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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$197M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$105M |
| 3 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$60.5M |
| 4 |
Goldman Sachs
New York
|
+$55.3M |
| 5 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$40M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$163M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$96.7M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$61M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$49.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$21.6M |
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.