undamentalytics Newsletter

First Solar, Inc.: which funds bought and sold

Institutions that bought and sold First Solar shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 481 institutions that filed 13F reports for both quarters added to or opened positions in First Solar, and 462 cut or closed them. Together they added a net 3.4M shares, +3.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 4.0M shares (+30.5%); index fund managers were net buyers of 381K shares (+1.0%). 143 opened a new position and 106 sold out entirely.

Bought, Q2 2026 481 institutions, 143 of them new holders Sold, Q2 2026 462 institutions, 106 of them sold out
Net change, all compared +3.4M shares (+3.6%)
Net change, active managers +4.0M shares (+30.5%), 39 bought, 43 sold

Buyers versus sellers

institutions compared, 1,089
Active managers and hedge funds 39 bought · 43 sold · +4.0M
Index fund managers 7 bought · 5 sold · +381K
Other institutions 435 bought · 414 sold · −950K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Capital World Investors Active manager +4.1M New position 4.1M $971M
D. E. Shaw & Co., Inc. Hedge fund +1.3M +2129.7% 1.3M $311M
Samlyn Capital, LLC Hedge fund +535K +104.6% 1.0M $247M
Hill City Capital, LP Hedge fund +451K +20.7% 2.6M $620M
FMR LLC Active manager +371K +20.5% 2.2M $514M
Assetmark, Inc +312K +1469.4% 333K $78.6M
State Street Corp Index funds +291K +5.5% 5.6M $1.3B
Yaupon Capital Management LP Hedge fund +272K New position 272K $64.3M
Wells Fargo & Company +221K +241.7% 313K $73.8M
Blackrock, Inc. Index funds +208K +1.5% 14.0M $3.3B
Imc-Chicago, LLC +201K +1092.3% 219K $51.7M
Ameriprise Financial Inc +201K +395.5% 251K $59.3M
American Century Companies Inc Active manager +187K +339.4% 242K $57.2M
Goldman Sachs Group Inc +179K +33.7% 710K $167M
Royal Bank Of Canada +147K +69.0% 359K $84.8M
Assenagon Asset Management S.A. +142K +60.0% 377K $89M
HSBC Holdings PLC +139K +20.9% 806K $190M
Susquehanna Fundamental Investments, LLC +117K New position 117K $27.6M
Altshuler Shaham Ltd +114K +1091.2% 125K $29.5M
Capital Fund Management S.A. Hedge fund +113K New position 113K $26.8M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Jpmorgan Chase & Co −1.1M −48.5% 1.2M $276M
Millennium Management LLC Hedge fund −695K −73.0% 257K $60.6M
Capital Research Global Investors Active manager −407K Sold out 0 —
Peconic Partners LLC −395K Sold out 0 —
AQR Capital Management LLC Hedge fund −387K −48.2% 415K $97.9M
BNP Paribas Asset Management Holding S.A. −380K −22.6% 1.3M $307M
Amundi −319K −15.6% 1.7M $408M
Man Group PLC Hedge fund −277K −57.3% 206K $48.7M
Canada Pension Plan Investment Board −276K −96.3% 11K $2.5M
Citadel Advisors LLC Hedge fund −249K −73.6% 89K $21.1M
Deutsche Bank Ag\ −199K −18.1% 901K $213M
Jupiter Asset Management Ltd Active manager −183K −70.3% 77K $18.2M
Two Seas Capital LP Hedge fund −175K −57.8% 128K $30.2M
Qube Research & Technologies Ltd Hedge fund −168K Sold out 0 —
Zurcher Kantonalbank (Zurich Cantonalbank) −166K −71.0% 68K $15.9M
Bank Of America Corp −156K −17.7% 725K $171M
Clean Energy Transition LLP −148K −10.4% 1.3M $302M
Two Sigma Investments, LP Hedge fund −144K −92.5% 12K $2.8M
Los Angeles Capital Management LLC Active manager −135K −35.7% 242K $57.1M
Northern Trust Corp Index funds −126K −9.1% 1.3M $298M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Capital World InvestorsActive manager 4.1M $971M
Yaupon Capital Management LPHedge fund 272K $64.3M
Susquehanna Fundamental Investments, LLC 117K $27.6M
Capital Fund Management S.A.Hedge fund 113K $26.8M
Hillman Co 89K $20.9M
Ossiam 84K $19.8M
Arp Global Capital Ltd 42K $9.8M
Point72 Asset Management, L.P.Hedge fund 40K $9.4M
Steadfast Capital Management LPHedge fund 39K $9.1M
Panoramic Capital, LLC 33K $7.7M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Capital Research Global InvestorsActive manager 407K $80.3M
Peconic Partners LLC 395K $77.9M
Qube Research & Technologies LtdHedge fund 168K $33.1M
Polar Capital Holdings PLCActive manager 114K $22.6M
Tudor Investment Corp Et AlHedge fund 106K $20.9M
Marshall Wace, LLPHedge fund 82K $16.1M
Trexquant Investment LPHedge fund 64K $12.5M
Fora Capital, LLC 46K $9M
Quantitative Investment Management, LLC 36K $7.2M
Massachusetts Financial Services CoActive manager 36K $7.1M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
1,005
Ten largest holders
48.8%
of 13F-reported shares
Index fund managers
38.2%
of 13F-reported shares
Active managers and hedge funds
17.1%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 39 43 13 13 +4.0M +30.5%
Index fund managers 7 5 0 0 +381K +1.0%
Other institutions 435 414 130 93 −950K −2.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

← Back to First Solar, Inc. · Insiders · Politicians