MACOM Technology Solutions
MTSI
460 hedge funds and large institutions have $12.3B invested in MACOM Technology Solutions in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 160 increasing their positions, 141 reducing their positions, and 52 closing their positions.
298% more call options, than puts
Call options by funds: $16M | Put options by funds: $4.03M
75% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 52
42% more capital invested
Capital invested by funds: $8.69B → $12.3B (+$3.62B)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
13% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 141
7% more funds holding
Funds holding: 430 → 460 (+30)
2.45% more ownership
Funds ownership: 93.39% → 95.83% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$152M |
| 2 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$124M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$90.3M |
| 4 |
FFM
FengHe Fund Management
Singapore
|
+$84M |
| 5 |
BlackRock
New York
|
+$75.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$118M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$107M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$68.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$41.5M |
| 5 |
Neuberger Berman Group
New York
|
-$40.2M |
MTSI Hedge Fund Activity: Q4 2025 in Review
460 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in MACOM Technology Solutions (MTSI) for Q4 2025, worth a combined $12.3B — up 42% from $8.69B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new MTSI positions and 52 closed out — a net gain of 39 holders — while 160 added to existing stakes and 141 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $152M. The largest seller was Artisan Partners, cutting an estimated $118M.
- 460 institutional investors held MACOM Technology Solutions (MTSI) as of Q4 2025, up from 430 in Q3 2025.
- Funds reported $12.3B of MACOM Technology Solutions stock for Q4 2025, up 42% quarter-over-quarter.
- 91 funds opened new MACOM Technology Solutions positions in Q4 2025 and 52 closed out, a net change of +39 holders.
- The largest MACOM Technology Solutions buyer in Q4 2025 was Fidelity Investments, an estimated $152M added.
- The largest MACOM Technology Solutions seller in Q4 2025 was Artisan Partners, an estimated $118M sold.
Based on aggregated 13F filings for Q4 2025.