Insulet
PODD
834 hedge funds and large institutions have $20B invested in Insulet in 2025 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 327 increasing their positions, 268 reducing their positions, and 87 closing their positions.
43% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 87
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
22% more repeat investments, than reductions
Existing positions increased: 327 | Existing positions reduced: 268
2.99% more ownership
Funds ownership: 97.02% → 100.01% (+3%)
3% more funds holding
Funds holding: 813 → 834 (+21)
5% less capital invested
Capital invested by funds: $21.1B → $20B (-$1.08B)
11% less call options, than puts
Call options by funds: $84.1M | Put options by funds: $94.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
+$105M |
| 2 |
RI
RTW Investments
New York
|
+$101M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$88.7M |
| 4 |
BNP Paribas Asset Management
Paris,
France
|
+$80.9M |
| 5 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$73.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$389M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$148M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$79.8M |
| 4 |
Squarepoint
New York
|
-$67.4M |
| 5 |
MP
Munro Partners
Melbourne,
Australia
|
-$62.8M |
PODD Hedge Fund Activity: Q4 2025 in Review
834 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Insulet (PODD) for Q4 2025, worth a combined $20B — down 5.1% from $21.1B a quarter earlier.
Buyers outnumbered sellers: 124 funds opened new PODD positions and 87 closed out — a net gain of 37 holders — while 327 added to existing stakes and 268 trimmed.
The largest buyer was VOYA Investment Management, adding an estimated $105M. The largest seller was Fidelity Investments, cutting an estimated $389M.
- 834 institutional investors held Insulet (PODD) as of Q4 2025, up from 813 in Q3 2025.
- Funds reported $20B of Insulet stock for Q4 2025, down 5.1% quarter-over-quarter.
- 124 funds opened new Insulet positions in Q4 2025 and 87 closed out, a net change of +37 holders.
- The largest Insulet buyer in Q4 2025 was VOYA Investment Management, an estimated $105M added.
- The largest Insulet seller in Q4 2025 was Fidelity Investments, an estimated $389M sold.
Based on aggregated 13F filings for Q4 2025.