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SolarEdge

325 hedge funds and large institutions have $3.13B invested in SolarEdge in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 92 increasing their positions, 108 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more capital invested

Capital invested by funds: $1.78B → $3.13B (+$1.35B)

65% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 40

13% more call options, than puts

Call options by funds: $421M | Put options by funds: $374M

7% more funds holding

Funds holding: 304325 (+21)

1.46% less ownership

Funds ownership: 103.27%101.81% (-1.5%)

15% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 108

Holders
325
Holders Change
+21
Holders Change %
+6.91%
% of All Funds
4%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.05%
New
66
Increased
92
Reduced
108
Closed
40
Calls
$421M
Puts
$374M
Net Calls
+$47.7M
Net Calls Change
-$77.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
301
Parkside Financial Bank & Trust
Missouri
$817
AGWCA
302
Annis Gardner Whiting Capital Advisors
Florida
$766
IA
303
IFP Advisors
Florida
$766
MMCM
304
Murphy & Mullick Capital Management
New York
$766
SIC
305
Salem Investment Counselors
North Carolina
$766 +$564 +15 New
SFS
306
Sunrise Financial Services
Washington
$766 +$564 +15 New
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$613 -$113 -3 -20%
VNT
308
Vanguard National Trust
Pennsylvania
$613 +$451 +12 New
VCM
309
Versant Capital Management
Arizona
$562
AAP
310
Arax Advisory Partners
Colorado
$562 +$226 +6 +120%
AW
311
Ankerstar Wealth
Texas
$511
MCM
312
MAI Capital Management
Ohio
$511 +$338 +9 +900%
GWM
313
Gilpin Wealth Management
Colorado
$460 +$150 +4 +80%
BCM
314
Blume Capital Management
California
$256
LWMI
315
Legacy Wealth Management (Idaho)
Idaho
$256
SHIM
316
Stone House Investment Management
Pennsylvania
$255 +$188 +5 New
RFP
317
Root Financial Partners
California
$204 +$150 +4 New
AWM
318
Abound Wealth Management
Tennessee
$154 -$113 -3 -50%
EWM
319
Evermay Wealth Management
Virginia
$154
SAM
320
Smartleaf Asset Management
Massachusetts
$142 -$903 -24 -89%
DF
321
Dunhill Financial
United Kingdom
$104
CFFP
322
Center for Financial Planning
Michigan
$103
RIL
323
Rothschild Investment LLC
Illinois
$102 +$75 +2 New
AP
324
Aspect Partners
Virginia
$51
HNB
325
Huntington National Bank
Ohio
$51