enovix in 2026 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 112 increasing their positions, 97 reducing their positions, and 35 closing their positions.
175% more call options, than puts
Call options by funds: $103M | Put options by funds: $37.4M
20% more capital invested
Capital invested by funds: $562M → $674M (+$112M)
15% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 97
1.02% more ownership
Funds ownership: 49.91% → 50.93% (+1%)
9% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 35
3% less funds holding
Funds holding: 306 → 298 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$11M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$8.11M |
| 3 |
BlackRock
New York
|
+$7.64M |
| 4 |
D.E. Shaw & Co
New York
|
+$6.25M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$5.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$10.9M |
| 2 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$10M |
| 3 |
Handelsbanken Fonder
Stockholm,
Sweden
|
-$7.34M |
| 4 |
JP Morgan Chase
New York
|
-$6.51M |
| 5 |
CP
CenterBook Partners
Greenwich,
Connecticut
|
-$5.96M |
ENVX Hedge Fund Activity: Q2 2026 in Review
298 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Enovix (ENVX) for Q2 2026, worth a combined $674M — up 20% from $562M a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of ENVX and 32 opened new positions — a net loss of 3 holders — while 97 trimmed existing stakes and 112 added.
The largest buyer was Morgan Stanley, adding an estimated $11M. The largest seller was Millennium Management, cutting an estimated $10.9M.
- 298 institutional investors held Enovix (ENVX) as of Q2 2026, down from 306 in Q1 2026.
- Funds reported $674M of Enovix stock for Q2 2026, up 20% quarter-over-quarter.
- 32 funds opened new Enovix positions in Q2 2026 and 35 closed out, a net change of -3 holders.
- The largest Enovix buyer in Q2 2026 was Morgan Stanley, an estimated $11M added.
- The largest Enovix seller in Q2 2026 was Millennium Management, an estimated $10.9M sold.
Based on aggregated 13F filings for Q2 2026.