ON Semiconductor
996 hedge funds and large institutions have $37.8B invested in ON Semiconductor in 2026 Q2 according to their latest regulatory filings, with 241 funds opening new positions, 308 increasing their positions, 339 reducing their positions, and 66 closing their positions.
265% more first-time investments, than exits
New positions opened: 241 | Existing positions closed: 66
51% more capital invested
Capital invested by funds: $25B → $37.8B (+$12.7B)
46% more call options, than puts
Call options by funds: $7.66B | Put options by funds: $5.23B
20% more funds holding
Funds holding: 830 → 996 (+166)
0.9% less ownership
Funds ownership: 103.2% → 102.3% (-0.9%)
9% less repeat investments, than reductions
Existing positions increased: 308 | Existing positions reduced: 339
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCAM
Jericho Capital Asset Management
New York
|
+$500M |
| 2 |
Jane Street
New York
|
+$280M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$187M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$165M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$155M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Slate Path Capital
New York
|
-$669M |
| 2 |
JP Morgan Chase
New York
|
-$613M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$311M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$155M |
| 5 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$153M |
ON Hedge Fund Activity: Q2 2026 in Review
996 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in ON Semiconductor (ON) for Q2 2026, worth a combined $37.8B — up 51% from $25B a quarter earlier.
Buyers outnumbered sellers: 241 funds opened new ON positions and 66 closed out — a net gain of 175 holders — while 308 added to existing stakes and 339 trimmed.
The largest buyer was Jericho Capital Asset Management, opening a new position worth an estimated $500M. The largest seller was Slate Path Capital, cutting an estimated $669M.
- 996 institutional investors held ON Semiconductor (ON) as of Q2 2026, up from 830 in Q1 2026.
- Funds reported $37.8B of ON Semiconductor stock for Q2 2026, up 51% quarter-over-quarter.
- 241 funds opened new ON Semiconductor positions in Q2 2026 and 66 closed out, a net change of +175 holders.
- The largest ON Semiconductor buyer in Q2 2026 was Jericho Capital Asset Management, an estimated $500M added.
- The largest ON Semiconductor seller in Q2 2026 was Slate Path Capital, an estimated $669M sold.
Based on aggregated 13F filings for Q2 2026.