Sanmina
SANM
460 hedge funds and large institutions have $6.89B invested in Sanmina in 2026 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 167 increasing their positions, 163 reducing their positions, and 69 closing their positions.
615% more call options, than puts
Call options by funds: $70.5M | Put options by funds: $9.85M
22% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 69
2% more funds holding
Funds holding: 451 → 460 (+9)
2% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 163
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2.95% less ownership
Funds ownership: 100.24% → 97.3% (-2.9%)
16% less capital invested
Capital invested by funds: $8.21B → $6.89B (-$1.33B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$54M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$40.9M |
| 3 |
BlackRock
New York
|
+$38M |
| 4 |
CM
CastleKnight Management
New York
|
+$29.1M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
+$27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$71.3M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$49.9M |
| 3 |
Goldman Sachs
New York
|
-$49.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$37M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$36.4M |
SANM Hedge Fund Activity: Q1 2026 in Review
460 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Sanmina (SANM) for Q1 2026, worth a combined $6.89B — down 16% from $8.21B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new SANM positions and 69 closed out — a net gain of 15 holders — while 167 added to existing stakes and 163 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $54M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $71.3M sold.
- 460 institutional investors held Sanmina (SANM) as of Q1 2026, up from 451 in Q4 2025.
- Funds reported $6.89B of Sanmina stock for Q1 2026, down 16% quarter-over-quarter.
- 84 funds opened new Sanmina positions in Q1 2026 and 69 closed out, a net change of +15 holders.
- The largest Sanmina buyer in Q1 2026 was Fidelity Investments, an estimated $54M added.
- The largest Sanmina seller in Q1 2026 was Arrowstreet Capital, an estimated $71.3M sold.
Based on aggregated 13F filings for Q1 2026.