MACOM Technology Solutions
MTSI
420 hedge funds and large institutions have $9.48B invested in MACOM Technology Solutions in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 184 increasing their positions, 104 reducing their positions, and 40 closing their positions.
361% more call options, than puts
Call options by funds: $30.4M | Put options by funds: $6.59M
103% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 40
77% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 104
46% more capital invested
Capital invested by funds: $6.48B → $9.48B (+$3B)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
9% more funds holding
Funds holding: 385 → 420 (+35)
3.19% more ownership
Funds ownership: 85.82% → 89.01% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$175M |
| 2 |
Millennium Management
New York
|
+$51.3M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$40.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$40.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$39.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$204M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$108M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$44.5M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$23.2M |
| 5 |
Squarepoint
New York
|
-$17.1M |
MTSI Hedge Fund Activity: Q2 2025 in Review
420 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in MACOM Technology Solutions (MTSI) for Q2 2025, worth a combined $9.48B — up 46% from $6.48B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new MTSI positions and 40 closed out — a net gain of 41 holders — while 184 added to existing stakes and 104 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $175M. The largest seller was Point72 Asset Management, cutting an estimated $204M.
- 420 institutional investors held MACOM Technology Solutions (MTSI) as of Q2 2025, up from 385 in Q1 2025.
- Funds reported $9.48B of MACOM Technology Solutions stock for Q2 2025, up 46% quarter-over-quarter.
- 81 funds opened new MACOM Technology Solutions positions in Q2 2025 and 40 closed out, a net change of +41 holders.
- The largest MACOM Technology Solutions buyer in Q2 2025 was T. Rowe Price Investment Management, an estimated $175M added.
- The largest MACOM Technology Solutions seller in Q2 2025 was Point72 Asset Management, an estimated $204M sold.
Based on aggregated 13F filings for Q2 2025.