SolarEdge
SEDG
270 hedge funds and large institutions have $884M invested in SolarEdge in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 89 reducing their positions, and 46 closing their positions.
116% more call options, than puts
Call options by funds: $197M | Put options by funds: $91.3M
12% more capital invested
Capital invested by funds: $789M → $884M (+$95.4M)
9% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 89
4% less funds holding
Funds holding: 280 → 270 (-10)
6.99% less ownership
Funds ownership: 100.08% → 93.09% (-7%)
17% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAM
Ion Asset Management
Herzliya,
Israel
|
+$18.7M |
| 2 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$17.1M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$12.1M |
| 4 |
JP Morgan Chase
New York
|
+$8.17M |
| 5 |
SI
Sora Investors
Bryn Mawr,
Pennsylvania
|
+$6.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$16.8M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$12.1M |
| 3 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$10.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$10.7M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$10.4M |
SEDG Hedge Fund Activity: Q1 2025 in Review
270 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q1 2025, worth a combined $884M — up 12% from $789M a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of SEDG and 38 opened new positions — a net loss of 8 holders — while 89 trimmed existing stakes and 81 added.
The largest buyer was Ion Asset Management, adding an estimated $18.7M. The largest seller was D.E. Shaw & Co, cutting an estimated $16.8M.
- 270 institutional investors held SolarEdge (SEDG) as of Q1 2025, down from 280 in Q4 2024.
- Funds reported $884M of SolarEdge stock for Q1 2025, up 12% quarter-over-quarter.
- 38 funds opened new SolarEdge positions in Q1 2025 and 46 closed out, a net change of -8 holders.
- The largest SolarEdge buyer in Q1 2025 was Ion Asset Management, an estimated $18.7M added.
- The largest SolarEdge seller in Q1 2025 was D.E. Shaw & Co, an estimated $16.8M sold.
Based on aggregated 13F filings for Q1 2025.