Sanmina
SANM
357 hedge funds and large institutions have $5.2B invested in Sanmina in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 116 increasing their positions, 135 reducing their positions, and 27 closing their positions.
14,521% more call options, than puts
Call options by funds: $80.1M | Put options by funds: $548K
122% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 27
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
32% more capital invested
Capital invested by funds: $3.95B → $5.2B (+$1.25B)
9% more funds holding
Funds holding: 327 → 357 (+30)
4.01% more ownership
Funds ownership: 95.32% → 99.33% (+4%)
14% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 135
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$220M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$30.8M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$21.3M |
| 4 |
OCM
Oribel Capital Management
New York
|
+$18.2M |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$17.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$46.5M |
| 2 |
BlackRock
New York
|
-$43.6M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$30M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$17M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$14.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIAM
376
Caitong International Asset Management
Hong Kong
| – | -$30.9K | -405 | Closed |
|
|
ACM
377
Aster Capital Management
Dubai,
United Arab Emirates
| – | -$11.4K | -139 | Closed |
|
|
HFM
378
Harvest Fund Management
Beijing,
China
| – | -$7K | -98 | Closed |
|
|
HCP
379
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$4.19K | -55 | Closed |
|
|
FPF
380
First Pacific Financial
Vancouver,
Washington
| – | -$2.21K | -29 | Closed |
|
381
Lazard Asset Management
New York
| – | -$1K | -21 | Closed |
|
|
SC
382
Stephens Consulting
Flint,
Michigan
| – | -$1.14K | -15 | Closed |
|
|
GFPC
383
Global Financial Private Client
Sarasota,
Florida
| – | -$990 | -13 | Closed |
|
SANM Hedge Fund Activity: Q2 2025 in Review
357 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sanmina (SANM) for Q2 2025, worth a combined $5.2B — up 32% from $3.95B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new SANM positions and 27 closed out — a net gain of 33 holders — while 116 added to existing stakes and 135 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $220M. The largest seller was Franklin Resources, cutting an estimated $46.5M.
- 357 institutional investors held Sanmina (SANM) as of Q2 2025, up from 327 in Q1 2025.
- Funds reported $5.2B of Sanmina stock for Q2 2025, up 32% quarter-over-quarter.
- 60 funds opened new Sanmina positions in Q2 2025 and 27 closed out, a net change of +33 holders.
- The largest Sanmina buyer in Q2 2025 was Fidelity Investments, an estimated $220M added.
- The largest Sanmina seller in Q2 2025 was Franklin Resources, an estimated $46.5M sold.
Based on aggregated 13F filings for Q2 2025.