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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
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$24.2M -$175K -3,482 -0.6%
Mitsubishi UFJ Trust & Banking
77
Mitsubishi UFJ Trust & Banking
Japan
$24M +$19.6M +389,069 +195%
DnB Asset Management
78
DnB Asset Management
Norway
$23.4M +$1.97M +39,143 +7%
DKCM
79
Davidson Kempner Capital Management
New York
$20.8M +$16.7M +331,470 +186%
Mirae Asset Global ETFs Holdings
80
Mirae Asset Global ETFs Holdings
Hong Kong
$20.3M +$1.03M +20,557 +4%
AllianceBernstein
81
AllianceBernstein
Tennessee
$19.8M -$11.5M -228,842 -32%
Federated Hermes
82
Federated Hermes
Pennsylvania
$19.5M +$18.6M +368,874 +334%
Principal Financial Group
83
Principal Financial Group
Iowa
$19.3M -$536K -10,659 -2%
Nordea Investment Management
84
Nordea Investment Management
Sweden
$17.6M +$1.93M +38,256 +10%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$17M
Macquarie Group
86
Macquarie Group
Australia
$16.7M +$83.9K +1,666 +0.4%
Neuberger Berman Group
87
Neuberger Berman Group
New York
$16.6M -$24.5M -487,484 -54%
SDJVC
88
St. Denis J. Villere & Co
Louisiana
$16.6M -$348K -6,910 -2%
NC
89
NZS Capital
Colorado
$16M -$297K -5,904 -1%
DCP
90
Distillate Capital Partners
Illinois
$15.7M +$5.96M +118,505 +44%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$15.2M -$1.65M -32,727 -8%
GLA
92
Great Lakes Advisors
Illinois
$15M +$382K +7,580 +2%
NSLI
93
Nan Shan Life Insurance
Taiwan
$14.9M -$570K -11,318 -3%
DP
94
DDD Partners
Washington
$14M +$9.12M +181,199 +110%
Aberdeen Group
95
Aberdeen Group
United Kingdom
$13.7M +$10.1M +200,933 +141%
Two Sigma Investments
96
Two Sigma Investments
New York
$13.7M +$6.53M +129,708 +63%
Canada Life
97
Canada Life
Manitoba, Canada
$13.6M +$56.5K +1,123 +0.3%
New York State Teachers Retirement System (NYSTRS)
98
New York State Teachers Retirement System (NYSTRS)
New York
$12.8M -$2.32M -46,142 -13%
Public Employees Retirement Association of Colorado
99
Public Employees Retirement Association of Colorado
Colorado
$12.6M
Treasurer of the State of North Carolina
100
Treasurer of the State of North Carolina
North Carolina
$12.4M +$1.96M +38,897 +15%

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.