First Solar
FSLR
1,061 hedge funds and large institutions have $26.2B invested in First Solar in 2025 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 345 increasing their positions, 343 reducing their positions, and 81 closing their positions.
177% more first-time investments, than exits
New positions opened: 224 | Existing positions closed: 81
17% more call options, than puts
Call options by funds: $7.72B | Put options by funds: $6.59B
13% more funds holding
Funds holding: 935 → 1,061 (+126)
13% more capital invested
Capital invested by funds: $23.2B → $26.2B (+$3.04B)
1% more repeat investments, than reductions
Existing positions increased: 345 | Existing positions reduced: 343
0% more funds holding in top 10
Funds holding in top 10: 29 → 29 (0)
3.74% less ownership
Funds ownership: 98.07% → 94.32% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$529M |
| 2 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
+$193M |
| 3 |
LN
Lightrock Netherlands
Utrecht,
Netherlands
|
+$162M |
| 4 |
JP Morgan Chase
New York
|
+$151M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$106M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$348M |
| 2 |
SC
Samlyn Capital
New York
|
-$340M |
| 3 |
Millennium Management
New York
|
-$226M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$191M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
-$169M |
FSLR Hedge Fund Activity: Q4 2025 in Review
1,061 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in First Solar (FSLR) for Q4 2025, worth a combined $26.2B — up 13% from $23.2B a quarter earlier.
Buyers outnumbered sellers: 224 funds opened new FSLR positions and 81 closed out — a net gain of 143 holders — while 345 added to existing stakes and 343 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $529M. The largest seller was Wellington Management Group, cutting an estimated $348M.
- 1,061 institutional investors held First Solar (FSLR) as of Q4 2025, up from 935 in Q3 2025.
- Funds reported $26.2B of First Solar stock for Q4 2025, up 13% quarter-over-quarter.
- 224 funds opened new First Solar positions in Q4 2025 and 81 closed out, a net change of +143 holders.
- The largest First Solar buyer in Q4 2025 was Fidelity Investments, an estimated $529M added.
- The largest First Solar seller in Q4 2025 was Wellington Management Group, an estimated $348M sold.
Based on aggregated 13F filings for Q4 2025.