MACOM Technology Solutions
MTSI
385 hedge funds and large institutions have $6.48B invested in MACOM Technology Solutions in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 171 increasing their positions, 110 reducing their positions, and 56 closing their positions.
55% more repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 110
46% more call options, than puts
Call options by funds: $50.4M | Put options by funds: $34.5M
2% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 56
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0% less funds holding
Funds holding: 386 → 385 (-1)
0.33% less ownership
Funds ownership: 86.16% → 85.82% (-0.33%)
20% less capital invested
Capital invested by funds: $8.1B → $6.48B (-$1.63B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$97.7M |
| 2 |
JP Morgan Chase
New York
|
+$74.5M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$61.3M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$47.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$40.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$98.9M |
| 2 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$38.3M |
| 3 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$35.7M |
| 4 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
-$35.1M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$33.7M |
MTSI Hedge Fund Activity: Q1 2025 in Review
385 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in MACOM Technology Solutions (MTSI) for Q1 2025, worth a combined $6.48B — down 20% from $8.1B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new MTSI positions and 56 closed out — a net gain of 1 holder — while 171 added to existing stakes and 110 trimmed.
The largest buyer was Point72 Asset Management, adding an estimated $97.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $98.9M.
- 385 institutional investors held MACOM Technology Solutions (MTSI) as of Q1 2025, down from 386 in Q4 2024.
- Funds reported $6.48B of MACOM Technology Solutions stock for Q1 2025, down 20% quarter-over-quarter.
- 57 funds opened new MACOM Technology Solutions positions in Q1 2025 and 56 closed out, a net change of +1 holder.
- The largest MACOM Technology Solutions buyer in Q1 2025 was Point72 Asset Management, an estimated $97.7M added.
- The largest MACOM Technology Solutions seller in Q1 2025 was T. Rowe Price Associates, an estimated $98.9M sold.
Based on aggregated 13F filings for Q1 2025.