undamentalytics Newsletter

Qualcomm: which funds bought and sold

Institutions that bought and sold Qualcomm 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, 1,367 institutions that filed 13F reports for both quarters added to or opened positions in Qualcomm, and 1,472 cut or closed them. Together they sold a net 21.4M shares, −2.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 11.3M shares (−12.5%); index fund managers were net sellers of 20.1M shares (−5.8%). 430 opened a new position and 131 sold out entirely.

Bought, Q2 2026 1,367 institutions, 430 of them new holders Sold, Q2 2026 1,472 institutions, 131 of them sold out
Net change, all compared −21.4M shares (−2.5%)
Net change, active managers −11.3M shares (−12.5%), 53 bought, 63 sold

Buyers versus sellers

institutions compared, 3,106
Active managers and hedge funds 53 bought · 63 sold · −11.3M
Index fund managers 3 bought · 9 sold · −20.1M
Other institutions 1,311 bought · 1,400 sold · +10.0M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Aspex Management (HK) Ltd +6.4M New position 6.4M $1.2B
Price T Rowe Associates Inc Active manager +5.1M +67.2% 12.6M $2.3B
Amundi +4.9M +94.1% 10.2M $1.9B
SG Americas Securities, LLC +4.0M +572.2% 4.7M $860M
Van Eck Associates Corp +3.2M +22.7% 17.2M $3.2B
Jane Street Group, LLC +2.7M +790.9% 3.0M $552M
Marshall Wace, LLP Hedge fund +2.5M +10156.6% 2.5M $459M
Susquehanna International Group, LLP +2.2M +518.4% 2.7M $495M
HRT Financial LP +1.9M New position 1.9M $355M
Qube Research & Technologies Ltd Hedge fund +1.9M New position 1.9M $351M
Altimeter Capital Management, LP Hedge fund +1.9M New position 1.9M $348M
National Bank Of Canada +1.7M +167.4% 2.7M $490M
Viking Global Investors LP Hedge fund +1.5M New position 1.5M $280M
Ameriprise Financial Inc +1.3M +22.3% 7.4M $1.4B
Hotchkis & Wiley Capital Management LLC Active manager +1.3M New position 1.3M $242M
American Century Companies Inc Active manager +1.3M +99.6% 2.6M $479M
Jpmorgan Chase & Co +1.3M +17.8% 8.3M $1.6B
Evergreen Quality Fund Gp, Ltd. +1.1M New position 1.1M $200M
Bank Of New York Mellon Corp +1.1M +14.9% 8.2M $1.5B
Swedbank AB +1.1M +70.0% 2.6M $478M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds −10.9M −10.2% 95.2M $17.6B
Charles Schwab Investment Management Inc Index funds −8.6M −27.7% 22.3M $4.1B
Franklin Resources Inc Active manager −5.4M −68.7% 2.5M $456M
Loomis Sayles & Co L P Active manager −4.0M −95.6% 184K $33.9M
UBS Group AG −3.9M −37.2% 6.6M $1.2B
FMR LLC Active manager −3.1M −41.7% 4.4M $812M
Morgan Stanley −2.9M −14.5% 17.1M $3.2B
Barrow Hanley Mewhinney & Strauss LLC Active manager −2.7M −71.5% 1.1M $197M
Jacobs Levy Equity Management, Inc Active manager −2.2M −99.9% 1,366 $252,423
Wellington Management Group LLP Active manager −2.2M −26.5% 6.1M $1.1B
Alliancebernstein L.P. Active manager −2.1M −33.2% 4.2M $542M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC −2.0M −16.8% 10.1M $1.9B
CIBC Bancorp Usa Inc. −1.6M −61.5% 1.0M $188M
Squarepoint Ops LLC Hedge fund −1.4M −65.2% 748K $138M
Beutel, Goodman & Co Ltd. −1.4M −57.0% 1.0M $191M
Barclays PLC −1.3M −17.8% 6.2M $1.1B
Royal Bank Of Canada −1.3M −26.8% 3.5M $652M
Robeco Institutional Asset Management B.V. −1.2M −71.2% 471K $86.9M
Ninety One Uk Ltd −1.1M −55.4% 879K $162M
AQR Capital Management LLC Hedge fund −1.1M −50.2% 1.1M $200M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Aspex Management (HK) Ltd 6.4M $1.2B
HRT Financial LP 1.9M $355M
Qube Research & Technologies LtdHedge fund 1.9M $351M
Altimeter Capital Management, LPHedge fund 1.9M $348M
Viking Global Investors LPHedge fund 1.5M $280M
Hotchkis & Wiley Capital Management LLCActive manager 1.3M $242M
Evergreen Quality Fund Gp, Ltd. 1.1M $200M
Tensor Edge Capital, LLC 797K $147M
Alecta Tjanstepension Omsesidigt 695K $128M
Quadrature Capital LtdHedge fund 494K $91.2M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Holocene Advisors, LPHedge fund 857K $110M
Smead Capital Management, Inc.Active manager 546K $70.3M
Renaissance Technologies LLCHedge fund 530K $68.3M
Distillate Capital Partners LLC 254K $32.7M
Holowesko Partners Ltd. 179K $23M
Ug Investment Advisers Ltd. 141K $18.1M
Saba Capital Management, L.P.Hedge fund 113K $14.5M
Investment Management Associates Inc 100K $12.9M
Shanda Asset Management Holdings Ltd 100K $12.9M
Peak6 LLC 80K $10.3M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
3,012
Ten largest holders
46.2%
of 13F-reported shares
Index fund managers
38.8%
of 13F-reported shares
Active managers and hedge funds
9.4%
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 53 63 27 7 −11.3M −12.5%
Index fund managers 3 9 0 0 −20.1M −5.8%
Other institutions 1,311 1,400 403 124 +10.0M +2.4%

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.

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