Super Micro Computer
SMCI
773 hedge funds and large institutions have $13.1B invested in Super Micro Computer in 2026 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 301 increasing their positions, 235 reducing their positions, and 81 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
84% more first-time investments, than exits
New positions opened: 149 | Existing positions closed: 81
70% more capital invested
Capital invested by funds: $7.69B → $13.1B (+$5.41B)
28% more repeat investments, than reductions
Existing positions increased: 301 | Existing positions reduced: 235
17.92% more ownership
Funds ownership: 56.38% → 74.3% (+18%)
9% more funds holding
Funds holding: 711 → 773 (+62)
3% less call options, than puts
Call options by funds: $3.04B | Put options by funds: $3.13B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$776M |
| 2 |
Two Sigma Investments
New York
|
+$283M |
| 3 |
Goldman Sachs
New York
|
+$243M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$243M |
| 5 |
Renaissance Technologies
New York
|
+$214M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DE
Defiance ETFs
New York
|
-$142M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$136M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$81.8M |
| 4 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
-$74M |
| 5 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
-$52.9M |
SMCI Hedge Fund Activity: Q2 2026 in Review
773 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in Super Micro Computer (SMCI) for Q2 2026, worth a combined $13.1B — up 70% from $7.69B a quarter earlier.
Buyers outnumbered sellers: 149 funds opened new SMCI positions and 81 closed out — a net gain of 68 holders — while 301 added to existing stakes and 235 trimmed.
The largest buyer was Jane Street, adding an estimated $776M. The largest seller was Defiance ETFs, exiting entirely with an estimated $142M sold.
- 773 institutional investors held Super Micro Computer (SMCI) as of Q2 2026, up from 711 in Q1 2026.
- Funds reported $13.1B of Super Micro Computer stock for Q2 2026, up 70% quarter-over-quarter.
- 149 funds opened new Super Micro Computer positions in Q2 2026 and 81 closed out, a net change of +68 holders.
- The largest Super Micro Computer buyer in Q2 2026 was Jane Street, an estimated $776M added.
- The largest Super Micro Computer seller in Q2 2026 was Defiance ETFs, an estimated $142M sold.
Based on aggregated 13F filings for Q2 2026.