Mobileye
MBLY
296 hedge funds and large institutions have $1.78B invested in Mobileye in 2026 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 107 increasing their positions, 82 reducing their positions, and 57 closing their positions.
54% more call options, than puts
Call options by funds: $107M | Put options by funds: $69.5M
40% more capital invested
Capital invested by funds: $1.27B → $1.78B (+$513M)
30% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 82
11% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 57
1% more funds holding
Funds holding: 294 → 296 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.36% less ownership
Funds ownership: 75.67% → 75.3% (-0.36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$26.5M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$21.6M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$17.8M |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$9.9M |
| 5 |
Jane Street
New York
|
+$8.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$28.4M |
| 2 |
Goldman Sachs
New York
|
-$18.5M |
| 3 |
Citigroup
New York
|
-$11.3M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
-$11.1M |
| 5 |
Walleye Capital
New York
|
-$9.45M |
MBLY Hedge Fund Activity: Q2 2026 in Review
296 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in Mobileye (MBLY) for Q2 2026, worth a combined $1.78B — up 40% from $1.27B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new MBLY positions and 57 closed out — a net gain of 6 holders — while 107 added to existing stakes and 82 trimmed.
The largest buyer was Mackenzie Financial, adding an estimated $26.5M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $28.4M sold.
- 296 institutional investors held Mobileye (MBLY) as of Q2 2026, up from 294 in Q1 2026.
- Funds reported $1.78B of Mobileye stock for Q2 2026, up 40% quarter-over-quarter.
- 63 funds opened new Mobileye positions in Q2 2026 and 57 closed out, a net change of +6 holders.
- The largest Mobileye buyer in Q2 2026 was Mackenzie Financial, an estimated $26.5M added.
- The largest Mobileye seller in Q2 2026 was Baillie Gifford & Co, an estimated $28.4M sold.
Based on aggregated 13F filings for Q2 2026.