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MACOM Technology Solutions

430 hedge funds and large institutions have $8.69B invested in MACOM Technology Solutions in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 163 increasing their positions, 132 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

491% more call options, than puts

Call options by funds: $26.1M | Put options by funds: $4.41M

25% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 55

23% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 132

4.38% more ownership

Funds ownership: 89.01%93.39% (+4.4%)

2% more funds holding

Funds holding: 420430 (+10)

8% less capital invested

Capital invested by funds: $9.48B → $8.69B (-$795M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
430
Holders Change
+10
Holders Change %
+2.38%
% of All Funds
5.64%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
69
Increased
163
Reduced
132
Closed
55
Calls
$26.1M
Puts
$4.41M
Net Calls
+$21.7M
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
SIMG
26
Stephens Investment Management Group
Texas
$67.4M +$224K +1,699 +0.3%
Northern Trust
27
Northern Trust
Illinois
$64.9M +$1.96M +14,836 +3%
Goldman Sachs
28
Goldman Sachs
New York
$63.2M -$7.57M -57,364 -10%
Loomis, Sayles & Company
29
Loomis, Sayles & Company
Massachusetts
$63.1M -$1.73M -13,086 -3%
American Century Companies
30
American Century Companies
Missouri
$60M -$3.41M -25,870 -5%
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
$57.8M +$7.16M +54,239 +13%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$56.6M -$1.01M -7,642 -2%
Westfield Capital Management
33
Westfield Capital Management
Massachusetts
$54.3M -$36M -272,937 -38%
Barclays
34
Barclays
United Kingdom
$52.2M +$50.2M +380,567 +985%
GCM
35
Geneva Capital Management
Wisconsin
$51.6M +$31.9M +242,067 +141%
Citadel Advisors
36
Citadel Advisors
Florida
$49.1M -$131M -993,395 -72%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$49M -$31M -235,110 -37%
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$48.6M +$34.6M +262,557 +205%
DCM
39
Driehaus Capital Management
Illinois
$46.7M +$3.45M +26,136 +7%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$44.1M +$1.76M +13,321 +4%
Jennison Associates
41
Jennison Associates
New York
$42.8M -$32.2M -243,994 -42%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$41.7M +$2.27M +17,186 +5%
ACB
43
Aristotle Capital Boston
Massachusetts
$40.6M -$722K -5,470 -2%
Millennium Management
44
Millennium Management
New York
$38.5M -$107M -810,398 -72%
AQR Capital Management
45
AQR Capital Management
Connecticut
$37.8M -$636K -4,823 -2%
RIM
46
Rakuten Investment Management
Japan
$36.5M +$10.1M +76,500 New
PAMP
47
Polar Asset Management Partners
Ontario, Canada
$35.7M +$4.88M +36,995 +15%
Fiera Capital (Canada)
48
Fiera Capital (Canada)
Quebec, Canada
$35.3M -$982K -7,442 -3%
Raymond James Financial
49
Raymond James Financial
Florida
$33.8M +$3.34M +25,272 +10%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$33.6M +$20.4M +154,920 +135%

MTSI Hedge Fund Activity: Q3 2025 in Review

430 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in MACOM Technology Solutions (MTSI) for Q3 2025, worth a combined $8.69B — down 8.4% from $9.48B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new MTSI positions and 55 closed out — a net gain of 14 holders — while 163 added to existing stakes and 132 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $359M. The largest seller was Polar Capital Holdings, exiting entirely with an estimated $133M sold.

  • 430 institutional investors held MACOM Technology Solutions (MTSI) as of Q3 2025, up from 420 in Q2 2025.
  • Funds reported $8.69B of MACOM Technology Solutions stock for Q3 2025, down 8.4% quarter-over-quarter.
  • 69 funds opened new MACOM Technology Solutions positions in Q3 2025 and 55 closed out, a net change of +14 holders.
  • The largest MACOM Technology Solutions buyer in Q3 2025 was T. Rowe Price Investment Management, an estimated $359M added.
  • The largest MACOM Technology Solutions seller in Q3 2025 was Polar Capital Holdings, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2025.