Sanmina
SANM
358 hedge funds and large institutions have $5.19B invested in Sanmina in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 116 increasing their positions, 136 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)
36% more capital inflows, than outflows
Capital inflows: $437M | Capital outflows: $321M
9% more funds holding
Funds holding: 328 → 358 (+30)
4.01% more ownership
Funds ownership: 95.3% → 99.31% (+4%)
15% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 136
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 |
Oribel Capital Management
New York
|
+$18.2M |
| 5 |
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 |
SANM Hedge Fund Activity: Q2 2025 in Review
358 of the 7,624 institutional investors tracked by Wall St. Rank reported a position in Sanmina (SANM) for Q2 2025, worth a combined $5.19B — up 32% from $3.94B 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 136 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $220M. The largest seller was Franklin Resources, cutting an estimated $46.5M.
- 358 institutional investors held Sanmina (SANM) as of Q2 2025, up from 328 in Q1 2025.
- Funds reported $5.19B 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.