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Tower Semiconductor

215 hedge funds and large institutions have $3.24B invested in Tower Semiconductor in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 87 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

790% more call options, than puts

Call options by funds: $157M | Put options by funds: $17.6M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

23% more capital invested

Capital invested by funds: $2.63B → $3.24B (+$611M)

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

1% less funds holding

Funds holding: 217215 (-2)

1.24% less ownership

Funds ownership: 65.14%63.9% (-1.2%)

26% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 87

Holders
215
Holders Change
-2
Holders Change %
-0.92%
% of All Funds
2.83%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
28
Increased
64
Reduced
87
Closed
27
Calls
$157M
Puts
$17.6M
Net Calls
+$139M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NPIC
26
Neumeier Poma Investment Counsel
California
$31M +$1.3M +33,820 +5%
Manulife (Manufacturers Life Insurance)
27
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.2M -$4.06M -105,742 -13%
UBS Group
28
UBS Group
Switzerland
$28.5M +$13.6M +355,009 +118%
Goldman Sachs
29
Goldman Sachs
New York
$27.1M +$10.7M +279,985 +81%
Millennium Management
30
Millennium Management
New York
$25M +$6.81M +177,273 +44%
American Century Companies
31
American Century Companies
Missouri
$23.8M +$6.39M +166,533 +44%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$22.8M +$4.13M +107,609 +26%
GIP
33
Granite Investment Partners
California
$21M -$1.71M -44,416 -8%
PCM
34
Penserra Capital Management
California
$20.3M +$5.19M +135,250 +41%
Legal & General Group
35
Legal & General Group
United Kingdom
$16.8M +$1.62M +42,160 +12%
SSA
36
Schonfeld Strategic Advisors
New York
$15.3M -$2.84M -74,038 -17%
Boston Partners
37
Boston Partners
Massachusetts
$14.3M -$9.91M -258,047 -44%
Renaissance Technologies
38
Renaissance Technologies
New York
$14M -$4.11M -107,086 -25%
Assenagon Asset Management
39
Assenagon Asset Management
Luxembourg
$13.7M -$12.5M -324,690 -51%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$13.5M -$2.57M -66,987 -18%
ACM
41
Arvin Capital Management
Texas
$12.6M -$12.4M -323,498 -53%
Janus Henderson Group
42
Janus Henderson Group
United Kingdom
$12.6M -$717K -18,677 -6%
SFM
43
Sphera Funds Management
Israel
$11.5M +$7.8M +203,173 +330%
WPC
44
Waters Parkerson & Co
Louisiana
$11.4M -$277K -7,225 -3%
Luther King Capital Management (LKCM)
45
Luther King Capital Management (LKCM)
Texas
$11M +$469K +12,217 +5%
JP Morgan Chase
46
JP Morgan Chase
New York
$10.7M -$1.91M -49,773 -17%
Canada Pension Plan Investment Board
47
Canada Pension Plan Investment Board
Ontario, Canada
$10.5M +$659K +17,173 +8%
Marshall Wace
48
Marshall Wace
United Kingdom
$10.4M +$8.85M +230,404 +2,403%
Swiss National Bank
49
Swiss National Bank
Switzerland
$9.25M -$111K -2,898 -1%
SC
50
Shellback Capital
Massachusetts
$9.07M -$1.57M -40,855 -16%

TSEM Hedge Fund Activity: Q2 2025 in Review

215 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Tower Semiconductor (TSEM) for Q2 2025, worth a combined $3.24B — up 23% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TSEM positions and 27 closed out — a net gain of 1 holder — while 64 added to existing stakes and 87 trimmed.

The largest buyer was BlackRock, adding an estimated $24.8M. The largest seller was Point72 Asset Management, cutting an estimated $36.2M.

  • 215 institutional investors held Tower Semiconductor (TSEM) as of Q2 2025, down from 217 in Q1 2025.
  • Funds reported $3.24B of Tower Semiconductor stock for Q2 2025, up 23% quarter-over-quarter.
  • 28 funds opened new Tower Semiconductor positions in Q2 2025 and 27 closed out, a net change of +1 holder.
  • The largest Tower Semiconductor buyer in Q2 2025 was BlackRock, an estimated $24.8M added.
  • The largest Tower Semiconductor seller in Q2 2025 was Point72 Asset Management, an estimated $36.2M sold.

Based on aggregated 13F filings for Q2 2025.