SolarEdge
SEDG
315 hedge funds and large institutions have $2.3B invested in SolarEdge in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 85 increasing their positions, 90 reducing their positions, and 25 closing their positions.
212% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 25
107% more capital invested
Capital invested by funds: $1.11B → $2.3B (+$1.19B)
20% more funds holding
Funds holding: 263 → 315 (+52)
18% more call options, than puts
Call options by funds: $463M | Put options by funds: $392M
12.56% more ownership
Funds ownership: 92.27% → 104.84% (+13%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 90
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$97.2M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$37.2M |
| 3 |
ECP
Electron Capital Partners
New York
|
+$26.8M |
| 4 |
Morgan Stanley
New York
|
+$20.5M |
| 5 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$39.1M |
| 2 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$30.3M |
| 3 |
D.E. Shaw & Co
New York
|
-$22.2M |
| 4 |
Millennium Management
New York
|
-$21.2M |
| 5 |
BNP Paribas Asset Management
Paris,
France
|
-$13M |
SEDG Hedge Fund Activity: Q3 2025 in Review
315 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2025, worth a combined $2.3B — up 107% from $1.11B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new SEDG positions and 25 closed out — a net gain of 53 holders — while 85 added to existing stakes and 90 trimmed.
The largest buyer was UBS Group, adding an estimated $97.2M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $39.1M.
- 315 institutional investors held SolarEdge (SEDG) as of Q3 2025, up from 263 in Q2 2025.
- Funds reported $2.3B of SolarEdge stock for Q3 2025, up 107% quarter-over-quarter.
- 78 funds opened new SolarEdge positions in Q3 2025 and 25 closed out, a net change of +53 holders.
- The largest SolarEdge buyer in Q3 2025 was UBS Group, an estimated $97.2M added.
- The largest SolarEdge seller in Q3 2025 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $39.1M sold.
Based on aggregated 13F filings for Q3 2025.