Impinj
328 hedge funds and large institutions have $5.59B invested in Impinj in 2025 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 126 increasing their positions, 90 reducing their positions, and 57 closing their positions.
82% more call options, than puts
Call options by funds: $55.3M | Put options by funds: $30.3M
40% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 90
18% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 57
2% more funds holding
Funds holding: 322 → 328 (+6)
2% less capital invested
Capital invested by funds: $5.71B → $5.59B (-$115M)
2% less ownership
Funds ownership: 108.62% → 106.63% (-2%)
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$53.3M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$39.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$30.9M |
| 4 |
BlackRock
New York
|
+$30M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$28.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sylebra Capital
Palo Alto,
California
|
-$124M |
| 2 |
Morgan Stanley
New York
|
-$72.9M |
| 3 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$60.1M |
| 4 |
Janus Henderson Group
London,
|
-$41.1M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$18.6M |
PI Hedge Fund Activity: Q4 2025 in Review
328 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Impinj (PI) for Q4 2025, worth a combined $5.59B — down 2% from $5.71B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new PI positions and 57 closed out — a net gain of 10 holders — while 126 added to existing stakes and 90 trimmed.
The largest buyer was American Century Companies, adding an estimated $53.3M. The largest seller was Sylebra Capital, cutting an estimated $124M.
- 328 institutional investors held Impinj (PI) as of Q4 2025, up from 322 in Q3 2025.
- Funds reported $5.59B of Impinj stock for Q4 2025, down 2% quarter-over-quarter.
- 67 funds opened new Impinj positions in Q4 2025 and 57 closed out, a net change of +10 holders.
- The largest Impinj buyer in Q4 2025 was American Century Companies, an estimated $53.3M added.
- The largest Impinj seller in Q4 2025 was Sylebra Capital, an estimated $124M sold.
Based on aggregated 13F filings for Q4 2025.