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Navitas Semiconductor

235 hedge funds and large institutions have $663M invested in Navitas Semiconductor in 2025 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 78 increasing their positions, 62 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 40

28% more call options, than puts

Call options by funds: $66.7M | Put options by funds: $52.1M

26% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 62

22% more capital invested

Capital invested by funds: $542M → $663M (+$121M)

7% more funds holding

Funds holding: 220235 (+15)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.03% less ownership

Funds ownership: 43.06%43.04% (-0.03%)

Holders
235
Holders Change
+15
Holders Change %
+6.82%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
56
Increased
78
Reduced
62
Closed
40
Calls
$66.7M
Puts
$52.1M
Net Calls
+$14.6M
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$96.5M +$17.1M +2,550,613 +24%
BlackRock
2
BlackRock
New York
$84.2M +$11.8M +1,768,506 +18%
CIG
3
Capricorn Investment Group
California
$66.3M
State Street
4
State Street
Massachusetts
$52.6M +$22M +3,280,959 +82%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$45.5M +$18.2M +2,720,838 +76%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$28.3M +$3.86M +576,105 +17%
Renaissance Technologies
7
Renaissance Technologies
New York
$26.2M -$3.1M -463,200 -11%
BNP Paribas Financial Markets
8
BNP Paribas Financial Markets
France
$22M +$9.67M +1,444,405 +90%
JF
9
Jump Financial
Illinois
$11.2M +$10.4M +1,557,200 New
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$10.9M +$1.17M +175,102 +13%
Citadel Advisors
11
Citadel Advisors
Florida
$10.5M -$1.82M -271,360 -16%
UBS Group
12
UBS Group
Switzerland
$10.3M +$2.91M +434,785 +44%
Charles Schwab
13
Charles Schwab
California
$10.3M +$2.07M +309,720 +28%
Invesco
14
Invesco
Georgia
$9.56M -$12.6M -1,881,778 -59%
Northern Trust
15
Northern Trust
Illinois
$9.41M +$1.48M +220,941 +20%
CS
16
Clear Street
New York
$9.22M +$8.54M +1,276,450 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$8.74M -$178K -26,628 -2%
Bank of America
18
Bank of America
North Carolina
$8.49M -$13.9M -2,073,319 -64%
Jane Street
19
Jane Street
New York
$7.83M +$7.26M +1,084,421 New
Verition Fund Management
20
Verition Fund Management
Connecticut
$7.03M -$372K -55,605 -5%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$6.45M +$2.9M +433,747 +94%
Millennium Management
22
Millennium Management
New York
$6.16M -$22.4M -3,348,630 -80%
HT
23
Headlands Technologies
Illinois
$5.53M +$5.1M +762,835 +22,833%
Morgan Stanley
24
Morgan Stanley
New York
$5.1M -$10.8M -1,609,935 -69%
HF
25
HRT Financial
New York
$4.82M +$4.47M +668,055 New

NVTS Hedge Fund Activity: Q3 2025 in Review

235 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Navitas Semiconductor (NVTS) for Q3 2025, worth a combined $663M — up 22% from $542M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new NVTS positions and 40 closed out — a net gain of 16 holders — while 78 added to existing stakes and 62 trimmed.

The largest buyer was State Street, adding an estimated $22M. The largest seller was Millennium Management, cutting an estimated $22.4M.

  • 235 institutional investors held Navitas Semiconductor (NVTS) as of Q3 2025, up from 220 in Q2 2025.
  • Funds reported $663M of Navitas Semiconductor stock for Q3 2025, up 22% quarter-over-quarter.
  • 56 funds opened new Navitas Semiconductor positions in Q3 2025 and 40 closed out, a net change of +16 holders.
  • The largest Navitas Semiconductor buyer in Q3 2025 was State Street, an estimated $22M added.
  • The largest Navitas Semiconductor seller in Q3 2025 was Millennium Management, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2025.