GlobalFoundries
443 hedge funds and large institutions have $45B invested in GlobalFoundries in 2026 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 161 increasing their positions, 93 reducing their positions, and 47 closing their positions.
206% more first-time investments, than exits
New positions opened: 144 | Existing positions closed: 47
80% more capital invested
Capital invested by funds: $25B → $45B (+$20B)
73% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 93
26% more funds holding
Funds holding: 351 → 443 (+92)
9% more call options, than puts
Call options by funds: $411M | Put options by funds: $377M
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1.63% less ownership
Funds ownership: 101.15% → 99.52% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$405M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$274M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$216M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$141M |
| 5 |
JP Morgan Chase
New York
|
+$118M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIC
Mubadala Investment Company
Abu Dhabi,
United Arab Emirates
|
-$1.64B |
| 2 |
SPC
Slate Path Capital
New York
|
-$224M |
| 3 |
Morgan Stanley
New York
|
-$108M |
| 4 |
Millennium Management
New York
|
-$99.5M |
| 5 |
Goldman Sachs
New York
|
-$81.9M |
GFS Hedge Fund Activity: Q2 2026 in Review
443 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in GlobalFoundries (GFS) for Q2 2026, worth a combined $45B — up 80% from $25B a quarter earlier.
Buyers outnumbered sellers: 144 funds opened new GFS positions and 47 closed out — a net gain of 97 holders — while 161 added to existing stakes and 93 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $405M. The largest seller was Mubadala Investment Company, cutting an estimated $1.64B.
- 443 institutional investors held GlobalFoundries (GFS) as of Q2 2026, up from 351 in Q1 2026.
- Funds reported $45B of GlobalFoundries stock for Q2 2026, up 80% quarter-over-quarter.
- 144 funds opened new GlobalFoundries positions in Q2 2026 and 47 closed out, a net change of +97 holders.
- The largest GlobalFoundries buyer in Q2 2026 was Fidelity Investments, an estimated $405M added.
- The largest GlobalFoundries seller in Q2 2026 was Mubadala Investment Company, an estimated $1.64B sold.
Based on aggregated 13F filings for Q2 2026.