Qualcomm
QCOM
2,622 hedge funds and large institutions have $143B invested in Qualcomm in 2024 Q1 according to their latest regulatory filings, with 270 funds opening new positions, 959 increasing their positions, 1,098 reducing their positions, and 124 closing their positions.
118% more first-time investments, than exits
New positions opened: 270 | Existing positions closed: 124
16% more capital invested
Capital invested by funds: $123B → $143B (+$19.7B)
10% more funds holding in top 10
Funds holding in top 10: 128 → 141 (+13)
5% more funds holding
Funds holding: 2,509 → 2,622 (+113)
0.83% less ownership
Funds ownership: 76.65% → 75.82% (-0.83%)
13% less repeat investments, than reductions
Existing positions increased: 959 | Existing positions reduced: 1,098
49% less call options, than puts
Call options by funds: $4.63B | Put options by funds: $9.1B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCMC
Matrix Capital Management Company
Portsmouth,
New Hampshire
|
+$1.07B |
| 2 |
Franklin Resources
San Mateo,
California
|
+$995M |
| 3 |
Coatue Management
New York
|
+$566M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$411M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$375M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.14B |
| 2 |
Barclays
London,
United Kingdom
|
-$565M |
| 3 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$413M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$337M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$325M |
QCOM Hedge Fund Activity: Q1 2024 in Review
2,622 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Qualcomm (QCOM) for Q1 2024, worth a combined $143B — up 16% from $123B a quarter earlier.
Buyers outnumbered sellers: 270 funds opened new QCOM positions and 124 closed out — a net gain of 146 holders — while 959 added to existing stakes and 1,098 trimmed.
The largest buyer was Matrix Capital Management Company, opening a new position worth an estimated $1.07B. The largest seller was Morgan Stanley, cutting an estimated $3.14B.
- 2,622 institutional investors held Qualcomm (QCOM) as of Q1 2024, up from 2,509 in Q4 2023.
- Funds reported $143B of Qualcomm stock for Q1 2024, up 16% quarter-over-quarter.
- 270 funds opened new Qualcomm positions in Q1 2024 and 124 closed out, a net change of +146 holders.
- The largest Qualcomm buyer in Q1 2024 was Matrix Capital Management Company, an estimated $1.07B added.
- The largest Qualcomm seller in Q1 2024 was Morgan Stanley, an estimated $3.14B sold.
Based on aggregated 13F filings for Q1 2024.