PDF Solutions
PDFS
183 hedge funds and large institutions have $767M invested in PDF Solutions in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 67 increasing their positions, 57 reducing their positions, and 26 closing their positions.
42% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 26
23% more capital invested
Capital invested by funds: $624M → $767M (+$144M)
18% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 57
6% more funds holding
Funds holding: 172 → 183 (+11)
0.71% more ownership
Funds ownership: 74.53% → 75.23% (+0.71%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$8.45M |
| 2 |
CC
Cannell Capital
Alta,
Wyoming
|
+$7.37M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$7.02M |
| 4 |
RC
Roubaix Capital
Denver,
Colorado
|
+$4.51M |
| 5 |
Squarepoint
New York
|
+$4.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$14.1M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$4.98M |
| 3 |
Morgan Stanley
New York
|
-$4.6M |
| 4 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$4.23M |
| 5 |
MCO
MAK Capital One
New York
|
-$3.42M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$55.6K | -2,600 | Closed |
|
|
MYIA
202
Mount Yale Investment Advisors
Denver,
Colorado
| – | -$19.8K | -928 | Closed |
|
|
BIG
203
Brooklyn Investment Group
Brooklyn,
New York
| – | -$13.6K | -634 | Closed |
|
204
Simplex Trading
Chicago,
Illinois
| – | -$4.32K | -198 | Closed |
|
|
TPWA
205
Twin Peaks Wealth Advisors
Burlingame,
California
| – | -$487 | -24 | Closed |
|
|
C
206
Covestor
London,
United Kingdom
| – | -$284 | -13 | -72% |
|
|
CIAM
207
Caitong International Asset Management
Hong Kong
| – | -$235 | -11 | Closed |
|
208
US Bancorp
Minneapolis,
Minnesota
| – | -$171 | -8 | Closed |
|
PDFS Hedge Fund Activity: Q3 2025 in Review
183 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PDF Solutions (PDFS) for Q3 2025, worth a combined $767M — up 23% from $624M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new PDFS positions and 26 closed out — a net gain of 11 holders — while 67 added to existing stakes and 57 trimmed.
The largest buyer was ArrowMark Colorado Holdings, adding an estimated $8.45M. The largest seller was Wasatch Advisors, cutting an estimated $14.1M.
- 183 institutional investors held PDF Solutions (PDFS) as of Q3 2025, up from 172 in Q2 2025.
- Funds reported $767M of PDF Solutions stock for Q3 2025, up 23% quarter-over-quarter.
- 37 funds opened new PDF Solutions positions in Q3 2025 and 26 closed out, a net change of +11 holders.
- The largest PDF Solutions buyer in Q3 2025 was ArrowMark Colorado Holdings, an estimated $8.45M added.
- The largest PDF Solutions seller in Q3 2025 was Wasatch Advisors, an estimated $14.1M sold.
Based on aggregated 13F filings for Q3 2025.