Infosys
INFY
448 hedge funds and large institutions have $9.25B invested in Infosys in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 161 increasing their positions, 152 reducing their positions, and 63 closing their positions.
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
8% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 63
6% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 152
0% less capital invested
Capital invested by funds: $9.26B → $9.25B (-$9.97M)
0.86% less ownership
Funds ownership: 13.65% → 12.79% (-0.86%)
1% less funds holding
Funds holding: 453 → 448 (-5)
51% less call options, than puts
Call options by funds: $79M | Put options by funds: $162M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$225M |
| 2 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$131M |
| 3 |
Coatue Management
New York
|
+$79.2M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$66.4M |
| 5 |
Lazard Asset Management
New York
|
+$63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
-$182M |
| 2 |
Millennium Management
New York
|
-$161M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$146M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$131M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$121M |
INFY Hedge Fund Activity: Q4 2025 in Review
448 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Infosys (INFY) for Q4 2025, worth a combined $9.25B — down 0.11% from $9.26B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new INFY positions and 63 closed out — a net gain of 5 holders — while 161 added to existing stakes and 152 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $225M. The largest seller was Sustainable Growth Advisers, cutting an estimated $182M.
- 448 institutional investors held Infosys (INFY) as of Q4 2025, down from 453 in Q3 2025.
- Funds reported $9.25B of Infosys stock for Q4 2025, down 0.11% quarter-over-quarter.
- 68 funds opened new Infosys positions in Q4 2025 and 63 closed out, a net change of +5 holders.
- The largest Infosys buyer in Q4 2025 was Morgan Stanley, an estimated $225M added.
- The largest Infosys seller in Q4 2025 was Sustainable Growth Advisers, an estimated $182M sold.
Based on aggregated 13F filings for Q4 2025.