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Sanmina
SANM

384 hedge funds and large institutions have $6.17B invested in Sanmina in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 120 increasing their positions, 145 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 32

19% more capital invested

Capital invested by funds: $5.2B → $6.17B (+$977M)

8% more funds holding

Funds holding: 357 → 384 (+27)

1.3% more ownership

Funds ownership: 99.33% → 100.63% (+1.3%)

17% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 145

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

50% less call options, than puts

Call options by funds: $35.3M | Put options by funds: $71.1M

Holders
384
Holders Change
+27
Holders Change %
+7.56%
% of All Funds
5.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
65
Increased
120
Reduced
145
Closed
32
Calls
$35.3M
Puts
$71.1M
Net Calls
-$35.7M
Net Calls Change
-$115M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$197M
2
Invesco
Invesco
Georgia
+$105M
3
VNIM
Vaughan Nelson Investment Management
Texas
+$60.5M
4
Goldman Sachs
Goldman Sachs
New York
+$55.3M
5
HAI
Hennessy Advisors Inc
California
+$40M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$163M
2
LSV Asset Management
LSV Asset Management
Illinois
-$96.7M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$61M
4
FCM
Frontier Capital Management
Massachusetts
-$49.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$21.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
HAI
26
Hennessy Advisors Inc
California
$40.9M +$40M +355,600 New
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$39.4M -$10.5M -93,758 -22%
William Blair Investment Management
28
William Blair Investment Management
Illinois
$37.3M -$2.22M -19,715 -6%
American Century Companies
29
American Century Companies
Missouri
$36.8M -$11.8M -105,296 -25%
Principal Financial Group
30
Principal Financial Group
Iowa
$33.5M +$2.97M +26,379 +10%
SEI Investments
31
SEI Investments
Pennsylvania
$33M +$335K +2,981 +1%
T. Rowe Price Investment Management
32
T. Rowe Price Investment Management
Maryland
$32.7M +$32M +284,344 New
OCM
33
Oribel Capital Management
New York
$31.2M +$5.75M +51,100 +23%
RA
34
Royce & Associates
New York
$30.7M -$7.81M -69,450 -21%
PAM
35
Panagora Asset Management
Massachusetts
$30.6M -$5.82M -51,777 -16%
Franklin Resources
36
Franklin Resources
California
$27.4M -$163M -1,448,137 -86%
Victory Capital Management
37
Victory Capital Management
Texas
$26.7M -$6.55M -58,284 -20%
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$26M +$4.88M +43,409 +24%
Wells Fargo
39
Wells Fargo
California
$25.7M -$2.9M -25,777 -10%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$21.2M +$20.7M +184,135 New
Janus Henderson Group
41
Janus Henderson Group
United Kingdom
$20.7M +$17.6M +156,155 +663%
Fisher Asset Management
42
Fisher Asset Management
Washington
$19.2M +$18.8M +166,861 New
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$18.8M +$453K +4,031 +3%
Wellington Management Group
44
Wellington Management Group
Massachusetts
$16.7M +$16.3M +144,792 New
Legal & General Group
45
Legal & General Group
United Kingdom
$16.6M -$669K -5,945 -4%
Ameriprise
46
Ameriprise
Minnesota
$16.5M -$1.46M -13,006 -8%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$14.7M -$2.13M -18,928 -13%
Universal-Beteiligungs- und Servicegesellschaft
48
Universal-Beteiligungs- und Servicegesellschaft
Germany
$13.5M -$6.53M -58,082 -33%
UBS Group
49
UBS Group
Switzerland
$13.2M -$4.73M -42,096 -27%
Natixis Advisors
50
Natixis Advisors
Massachusetts
$13.2M +$8.99M +79,966 +232%
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SANM Hedge Fund Activity: Q3 2025 in Review

384 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Sanmina (SANM) for Q3 2025, worth a combined $6.17B — up 19% from $5.2B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SANM positions and 32 closed out — a net gain of 33 holders — while 120 added to existing stakes and 145 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $197M. The largest seller was Franklin Resources, cutting an estimated $163M.

  • 384 institutional investors held Sanmina (SANM) as of Q3 2025, up from 357 in Q2 2025.
  • Funds reported $6.17B of Sanmina stock for Q3 2025, up 19% quarter-over-quarter.
  • 65 funds opened new Sanmina positions in Q3 2025 and 32 closed out, a net change of +33 holders.
  • The largest Sanmina buyer in Q3 2025 was Fidelity Investments, an estimated $197M added.
  • The largest Sanmina seller in Q3 2025 was Franklin Resources, an estimated $163M sold.

Based on aggregated 13F filings for Q3 2025.