Stock Analysis

Data Source: SEC EDGAR 13F

Updated Hourly

On Semiconductor Corp (ON)

831 + Investors. Track Smart Money conviction in ON. See who's accumulating, reducing, or initiating positions.

Net Flow Q/Q

↑ +42

Streak

2Q ▲

Buyers last Q

52%

Smart Money Signals — ON

Based on 837 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added ON than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (98% of max)

98% of all-time peak

837 hedge funds hold ON right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q

+104 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 52% buying

444 buying404 selling

Last quarter: 444 funds bought or added vs 404 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter

Funds opening a new ON position: 157 → 95 → 141 → 147. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 19% medium ■ 19% new

522 out of 837 hedge funds have held ON for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

101 → 157 → 95 → 141 → 147 new funds/Q

New funds entering each quarter: 157 → 95 → 141 → 147. A growing number of institutions are discovering ON each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 69% veterans vs 22% newcomers

■ 69% veterans ■ 9% 1-2yr ■ 22% new

Entry-cohort mix of 892 holders: 616 (69%) are 2+ year veterans, 76 entered 1–2 years ago, and 200 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds

63 of 825 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in ON. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ON

In 2026 Q1, 444 hedge funds were net buyers of ON (147 opened a new position, 297 added to an existing one), while 404 reduced or exited (299 trimmed, 105 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 53% of total institutional value in ON is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +42 funds (more new holders than closures). Total institutional holders: 837.

Hedge Fund Ownership: ON

How many hedge funds hold ON — quarterly history vs. share price

Quarterly hedge fund ownership of ON vs. share price

Stock Performance

Real-time

Is It Too Late to Buy On Semiconductor Corp (ON) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ON has moved relative to its sector benchmark (XLK) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 2d ago

+0.0%

XLK

+0.0%

ON outperformed XLK by +0.0% since June 30, 2026.

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?

Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

57 top-rated funds 9 high-conviction

Consensus

7.7

/ 10

breadth

Elite

5.4

/ 10

conviction

Hedge Fund Positioning: ON

2026 Q2 Stats Unlock in 48 days 831 + Investors

Track Smart Money conviction in ON. See who's accumulating, reducing, or initiating positions.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	831	795	4.53%
13F Shares	403M	438M	-8.11%
Total Value	$24.25B	$23.71B	2.28%
New Positions	144	141	+3
Increased Positions	280	240	+40
Closed Positions	108	114	-6
Reduced Positions	285	312	-27
Total Calls	34	34	-
Total Puts	33	34	-2.94%
PUT/CALL Ratio	0.97	1.0	Neutral

Statistics: ON

Valuation Measures Data as of: --

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Financial Highlights

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Income Statement & Cash Flow

Revenue (ttm)	--
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Institutional Holders (2026 Q2)

831 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ON. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 2 ON holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Roxbury Financial LLC	0.01%	136	$13K
2	Eastern Bank	0.01%	5,019	$474K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — On Semiconductor Corp (ON)

What does the Smart Money Trend signal show for ON?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added ON than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ON?

Slight buying edge — 52% buying: Last quarter: 444 funds bought or added vs 404 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ON holders?

Elite ownership — 53% AUM from top-100 funds: 63 of 825 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in ON. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ON?

62% of holders stayed for 2+ years: 522 out of 837 hedge funds have held ON for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy On Semiconductor Corp (ON) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), ON has gained +0.0% vs +0.0% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.