Fastly Inc
FSLY
339 hedge funds and large institutions have $4B invested in Fastly Inc in 2026 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 101 increasing their positions, 72 reducing their positions, and 36 closing their positions.
253% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 36
240% more capital invested
Capital invested by funds: $1.18B → $4B (+$2.82B)
40% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 72
35% more funds holding
Funds holding: 251 → 339 (+88)
13.76% more ownership
Funds ownership: 77.16% → 90.92% (+14%)
5% less call options, than puts
Call options by funds: $267M | Put options by funds: $280M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$124M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$61.6M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$57.9M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$47.8M |
| 5 |
Two Sigma Investments
New York
|
+$40.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$113M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
-$48.8M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
-$37.7M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$26.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$25.5M |
FSLY Hedge Fund Activity: Q1 2026 in Review
339 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Fastly Inc (FSLY) for Q1 2026, worth a combined $4B — up 240% from $1.18B a quarter earlier.
Buyers outnumbered sellers: 127 funds opened new FSLY positions and 36 closed out — a net gain of 91 holders — while 101 added to existing stakes and 72 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $124M. The largest seller was Morgan Stanley, cutting an estimated $113M.
- 339 institutional investors held Fastly Inc (FSLY) as of Q1 2026, up from 251 in Q4 2025.
- Funds reported $4B of Fastly Inc stock for Q1 2026, up 240% quarter-over-quarter.
- 127 funds opened new Fastly Inc positions in Q1 2026 and 36 closed out, a net change of +91 holders.
- The largest Fastly Inc buyer in Q1 2026 was Fidelity Investments, an estimated $124M added.
- The largest Fastly Inc seller in Q1 2026 was Morgan Stanley, an estimated $113M sold.
Based on aggregated 13F filings for Q1 2026.