Semtech
SMTC
574 hedge funds and large institutions have $14.9B invested in Semtech in 2026 Q2 according to their latest regulatory filings, with 198 funds opening new positions, 154 increasing their positions, 186 reducing their positions, and 51 closing their positions.
288% more first-time investments, than exits
New positions opened: 198 | Existing positions closed: 51
155% more call options, than puts
Call options by funds: $842M | Put options by funds: $330M
140% more funds holding in top 10
Funds holding in top 10: 5 → 12 (+7)
95% more capital invested
Capital invested by funds: $7.66B → $14.9B (+$7.27B)
31% more funds holding
Funds holding: 437 → 574 (+137)
7.41% less ownership
Funds ownership: 107.42% → 100.01% (-7.4%)
17% less repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 186
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$337M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$150M |
| 3 |
TCG
Tremblant Capital Group
West Palm Beach,
Florida
|
+$116M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$111M |
| 5 |
Two Sigma Investments
New York
|
+$101M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$585M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$523M |
| 3 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
|
-$208M |
| 4 |
NAMI
Nomura Asset Management International
Philadelphia,
Pennsylvania
|
-$199M |
| 5 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
-$164M |
SMTC Hedge Fund Activity: Q2 2026 in Review
574 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Semtech (SMTC) for Q2 2026, worth a combined $14.9B — up 95% from $7.66B a quarter earlier.
Buyers outnumbered sellers: 198 funds opened new SMTC positions and 51 closed out — a net gain of 147 holders — while 154 added to existing stakes and 186 trimmed.
The largest buyer was Jane Street, adding an estimated $337M. The largest seller was BlackRock, cutting an estimated $585M.
- 574 institutional investors held Semtech (SMTC) as of Q2 2026, up from 437 in Q1 2026.
- Funds reported $14.9B of Semtech stock for Q2 2026, up 95% quarter-over-quarter.
- 198 funds opened new Semtech positions in Q2 2026 and 51 closed out, a net change of +147 holders.
- The largest Semtech buyer in Q2 2026 was Jane Street, an estimated $337M added.
- The largest Semtech seller in Q2 2026 was BlackRock, an estimated $585M sold.
Based on aggregated 13F filings for Q2 2026.