Sanmina
SANM
451 hedge funds and large institutions have $8.21B invested in Sanmina in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 132 increasing their positions, 171 reducing their positions, and 35 closing their positions.
327% more call options, than puts
Call options by funds: $52.1M | Put options by funds: $12.2M
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
203% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 35
33% more capital invested
Capital invested by funds: $6.17B → $8.21B (+$2.04B)
17% more funds holding
Funds holding: 385 → 451 (+66)
0.39% less ownership
Funds ownership: 100.63% → 100.24% (-0.39%)
23% less repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 171
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$71.3M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$71.1M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$53.1M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$52.6M |
| 5 |
BlackRock
New York
|
+$47.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$98.8M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$58.8M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$48M |
| 4 |
JP Morgan Chase
New York
|
-$43.9M |
| 5 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
-$37.1M |
SANM Hedge Fund Activity: Q4 2025 in Review
451 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Sanmina (SANM) for Q4 2025, worth a combined $8.21B — up 33% from $6.17B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new SANM positions and 35 closed out — a net gain of 71 holders — while 132 added to existing stakes and 171 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $71.3M. The largest seller was Fidelity Investments, cutting an estimated $98.8M.
- 451 institutional investors held Sanmina (SANM) as of Q4 2025, up from 385 in Q3 2025.
- Funds reported $8.21B of Sanmina stock for Q4 2025, up 33% quarter-over-quarter.
- 106 funds opened new Sanmina positions in Q4 2025 and 35 closed out, a net change of +71 holders.
- The largest Sanmina buyer in Q4 2025 was Fisher Asset Management, an estimated $71.3M added.
- The largest Sanmina seller in Q4 2025 was Fidelity Investments, an estimated $98.8M sold.
Based on aggregated 13F filings for Q4 2025.