Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Skyworks Solutions Inc (SWKS)

672 + 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
↓ -35
Streak
3Q ▼
Buyers last Q
50%

Smart Money Signals — SWKS

Based on 677 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their SWKS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 79% of 3.0Y peak

79% of all-time peak
677 funds currently hold this stock — 79% of the 3.0-year high of 857 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

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

Slight buying edge — 50% buying

360 buying359 selling
Last quarter: 360 funds bought or added vs 359 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.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 140 → 85 → 103 → 94. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 16% medium ■ 14% new
474 out of 677 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.
💎

Buying through price weakness — shares +8%, value -11%

Value
-11%
Shares
+7%
Last quarter: funds added +8% more shares while total portfolio value only changed -11%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~94 new funds/quarter

79 → 140 → 85 → 103 → 94 new funds/Q
New funds entering each quarter: 140 → 85 → 103 → 94. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 74% of holders stayed 2+ years

■ 74% veterans ■ 8% 1-2yr ■ 18% new
Of 706 current holders: 525 (74%) 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.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
60 of 677 holders are among the 100 largest funds by AUM, controlling 45% 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.
2.3
out of 10
Low Exit Risk
Exit risk score 2.3/10 — 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 — SWKS

In 2026 Q1, 360 hedge funds were net buyers of SWKS (94 opened a new position, 266 added to an existing one), while 359 reduced or exited (230 trimmed, 129 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 45% of total institutional value in SWKS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -35 funds (more exits than new entries). Total institutional holders: 677.

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.

Is It Too Late to Buy Skyworks Solutions Inc (SWKS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SWKS has moved relative to its sector benchmark (XLK) since the 2026 Q1 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 March 31, 2026 · 75d ago
SWKS
+38.1%
XLK
+39.1%

SWKS outperformed XLK by -1.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
SWKS
+8.9%
XLK
+4.8%

Since the filing became public, SWKS outperformed XLK by +4.1% .

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.

42 top-rated funds 0 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: SWKS
672 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 672 712 -5.62%
13F Shares 169M 156M 7.74%
Total Value $8.76B $9.89B -11.45%
New Positions 91 103 -12
Increased Positions 256 233 +23
Closed Positions 131 112 +19
Reduced Positions 222 270 -48
Total Calls 17 26 -34.62%
Total Puts 19 25 -24.0%
PUT/CALL Ratio 1.12 0.96 Neutral

Statistics: SWKS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

672 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pzena Investment Management LLC 2.80% 16,108,138 $862.6M
2 Kerrisdale Advisers, LLC 2.59% 126,980 $6.8M
3 ClearAlpha Technologies LP 1.94% 17,597 $942K
4 Core Wealth Partners LLC 0.94% 37,817 $2.0M
5 Old West Investment Management, LLC 0.90% 155,869 $8.3M
6 Letko, Brosseau & Associates Inc 0.79% 912,697 $48.9M
7 Shariaportfolio, INC. 0.67% 28,190 $1.5M
8 Mork Capital Management, LLC 0.65% 17,060 $914K
9 ARGA Investment Management, LP 0.64% 366,179 $19.6M
10 Capital Investment Counsel, Inc 0.62% 94,529 $5.1M
11 Alexander Randolph Advisory, Inc. 0.55% 11,885 $636K
12 Family Legacy Financial Solutions, LLC 0.51% 11,792 $631K
13 Axq Capital, LP 0.46% 67,314 $3.6M
14 Keynote Financial Services LLC 0.46% 16,172 $866K
15 S&T Bank/Pa 0.43% 21,438 $1.1M
16 Azzad Asset Management Inc /Adv 0.43% 79,013 $4.2M
17 Farringdon Capital, Ltd. 0.39% 33,397 $1.8M
18 Miller Global Investments, LLC 0.39% 7,968 $427K
19 Tounjian Advisory Partners, LLC 0.34% 17,620 $944K
20 Truvestments Capital LLC 0.33% 34,243 $1.8M
21 Twelve Points Wealth Management LLC 0.32% 27,025 $1.4M
22 Martin & Co Inc /Tn/ 0.29% 32,161 $1.7M
23 Haven Capital Group, Inc. 0.28% 5,583 $299K
24 Chiron Capital Management, LLC 0.28% 5,026 $269K
25 EntryPoint Capital, LLC 0.27% 17,122 $917K
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?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their SWKS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SWKS?

Slight buying edge — 50% buying: Last quarter: 360 funds bought or added vs 359 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 — 45% AUM from top-100 funds: 60 of 677 holders are among the 100 largest funds by AUM, controlling 45% 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?

70% of holders stayed for 2+ years: 474 out of 677 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.

Is it too late to buy Skyworks Solutions Inc (SWKS) following the 2026 Q1 hedge fund 13F filings?

As of today, SWKS has moved +8.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLK sector ETF — an outperformance of +4.1%. Since the quarter end (March 31, 2026), SWKS has gained +38.1% vs +39.1% 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.

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