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ON Semiconductor

743 hedge funds and large institutions have $17B invested in ON Semiconductor in 2025 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 285 increasing their positions, 277 reducing their positions, and 184 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 277

0.73% more ownership

Funds ownership: 98.38%99.11% (+0.73%)

12% less funds holding

Funds holding: 848743 (-105)

13% less call options, than puts

Call options by funds: $492M | Put options by funds: $566M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less capital invested

Capital invested by funds: $26.4B → $17B (-$9.42B)

51% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 184

Holders
743
Holders Change
-105
Holders Change %
-12.38%
% of All Funds
9.96%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
91
Increased
285
Reduced
277
Closed
184
Calls
$492M
Puts
$566M
Net Calls
-$74.2M
Net Calls Change
-$3.21B
Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
51
Brandywine Global Investment Management
Pennsylvania
$53.3M -$491K -9,754 -0.7%
RS
52
Robeco Schweiz
Switzerland
$52.9M +$3.27M +65,042 +5%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$52.5M -$22.1M -439,243 -25%
ACH
54
ArrowMark Colorado Holdings
Colorado
$50.7M +$22.5M +446,963 +56%
Swiss National Bank
55
Swiss National Bank
Switzerland
$48.9M -$463K -9,200 -0.8%
ACM
56
Analog Century Management
New York
$46.2M +$957K +19,006 +2%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$44.6M -$68.9K -1,368 -0.1%
Axa
58
Axa
France
$38.7M +$9.13M +181,410 +24%
N
59
Nuveen
North Carolina
$38.5M -$2.68M -53,261 -5%
AAF
60
Andra AP-fonden
Sweden
$38.3M +$30.1M +597,100 +174%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$38.2M +$20.1M +399,445 +74%
MGP
62
M&G plc
United Kingdom
$38.2M +$8.73M +173,491 +23%
Assenagon Asset Management
63
Assenagon Asset Management
Luxembourg
$36.1M +$31M +615,825 +226%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$34M +$1.93M +38,376 +5%
Mitsubishi UFJ Asset Management
65
Mitsubishi UFJ Asset Management
Japan
$32.9M +$4.32M +85,772 +12%
Grantham, Mayo, Van Otterloo & Co (GMO)
66
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$32.5M +$4.49M +89,162 +13%
Wells Fargo
67
Wells Fargo
California
$32.4M -$7.63M -151,595 -16%
LPL Financial
68
LPL Financial
California
$32.1M +$16.6M +328,903 +71%
Marshall Wace
69
Marshall Wace
United Kingdom
$31.6M +$21.6M +428,827 +123%
Mirae Asset Global Investments
70
Mirae Asset Global Investments
South Korea
$31M +$3.13M +62,259 +9%
WRBC
71
W.R. Berkley Corp
Connecticut
$29.7M
Millennium Management
72
Millennium Management
New York
$29.6M +$5.19M +103,138 +17%
ProShare Advisors
73
ProShare Advisors
Maryland
$27.7M +$2.88M +57,172 +9%
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$26.6M -$14.1M -281,046 -30%
Bank of Nova Scotia
75
Bank of Nova Scotia
Ontario, Canada
$26.5M +$29.3M +581,240 +821%

ON Hedge Fund Activity: Q1 2025 in Review

743 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ON Semiconductor (ON) for Q1 2025, worth a combined $17B — down 36% from $26.4B a quarter earlier.

Sellers outnumbered buyers: 184 funds closed out of ON and 91 opened new positions — a net loss of 93 holders — while 277 trimmed existing stakes and 285 added.

The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $271M. The largest seller was Artisan Partners, exiting entirely with an estimated $251M sold.

  • 743 institutional investors held ON Semiconductor (ON) as of Q1 2025, down from 848 in Q4 2024.
  • Funds reported $17B of ON Semiconductor stock for Q1 2025, down 36% quarter-over-quarter.
  • 91 funds opened new ON Semiconductor positions in Q1 2025 and 184 closed out, a net change of -93 holders.
  • The largest ON Semiconductor buyer in Q1 2025 was Baillie Gifford & Co, an estimated $271M added.
  • The largest ON Semiconductor seller in Q1 2025 was Artisan Partners, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2025.