Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST SOLAR INC (FSLR)

1K + Investors. Track Smart Money conviction in FSLR. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +121
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — FSLR

Based on 993 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added FSLR 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 (100% of max)

100% of all-time peak
993 hedge funds hold FSLR 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.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+174 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

552 buying429 selling
Last quarter: 552 funds bought or added vs 429 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 (+56 vs last Q)

new funds entering per quarter
Funds opening a new FSLR position: 95 → 146 → 154 → 210. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

58% conviction (2yr+) 21% medium 22% new
572 out of 993 hedge funds have held FSLR 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.
🚀

Acceleration phase — new buyers rushing in

104 → 95 → 146 → 154 → 210 new funds/Q
New funds entering each quarter: 95 → 146 → 154 → 210. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 64% of holders stayed 2+ years

64% veterans 11% 1-2yr 25% new
Of 1,060 current holders: 680 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
44 of 993 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Hedge Fund Ownership: FSLR

How many hedge funds hold FSLR — quarterly history vs. share price
Quarterly hedge fund ownership of FSLR vs. share price

Market Analysis: FSLR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FSLR

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

120 top-rated funds 22 high-conviction
Consensus
9.0
/ 10
breadth
×
Elite
5.8
/ 10
conviction
Hedge Fund Positioning: FSLR
2026 Q1 Stats Unlock in 21 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1060 948 11.81%
13F Shares 145M 157M -7.81%
Total Value $37.53B $35.40B 6.04%
New Positions 214 160 +54
Increased Positions 424 411 +13
Closed Positions 94 111 -17
Reduced Positions 452 428 +24
Total Calls 43 51 -15.69%
Total Puts 36 39 -7.69%
PUT/CALL Ratio 0.84 0.76 Neutral

Statistics: FSLR

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

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

Top 25 institutional holders of FSLR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Summerhill Capital Management lnc. 3.69% 21,410 $4.2M
2 GRACE & WHITE INC /NY 2.42% 69,523 $13.7M
3 Mader & Shannon Wealth Management, Inc. 2.09% 22,897 $4.5M
4 Ahara Advisors LLC 1.86% 7,828 $2.0M
5 Cox Capital Mgt LLC 1.83% 13,969 $2.8M
6 Silver Lake Advisory, LLC 1.63% 20,783 $4.1M
7 Leibman Financial Services, Inc. 1.61% 11,138 $2.2M
8 Point Windward Advisors Inc. 1.59% 16,136 $3.2M
9 Burford Brothers, Inc. 1.55% 19,131 $3.8M
10 FIGURE 8 INVESTMENT STRATEGIES LLC 1.52% 7,885 $1.6M
11 Harrington Investments, INC 1.28% 12,376 $2.4M
12 Clean Yield Group 1.26% 22,777 $4.5M
13 Element Squared LLC 1.26% 11,361 $2.2M
14 Board of the Pension Protection Fund 1.00% 5,500 $1.1M
15 Bouvel Investment Partners, LLC 0.96% 16,852 $3.3M
16 Advocate Investing Services LLC 0.96% 5,730 $1.1M
17 Green Alpha Advisors, LLC 0.91% 4,660 $919K
18 PURSUIT WEALTH STRATEGIES, LLC 0.85% 2,321 $606K
19 Quintet Private Bank (Europe) S.A. 0.81% 61,514 $12.1M
20 E. Ohman J:or Asset Management AB 0.72% 137,176 $27.1M
21 CENTRAL VALLEY ADVISORS, LLC 0.66% 12,301 $2.4M
22 Secure Asset Management, LLC 0.63% 20,141 $4.0M
23 Old Port Advisors 0.62% 13,643 $2.7M
24 Legend Financial Advisors, Inc. 0.62% 4,843 $955K
25 FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.58% 83,772 $16.5M
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 — FIRST SOLAR INC (FSLR)

What does the Smart Money Trend signal show for FSLR?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added FSLR 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 FSLR?

Slight buying edge — 56% buying: Last quarter: 552 funds bought or added vs 429 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 FSLR holders?

Strong quality — 38% AUM from major funds: 44 of 993 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FSLR?

58% of holders stayed for 2+ years: 572 out of 993 hedge funds have held FSLR 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.

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.