ON Semiconductor
795 hedge funds and large institutions have $22.9B invested in ON Semiconductor in 2025 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 246 increasing their positions, 309 reducing their positions, and 99 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 3 → 9 (+6)
38% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 99
9% more capital invested
Capital invested by funds: $21B → $22.9B (+$1.9B)
3% more funds holding
Funds holding: 773 → 795 (+22)
0.86% more ownership
Funds ownership: 103.93% → 104.79% (+0.86%)
3% less call options, than puts
Call options by funds: $4.02B | Put options by funds: $4.14B
20% less repeat investments, than reductions
Existing positions increased: 246 | Existing positions reduced: 309
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Slate Path Capital
New York
|
+$538M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$87.7M |
| 3 |
D.E. Shaw & Co
New York
|
+$67.9M |
| 4 |
Pictet Asset Management
Carouge,
Switzerland
|
+$57.1M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$46.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$378M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$210M |
| 3 |
WorldQuant Millennium Advisors
New York
|
-$155M |
| 4 |
Janus Henderson Group
London,
|
-$146M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$132M |
ON Hedge Fund Activity: Q4 2025 in Review
795 institutional investors reported a position in ON Semiconductor (ON) for Q4 2025, worth a combined $22.9B — up 9.1% from $21B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new ON positions and 99 closed out — a net gain of 38 holders — while 246 added to existing stakes and 309 trimmed.
The largest buyer was Slate Path Capital, opening a new position worth an estimated $538M. The largest seller was JP Morgan Chase, cutting an estimated $378M.
- 795 institutional investors held ON Semiconductor (ON) as of Q4 2025, up from 773 in Q3 2025.
- Funds reported $22.9B of ON Semiconductor stock for Q4 2025, up 9.1% quarter-over-quarter.
- 137 funds opened new ON Semiconductor positions in Q4 2025 and 99 closed out, a net change of +38 holders.
- The largest ON Semiconductor buyer in Q4 2025 was Slate Path Capital, an estimated $538M added.
- The largest ON Semiconductor seller in Q4 2025 was JP Morgan Chase, an estimated $378M sold.
Based on aggregated 13F filings for Q4 2025.