PDF Solutions
PDFS
168 hedge funds and large institutions have $529M invested in PDF Solutions in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 33 closing their positions.
152% more call options, than puts
Call options by funds: $126K | Put options by funds: $50K
24% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 54
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2.21% less ownership
Funds ownership: 72.96% → 70.75% (-2.2%)
6% less funds holding
Funds holding: 178 → 168 (-10)
27% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 33
31% less capital invested
Capital invested by funds: $766M → $529M (-$237M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$3.77M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$3.18M |
| 3 |
HIM
Herald Investment Management
London,
United Kingdom
|
+$3.07M |
| 4 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
+$2.67M |
| 5 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$2.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAM
Ophir Asset Management
Sydney,
Australia
|
-$21.2M |
| 2 |
SAM
Silvercrest Asset Management
New York
|
-$7.87M |
| 3 |
Goldman Sachs
New York
|
-$3.85M |
| 4 |
RA
Royce & Associates
New York
|
-$3.54M |
| 5 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$3.5M |
PDFS Hedge Fund Activity: Q1 2025 in Review
168 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in PDF Solutions (PDFS) for Q1 2025, worth a combined $529M — down 31% from $766M a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of PDFS and 24 opened new positions — a net loss of 9 holders — while 54 trimmed existing stakes and 67 added.
The largest buyer was Janus Henderson Group, adding an estimated $3.77M. The largest seller was Ophir Asset Management, exiting entirely with an estimated $21.2M sold.
- 168 institutional investors held PDF Solutions (PDFS) as of Q1 2025, down from 178 in Q4 2024.
- Funds reported $529M of PDF Solutions stock for Q1 2025, down 31% quarter-over-quarter.
- 24 funds opened new PDF Solutions positions in Q1 2025 and 33 closed out, a net change of -9 holders.
- The largest PDF Solutions buyer in Q1 2025 was Janus Henderson Group, an estimated $3.77M added.
- The largest PDF Solutions seller in Q1 2025 was Ophir Asset Management, an estimated $21.2M sold.
Based on aggregated 13F filings for Q1 2025.