Mobileye
MBLY
310 hedge funds and large institutions have $2.88B invested in Mobileye in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 121 increasing their positions, 62 reducing their positions, and 41 closing their positions.
102% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 41
95% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 62
53% more capital invested
Capital invested by funds: $1.88B → $2.88B (+$1B)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
31% more call options, than puts
Call options by funds: $179M | Put options by funds: $137M
16% more funds holding
Funds holding: 268 → 310 (+42)
9.52% less ownership
Funds ownership: 103.92% → 94.4% (-9.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Intel Corp
Santa Clara,
California
|
+$744M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$56.5M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$47.2M |
| 4 |
BGM
Burkehill Global Management
New York
|
+$44.6M |
| 5 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
+$42.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$40.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$29.9M |
| 3 |
D.E. Shaw & Co
New York
|
-$27M |
| 4 |
SFI
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
|
-$9.15M |
| 5 |
SI
Sora Investors
Bryn Mawr,
Pennsylvania
|
-$8.46M |
MBLY Hedge Fund Activity: Q3 2025 in Review
310 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Mobileye (MBLY) for Q3 2025, worth a combined $2.88B — up 53% from $1.88B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new MBLY positions and 41 closed out — a net gain of 42 holders — while 121 added to existing stakes and 62 trimmed.
The largest buyer was Intel Corp, opening a new position worth an estimated $744M. The largest seller was Baillie Gifford & Co, cutting an estimated $40.6M.
- 310 institutional investors held Mobileye (MBLY) as of Q3 2025, up from 268 in Q2 2025.
- Funds reported $2.88B of Mobileye stock for Q3 2025, up 53% quarter-over-quarter.
- 83 funds opened new Mobileye positions in Q3 2025 and 41 closed out, a net change of +42 holders.
- The largest Mobileye buyer in Q3 2025 was Intel Corp, an estimated $744M added.
- The largest Mobileye seller in Q3 2025 was Baillie Gifford & Co, an estimated $40.6M sold.
Based on aggregated 13F filings for Q3 2025.