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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.41B -$141M -2,809,954 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.08B -$545K -10,837 -0%
BlackRock
3
BlackRock
New York
$1.77B +$47.8M +949,842 +2%
State Street
4
State Street
Massachusetts
$867M +$5.1M +101,244 +0.5%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$534M +$33.8M +671,083 +5%
Ameriprise
6
Ameriprise
Minnesota
$461M +$5.57M +110,735 +1%
JP Morgan Chase
7
JP Morgan Chase
New York
$457M -$127M -2,527,391 -18%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$456M +$35.3M +701,715 +7%
Invesco
9
Invesco
Georgia
$329M +$83.1M +1,651,262 +26%
Morgan Stanley
10
Morgan Stanley
New York
$308M -$11.1M -221,464 -3%
Bank of America
11
Bank of America
North Carolina
$236M +$18.8M +374,397 +7%
Victory Capital Management
12
Victory Capital Management
Texas
$226M +$14.6M +290,334 +6%
Baillie Gifford & Co
13
Baillie Gifford & Co
United Kingdom
$219M +$271M +5,382,186 New
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$203M +$53.1M +1,055,461 +26%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$201M -$3.27M -64,889 -1%
Goldman Sachs
16
Goldman Sachs
New York
$194M +$79.8M +1,585,115 +50%
Barclays
17
Barclays
United Kingdom
$189M -$18.9M -375,725 -7%
Pictet Asset Management
18
Pictet Asset Management
Switzerland
$178M -$36M -715,091 -14%
UBS Group
19
UBS Group
Switzerland
$176M -$8.9M -176,735 -4%
Capital International Investors
20
Capital International Investors
California
$173M +$1.28M +25,452 +0.6%
Norges Bank
21
Norges Bank
Norway
$162M -$102M -2,023,031 -34%
First Trust Advisors
22
First Trust Advisors
Illinois
$156M +$38M +754,642 +25%
Rafferty Asset Management
23
Rafferty Asset Management
New York
$153M -$10.9M -216,115 -5%
Northern Trust
24
Northern Trust
Illinois
$152M -$2.81M -55,903 -1%
VanEck Associates
25
VanEck Associates
New York
$136M -$5.06M -100,558 -3%

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.