Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Skyworks Solutions Inc (SWKS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +38
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — SWKS

Based on 719 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 SWKS 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.
📊

High ownership — 84% of 3.0Y peak

84% of all-time peak
719 funds currently hold this stock — 84% of the 3.0-year high of 858 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
30 fewer hedge funds hold SWKS compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 53% buying

376 buying335 selling
Last quarter: 376 funds bought or added vs 335 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 (+37 vs last Q)

new funds entering per quarter
Funds opening a new SWKS position: 86 → 103 → 96 → 133. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 16% medium ■ 16% new
492 out of 719 hedge funds have held SWKS 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.
💰

Value +38% but shares only +20% — price-driven

Value
+38%
Shares
+20%
Last quarter: the total dollar value of institutional holdings rose +38%, but actual share count only changed +20%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

142 → 86 → 103 → 96 → 133 new funds/Q
New funds entering each quarter: 86 → 103 → 96 → 133. A growing number of institutions are discovering SWKS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 73% veterans vs 19% newcomers

■ 73% veterans ■ 9% 1-2yr ■ 19% new
Entry-cohort mix of 751 holders: 545 (73%) are 2+ year veterans, 67 entered 1–2 years ago, and 139 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
66 of 714 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in SWKS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — 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 — SWKS

In 2026 Q2, 376 hedge funds were net buyers of SWKS (133 opened a new position, 243 added to an existing one), while 335 reduced or exited (240 trimmed, 95 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 62% of total institutional value in SWKS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +38 funds (more new holders than closures). Total institutional holders: 719.

Hedge Fund Ownership: SWKS

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

Market Analysis: SWKS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SWKS

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 1 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: SWKS
712 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 712 681 4.55%
13F Shares 206M 171M 20.3%
Total Value $12.32B $8.92B 38.14%
New Positions 133 96 +37
Increased Positions 237 259 -22
Closed Positions 97 130 -33
Reduced Positions 234 223 +11
Total Calls 18 17 5.88%
Total Puts 18 19 -5.26%
PUT/CALL Ratio 1.0 1.12 Neutral

Statistics: SWKS

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Financial Highlights

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Institutional Holders (2026 Q2)

712 + investors

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

QUARTER:
Top 25 SWKS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pzena Investment Management LLC 3.18% 15,973,040 $1.08B
2 Old West Investment Management, LLC 2.12% 295,073 $20.0M
3 Kerrisdale Advisers, LLC 2.09% 123,340 $8.4M
4 Spruce Point Capital Management, LLC 1.35% 11,510 $780K
5 Letko, Brosseau & Associates Inc 1.24% 1,234,937 $83.7M
6 Moody Aldrich Partners LLC 1.20% 98,792 $6.7M
7 ClearAlpha Technologies LP 1.20% 10,283 $697K
8 Harvest Investment Advisors, LLC 1.16% 34,593 $2.3M
9 Core Wealth Partners LLC 1.09% 37,867 $2.6M
10 Canyon Capital Advisors LLC 0.94% 122,000 $8.3M
11 Slagle Financial, LLC 0.77% 37,899 $2.6M
12 Mork Capital Management, LLC 0.74% 17,060 $1.2M
13 Cable Car Capital, LP 0.73% 502,200 $34.0M
14 Shariaportfolio, INC. 0.71% 29,717 $2.0M
15 Capital Investment Counsel, Inc 0.66% 90,478 $6.1M
16 Alexander Randolph Advisory, Inc. 0.66% 11,755 $797K
17 Wbi Investments, LLC 0.62% 36,891 $2.5M
18 DnB Asset Management AS 0.61% 3,188,840 $216.2M
19 McKinney Capital Management, LLC 0.51% 19,150 $1.3M
20 Keynote Financial Services LLC 0.51% 15,957 $1.1M
21 Azzad Asset Management Inc /Adv 0.49% 81,232 $5.5M
22 ARGA Investment Management, LP 0.48% 277,756 $18.8M
23 Miller Global Investments, LLC 0.45% 7,968 $540K
24 Nomura Holdings Inc 0.38% 4,750,000 $322.1M
25 Twelve Points Wealth Management LLC 0.37% 27,164 $1.8M
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 — Skyworks Solutions Inc (SWKS)

What does the Smart Money Trend signal show for SWKS?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SWKS 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 SWKS?

Slight buying edge — 53% buying: Last quarter: 376 funds bought or added vs 335 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 SWKS holders?

Elite ownership — 62% AUM from top-100 funds: 66 of 714 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in SWKS. 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 SWKS?

68% of holders stayed for 2+ years: 492 out of 719 hedge funds have held SWKS 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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