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Super Micro Computer

849 hedge funds and large institutions have $15.3B invested in Super Micro Computer in 2025 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 302 increasing their positions, 303 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 113

12% more call options, than puts

Call options by funds: $5.23B | Put options by funds: $4.67B

2.65% more ownership

Funds ownership: 51.16%53.81% (+2.7%)

2% more funds holding

Funds holding: 832849 (+17)

2% more capital invested

Capital invested by funds: $15B → $15.3B (+$372M)

0% less repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 303

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

Holders
849
Holders Change
+17
Holders Change %
+2.04%
% of All Funds
11.14%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
148
Increased
302
Reduced
303
Closed
113
Calls
$5.23B
Puts
$4.67B
Net Calls
+$556M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.3B +$129M +2,695,829 +4%
BlackRock
2
BlackRock
New York
$1.95B +$27.1M +567,332 +1%
State Street
3
State Street
Massachusetts
$1.06B -$14.4M -300,679 -1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$657M +$697K +14,604 +0.1%
Morgan Stanley
5
Morgan Stanley
New York
$529M -$67.9M -1,421,312 -11%
DGI
6
Disciplined Growth Investors
Minnesota
$455M -$11.9M -249,329 -3%
Invesco
7
Invesco
Georgia
$394M -$20.3M -424,753 -5%
Goldman Sachs
8
Goldman Sachs
New York
$341M +$215M +4,511,082 +174%
JP Morgan Chase
9
JP Morgan Chase
New York
$283M +$169M +3,546,184 +150%
UBS Group
10
UBS Group
Switzerland
$245M +$46.3M +970,516 +23%
Northern Trust
11
Northern Trust
Illinois
$230M -$1.34M -28,090 -0.6%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$218M +$169M +3,529,404 +345%
Citadel Advisors
13
Citadel Advisors
Florida
$203M +$179M +3,743,281 +757%
Charles Schwab
14
Charles Schwab
California
$194M +$3.7M +77,416 +2%
Legal & General Group
15
Legal & General Group
United Kingdom
$187M +$9.2M +192,714 +5%
CF
16
Cantor Fitzgerald
New York
$164M +$60.7M +1,272,150 +59%
UBS AM
17
UBS AM
Illinois
$160M -$14.3M -300,531 -8%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$148M +$33M +690,982 +29%
CS
19
Clear Street
New York
$148M -$7.6M -159,100 -5%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$141M +$125M +2,624,746 +834%
Marshall Wace
21
Marshall Wace
United Kingdom
$135M -$29.4M -616,226 -18%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$127M -$7.21M -151,096 -5%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$116M +$92.1M +1,929,637 +393%
MG
24
Marex Group
$113M +$99.1M +2,075,901 +721%
Barclays
25
Barclays
United Kingdom
$110M +$34.3M +719,187 +45%

SMCI Hedge Fund Activity: Q3 2025 in Review

849 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Super Micro Computer (SMCI) for Q3 2025, worth a combined $15.3B — up 2.5% from $15B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new SMCI positions and 113 closed out — a net gain of 35 holders — while 302 added to existing stakes and 303 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $215M. The largest seller was Wells Fargo, cutting an estimated $120M.

  • 849 institutional investors held Super Micro Computer (SMCI) as of Q3 2025, up from 832 in Q2 2025.
  • Funds reported $15.3B of Super Micro Computer stock for Q3 2025, up 2.5% quarter-over-quarter.
  • 148 funds opened new Super Micro Computer positions in Q3 2025 and 113 closed out, a net change of +35 holders.
  • The largest Super Micro Computer buyer in Q3 2025 was Goldman Sachs, an estimated $215M added.
  • The largest Super Micro Computer seller in Q3 2025 was Wells Fargo, an estimated $120M sold.

Based on aggregated 13F filings for Q3 2025.