Universal Display
OLED
493 hedge funds and large institutions have $6.17B invested in Universal Display in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 175 increasing their positions, 171 reducing their positions, and 61 closing their positions.
108% more call options, than puts
Call options by funds: $64.7M | Put options by funds: $31.1M
30% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 61
12% more capital invested
Capital invested by funds: $5.5B → $6.17B (+$677M)
2% more funds holding
Funds holding: 481 → 493 (+12)
1.2% more ownership
Funds ownership: 82.95% → 84.15% (+1.2%)
2% more repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 171
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Primecap Management
Pasadena,
California
|
+$53.1M |
| 2 |
Morgan Stanley
New York
|
+$32.6M |
| 3 |
Rafferty Asset Management
New York
|
+$31.1M |
| 4 |
TAF
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
|
+$27.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$23.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$74.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$30M |
| 3 |
GAM
Griffin Asset Management
New York
|
-$22.8M |
| 4 |
PHK
Point72 Hong Kong
Hong Kong
|
-$20M |
| 5 |
BlackRock
New York
|
-$16.8M |
OLED Hedge Fund Activity: Q2 2025 in Review
493 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q2 2025, worth a combined $6.17B — up 12% from $5.5B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new OLED positions and 61 closed out — a net gain of 18 holders — while 175 added to existing stakes and 171 trimmed.
The largest buyer was Primecap Management, adding an estimated $53.1M. The largest seller was Janus Henderson Group, cutting an estimated $74.3M.
- 493 institutional investors held Universal Display (OLED) as of Q2 2025, up from 481 in Q1 2025.
- Funds reported $6.17B of Universal Display stock for Q2 2025, up 12% quarter-over-quarter.
- 79 funds opened new Universal Display positions in Q2 2025 and 61 closed out, a net change of +18 holders.
- The largest Universal Display buyer in Q2 2025 was Primecap Management, an estimated $53.1M added.
- The largest Universal Display seller in Q2 2025 was Janus Henderson Group, an estimated $74.3M sold.
Based on aggregated 13F filings for Q2 2025.