undamentalytics Newsletter

Silicon Valley Acquisition Corp.: which funds bought and sold

Institutions that bought and sold Silicon Valley Acquisition 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, 21 institutions that filed 13F reports for both quarters added to or opened positions in Silicon Valley Acquisition, and 21 cut or closed them. Together they added a net 1.9M shares, +11.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.1M shares (+31.8%); index fund managers held the same number of shares overall. 14 opened a new position and 5 sold out entirely.

Bought, Q2 2026 21 institutions, 14 of them new holders Sold, Q2 2026 21 institutions, 5 of them sold out
Net change, all compared +1.9M shares (+11.4%)
Net change, active managers +2.1M shares (+31.8%), 7 bought, 6 sold

Buyers versus sellers

institutions compared, 59
Active managers and hedge funds 7 bought · 6 sold · +2.1M
Index fund managers 0 bought · 0 sold · 0
Other institutions 14 bought · 15 sold · −194K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Millennium Management LLC Hedge fund +1.1M New position 1.1M $10.9M
LMR Partners LLP Hedge fund +600K New position 600K $6.1M
Picton Mahoney Asset Management +500K New position 500K $5M
Bluecrest Capital Management Ltd Hedge fund +500K +166.7% 800K $8.1M
Cantor Fitzgerald, L. P. +400K New position 400K $4M
Mizuho Securities Usa LLC +200K +800.0% 225K $2.2M
Glazer Capital, LLC +167K +31.4% 700K $7.1M
Sona Asset Management (US) LLC Active manager +149K +50.7% 442K $4.5M
Gritstone Asset Management LLC +125K New position 125K $1.3M
Centiva Capital, LP Hedge fund +100K New position 100K $1M
D. E. Shaw & Co., Inc. Hedge fund +78K +14.9% 600K $6.1M
Heights Capital Management, Inc +50K New position 50K $504,500
Brevan Howard Capital Management LP Hedge fund +49K New position 49K $497,851
Yakira Capital Management, Inc. +49K New position 49K $494,097
Rangeley Capital, LLC +46K New position 46K $466,297
HRT Financial LP +36K New position 36K $361,000
Stonex Group Inc. +15K New position 15K $151,350
AQR Arbitrage LLC +13K +1.2% 1.1M $11.3M
T3 Companies, LLC +12K New position 12K $123,562
Fny Investment Advisers, LLC +9,500 New position 9,500 $95,000

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Logan Stone Capital, LLC −582K −77.7% 168K $1.7M
Toronto Dominion Bank −311K Sold out 0 —
Parallax Volatility Advisers, L.P. −245K −71.7% 97K $977,973
Aristeia Capital, L.L.C. Hedge fund −152K −16.8% 748K $7.6M
K2 Principal Fund, L.P. −131K −65.6% 69K $694,848
Lineage Point Capital LP −126K −28.9% 310K $3.1M
Meteora Capital, LLC −118K −20.9% 446K $4.5M
Boothbay Fund Management, LLC Hedge fund −101K −63.1% 59K $596,168
Magnetar Financial LLC Hedge fund −100K −9.1% 1.0M $10.1M
Verition Fund Management LLC Hedge fund −88K −16.4% 450K $4.5M
Virtu Financial LLC −85K Sold out 0 —
Periscope Capital Inc. −75K −14.3% 450K $4.5M
Shaolin Capital Management LLC −50K −25.1% 148K $1.5M
Abc Arbitrage SA −40K Sold out 0 —
Clear Street Group Inc. −24K −14.8% 135K $1.4M
Kryger Capital LLC −14K −2.3% 596K $6M
Warberg Asset Management LLC −8,753 −11.7% 66K $666,776
UBS Group AG −8,425 Sold out 0 —
Schonfeld Strategic Advisors LLC Hedge fund −2,132 −2.4% 89K $893,681
Wolverine Asset Management LLC −1,000 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Millennium Management LLCHedge fund 1.1M $10.9M
LMR Partners LLPHedge fund 600K $6.1M
Picton Mahoney Asset Management 500K $5M
Cantor Fitzgerald, L. P. 400K $4M
Gritstone Asset Management LLC 125K $1.3M
Centiva Capital, LPHedge fund 100K $1M
Heights Capital Management, Inc 50K $504,500
Brevan Howard Capital Management LPHedge fund 49K $497,851
Yakira Capital Management, Inc. 49K $494,097
Rangeley Capital, LLC 46K $466,297

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Toronto Dominion Bank 311K $3.1M
Virtu Financial LLC 85K $838,000
Abc Arbitrage SA 40K $395,600
UBS Group AG 8,425 $83,323
Wolverine Asset Management LLC 1,000 $9,890

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
54
Ten largest holders
46.3%
of 13F-reported shares
Index fund managers
0.0%
of 13F-reported shares
Active managers and hedge funds
46.9%
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 7 6 4 0 +2.1M +31.8%
Index fund managers 0 0 0 0 0 —
Other institutions 14 15 10 5 −194K −1.9%

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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