Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Solar Inc (FSLR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +41
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — FSLR

Based on 1010 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (95% of max)

95% of all-time peak
1,010 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.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+135 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

524 buying498 selling
Last quarter: 524 funds bought or added vs 498 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 (+36 vs last Q)

new funds entering per quarter
Funds opening a new FSLR position: 161 → 221 → 129 → 165. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 21% medium ■ 18% new
619 out of 1,010 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.
📊

Peak discovery — momentum slowing

155 → 161 → 221 → 129 → 165 new funds/Q
New funds entering each quarter: 161 → 221 → 129 → 165. FSLR is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 67% veterans vs 20% newcomers

■ 67% veterans ■ 13% 1-2yr ■ 20% new
Entry-cohort mix of 1,085 holders: 722 (67%) are 2+ year veterans, 142 entered 1–2 years ago, and 221 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
68 of 1000 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in FSLR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — FSLR

In 2026 Q2, 524 hedge funds were net buyers of FSLR (165 opened a new position, 359 added to an existing one), while 498 reduced or exited (374 trimmed, 124 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 61% of total institutional value in FSLR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +41 funds (more new holders than closures). Total institutional holders: 1010.

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

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

40 top-rated funds 13 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
4.7
/ 10
conviction
Hedge Fund Positioning: FSLR
993 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 993 969 2.48%
13F Shares 140M 128M 9.5%
Total Value $32.26B $24.63B 30.96%
New Positions 164 129 +35
Increased Positions 346 327 +19
Closed Positions 130 220 -90
Reduced Positions 345 363 -18
Total Calls 47 39 20.51%
Total Puts 38 35 8.57%
PUT/CALL Ratio 0.81 0.9 Neutral

Statistics: FSLR

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Institutional Holders (2026 Q2)

993 + investors

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

QUARTER:
Top 25 FSLR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clean Energy Transition LLP 21.00% 1,278,237 $301.6M
2 Hill City Capital, LP 15.84% 2,628,130 $620.1M
3 Acuitas Investments, LLC 15.45% 935 $220K
4 Farley Capital L.P. 9.68% 52,285 $12.3M
5 Hillman Co 7.40% 88,683 $20.9M
6 Redwood Grove Capital, LLC 5.09% 85,200 $20.1M
7 Triodos Investment Management BV 4.61% 321,250 $75.7M
8 Nia Impact Advisors, LLC 4.26% 43,541 $10.3M
9 ARP Global Capital Ltd 4.23% 41,555 $9.8M
10 Samlyn Capital, LLC 4.02% 1,045,479 $246.7M
11 Brooklands Fund Management Ltd 3.97% 22,328 $5.1M
12 Summerhill Capital Management lnc. 3.96% 21,020 $5.0M
13 Blue Jean Financial LLC 3.54% 21,550 $5.1M
14 Credit Capital Investments LLC 3.47% 25,700 $6.1M
15 Panoramic Capital, LLC 3.30% 32,500 $7.7M
16 Irenic Capital Management LP 2.83% 250,100 $59.0M
17 Guild Investment Management, Inc. 2.76% 17,110 $4.0M
18 Lumbard & Kellner, LLC 2.61% 36,506 $8.6M
19 Mader & Shannon Wealth Management, Inc. 2.60% 23,581 $5.6M
20 Grace & White Inc /Ny 2.52% 67,608 $16.0M
21 Robeco Schweiz AG 2.47% 651,923 $153.8M
22 Sound Capital Solutions LLC 2.37% 42,909 $10.1M
23 Foresight Group Ltd Liability Partnership 2.28% 53,647 $12.6M
24 Two Seas Capital LP 2.20% 471,500 $111.3M
25 SFE Investment Counsel 2.00% 62,790 $14.8M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 51% buying: Last quarter: 524 funds bought or added vs 498 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?

Elite ownership — 61% AUM from top-100 funds: 68 of 1000 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in FSLR. 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 FSLR?

61% of holders stayed for 2+ years: 619 out of 1,010 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.

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