Sanmina
SANM
573 hedge funds and large institutions have $12.7B invested in Sanmina in 2026 Q2 according to their latest regulatory filings, with 172 funds opening new positions, 146 increasing their positions, 210 reducing their positions, and 51 closing their positions.
237% more first-time investments, than exits
New positions opened: 172 | Existing positions closed: 51
84% more capital invested
Capital invested by funds: $6.89B → $12.7B (+$5.8B)
47% more call options, than puts
Call options by funds: $148M | Put options by funds: $100M
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
25% more funds holding
Funds holding: 460 → 573 (+113)
3.52% less ownership
Funds ownership: 97.3% → 93.78% (-3.5%)
30% less repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 210
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$304M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$170M |
| 3 |
D.E. Shaw & Co
New York
|
+$160M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$97.9M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
+$86.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$679M |
| 2 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
|
-$214M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$183M |
| 4 |
State Street
Boston,
Massachusetts
|
-$102M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$71.3M |
SANM Hedge Fund Activity: Q2 2026 in Review
573 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Sanmina (SANM) for Q2 2026, worth a combined $12.7B — up 84% from $6.89B a quarter earlier.
Buyers outnumbered sellers: 172 funds opened new SANM positions and 51 closed out — a net gain of 121 holders — while 146 added to existing stakes and 210 trimmed.
The largest buyer was Jane Street, adding an estimated $304M. The largest seller was BlackRock, cutting an estimated $679M.
- 573 institutional investors held Sanmina (SANM) as of Q2 2026, up from 460 in Q1 2026.
- Funds reported $12.7B of Sanmina stock for Q2 2026, up 84% quarter-over-quarter.
- 172 funds opened new Sanmina positions in Q2 2026 and 51 closed out, a net change of +121 holders.
- The largest Sanmina buyer in Q2 2026 was Jane Street, an estimated $304M added.
- The largest Sanmina seller in Q2 2026 was BlackRock, an estimated $679M sold.
Based on aggregated 13F filings for Q2 2026.