Silicom
SILC
51 hedge funds and large institutions have $118M invested in Silicom in 2026 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 3 closing their positions.
667% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 3
223% more capital invested
Capital invested by funds: $36.5M → $118M (+$81.3M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
65% more funds holding
Funds holding: 31 → 51 (+20)
12.34% more ownership
Funds ownership: 30.48% → 42.82% (+12%)
25% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$6.18M |
| 2 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$5.98M |
| 3 |
Jane Street
New York
|
+$4.18M |
| 4 |
PIP
Palisades Investment Partners
Santa Monica,
California
|
+$3.43M |
| 5 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
+$2.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$2.2M |
| 2 |
Morgan Stanley
New York
|
-$1.98M |
| 3 |
FWSM
First Wilshire Securities Management
Pasadena,
California
|
-$1.19M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$1.18M |
| 5 |
YLHM
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
|
-$1.11M |
SILC Hedge Fund Activity: Q2 2026 in Review
51 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Silicom (SILC) for Q2 2026, worth a combined $118M — up 223% from $36.5M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SILC positions and 3 closed out — a net gain of 20 holders — while 9 added to existing stakes and 12 trimmed.
The largest buyer was Portolan Capital Management, opening a new position worth an estimated $6.18M. The largest seller was Marshall Wace, cutting an estimated $2.2M.
- 51 institutional investors held Silicom (SILC) as of Q2 2026, up from 31 in Q1 2026.
- Funds reported $118M of Silicom stock for Q2 2026, up 223% quarter-over-quarter.
- 23 funds opened new Silicom positions in Q2 2026 and 3 closed out, a net change of +20 holders.
- The largest Silicom buyer in Q2 2026 was Portolan Capital Management, an estimated $6.18M added.
- The largest Silicom seller in Q2 2026 was Marshall Wace, an estimated $2.2M sold.
Based on aggregated 13F filings for Q2 2026.