MACOM Technology Solutions
MTSI
516 hedge funds and large institutions have $16.4B invested in MACOM Technology Solutions in 2026 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 173 increasing their positions, 173 reducing their positions, and 47 closing their positions.
211% more call options, than puts
Call options by funds: $40.3M | Put options by funds: $12.9M
128% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 47
117% more funds holding in top 10
Funds holding in top 10: 6 → 13 (+7)
33% more capital invested
Capital invested by funds: $12.3B → $16.4B (+$4.07B)
12% more funds holding
Funds holding: 461 → 516 (+55)
2.95% more ownership
Funds ownership: 95.83% → 98.78% (+2.9%)
0% more repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 173
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$922M |
| 2 |
BlackRock
New York
|
+$232M |
| 3 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
+$208M |
| 4 |
JP Morgan Chase
New York
|
+$203M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$119M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$228M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$204M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$95.1M |
| 4 |
FFM
FengHe Fund Management
Singapore
|
-$93.5M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$93.3M |
MTSI Hedge Fund Activity: Q1 2026 in Review
516 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in MACOM Technology Solutions (MTSI) for Q1 2026, worth a combined $16.4B — up 33% from $12.3B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new MTSI positions and 47 closed out — a net gain of 60 holders — while 173 added to existing stakes and 173 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $922M. The largest seller was T. Rowe Price Associates, cutting an estimated $228M.
- 516 institutional investors held MACOM Technology Solutions (MTSI) as of Q1 2026, up from 461 in Q4 2025.
- Funds reported $16.4B of MACOM Technology Solutions stock for Q1 2026, up 33% quarter-over-quarter.
- 107 funds opened new MACOM Technology Solutions positions in Q1 2026 and 47 closed out, a net change of +60 holders.
- The largest MACOM Technology Solutions buyer in Q1 2026 was Fidelity Investments, an estimated $922M added.
- The largest MACOM Technology Solutions seller in Q1 2026 was T. Rowe Price Associates, an estimated $228M sold.
Based on aggregated 13F filings for Q1 2026.