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ON Semiconductor

772 hedge funds and large institutions have $21B invested in ON Semiconductor in 2025 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 265 increasing their positions, 290 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.28% more ownership

Funds ownership: 103.65%103.93% (+0.28%)

9% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 290

3% less funds holding

Funds holding: 794772 (-22)

8% less capital invested

Capital invested by funds: $22.7B → $21B (-$1.76B)

11% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 106

27% less call options, than puts

Call options by funds: $2.29B | Put options by funds: $3.13B

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
772
Holders Change
-22
Holders Change %
-2.77%
% of All Funds
10.13%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
94
Increased
265
Reduced
290
Closed
106
Calls
$2.29B
Puts
$3.13B
Net Calls
-$839M
Net Calls Change
+$1.04B
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.97B +$234M +4,444,010 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.53B -$3.62M -68,827 -0.1%
BlackRock
3
BlackRock
New York
$1.98B -$200M -3,794,829 -9%
State Street
4
State Street
Massachusetts
$945M -$12.2M -231,210 -1%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$750M -$25.3M -480,175 -3%
JP Morgan Chase
6
JP Morgan Chase
New York
$746M +$92.8M +1,763,281 +13%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$550M -$6.43M -122,246 -1%
Ameriprise
8
Ameriprise
Minnesota
$429M -$184M -3,499,786 -29%
Bank of America
9
Bank of America
North Carolina
$403M +$22.9M +434,957 +6%
Invesco
10
Invesco
Georgia
$367M +$33.4M +634,381 +9%
Morgan Stanley
11
Morgan Stanley
New York
$363M -$60M -1,140,696 -13%
Goldman Sachs
12
Goldman Sachs
New York
$325M -$4.13M -78,553 -1%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$285M +$2.83M +53,748 +0.9%
Baillie Gifford & Co
14
Baillie Gifford & Co
United Kingdom
$250M -$14.3M -271,175 -5%
Barclays
15
Barclays
United Kingdom
$236M -$131M -2,497,537 -34%
Amundi
16
Amundi
France
$212M +$37.3M +709,113 +20%
Capital International Investors
17
Capital International Investors
California
$210M +$1.19M +22,699 +0.5%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$202M -$31.7M -602,122 -13%
UBS Group
19
UBS Group
Switzerland
$200M -$99.1M -1,882,520 -32%
Citigroup
20
Citigroup
New York
$198M -$26.8M -508,539 -11%
Rafferty Asset Management
21
Rafferty Asset Management
New York
$188M -$106M -2,021,748 -35%
Two Sigma Investments
22
Two Sigma Investments
New York
$185M +$171M +3,240,375 +636%
Northern Trust
23
Northern Trust
Illinois
$181M -$2.48M -47,185 -1%
VanEck Associates
24
VanEck Associates
New York
$169M +$14.7M +279,988 +9%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$164M +$60.9M +1,157,962 +53%

ON Hedge Fund Activity: Q3 2025 in Review

772 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in ON Semiconductor (ON) for Q3 2025, worth a combined $21B — down 7.8% from $22.7B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of ON and 94 opened new positions — a net loss of 12 holders — while 290 trimmed existing stakes and 265 added.

The largest buyer was Fidelity Investments, adding an estimated $234M. The largest seller was BlackRock, cutting an estimated $200M.

  • 772 institutional investors held ON Semiconductor (ON) as of Q3 2025, down from 794 in Q2 2025.
  • Funds reported $21B of ON Semiconductor stock for Q3 2025, down 7.8% quarter-over-quarter.
  • 94 funds opened new ON Semiconductor positions in Q3 2025 and 106 closed out, a net change of -12 holders.
  • The largest ON Semiconductor buyer in Q3 2025 was Fidelity Investments, an estimated $234M added.
  • The largest ON Semiconductor seller in Q3 2025 was BlackRock, an estimated $200M sold.

Based on aggregated 13F filings for Q3 2025.