Sanmina
SANM
327 hedge funds and large institutions have $3.95B invested in Sanmina in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 107 increasing their positions, 126 reducing their positions, and 30 closing their positions.
60% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 30
15% more call options, than puts
Call options by funds: $1.77M | Put options by funds: $1.53M
4% more funds holding
Funds holding: 314 → 327 (+13)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $4.02B → $3.95B (-$75.5M)
3.16% less ownership
Funds ownership: 98.48% → 95.32% (-3.2%)
15% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 126
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$96.2M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$33M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$13.2M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$7.94M |
| 5 |
AG
Algert Global
San Francisco,
California
|
+$7.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$40.1M |
| 2 |
BlackRock
New York
|
-$36.3M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
-$34.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$34.6M |
| 5 |
Goldman Sachs
New York
|
-$23.8M |
SANM Hedge Fund Activity: Q1 2025 in Review
327 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Sanmina (SANM) for Q1 2025, worth a combined $3.95B — down 1.9% from $4.02B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new SANM positions and 30 closed out — a net gain of 18 holders — while 107 added to existing stakes and 126 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $96.2M. The largest seller was Dimensional Fund Advisors, cutting an estimated $40.1M.
- 327 institutional investors held Sanmina (SANM) as of Q1 2025, up from 314 in Q4 2024.
- Funds reported $3.95B of Sanmina stock for Q1 2025, down 1.9% quarter-over-quarter.
- 48 funds opened new Sanmina positions in Q1 2025 and 30 closed out, a net change of +18 holders.
- The largest Sanmina buyer in Q1 2025 was Fidelity Investments, an estimated $96.2M added.
- The largest Sanmina seller in Q1 2025 was Dimensional Fund Advisors, an estimated $40.1M sold.
Based on aggregated 13F filings for Q1 2025.