SMCI Super Micro Computer, Inc.

NASDAQ
$40.10

Super Micro Computer, Inc. (SMCI) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
+33.33
30 buyers / 15 sellers
STRONG BUYING
Funds compared
45
funds with comparable SMCI positions
40 current holders · 33 prior-quarter holders
Net share change
+101.45M
+109.41M added, -7.96M cut
Position activity
12 new 18 increased 10 reduced 5 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
Wolverine Asset Management Event Quant Sold Out -92.2K -100.0% $2.7M 7.6% 81
Ghisallo Capital Management Long/Short New +4.37M — $128.0M 3.4% 80
Hawk Ridge Capital Management Long/Short Sold Out -2.32M -100.0% $68.2M 0.0% 72
Tudor Investment Corporation Macro New +65.00M — $1.91B 0.3% 69
Weiss Asset Management Event Quant Reduced -1.26M -89.9% $36.8M 3.5% 67
Balyasny Asset Management L.P. New +2.84M — $83.3M 0.2% 64
Alyeska Investment Group, L.P. New +2.41M — $70.7M 0.2% 63
Point72 Asset Management, L.P. Increased +4.72M +14760.3% $138.5M 0.2% 63
TWO SIGMA INVESTMENTS, LP Quant Increased +8.88M +978.8% $260.4M 0.2% 62
RENAISSANCE TECHNOLOGIES LLC Quant Increased +6.73M +11323.6% $197.3M 0.3% 62

Most significant buyers

By move score, not size.

  • Ghisallo Capital Management New · +4.37M
  • Tudor Investment Corporation New · +65.00M
  • Balyasny Asset Management L.P. New · +2.84M
  • Alyeska Investment Group, L.P. New · +2.41M
  • Point72 Asset Management, L.P. Increased · +4.72M

Most significant sellers

By move score, not size.

  • Wolverine Asset Management Sold Out · -92.2K
  • Hawk Ridge Capital Management Sold Out · -2.32M
  • Weiss Asset Management Reduced · -1.26M
  • ExodusPoint Capital Management Sold Out · -151.3K
  • Quinn Opportunity Partners Sold Out · -235.0K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
Wolverine Asset Management 2 0 92.2K -92.2K -100.0% 7.6% Sold Out 81
Ghisallo Capital Management 2 4.4M 0 +4.37M — 3.4% New 80
Hawk Ridge Capital Management 2 0 2.3M -2.32M -100.0% 0.0% Sold Out 72
Tudor Investment Corporation 2 65.0M 0 +65.00M — 0.3% New 69
Weiss Asset Management 2 141.2K 1.4M -1.26M -89.9% 3.5% Reduced 67
Balyasny Asset Management L.P. 2 2.8M 0 +2.84M — 0.2% New 64
Alyeska Investment Group, L.P. 2 2.4M 0 +2.41M — 0.2% New 63
Point72 Asset Management, L.P. 1 4.8M 32.0K +4.72M +14760.3% 0.2% Increased 63
TWO SIGMA INVESTMENTS, LP 2 9.8M 906.9K +8.88M +978.8% 0.2% Increased 62
RENAISSANCE TECHNOLOGIES LLC 1 6.8M 59.4K +6.73M +11323.6% 0.3% Increased 62
Holocene Advisors, LP 2 425.6K 0 +425.6K — 0.0% New 60
D. E. Shaw & Co., Inc. 1 3.2M 366.3K +2.87M +784.1% 0.1% Increased 58
CITADEL ADVISORS LLC 1 3.5M 1.6M +1.91M +117.6% 0.1% Increased 58
Voloridge Investment Management 2 510.3K 0 +510.3K — 0.1% New 58
Quadrature Capital 3 3.0M 737.6K +2.25M +305.5% 0.9% Increased 57
WORLDQUANT MILLENNIUM ADVISORS LLC 2 23.6K 0 +23.6K — 0.0% New 56
Capital Fund Management 3 2.9M 978.3K +1.90M +194.5% 0.6% Increased 56
MILLENNIUM MANAGEMENT LLC 2 1.8M 484.7K +1.29M +265.8% 0.1% Increased 56
Qube Research & Technologies Ltd 2 2.2K 0 +2.2K — 0.0% New 55
ExodusPoint Capital Management 3 0 151.3K -151.3K -100.0% 0.0% Sold Out 54
CastleKnight Management 3 52.7K 0 +52.7K — 0.1% New 52
Quinn Opportunity Partners 4 0 235.0K -235.0K -100.0% 0.0% Sold Out 52
Readystate Asset Management 3 38.0K 0 +38.0K — 0.1% New 52
LMR Partners 3 197.6K 10.0K +187.6K +1876.2% 0.5% Increased 52
Brevan Howard Capital Management 3 34.4K 0 +34.4K — 0.0% New 51
AQR Capital Management 3 2.5M 192.2K +2.29M +1190.0% 0.0% Increased 51
Winton Group 4 0 56.6K -56.6K -100.0% 0.0% Sold Out 51
Y-Intercept 4 12.0K 0 +12.0K — 0.0% New 48
Man Group 3 2.3K 57.6K -55.3K -96.1% 0.0% Reduced 47
Trexquant Investment 3 876.4K 462.4K +414.0K +89.5% 0.2% Increased 47
Engineers Gate 4 19.2K 499.3K -480.2K -96.2% 0.0% Reduced 46
Gotham Asset Management, LLC 2 38.4K 180.7K -142.3K -78.8% 0.0% Reduced 45
Centiva Capital 4 66.2K 338.3K -272.0K -80.4% 0.1% Reduced 42
MARSHALL WACE, LLP 2 4.6M 7.2M -2.57M -35.7% 0.2% Reduced 41
Walleye Capital 3 40.2K 121.6K -81.4K -66.9% 0.0% Reduced 39
Parallax Volatility Advisers 3 403.4K 268.6K +134.8K +50.2% 1.1% Increased 39
Squarepoint Ops LLC 2 23.9K 15.1K +8.8K +58.5% 0.0% Increased 38
Bridgewater Associates 1 82.3K 73.9K +8.4K +11.4% 0.0% Increased 33
Caption Management 3 120.4K 197.0K -76.7K -38.9% 0.1% Reduced 32
Boothbay Fund Management 4 54.8K 93.8K -39.1K -41.6% 0.0% Reduced 30
ADAGE CAPITAL PARTNERS GP, L.L.C. 2 431.6K 388.9K +42.7K +11.0% 0.0% Increased 29
Woodline Partners LP 2 123.0K 99.9K +23.1K +23.1% 0.0% Increased 29
Schonfeld Strategic Advisors 3 622.8K 752.4K -129.7K -17.2% 0.1% Reduced 28
Capstone Investment Advisors 3 223.6K 201.5K +22.1K +11.0% 0.1% Increased 25
Edgestream Partners 4 90.9K 81.9K +8.9K +10.9% 0.1% Increased 21

Every fund above opens. Subscribers can see any manager's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

Sign in or subscribe

Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.