Tower Semiconductor
TSEM
451 hedge funds and large institutions have $17.1B invested in Tower Semiconductor in 2026 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 111 increasing their positions, 166 reducing their positions, and 52 closing their positions.
152% more first-time investments, than exits
New positions opened: 131 | Existing positions closed: 52
35% more capital invested
Capital invested by funds: $12.7B → $17.1B (+$4.42B)
19% more funds holding
Funds holding: 379 → 451 (+72)
16% more call options, than puts
Call options by funds: $1.01B | Put options by funds: $873M
33% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 166
34% less funds holding in top 10
Funds holding in top 10: 32 → 21 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$416M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$222M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$220M |
| 4 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
+$208M |
| 5 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
+$164M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
-$308M |
| 2 |
WAM
WT Asset Management
Hong Kong
|
-$257M |
| 3 |
BlackRock
New York
|
-$235M |
| 4 |
GFM
GF Fund Management
Guangzhou,
China
|
-$220M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$202M |
TSEM Hedge Fund Activity: Q2 2026 in Review
451 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Tower Semiconductor (TSEM) for Q2 2026, worth a combined $17.1B — up 35% from $12.7B a quarter earlier.
Buyers outnumbered sellers: 131 funds opened new TSEM positions and 52 closed out — a net gain of 79 holders — while 111 added to existing stakes and 166 trimmed.
The largest buyer was Jane Street, adding an estimated $416M. The largest seller was Meitav Investment House, exiting entirely with an estimated $308M sold.
- 451 institutional investors held Tower Semiconductor (TSEM) as of Q2 2026, up from 379 in Q1 2026.
- Funds reported $17.1B of Tower Semiconductor stock for Q2 2026, up 35% quarter-over-quarter.
- 131 funds opened new Tower Semiconductor positions in Q2 2026 and 52 closed out, a net change of +79 holders.
- The largest Tower Semiconductor buyer in Q2 2026 was Jane Street, an estimated $416M added.
- The largest Tower Semiconductor seller in Q2 2026 was Meitav Investment House, an estimated $308M sold.
Based on aggregated 13F filings for Q2 2026.