Semtech
SMTC
582 hedge funds and large institutions have $15B invested in Semtech in 2026 Q2 according to their latest regulatory filings, with 199 funds opening new positions, 159 increasing their positions, 187 reducing their positions, and 51 closing their positions.
290% more first-time investments, than exits
New positions opened: 199 | 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)
32% more funds holding
Funds holding: 441 → 582 (+141)
7.28% less ownership
Funds ownership: 107.45% → 100.17% (-7.3%)
15% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 187
21% less capital inflows, than outflows
Capital inflows: $2.92B | Capital outflows: $3.68B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$337M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$150M |
| 3 |
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 |
Nomura Asset Management International
Philadelphia,
Pennsylvania
|
-$199M |
| 5 |
Disciplined Growth Investors
Minneapolis,
Minnesota
|
-$164M |
SMTC Hedge Fund Activity: Q2 2026 in Review
582 of the 8,378 institutional investors tracked by Wall St. Rank reported a position in Semtech (SMTC) for Q2 2026, worth a combined $15B — up 95% from $7.66B a quarter earlier.
Buyers outnumbered sellers: 199 funds opened new SMTC positions and 51 closed out — a net gain of 148 holders — while 159 added to existing stakes and 187 trimmed.
The largest buyer was Jane Street, adding an estimated $337M. The largest seller was BlackRock, cutting an estimated $585M.
- 582 institutional investors held Semtech (SMTC) as of Q2 2026, up from 441 in Q1 2026.
- Funds reported $15B of Semtech stock for Q2 2026, up 95% quarter-over-quarter.
- 199 funds opened new Semtech positions in Q2 2026 and 51 closed out, a net change of +148 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.